Private Equity Coaches, Events, and Resources

After graduating from Hamilton College, I worked in investment banking for 6 years, with experience across Goldman Sachs' TMT group in San Francisco and Bank of America's Healthcare group in New York. Today, I am a Private Equity Associate at ZMC, a middle-market private equity firm focused on technology, media, and entertainment. I have firsthand experience recruiting for investment banking internships, lateral positions, and private equity. At each firm that I've worked at throughout my career, I have made it a point to be heavily involved in the recruiting process and have conducted numerous interviews for a variety of roles. I have navigated the competitive landscape of investment banking & private equity and have successfully mentored numerous clients to secure positions at top firms. Whether you need help with resume building, interview preparation, or career strategy, I'm here to guide you every step of the way!

I worked at two generalist private equity firms focused on control investing in the middle market. I was able to successfully navigate the rigorous onboarding process each firm had - including a challenging case study under a time limit. During my experience in private equity, I was given the opportunity to invest in both domestic and international companies (US, UK, Romania) and had an average deal size of $100M. I enjoy helping clients navigate the PE recruiting cycle and strengthen their investment approach, technical capabilities, and nail their PE interviews. After my time in private equity, I was fortunate to attend HBS and can help clients differentiate if they are coming from a traditional background.

I recruited directly into private equity from undergrad at Goldman Sachs and have gone through the on-cycle process.

With an MBA from Harvard Business School and a career spanning top-tier investment banking and private equity shops, I bring firsthand insight into what it takes to succeed in the industry. I began my career at Lazard, where I built a strong foundation in M&A execution, before transitioning into private equity, where I’ve held investment roles at Siris Capital, BayHawk Capital, and Vantage Equity Partners. Over the course of my investing career, I’ve led multiple platform investments and executed dozens of add-on acquisitions across a range of industries and deal structures. Whether you're preparing for interviews, navigating the recruiting process, or thinking through career transitions, I bring a practical, investor-level perspective to help you differentiate and win.

Welcome to my profile! With extensive experience in investment banking at Merrill Lynch and a current role as a Direct Private Equity Associate at CPP Investments, I bring a wealth of knowledge in finance and private equity.

I have extensive private equity experience, including executing deals and managing portfolio investments. I have directly led multiple diligence workstreams for platform acquisitions, including building investment models and memos, leading market studies, and raising both equity and debt capital. I have assisted management teams on initiatives across strategic add-on M&A, capital structure refinancing, strategic finance, and sale processes.

Welcome to my profile! With a robust background in investment banking at Goldman Sachs and my current role at RedBird Capital Partners, I bring a wealth of experience in private equity to my coaching. As a current MBA student and someone who successfully recruited into the buyside in an off-cycle process, I am well-equipped to guide aspiring professionals through the intricacies of breaking into private equity. Whether you're looking to refine your application strategy or master the technical skills needed for a successful career in private equity, I'm here to help. Let's connect and chart your path to success!

10+ years in private equity, during which I worked on transactions across the capital structure, private/public markets, and various sectors including TMT/business services/financial services/leisure/hospitality. Additionally, I led recruiting efforts for associates at multiple private equity firms. I can mentor candidates on recruiting, transaction execution, due diligence, and more.

I have seven years of experience working in Investment Banking & Private Equity. In the past, I have coached undergraduates, MBA students, and mid-career professionals how to transition into Finance roles. I provide a range of services such as career planning, interview prep, and mentorship. I am a high-energy and driven coach! My focus in Investment Banking was Consumer & Retail and M&A. My focus in Private Equity was Lower Middle Market & Middle Market.

I began my career in private equity after graduating from Georgetown, joining a multibillion-dollar fund as an investment professional. In addition to my deal work, I was entrusted with interviewing PE analyst candidates and helping determine who would join the firm — experience that gave me a deep, firsthand understanding of the recruiting process and the qualities investment teams prioritize. Combined with a Wharton MBA and a strong foundation in finance and accounting, my coaching is structured, analytical, and aligned with real private equity expectations. I help candidates elevate their technical skills, strengthen their investment judgment, and craft a compelling narrative that resonates with PE hiring teams.