Know Your Deals: IB Transaction & Deal Discussion Prep
Learn to discuss your transaction experience in a way that demonstrates a real understanding of the deal—not simply the tasks you completed. We’ll select the transactions most likely to come up in interviews and develop a structured approach for discussing the company, industry, strategic rationale, valuation, transaction structure, financing, key challenges, and ultimate outcome. We’ll also make sure you can clearly explain your individual contribution while demonstrating that you understand the broader context of the transaction. Through realistic follow-up questioning, we’ll pressure-test whether you can discuss your deals at both a technical and strategic level.
What's included
I’ll push beyond process-oriented answers such as “I built the model” or “I prepared the materials.” The goal is to help you demonstrate that you understand the company, valuation, strategic rationale, and broader transaction dynamics—not simply that you executed your assigned responsibilities.
- Structured and polished transaction walkthroughs
- Stronger understanding of your own deals
- Clear articulation of valuation, strategy, and transaction rationale
- Confidence handling detailed follow-up questions
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.
