Private Equity Coaches, Events, and Resources

Four years of private equity experience across all sectors and deal sizes. Varied transaction experience ranging from primary investments to mature leveraged buyouts. I've also worked in a recruiting and interviewing capacity across both firms I've worked at. I've hustled for every job I've gotten and firmly view this industry as network driven. Being strategic with your networking, interviewing, and approach to investing can yield significant advances in your career journey. At each step, I've enjoyed giving back to those on a similar path as me, and have observed what works and what doesn't work at each career juncture, from undergrad to experienced lateral moves. Reach out for an introduction call and let's get started!

I began my career in investment banking, but like many candidates, I had my sights set on private equity—a leap that can feel overwhelming without the right guidance. Coming from a history major background, I didn’t start my career with a technical foundation, but with the right preparation I was able to make the transition successfully. I went on to work in private equity at Brentwood Associates, focusing on beauty, wellness, and consumer investing, and later returned to Goldman Sachs as one of the first hires on its Sustainable Investing Group, a private equity vehicle focused on positive social impact. Along the way, I’ve also sat on the other side of the table, interviewing candidates for Private Equity roles. That experience gave me firsthand insight into how firms evaluate resumes, test technical knowledge, and pressure-test investment judgment. Now, as a coach, I help candidates prepare for every stage of PE recruiting—from resume positioning and case prep to technical modeling and investment theses. My goal is to help you approach the process with the same preparation and confidence that allowed me to break in, and to give you the insider perspective of someone who’s both landed offers and conducted interviews at top firms.

Please contact me directly for scheduling; only partial availability is shown on Leland.

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.

Navigating the PE recruiting can be daunting, but with the right guidance, you can easily achieve your career aspirations. As someone who successfully transitioned from Moelis & Company to American Securities, securing my offer during the on-cycle process in 2019, I have the experience and insights to help you excel. I work to provide you with the personalized support and strategic preparation needed to secure your dream offer. I know how overwhelming the recruitment process can be. My approach is empathetic and supportive, aimed at reducing your stress and developing your skills so you have total confidence ahead of interviews. Comprehensive Support for Your Career Goals: Firm Identification: I will help you identify and target the firms that align with your career goals and aspirations. My knowledge of the industry will provide you with a curated list of potential funds that suit your strengths and interests. Headhunter Strategy: Navigating headhunter interactions can be daunting. I will guide you on how to effectively engage with the headhunters, ensuring you stand out and receive the best opportunities available. Interview Preparation: From technical questions to fit interviews, I provide tailored preparation that will give you the confidence and skills needed to excel in interviews. Crush the Model Test and Case Study: I'll guide you through how to go from a standing start to an LBO model guru so you feel totally confident come interview time.

Hey! My name is Milton, and although I'm originally from the East Coast, I've been living and working in Chicago for the last 2+ years. When I'm not working or coaching, I enjoy spending time cycling, climbing, or relaxing by the lake, as well as exploring the Midwest. I've been working in private equity for the past 2+ years and began my career in Big4 consulting before transitioning to investment banking. My goal in mentoring folks on Leland is to provide the foundation and mentorship I wish existed when I was making my way from a non-target school to investment banking, and ultimately to private equity. Over the years, I've had the privilege of coaching both students and young professionals, helping them navigate the complexities of IB and PE recruiting. Whether you're looking to break into private equity or advance your career in the field, I'm here to provide guidance and support. My coaching approach is collaborative and flexible, ensuring that you can get the most out of our time together. Don't hesitate to reach out, and let's see how we can partner together to take the next big step in your career.

I’m a life-longer learner and giver (through my experiences and my network). Happy to help those that are interested and navigating the path within Investment Banking or Private Equity. Friendly, approachable and always reachable/responsive!

My name is Jonathan Lu, and I am a Private Equity Senior Associate in General Atlantic’s late-stage technology group, based in Miami. Prior to joining General Atlantic, I worked as a Senior Associate in the Strategic Investments Group at Warburg Pincus, where I focused on investing in late-stage software and tech-enabled services businesses. Prior to that, I worked as an Investment Banking Analyst in the Financial Institutions Group at Bank of America Merrill Lynch. I’ve worked in both FIG and Tech and am happy to discuss the nuances between both industries. Additionally, I'm happy to help provide advice for navigating the recruiting process (internship, full-time, lateral and buyside recruiting)!

After spending 3 years at McKinsey, I moved to the buyside as an Associate to join a $1B Mid-market fund in Boston called AVALT, formed by a collection of former Bain Capital partners. I was promoted to Senior Associate and then Vice President without needing to go to business school, and was an interviewer for intern, analyst, and associate candidates. AVALT is a "consultant-friendly" PE shop, so my coaching is best directed at those targeting funds like AVALT (e.g., Golden Gate, Bain Capital, Serent, HGGC) than it is for IB-heavy shops.

As a Megafund Private Equity associate, I’ve been through multiple on-cycle recruiting processes and know firsthand what it takes to stand out in one of the most competitive fields in finance. Beyond my own experience, I’ve also been actively involved in recruiting at my firm including screening first-round candidates, conducting interviews, and helping identify top talent for our investment team. I understand exactly what top firms look for in candidates and how to tailor your story, technical skills, and deal experience to match. Whether you’re preparing for on-cycle interviews, refining your LBO model, or perfecting your behavioral responses, I can help you approach the process with clarity and confidence!