Advance Your Private Equity Career

Advance Your Private Equity Career

5.0

Offered by Jordan B.

5.0

()

Former PE Investor with Deep Executive Experience as CFO & Portco Advisor

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Studied at UNC Kenan-Flagler Business School

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Works at Traction

Package Description:

This package is designed for professionals aiming to grow their careers in private equity. The coaching will be tailored to your individual needs, covering topics such as enhancing valuation skills, preparing for senior roles, improving investor relations, and more. With expert coaching, you’ll refine your private equity skills and make a lasting impact in the industry. Some of the common coaching activities included in this package are, but are not limited to: - Enhancing Your Personal Brand – Develop a compelling personal narrative that highlights your private equity achievements and strengths. - Advancing Equity-Specific Skills – Strengthen your expertise in valuation, portfolio management, and deal execution. - Mastering Investor Interactions – Boost your skills in building and maintaining investor relationships, conducting successful fundraising, and managing portfolio companies. - Strategic Networking Guidance – Learn strategies to expand your professional network within the private equity sector and create valuable connections. - Navigating Career Growth – Receive personalized guidance on securing promotions, transitioning to senior roles, and maximizing your influence in your organization. This coaching package is ideal for private equity professionals seeking to elevate their careers and position themselves for long-term success.


What you'll get from this package

Strengthen your personal brand by highlighting your unique skills, experiences, and accomplishments to stand out in your field

Expand your professional network by building meaningful connections to uncover opportunities and accelerate career growth

Position yourself for growth by gaining clarity on how to achieve promotions, transition into leadership roles, and excel in your career

Enhance communication skills to convey ideas clearly and collaborate effectively with diverse stakeholders


Additional details

Coaching delivered via live sessions and .

Refund Policy

Services included:

Skill Building

Deal Sourcing

Portfolio Management

Promotion Strategy

Networking Strategy

Due Diligence

Investment Evaluation

Private Equity Strategy

Financial Analysis


Jordan B.

Offered by Jordan B.

Joined March 2025

5.0

Former PE Investor with Deep Executive Experience as CFO & Portco Advisor

Welcome to my profile! As a former Private Equity Investor at Palladium, I bring a wealth of experience in leading diligence and modeling for investments across various sectors. My exec roles as CFO and advisor to portfolio companies has equipped me with the skills to structure value-creation plans that are directly adopted by C-suites. Through initiatives like Project Wall Street, I've successfully placed 35+ students into top PE shops like Audax, GTCR, Blackstone, and Stone Point. My coaching focuses on technical mastery, deal talk, and storytelling to help you hone a compelling case for candidacy. Let's work together to build your path to Apollo, Advent, or Carlyle. Reach out to start your journey in PE!

Coaches professionally

Experience level: Associate

30+ people coached for Private Equity

Starting at $700

10h+ of coaching

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