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Michael L.

Michael Lu

  • Harvard Business School Logo

    Harvard Business School

  • The Carlyle Group Logo

    The Carlyle Group

  • 25

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Michael L.
Note from Michael

I’m only taking on a select number of highly motivated clients given my busy work schedule! Please reach out if you are serious!

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I’ve spent my career working in private equity and investment banking, and I try to bring that real-world perspective into how I coach. Most recently, I was a Private Equity Associate at The Carlyle Group, where I worked on multi-billion dollar investments, built models, and partnered closely with management teams through the full investment process. Before that, I was an Investment Banking Analyst at Moelis & Company, where I developed a strong technical foundation in valuation and deal execution. I’m currently finishing my MBA at Harvard Business School and will be joining a private equity firm as a Vice President, so I have a clear, up-to-date view on what actually matters in recruiting today. I’ve also spent a lot of time mentoring and helping others navigate the process, which has shaped how I approach coaching. My focus isn’t just on getting you to the “right answer,” but on helping you think like an investor—building the judgment, communication skills, and intuition that top private equity firms are really looking for.

Work with Michael

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Why do I coach?

I coach because I have personally benefited from a number of mentors during my own work experience that has helped shape the success I have today. My career in finance has been built through the apprenticeship model and I believe it is equally important for me to help support others who are looking to go down similar career journeys.

Work Experience

The Carlyle Group Logo

Private Equity Associate

The Carlyle Group

July 2022 - July 2024

Associate in the U.S. buyout healthcare private equity team with experience executing and diligencing across multi-billion dollar transactions, take-privates, portfolio company add-ons, etc.

Moelis & Company Logo

Investment Banking Analyst

Moelis & Company

July 2020 - July 2022

Worked across four different closed buyside and sellside transactions in the media & entertainment sector

Education

Harvard Business School Logo

Harvard Business School

Masters of Business Administration

2024 - 2026

University of Pennsylvania Logo

University of Pennsylvania

Bachelors of Arts, Biology

2016 - 2020

Studied in the Roy and Diana Vagelos Program in Life Sciences and Management. Graduated with a 3.95 GPA, Summa Cum Laude, Beta Gamma Sigma, and Dean's List (2016-2020)

The Wharton School (UPenn) Logo

The Wharton School (UPenn)

Bachelors of Sciences, Economics (Finance & Business Analytics)

2016 - 2020

Studied in the Roy and Diana Vagelos Program in Life Sciences and Management. Graduated with a 3.95 GPA, Summa Cum Laude, Beta Gamma Sigma, and Dean's List (2016-2020)

5.0 average review

18 reviews


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Knowledge

5.0

Value

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Responsiveness

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