Investment Banking Coaches, Events, and Resources

Welcome to my profile! With extensive experience in the investment banking sector, including roles at Goldman Sachs and Credit Suisse, I bring a wealth of knowledge to my coaching practice. My focus has been on TMT coverage, particularly in software and data analytics, which equips me with the insights needed to guide aspiring investment bankers. As a VP of Corporate Development at Instructure, I continue to leverage my expertise in strategic growth and partnerships. I have successfully coached 5 individuals, helping them navigate the competitive landscape of investment banking. If you're looking to break into this field, let's connect and craft a strategy tailored to your success!

With a solid foundation in finance from Emory University's Goizueta Business School, I built a successful career in investment banking and private equity. My experience spans roles at top firms like J.P. Morgan, Raymond James, and PeakEquity Partners, where I honed my skills in technology and services M&A and software private equity. Whether you need guidance on resume building, interview preparation, or networking strategies, I'm here to support your career goals. Let's connect and create a tailored plan for your success.

I successfully broke into investment banking from a non-target school, where I learned firsthand that the traditional recruiting funnel doesn't work for everyone. I’ve navigated the process and can help you build your own playbook for breaking in, just as I did. My biggest value-add is helping you master the networking strategy that will get you in front of more decision-makers. We'll focus on targeted outreach and crafting messages that actually get responses. While I can cover the foundational technical concepts and conduct mock behavioral interviews, my primary focus is on empowering you to build a network and a resume that will be your greatest asset. I've successfully helped several others break into this competitive industry. I'm here to guide you through the critical early stages of networking and resume prep and am flexible on however I can support you throughout the rest of your job search.

I’m Matt! I’m a full-time investment banking associate with nearly six years of experience across both bulge bracket and middle-market firms. I’ve led Superday preparation at my alma mater, helped run recruiting at my prior and current firms, and successfully coached countless candidates from non-target and target schools into roles at Goldman Sachs, Jefferies, JP Morgan, Wells Fargo, and top private equity and corporate development roles. What makes my approach different? I focus on helping you craft a compelling personal story, sharpen your behavioral answers, and simulate real Superday dynamics — the things that actually move the needle. I’ve reviewed hundreds of resumes and conducted dozens of interviews from the banker side of the table, and I bring that insider’s perspective to every session. Whether you’re a student trying to break in or a lateral candidate navigating a competitive process, I’ll help you stand out for the right reasons

Hello and welcome to my profile! With a robust background in finance, I have navigated the competitive landscape of investment banking and private equity, having worked as a Technology Investment Banking Analyst at William Blair and currently as a Private Equity Associate at Thomas H. Lee Partners. My journey through these roles has equipped me with the insights and skills necessary to guide aspiring professionals into the world of investment banking. Whether you're preparing for interviews or seeking to refine your application strategy, I'm here to help you succeed. Let's connect and chart your path to a successful career in investment banking!

Investment banking recruiting demands more than technical knowledge. Candidates need to understand how bankers evaluate businesses, structure transactions, communicate investment recommendations, and perform under pressure during interviews and live deal work. My background includes investment banking at JPMorgan supporting transactions within the Energy, Natural Resources, and Industrials sectors, followed by private equity investing and acquisition execution. Throughout my career, I've built and reviewed financial models, performed company valuations, supported commercial and financial due diligence, analyzed acquisition opportunities, and worked through transaction execution from initial evaluation through closing considerations. I coach candidates pursuing investment banking internships and full-time analyst and associate roles by focusing on the skills firms actually evaluate, including: • Financial modeling (3-statement, DCF, merger, LBO, and operating models) • Accounting and valuation concepts • M&A process and transaction mechanics • Technical interview preparation • Investment case studies • Resume and recruiting strategy • Commercial judgment and investment thinking • Excel best practices and model review Rather than simply teaching interview answers, I focus on helping candidates understand how investment professionals analyze businesses and make investment decisions. My coaching combines technical rigor with practical transaction experience to help candidates build confidence, perform in interviews, and succeed once they enter investment banking.

Breaking into investment banking is one of the most competitive recruiting processes in business. Success requires far more than technical knowledge—it demands a compelling story, disciplined networking, polished interview skills, and the ability to perform under pressure. Having successfully navigated that process myself, I know what it takes to stand out. I earned my MBA from Harvard Business School and worked as an M&A Investment Banking Summer Associate at Lincoln International, where I advised clients on mergers and acquisitions, financial analysis, valuation, due diligence, and transaction execution. Prior to banking, I built my career as an engineer at Cummins before transitioning into strategy, private equity, and investment banking. That unconventional path gives me firsthand experience helping candidates make career pivots and position their unique backgrounds as strengths. I coach both undergraduate and MBA candidates through every stage of investment banking recruiting, including resume optimization, networking strategy, behavioral interviews, technical interview preparation, valuation and accounting fundamentals, deal discussions, and offer negotiation. My goal is not simply to help you answer interview questions—I help you develop the confidence, technical skills, and recruiting strategy needed to earn interviews and convert them into offers.

Over the last 15 years, I've helped hundreds of students from non-target schools land jobs at Goldman Sachs, JP Morgan, Bank of America Merrill Lynch, Evercore, Moelis, Citi, Barclays, UBS, Jefferies, Lazard, Guggenheim, Catalyst, Wells Fargo, and many, many more.

After landing a spring week at BNP Paribas, converting it into a Summer Internship and a full-time offer, I have been selected for Bank of America's Summer Internship program. I have helped 20+ students writing their CVs, preparing for interviews, acing automatic tests and landing their dream internship.

As an incoming investment banking analyst at Raymond James and a Finance Student Career Coach at Brigham Young University, I specialize in guiding students through the competitive investment banking recruiting process. With hands-on experience from roles at Crewe Capital, Cimarron Healthcare Capital, and Headline Venture Capital, I bring a wealth of industry knowledge to my coaching. I've successfully coached 25+ individuals, providing services such as mock interviews, resume refinement, and networking strategies. Whether you're just starting your journey or need targeted advice, I'm here to help you break into the world of investment banking. Let's connect and craft a personalized plan for your success.