Private Equity Coaches, Events, and Resources

I am a consumer and residential services investor, proud Duke alumnus, and current Wharton MBA. I have previously worked across buyout PE and growth at TSG Consumer and Roark Capital, consumer and retail consulting at BCG, and investment banking at Morgan Stanley. I have loved mentoring students and younger working professionals over the years and am excited to continue doing so through Leland. I consider myself a resource for anyone looking for help on interviewing (across PE, consulting, and banking), MBA admissions, career progression, consumer investing, resume building, and more. Read less

After two years in management consulting, I joined Tower Arch Capital where I've learned what makes the difference for successful candidates breaking in private equity. When recruiting for PE, I found that most of the resources out there were catered to investment bankers. I aim to help applicants understand the process and master the skills necessary to land an offer and be successful in private equity. I'm a native of Salt Lake City and am headed to Wharton for my MBA this Fall. I would love to help you land an offer in private equity!

I’ve spent a meaningful part of my career on the investing side, working in private equity and leading acquisition efforts, and later advising founder-led businesses through transactions. That experience gave me a clear view into how investment professionals actually evaluate companies, make decisions, and think about risk, upside, and positioning. I’ve also been on the other side of the table working with operators and founders, which is often where candidates struggle to connect their experience to what investors are really looking for. Breaking into private equity is not just about credentials. It’s about how you position your experience, how you think about businesses, and how you communicate that in a way that resonates with investors. I help candidates understand how the process actually works, what differentiates strong candidates, and how to close the gap between where they are and where they want to be. My approach is grounded in real-world experience across deals, hiring, and working alongside investment teams, not generic recruiting advice.

Welcome to my profile! With an MBA from Harvard Business School and a BA in Financial Economics from Columbia University, I bring a wealth of knowledge and experience to my coaching. As a former Vice President at Sycamore Partners, where I also led associate recruiting, and an Investment Banking Analyst at Morgan Stanley, I have a deep understanding of the private equity landscape. Whether you need help with resume building, interview prep, or overall career strategy, I'm here to help you achieve your goals. Reach out to start your journey into private equity today!

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.

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.

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

Private Equity investor with five years of experience across the investment lifecycle, specializing in the high-complexity worlds of Secondaries and Infrastructure. My expertise spans the entire deal process, from initial sourcing and underwriting to crafting the final investment committee strategy. I help candidates bridge the gap between "banking technicals" and "investor-level judgment" by focusing on high-impact financial modeling, investment memo writing, and the specific mindset required to think like a Principal. Whether you are targeting generalist buyout funds or specialized real-asset platforms, I provide the frameworks and technical rigor needed to navigate the buy-side recruiting process and crush the most demanding case studies.

Welcome to my profile! With extensive experience in management consulting at top firms like Strategy& and Boston Consulting Group, I bring a wealth of knowledge in M&A, business valuation, and strategic growth initiatives. My work has involved executing high-value transactions, such as a $4.9B carve-out deal, and developing digital growth strategies for leading automotive and energy clients. As a former Chief of Staff and Managing Director at Reef Capital Partners, I have a deep understanding of private equity dynamics and investment strategies. I am passionate about helping clients navigate the complexities of private equity, from deal execution to portfolio optimization. Let's connect to discuss how I can support your journey into the world of private equity!

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.