Define Your Investment Thesis

Define Your Investment Thesis

Offered by Nick B.

Experienced Investor & Business Buyer | Goldman Sachs, Citadel, Echo Street

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Studied at Queen's University

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Worked at Citadel

Package Description:

A strong investment thesis is the backbone of any successful ETA journey. This package helps you transform your goals and insights into a polished, investor-ready strategy. With expert coaching, you’ll identify the right industries, acquisition criteria, and rationale that set you apart from other searchers. By the end, you’ll be confident in articulating your thesis to investors and using it as your north star throughout the acquisition process. Key components of this package can include, but aren’t limited to: • Clarify your goals, background, and investor alignment to shape your unique perspective. • Evaluate industries and sub-sectors that fit your criteria and strengths. • Translate insights into a differentiated thesis that resonates with capital providers. • Refine your narrative for clarity and confidence when pitching.


What you'll get from this package

Investor-Ready Investment Thesis (2–3 page polished document)

Industry Mapping & Criteria Matrix

Differentiated Value Proposition Narrative


Additional details

Coaching delivered via live sessions.

Refund Policy

Services included:

Thesis Development


Nick B.

Offered by Nick B.

Joined January 2026

Experienced Investor & Business Buyer | Goldman Sachs, Citadel, Echo Street

I'm an investor with 10 years of experience across hedge funds, growth equity and investment banking. I have more recently spent the last 2 years in the ETA world and been under LOI on 3 businesses including currently in process of closing a 9 location brick and mortar platform. I can discuss all aspects of the ETA process including sourcing, modelling, due diligence and raising money. Previously, I spent the last 10 years in investment banking (Goldman Sachs) and investing (Citadel and Echo Street) focusing on both public equities and private growth equity investments. I graduated first class honors from Queen's University and held multiple internships throughout college in finance including at Goldman Sachs in my junior summer where I received a full time offer.

Experience level: Vice President

$1,895.25

5h of coaching

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