Private Equity Coaches, Events, and Resources

I have worked in both private equity and investment banking, I have spent over 2 years in the PE industry. In those 2 years, I have been a part of 2 closings and looked at over 500 companies. My responsibilities range from new deal sourcing, diligence, managing investor relationships, and supporting portfolio companies. I know what it takes to get into the industry and perform while present.

Welcome! I have experience in mega-fund and middle-market private equity. Together, we can work through networking strategies to land an interview; behavrioral, technical, case study, and modeling interview preparation; offer management / negotiation, and strategies to be successful on the job once you land an offer. We can also align on what type of firm (mega-fund vs. middle-market) best aligns with your career goals. Breaking into private equity is challenging but rewarding, and I'm delighted to guide you on this part of your career path. I bring a warm, practical approach to coaching and can't wait to meet you!

Alpine CIT Class of 2021 alum! Since then, I’ve helped many applicants navigate the Alpine interview process through mock interviews, strategy sessions, and candid feedback - several have gone on to receive offers from Alpine and other CXO programs. The Alpine and Shore Capital interviews are a unique “deep dive” experience, so please note that I am not the best fit for traditional PE Ops' consulting-style case prep.

I worked at L Catterton as an investment associate in its Flagship Buyout Fund from 2018 - 2020, working on deals such as Cholula, FYI Doctors, and the Honest Co. Since LCAT, I also worked with Patrick Curtis at Wall Street Oasis to create their inaugural PE Associate Course, designed to train incoming PE associates at megafunds and middle-market shops alike. I have formally mentored investment bankers looking to break into PE via Wall Street Oasis, and informally worked with other friends from Hamilton or Citi. I have worked in consumer and retail for 6+ years and can specifically help with any industry questions. I will also train you to perfect technical questions and can leverage my WSO course materials to help fill any other knowledge gaps, be it about the industry, the roles and responsibilities of a PE associate, or the types of candidates that these firms look for.

I'm a former Bain Capital Private Equity investor and Stanford GSB MBA with experience across buyout and growth investing. Previously a Vice President at SKKY Partners, I've worked closely with founders and senior investors on complex transactions. I help candidates develop real investor judgement, strong case performance, and clarity under pressure. I'd love to work together and help you perform at your highest level.

Figuring out on and off-cycle buyside recruiting can sometimes feel like a black box. My job is to help simplify the process, add structure to your approach and help you land in your dream role.

Welcome to my profile! My professional experience in private equity began with a value creation role at Vista Equity Partners (~$100B AUM), where I honed my skills in implementing go-to-market growth initiatives for enterprise software companies. I specialized in Sales Strategy, Revenue Operations, & Customer Success, but engaged across a variety of sub-functions during my time at the firm. I went back to pursue my MBA at Chicago Booth and pivot to value creation roles in the middle-market investing space, and have spent time at both PSP Capital & Erie Street Growth Partners in Chicago as I broaden my value creation toolkit. If you are interested in learning about the skillset and networking required to land a role in the PE Ops / Value Creation space, I am happy to help you craft a personalized strategy based on your experience, investing sectors of interest, and size of firm you are targeting.

I previously worked as Vice President for a middle-market private equity firm making $50 million equity investments per deal, targeting software and technology companies. Before private equity, I worked in investment banking, representing founders in sell-side M&A transactions.

I am a consumer and residential services investor, proud Duke alumnus, and current Wharton MBA. I have previously worked across buyout PE and growth at TSG Consumer and Roark Capital, consumer and retail consulting at BCG, and investment banking at Morgan Stanley. I have loved mentoring students and younger working professionals over the years and am excited to continue doing so through Leland. I consider myself a resource for anyone looking for help on interviewing (across PE, consulting, and banking), MBA admissions, career progression, consumer investing, resume building, and more. Read less

Based on my extensive experience in private equity and investment banking at top-tier firms such as H.I.G. Capital, Warburg Pincus and J.P. Morgan, I'm highly qualified to coach individuals on private equity recruiting. In addition to technical expertise, my experience in mentoring and coaching others has also equipped me with the skills to guide aspiring private equity professionals through the recruiting process. My ability to communicate complex financial concepts in a clear and concise manner, as well as my strong network within the industry, can be invaluable in helping individuals navigate the often-challenging landscape of private equity recruiting. With my guidance and support, aspiring private equity professionals can develop the skills and knowledge they need to succeed in this highly competitive industry.