Private Equity Coaches, Events, and Resources

Welcome to my profile! With extensive experience in private equity, I am currently a Principal in the Technology group at CD&R, where I have honed my skills in investment strategies and deal execution. My journey in finance began at UBS as an Investment Banking Analyst, where I advised on high-profile transactions, including multi-billion dollar acquisitions and IPOs in the TMT group covering enterprise software, media, entertainment, and sports. I hold a Master's of Finance from Vanderbilt's Owen Graduate School of Management, where I was actively involved in investment and finance clubs. My background as a collegiate athlete has instilled in me a strong work ethic and leadership skills, which I bring to my coaching. I am passionate about helping aspiring private equity professionals navigate their career paths and achieve their goals. Let's connect to discuss how I can support your journey into the competitive world of private equity!

I bring deep, hands-on experience from the world of private equity, having been a PE associate and then led and scaled PE-backed businesses as President and operator. I understand firsthand the recruiting process, the diligence required to evaluate opportunities, and the expectations PE firms have for top talent. With an MBA from Stanford, I’ve built my career navigating the intersection of finance, strategy, and operational leadership—skills I now use to help clients break into and thrive in private equity. My coaching blends insider knowledge of how PE firms think with practical, tactical guidance on resumes, interviews, case prep, and networking. Whether you’re a consultant or banker targeting the buy side, or a professional exploring a transition into PE-backed operating roles, I’ll help you position your story, sharpen your skills, and approach the process with confidence. Clients come away not just prepared for the mechanics of recruiting, but with the insight and judgment to stand out to firms seeking future leaders.

Leveraging over two decades in finance, including leadership roles at Principal Partners Capital Group and top firms like Bank of America and Deutsche Bank, I bring deep private equity and M&A expertise to my coaching. With 8,000+ hours training finance professionals, I specialize in guiding individuals to break into and excel in private equity. Whether you are looking to strengthen your LBO modeling skills or prepare to ace PE interviews, my approach centers on creating tailored learning plans for each session, ensuring you achieve your goals. Let's connect and strategize your path to success in Private Equity!

I came from a nontarget background. I cold emailed over 400 people to get an IB internship, ultimately choosing RBC and ending up in the M&A group. At RBC I did a handful of digital infrastructure deals, and ultimately recruited for infra funds. Received a few offers across generalist PE and infra PE, and ultimately chose DigitalBridge given my sector interest and firm culture. I was able to do this and get an associate role after only 1 year as an analyst. I also received the senior associate promotion 2 years after starting at the firm. I’ve coached a number of people and helped them break into IB and PE. I’ve additionally coached people in their roles on how they can improve and better improve their ranking and chance at a promotion.

Welcome to my profile! With a solid foundation in accounting from the McCombs School of Business and extensive experience in the consulting and private equity sectors, I'm here to help you navigate your career path. As a former Associate at Boston Consulting Group and now a Senior Associate at Trinity Hunt, I have firsthand experience in the intricacies of private equity and consulting. My journey has equipped me with the skills to guide you through the complexities of breaking into these competitive fields. Whether you're looking to refine your application strategy or need insights into the industry, I'm here to support your goals. Let's connect and chart a course for your success in private equity!

I successfully broke into private equity 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.

Welcome to my profile! With a robust background in finance and private equity, I am here to help you navigate the competitive landscape of private equity careers. As a Private Equity Associate at Thomas H. Lee Partners and a former Technology Investment Banking Analyst at William Blair, I have firsthand experience in the industry and understand what top firms are looking for in candidates. My journey through the finance world has equipped me with the skills to guide you through every step of the application process. Whether you need help with resume building, interview preparation, or understanding the nuances of private equity, I'm here to support your career aspirations. Let's connect and strategize your path to success in private equity!

Hi I'm Sharif! I'm a Wharton Undergrad who interned in middle market private equity last summer. In addition, I am very familiar with the summer analyst recruitment process at PE mega funds and had many final round interviews before choosing to sign a summer analyst offer with Houlihan Lokey in the Restructuring Group.

I started in PE in 2021 at Sverica Capital, focusing on LMM growth buyouts with founders. I closed one deal while there - small, growing SaaS company with tons of value creation opportunities. Then, I moved over to Vector Capital in 2022, where I closed two more deals (cybersecurity and network monitoring, respectively) and had deep portco experience across corporate finance, strategy, and debt reporting / refinancing.

Private equity recruiting is increasingly competitive, and technical ability alone is rarely enough. Success comes from combining strong financial modeling skills with sound investment judgment and a structured approach to interviewing. As the Founder & Managing Partner of BasalBridge Capital Partners, I evaluate founder-owned businesses for acquisition while supporting active deal execution, financial modeling, valuation, and due diligence. My background includes investment banking at JPMorgan, private equity investing, and advising management teams through acquisitions and strategic initiatives. I work with candidates pursuing investment banking, private equity, independent sponsor, and corporate development roles. Areas where I typically help include: • Financial modeling (LBO, operating, merger and valuation models) • Investment memos and case studies • Technical interview preparation • Investment thinking and commercial diligence • Resume positioning and recruiting strategy • Deal process and transaction execution My goal is not simply to help you pass an interview—I want you to think like an investor. We'll work through real-world transactions, investment frameworks, and practical modeling techniques used throughout the deal process. Whether you're recruiting for investment banking, private equity, corporate development, or preparing for MBA recruiting, I'll help you build both the technical foundation and investment mindset needed to compete.