Growth Equity Experts

I have spent over 7 years in finance, interviewed at over 50 PE funds and recruited for the PE fund i previously worked at. I have a deep understanding of how to prep for interviews, make your application stand out and most importantly, stay focused on the goals to find the right fund for you.

Welcome to my profile! With an MBA from Columbia Business School and a B.S. from The Wharton School, I bring a strong academic foundation to my coaching. My professional journey includes roles as a Vice President at HarbourView Equity Partners, an Associate at Raine, and an Investment Banking Analyst at Houlihan Lokey, providing me with extensive experience in private equity and investment banking. I have successfully coached numerous individuals, helping them navigate the competitive landscape of private equity careers. Whether you're preparing for interviews, refining your resume, or strategizing your career path, I'm here to guide you every step of the way. Let's connect and work together to achieve your career goals!

Welcome to my profile! With 10+ years experience in private equity, I am here to help you navigate the competitive landscape of this industry. I hold an MBA with Honors from Chicago Booth and have held key roles at top firms like QHP Capital and Incline Equity, where I honed my skills in investment strategies and business growth. My journey from an Associate to a Principal has equipped me with the insights needed to guide aspiring professionals in their career paths. Whether you're looking to break into private equity or advance within the field, I offer personalized coaching to help you achieve your goals. Let's connect and chart your path to success!

Most recently, I spent several years as a Technology Investor on Summit Partners' flagship $10B Growth Equity fund, where I was promoted early. At Harvard, I taught 100+ undergraduates in the largest course on Venture Capital Investing.

With a robust background in both investment banking and private equity, I have successfully navigated the competitive recruiting landscape to secure positions at top-tier firms like Lazard and a newly formed $500M private equity fund. I also recently served as Director of Growth Strategy at a leading PPM company, where I was instrumental in shaping strategic growth initiatives. As someone who has been through the rigorous recruiting process and emerged at the top of my field, I am passionate about helping others achieve their goals in private equity. My hands-on experience and deep understanding of what top firms are looking for will guide you through each step of the recruiting journey, from resume crafting to interview prep and offer negotiation. Whether you’re breaking into the industry or looking to advance your career, I’m here to provide actionable insights, personalized feedback, and a roadmap to success. Let’s work together to elevate your career and secure your next role in private equity.

◆ I'm a Principal at Warburg Pincus, a top 10 global PE firm managing $100B+, and I'm the most senior finance professional coaching on Leland ◆ As an active hiring manager, I've personally interviewed hundreds of candidates and made the hiring decisions, so I know exactly what the person across the table is looking for ◆ I've coached dozens of clients who have landed offers at Blackstone, Warburg Pincus, General Atlantic, FTV Capital, among others. I've also helped many of these same clients get into HBS, Stanford GSB, and Wharton ◆ I have 15+ years experience in finance: Blackstone M&A, then a decade at Warburg Pincus, with an MBA from HBS and a finance degree from Wharton ◆ I wrote the "Comprehensive Finance Interview Guide" over a decade ago while prepping for my own PE recruiting, and I've been refining my system ever since ◆ I work with candidates at every stage, including resume help, mock interviews, or a full multi-month partnership covering networking, resume, story, technicals, and modeling tests

Welcome to my profile! With over 30 years of experience in finance and operations, I bring a wealth of knowledge to the private equity space. As a former CFO at BlackRock Capital Investment Corporation and Business Development Corporation of America II, I have successfully scaled businesses and managed multi-billion dollar portfolios. My expertise in M&A strategy, financial modeling, and regulatory compliance has been instrumental in driving growth and innovation. I have coached five individuals, helping them navigate the complexities of private equity and achieve their career goals. Let's connect and discuss how I can help you succeed in the competitive world of private equity!

I’ve spent my career working in private equity and investment banking, and I try to bring that real-world perspective into how I coach. Most recently, I was a Private Equity Associate at The Carlyle Group, where I worked on multi-billion dollar investments, built models, and partnered closely with management teams through the full investment process. Before that, I was an Investment Banking Analyst at Moelis & Company, where I developed a strong technical foundation in valuation and deal execution. I’m currently finishing my MBA at Harvard Business School and will be joining a private equity firm as a Vice President, so I have a clear, up-to-date view on what actually matters in recruiting today. I’ve also spent a lot of time mentoring and helping others navigate the process, which has shaped how I approach coaching. My focus isn’t just on getting you to the “right answer,” but on helping you think like an investor—building the judgment, communication skills, and intuition that top private equity firms are really looking for.

Welcome to my profile! With a robust background in finance and strategy, I bring a wealth of experience from top-tier institutions like Morgan Stanley and WestCap, where I honed my skills in investment banking and growth equity. As a Harvard MBA candidate and a Wharton graduate, I have a deep understanding of the private equity landscape. Whether you're looking to refine your application, master interviews, or strategize your career path, I'm here to guide you every step of the way. Let's connect and chart your path to success in private equity!

Roles in Investment Banking, Private Equity, Hedge Fund / Crossover, and as a General Partner / Independent Sponsor all have provided different but relevant skills / lessons for usage in professional investing. Private investing experience spanning traditional private equity, growth investing, and late-stage growth / pre-IPO rounds. I now manage a small investment firm in a founder capacity, having launched a private equity style independent sponsor focused on majority acquisitions in the lower middle market. We have executed investments and are in the process of executing on additional platforms, while constantly looking for add-ons to our existing businesses. My founder / independent sponsor angle enables me to provide some unique insight that extends beyond the typical 'breaking in' and 'due diligence' type topics and into things like capital raising, interfacing with our LPs / investors, assessment of categories, different strategies of deployment (e.g. roll-up, value vs. growth, organic vs. inorganic growth strategy), etc. This role also results in oversight of the operating companies and extends my involvement into operations and marrying the function of the sponsor with the operating company.