
Sameer Bhargava
Investment Banking Coach | Interviews, Modeling & Deal Execution

Columbia Business School

LionTree
Successful clients at


1.6k
Expert mins
25
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Available tomorrow
Starting at 7:30 PM UTC
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Work with Sameer
About
Sameer’s Investment Banking Qualifications
Experience level: Vice President
10+ people coached for Investment Banking
Sameer has helped clients get into these companies:
I’m an investment banker with ~8 years of experience advising companies and sponsors on complex M&A, capital raises, and restructuring transactions across media, sports, consumer, and technology. I’ve worked at Citi, Three Ocean Partners, and currently LionTree, where I advise founders, executives, and investors on high-stakes transactions with real strategic and financial complexity. I also hold an MBA from Columbia Business School. I work with candidates not only on breaking into investment banking, but also on succeeding once they’re on the job. I help clients prepare for interviews, develop strong technical and deal discussion skills, and build confidence in financial modeling, valuation, and transaction structuring. For those already in seat, I also provide hands-on support with modeling, diligence, and thinking through how deals actually progress — from initial materials and outreach through execution and closing. My goal is to help clients think clearly, communicate crisply, and operate at a high level in real banking situations.
Sameer can help with:
Behavioral Interview Prep
Financial Analysis
Financial Modeling
General Exploration
Investment Banking Strategy
Mergers & Acquisitions
Networking Strategy
Promotion Strategy
Resume Review
Skill Building
Technical Interview Prep
Valuation
Work Experience

Investment / Merchant Banker
LionTree
July 2023 - Present

Summer Associate
LionTree
June 2022 - August 2022

MBA Intern
SC Holdings
January 2022 - June 2022

MBA Candidate
Columbia Business School
August 2021 - May 2023

Vice President
Three Ocean Partners
March 2018 - August 2021

Investment Banking Analyst
Citi Bank
June 2016 - March 2018
Education

Columbia Business School
Master of Business Administration - MBA
2021 - 2023

Boston University Questrom School of Business
BSBA, Accounting and Finance
2012 - 2016
Summa Cum Laude 2016 Questrom Commencement Student Speaker Beta Gamma Sigma; Dean's List (All Semesters) Questrom Student Government (Class of 2016 President) Questrom School of Business Honors Program Tutor for LOCK Honorary Service Society 2013 Deloitte US National FanTAXtic Case Competition
5.0 average review
7 reviews
Overall rating
Sameer has helped clients get into these companies: