Private Equity Coaches, Events, and Resources

I broke into private equity at 19, landed an investment banking job offer mid-flight, and joined KKR straight out of undergrad. Since then, I’ve led ~$3B in deals across buyout, growth, and venture, working directly with founders, CEOs, and billion-dollar funds. I’m especially passionate about helping non-target, underrepresented, and ambitious students get offers. All coaching with me comes with complimentary documents and guides :)

I graduated with a non-traditional finance degree (hotel administration) but successfully transitioned to investment banking and ultimately joined private equity. I have experience of working with 40+ clients and mentees; I'm confident that I can help you land an offer through customized interview prep. Coaching sessions with me will come with complementary documents and guides that will help you with both qualitative and quantitative questions that will be asked during your private equity interviews.

I’ve worked in the private equity industry over 6 years, leading end-to-end deal processes at a middle market firm. I’ve sourced and diligenced deals, sat on boards, and partnered with founders post-close to drive growth and operational improvements. Before that, I worked at a high-growth startup, which gives me a unique operator-investor lens that many in PE don’t have. I coach because I know firsthand how hard it can be to break into (or advance within) private equity — especially without the “standard” background. Whether you’re navigating recruiting, prepping for interviews, or trying to figure out how to tell your story, I can help you cut through the noise and focus on what really moves the needle. I've worked with candidates from banking, consulting, search funds, and even non-traditional backgrounds — and I tailor my approach to your goals and trajectory.

Welcome to my profile! I’m a Wharton graduate with an MBA from Harvard Business School and bring over 15 years of experience in finance. For the past decade, I’ve been at Warburg Pincus—a top-10 global private equity firm managing over $100 billion—where I’m currently a Principal. Throughout my career, I’ve interviewed hundreds of candidates and directly mentored dozens of Analysts, Associates, and Vice Presidents. I know firsthand what it takes to break into competitive finance roles and advance within them. You may have come across my “Comprehensive Finance Interview Guide,” which I originally wrote over a decade ago while preparing for my own private equity recruiting—just one of many resources I’ve created to help others land top roles. Whether you’re preparing for investment banking, private equity, or business school, I offer targeted and tailored coaching across resume development, mock interviews, technical prep, recruiting strategy, and more.

I work with candidates and professionals who want to perform at a high level in private equity, not just pass interviews. My coaching is grounded in real deal experience across private equity, investment banking, and operating roles, which allows me to teach how investors actually think about risk, value creation, and decision making. I focus on helping clients develop judgment, structure, and confidence, whether they are preparing for on cycle recruiting, case studies, or stepping into a deal team role. What differentiates my approach is that I go beyond technicals. I help clients learn how to frame an investment thesis, communicate clearly under pressure, and navigate the interpersonal dynamics of PE recruiting and deal execution. Sessions are practical, tailored, and honest. The goal is not to memorize answers, but to think like an investor and show up as someone a team would trust in a real transaction. Clients value that I am direct, thoughtful, and invested in their outcomes. I help them understand not only how to get into private equity, but how to succeed once they are there.

After my time at Bain & Co, I moved to an Operating Partner role in a large Private Credit fund, where I lead our distressed turnarounds (similar to a PE turnaround). I work with all teams internally - Credit, Portfolio Management, and Origination - to manage and turnaround key portfolio companies and drive EBITDA improvements. I have deep experience with Private Equity / Private Credit interviews and recruiting.

With three years as an investor on American Securities’ Investment Team, I bring a comprehensive understanding of the private equity recruiting process, including on-cycle and off-cycle interviews, and navigating headhunter relationships. At American Securities, I was promoted to Senior Associate after my second year and played a pivotal role in the due diligence of new investments and portfolio company management through add-on acquisition due diligence and general strategy support. In addition to my investment experience, I contributed significantly to recruiting efforts, including partnering with third-party organizations like SEO to advance diversity in the industry and directly interviewing / screening investment banking analysts.

With years of experience at top-tier firms like Blackstone and KKR, I’m here to help you navigate the competitive world of private equity, venture capital, and hedge funds. I’ve worked across the entire investment process—sourcing deals, conducting due diligence, managing portfolio companies, prepping and leading board meetings, and raising capital from LPs—so I understand the skills and nuances required to land and succeed in these coveted roles. Together, we’ll develop a personalized strategy to help you achieve your buy-side career goals. Ready to take the next step? Reach out, and let’s get started!

I’m an investor with 14 years of experience across private equity and hedge funds, including 4 years at Bain Capital and 10 years in long/short equity roles at Citadel, Millennium, Balyasny, and Verition. Throughout my career, I’ve mentored junior investors, supported hiring processes, and seen firsthand how top buy-side teams evaluate talent, giving me a clear understanding of what it takes to stand out in private equity and hedge fund recruiting. I hold an MBA from Harvard Business School and an A.B. from Harvard University. Having navigated the admissions process myself and served as an alumni interviewer, I provide insights and strategies to help candidates craft compelling applications to top programs. I’m passionate about helping candidates break into hedge funds, private equity, and elite MBA and undergraduate programs. Drawing on my experience and insider perspective, I help candidates understand the industry, position themselves effectively, and prepare for interviews and applications with confidence. If you’re ready to take the next step in your career or academic journey, I’d be glad to help you prepare, strategize, and stand out in highly competitive processes.

I have over five years of experience working at a top-tier tech-focused private equity firm. Over my time at Francisco Partners I have been able to work on numerous platform investments, add-ons, financings and liquidity events for the firm. I have in-depth experience on what it takes to land a spot in this competitive industry having gone through the craziness of associate recruiting while working at Goldman Sachs, and then participating on the hiring side during my time at Francisco Partners. I have reviewed dozens of resumes for analyst and associate positions, conducted countless behavioral and technical interviews and been a part of hiring discussions and decision-making. I have also administered, reviewed and assessed candidates on LBO model tests and other technical case studies that are critical to landing a job. I also know what it takes to be a successful investor at the junior level, having navigated a competitive and challenging promotion to Vice President. I am excited to be able to share some of my experience with you and help you as you navigate this challenging industry.