Break Into Investment Banking: The Complete Recruiting Program
An end-to-end investment banking recruiting program designed to prepare you for every major stage of the process—from your resume and recruiting strategy through behavioral interviews, deal discussions, technicals, modeling tests, mock interviews, and final-round preparation. We’ll build a personalized preparation plan based on your background, target banks, experience, recruiting timeline, and current skill gaps, then work through each stage of the process systematically. Throughout the program, we can cover candidate positioning, behavioral interviews, transaction discussions, accounting, valuation, DCF analysis, M&A, LBO fundamentals, financial modeling, mock interviews, and Superday preparation. The goal is to make sure there are no weak links in your recruiting process and that you are prepared to perform confidently from your first interview through the final round.
What's included
My approach is direct, practical, and highly individualized. We’ll start by identifying exactly where you are today and what is most likely to hold you back in the recruiting process. From there, we’ll build your preparation progressively—first establishing your positioning and story, then developing your deal knowledge, technical foundation, modeling ability, and interview performance. Having worked in both investment banking and private equity, I focus on what interviewers actually care about and the skills that ultimately matter once you are on the job. The goal is not simply to help you memorize interview answers. It’s to help you understand the material, communicate confidently, and become a candidate an investment banking team wants to hire.
- Complete preparation across every major stage of IB recruiting
- Stronger resume, personal story, deal discussions, technical skills, and modeling ability
- Realistic interview practice with direct, targeted feedback
- Confidence and readiness to convert interviews into offers
Meet your expert
Dan B.
Ex-Raymond James M&A | 4 Deals / $1B+ EV | Broke In from Private Credit
I’m a former Investment Banker and Private Equity Vice President with experience investing in high-growth software, AI and technology companies, including working on an investment in a company now valued at $5 billion. My PE experience spanned the full investment lifecycle, from sourcing and diligence to financial modeling, deal execution, and portfolio company strategy. My path into private equity wasn’t seamless. I spent close to a year interviewing before breaking in, so I understand firsthand how challenging and frustrating the process can be. Over time, I learned that success goes beyond knowing the technicals—you need to understand how investors think, communicate with conviction, and know what interviewers are actually assessing. I bring experience from both sides of the table and provide direct, practical coaching across IB and PE interviews, technicals, LBOs, case studies, deal discussions, and recruiting strategy.
