Morgan Zheng
UChicago | Wall Street | From Pitching Founders to Positioning Applicants
Studied at University of Chicago Booth School of Business
Worked at Investment Banking
Available Thursday at 3:00 PM UTC
I’m open to meeting outside my normal weekly schedule on a case-by-case basis — feel free to message me directly to coordinate.
Questions? Start chatting with this coach before you get started.
Morgan's Coaching Offerings
Custom hourly · $170/hr
Get help with Recommendations, Essays, and .
Morgan’s College Qualifications
Welcome! I am currently an MBA candidate at the University of Chicago Booth School of Business and earned my Bachelor of Business Administration with highest honors from the Red McCombs School of Business at UT Austin. Professionally, I’ve worked across investment banking, private equity, and strategic finance, partnering with founders, corporate boards, and institutional investors to shape business narratives and navigate complex strategic decisions. I approach admissions the same way investors evaluate opportunities: through leadership, judgment, trajectory — and, most importantly, fit. The strongest applications show not only why you want a school, but why that specific school is positioned to accelerate your goals. I particularly enjoy working with applicants pursuing careers in business or finance, though I help candidates across backgrounds move beyond resume bullets and develop thoughtful, authentic stories about motivation and impact. My focus isn’t just essay polishing; it’s helping you articulate a narrative that explains your past, shows intentionality in the present, and convincingly points to your future — all while remaining true to who you are. I’d be excited to work together.
Morgan can help with:
Recommendations
Essays
Secondary Review
Application Strategy
Resume
General Exploration
Interviews
Supplementary Materials
School Selection
About Morgan
Welcome! I am currently an MBA candidate at the University of Chicago Booth School of Business and earned my Bachelor of Business Administration with highest honors from the Red McCombs School of Business at UT Austin. In my professional work across investment banking, private equity, and strategic finance, I’ve advised on transactions involving businesses valued in the millions. Every company has complexity — differentiated strengths; gaps, which are really just areas of ongoing development; and untapped potential. My role has been to help leadership teams articulate a clear, compelling narrative that highlights durable value and builds conviction with sophisticated buyers. I bring the same strategic lens to MBA admissions. Strong applications aren’t about perfection — they’re about clarity, positioning, and helping decision-makers understand why you already belong. I particularly enjoy working with applicants pursuing careers in business or finance, though I help candidates from all backgrounds move beyond resume bullets and develop thoughtful, authentic stories about motivation and impact. My focus isn’t just essay polishing; it’s helping you articulate a narrative that explains your past, shows intentionality in the present, and convincingly points to your future — all while remaining true to who you are. I’d be excited to work together.
Why do I coach?
I coach because I care about people finding their own clarity. I don’t believe anyone needs to be reinvented — just understood. Real potential deserves to be seen, not just by admissions committees, but by you.
Work Experience
VIce President
Investment Banking
March 2025 - October 2025
Co-built the investment banking arm of a newly launched CFO advisory firm, operating in a 0-to-1 environment across sourcing, process design, and deal execution Generated $150K in fees by leading the firm’s first sell-side engagement, owning all deliverables (e.g., management presentation, model, QofE, Q&A docs, outreach), and working directly with a founder-owned business from positioning through close Conducted customer discovery and go-to-market testing by building and managing relationships with 20+ referral partners (accounting firms, wealth advisors, exit planners) and multiple prospective clients Evaluated structural and resource limitations as the firm evolved and partnered with leadership to wind down the IB division. Business Development, M&A Negotiations and +8 skills
Associate / Senior Associate
Embarc Advisors
September 2022 - March 2025
Investment Banking (M&A) and CFO Services Founded by a Goldman Sachs and McKinsey & Co alum, Embarc is an advisory firm providing M&A, Fractional CFO, and Capital Raising services for high-growth companies. I joined to operate in an early-stage environment, build new internal processes, and through deal volume and number of interactions, gain a deeper understanding of how founders and operators make capital and growth decisions. - Supported buy-side and sell-side engagements across multiple clients by analyzing operating performance, stress-testing financial assumptions, and coordinating diligence workflows across management teams, counterparties, and other advisors - Sample transaction experience: sale of Vizzia Technologies to HID, sale of Rich to DGS / San Francisco Equity Partners, private placement for a $1B Asia-based logistics company - Notable clients served: B Capital, Washlava, XWing, Empaxis, numerous fundless sponsors and search funds - Led strategic finance work for operating companies by reviewing historical budgets and quarterly actuals, building updated forward-looking budgets, and supporting recurring forecast updates; in one engagement, consolidated financials across U.S. and Colombia subsidiaries by coordinating inputs across finance, operations, and leadership to deliver time-sensitive reporting - Translated unstructured financial and operational data into clear analyses and materials used to evaluate feasibility, identify execution risks, and prioritize next steps during live engagements - Managed parallel workstreams, and balanced shifting priorities, tight timelines, and cross-functional dependencies - Built internal operating processes by creating a sourcing playbook used firmwide ARR Modeling, Leveraged Buyouts (LBO) and +10 skills
Analyst
Advantage Capital
May 2021 - September 2022
Investment Team - Private Equity and Private Credit Advantage Capital is a small business investment firm that has deployed over four billion dollars of capital since 1992. Wanting exposure to how analytical work influences real outcomes, I moved from sponsor coverage into an investing role focused on hands-on diligence and execution, where I supported decision-making by synthesizing complex analysis into clear narratives for stakeholders. - Evaluated and performed diligence on growth-stage businesses, assessing unit economics, scalability, and operational runway under different capital structures and scenarios - Deal experience includes equity, debt with equity co-invest, sub debt with warrants, and convertible structures - Select investments: Talage's Series B, Huge Brands, Cocolevio, Fooji - Presented investment analyses and risk considerations to investment committee members, synthesizing qualitative diligence with quantitative insights - Worked directly with management teams during diligence and portfolio reviews Corporate Credit, ARR Modeling and +8 skills
Analyst
HSBC
August 2020 - April 2021
Interviewer
Investment Banking - Financial Sponsors Group
Summer Analyst
J.P. Morgan
June 2019 - August 2019
Corporate Banking
Morgan was also given offers to work at
Cambridge Associates
Cohen Capital Management
Arena Investors,
Education
McCombs School of Business (UT Austin)
Bachelor of Business Administration with Highest Honors, Finance
2020
Grade: 3.95 / 4.00 GPA Herbert F. Poyner, Jr. Endowed Presidential Scholarship Distressed M&A, Venture Capital and +6 skills
University of Chicago Booth School of Business
Master of Business Administration
2025 - 2027
Activities and societies: Entrepreneurship and Venture Capital Club, Food Club, Evening/Weekend Program Venture Capital, Real Estate Due Diligence and +3 skills