Private Equity Coaches, Events, and Resources

Worked for two years in CD&R's Healthcare Team in NY, during which I participated in three oncycle recruiting processes. I am intimately familiar with recruiting for private equity, life as a PE Associate, and tips that can help anyone be succcessful in the role.

Welcome to my profile! With an MBA from Stanford Graduate School of Business, where I was an Arjay Miller Scholar, and have 10+ years of experience in private equity and investment banking. I bring a wealth of knowledge to my coaching. I have successfully guided 25+ individuals through the competitive landscape of private equity/investment banking, helping them secure positions at top firms. Whether you need help with interview prep, resume building, or navigating the nuances of the private equity industry, I'm here to help you achieve your career goals. Reach out to start your journey to success! Currently a VP at a megafund in NYC. Was previously a VP at an Asia focused PE firm in Hong Kong.

I bring deep, hands-on experience from the world of private equity, having been a PE associate and then led and scaled PE-backed businesses as President and operator. I understand firsthand the recruiting process, the diligence required to evaluate opportunities, and the expectations PE firms have for top talent. With an MBA from Stanford, I’ve built my career navigating the intersection of finance, strategy, and operational leadership—skills I now use to help clients break into and thrive in private equity. My coaching blends insider knowledge of how PE firms think with practical, tactical guidance on resumes, interviews, case prep, and networking. Whether you’re a consultant or banker targeting the buy side, or a professional exploring a transition into PE-backed operating roles, I’ll help you position your story, sharpen your skills, and approach the process with confidence. Clients come away not just prepared for the mechanics of recruiting, but with the insight and judgment to stand out to firms seeking future leaders.

I have seven years of experience working in Investment Banking & Private Equity. In the past, I have coached undergraduates, MBA students, and mid-career professionals how to transition into Finance roles. I provide a range of services such as career planning, interview prep, and mentorship. I am a high-energy and driven coach! My focus in Investment Banking was Consumer & Retail and M&A. My focus in Private Equity was Lower Middle Market & Middle Market.

I worked at two generalist private equity firms focused on control investing in the middle market. I was able to successfully navigate the rigorous onboarding process each firm had - including a challenging case study under a time limit. During my experience in private equity, I was given the opportunity to invest in both domestic and international companies (US, UK, Romania) and had an average deal size of $100M. I enjoy helping clients navigate the PE recruiting cycle and strengthen their investment approach, technical capabilities, and nail their PE interviews. After my time in private equity, I was fortunate to attend HBS and can help clients differentiate if they are coming from a traditional background.

I have significant experience recruiting for jobs in finance, including both private equity associate and hedge fund roles. I also served as an interviewer and mentor for junior employees during my time in finance, so I am well-positioned to help current students or people in other roles make the transition. I am excited to help and can assist with anything throughout the process, from resume review and networking to case studies, final round interviews, and deciding between offers. Feel free to reach out and looking forward to getting in touch!

Understand the psychology of companies and how you can 'game' the recruiting process

Based on my extensive experience in private equity and investment banking at top-tier firms such as H.I.G. Capital, Warburg Pincus and J.P. Morgan, I'm highly qualified to coach individuals on private equity recruiting. In addition to technical expertise, my experience in mentoring and coaching others has also equipped me with the skills to guide aspiring private equity professionals through the recruiting process. My ability to communicate complex financial concepts in a clear and concise manner, as well as my strong network within the industry, can be invaluable in helping individuals navigate the often-challenging landscape of private equity recruiting. With my guidance and support, aspiring private equity professionals can develop the skills and knowledge they need to succeed in this highly competitive industry.

Welcome to my profile! With extensive experience in private equity and investment banking, I am here to help you navigate the competitive landscape of private equity careers. I have worked in private equity roles across Vista Equity Partners, Audax Private Equity, and MFG Partners, and have extensive experience with interview preparation, on-the-desk readiness, general career navigation, technical skill refinement, and more. Prior to my career in private equity, I spent 5 years in investment banking with Goldman Sachs, as both an Associate and an Analyst, where I worked on $20B+ of closed deals. Currently, I am pursuing my MBA at Columbia Business School as a Robert F. Smith Scholar, further deepening my expertise in alternative investments and entrepreneurship. Over the last decade, I have coached 75+ students/early stage professionals across a variety of formal and informal capacities. Whether you need help with interview preparation, resume refinement, or networking strategies, I'm here to support your journey. I genuinely love this stuff and remember how difficult my journey was trying to "figure it out" - Let's book time to chat about how I can be helpful!

Welcome to my profile! With a robust background in private equity and management consulting, I am here to help you navigate the competitive landscape of private equity careers. As a Private Equity Associate at Charlesbank, I worked on diverse teams across healthcare, business services, and consumer sectors, gaining firsthand experience in executing platform transactions and driving initiatives within portfolio companies. Before Charlesbank, I was an AC at Bain & Co in Atlanta, and I'm especially happy to work with people targeting PE from outside NYC, SF, Boston, or Chicago. Whether you're preparing for interviews or seeking guidance on breaking into private equity, I'm excited to share my insights and help you achieve your career goals. Feel free to reach out to discuss how I can support your journey!