Private Equity Coaches, Events, and Resources

Welcome to my profile! I'm Claire, a Berkeley Haas graduate with a strong background in investment banking and private equity, having worked at Morgan Stanley and The Carlyle Group. My passion for mentoring has led me to help 10+ individuals successfully navigate their career paths in finance, focusing on interview preparation, technical skills, and strategic career planning. As a mentor for Women In Network, I am dedicated to empowering aspiring professionals, especially women, to achieve their career goals. Whether you're looking to break into private equity or refine your financial modeling skills, I'm here to guide you every step of the way. Let's connect and chart your path to success!

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! With 5 years in investment banking and private equity, I bring experience to help you navigate private equity and investment banking recruiting. I currently work as an Associate at Silver Lake in their New York office, following my tenure as an Investment Banking Associate and Analyst at Moelis & Company in their Los Angeles and New York offices where I was heavily involved in recruiting. Over the years, I've successfully coached many individuals, guiding them through the intricacies of private equity recruitment and helping them secure positions at top firms. I served as a Director of Mentorship at Trojan Investing Society (USC's largest finance organization), where I mentored a cohort of 30 students navigating investment banking recruiting. I also was a Peer Career Advisor at USC's Career Services Center where I guided students through finance careers including investment banking and investing. Post-grad, I've also mentored individuals as part of SEO, Women in Network, and Synergist Network. Mentorship is a huge passion of mine given I would not be here without the help of my mentors! Whether you need assistance with interview strategy and preparation, technical concepts, resume / story refinement, or networking strategies, I'm here to provide tailored support to your needs. I'm well versed to talk about on cycle and off cycle recruiting (secured one UMM and two MF offers), recruiting across geographies (making the move east / west), along with general exit options / exit timing in banking (including staying on as A2A or doing a third year), and external resources or organizations you can join for more touchpoints with private equity firms. Let's connect and get started on your path to success in private equity!

Welcome to my profile! With over 7 years of experience at Goldman Sachs as a Growth Equity Investor and Analyst, I bring a wealth of knowledge in private equity and investment research. My focus has spanned multiple industries, including life sciences, gaming, and multi-industry sectors, providing me with a comprehensive understanding of the market. I have successfully coached over 100 individuals, helping them navigate the competitive landscape of private equity and secure positions at top firms. Whether you're looking to refine your investment strategies or prepare for interviews, I'm here to guide you every step of the way. Let's connect and chart your path to success in the private equity world!

Welcome to my profile! As a Finance leader with a background in Private Equity, I have a deep understanding of the industry and what it takes to succeed. With almost 15 years of experience in Investment Banking, Private Equity, and high-growth SaaS companies, I have helped numerous individuals navigate the complexities of these worlds and achieve their career goals. Whether you're looking to break into the industry, switch careers, or advance your current position, I can provide valuable insights and guidance. Reach out to me today and let's discuss how I can help you excel in Private Equity and/or Tech more broadly.

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)!

I've successfully navigated the highly competitive growth equity recruiting process, securing offers at Blackstone, General Atlantic, Norwest Venture Partners, and Lead Edge Capital. Most recently, I worked as an Analyst at Lead Edge Capital, where I focused on sourcing and evaluating investment opportunities. I've coached students who have landed roles at top growth equity and private equity firms, including Blackstone, General Atlantic, and Lead Edge. My specialty is helping candidates break into sourcing-focused growth equity analyst programs. These roles require a different skill set than traditional private equity (less modeling, more market mapping and deal origination), and I know exactly what firms are looking for because I've been on both sides of the process. Whether you need help with case studies, networking strategy, or understanding how to position yourself for sourcing roles, I can help you stand out in one of the most competitive recruiting processes in finance. I'm also a Stanford GSB deferred admit, so I understand how to build a long-term career trajectory in growth investing.

Welcome to my profile! I'm Rachel, and currently work as a Vice President on the Value Creation & Transformation Team at Sheridan Capital Partners, a healthcare private equity firm based in Chicago. I work with our portfolio company management teams across a variety of projects and initiatives that focus on growth, strategy, and operational improvement. I also have experience in the Portfolio Transformation Group at Revelstoke Capital Partners, a healthcare private equity firm based in Denver. My journey includes an MBA from Northwestern's Kellogg School of Management and consulting roles at McKinsey & Company and Guidehouse, where I honed my expertise and interest in healthcare. I specialize in guiding individuals through career transitions into private equity operations, leveraging my firsthand experience in this competitive field. Whether you are new to learning about PE Ops or close to making your transition into it, please reach out to schedule a session and I am eager to help you succeed!

Over the past 20 years, I have helped scores of MBA students achieve their goals to be in private equity. Whether on the investment or operations side of the industry, I advised them on how to network to build relationships, tell their stories about the value they could add, and nail their interviews.

Leveraging over two decades in finance, including leadership roles at Principal Partners Capital Group and top firms like Bank of America and Deutsche Bank, I bring deep private equity and M&A expertise to my coaching. With 8,000+ hours training finance professionals, I specialize in guiding individuals to break into and excel in private equity. Whether you are looking to strengthen your LBO modeling skills or prepare to ace PE interviews, my approach centers on creating tailored learning plans for each session, ensuring you achieve your goals. Let's connect and strategize your path to success in Private Equity!