Private Equity Coaches, Events, and Resources

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!

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.

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!

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!

Breaking into Private Equity is hard. Interviews are long and nerve-wracking. Competition is intense. Knowing where to start and staying motivated can be challenging. There's no silver bullet. It takes grit and persistence. I had walked this path on my own so you won't have to. I transitioned asset classes and secured a role at Francisco Partners with no previous PE experience. I am passionate about helping aspiring professionals land roles in competitive fields and can assist by offering insights into the recruitment process, interview preparation, and networking strategies. Let's connect and chart your path to success in 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.

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!

After graduating from Hamilton College, I worked in investment banking for 6 years, with experience across Goldman Sachs' TMT group in San Francisco and Bank of America's Healthcare group in New York. Today, I am a Private Equity Associate at ZMC, a middle-market private equity firm focused on technology, media, and entertainment. I have firsthand experience recruiting for investment banking internships, lateral positions, and private equity. At each firm that I've worked at throughout my career, I have made it a point to be heavily involved in the recruiting process and have conducted numerous interviews for a variety of roles. I have navigated the competitive landscape of investment banking & private equity and have successfully mentored numerous clients to secure positions at top firms. Whether you need help with resume building, interview preparation, or career strategy, I'm here to guide you every step of the way!

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 began my career in private equity after graduating from Georgetown, joining a multibillion-dollar fund as an investment professional. In addition to my deal work, I was entrusted with interviewing PE analyst candidates and helping determine who would join the firm — experience that gave me a deep, firsthand understanding of the recruiting process and the qualities investment teams prioritize. Combined with a Wharton MBA and a strong foundation in finance and accounting, my coaching is structured, analytical, and aligned with real private equity expectations. I help candidates elevate their technical skills, strengthen their investment judgment, and craft a compelling narrative that resonates with PE hiring teams.