Private Equity Coaches

After two years in public accounting, I was able to transition into private equity operations. I worked as a FinOps Analyst, focusing on FP&A projects for B2B SaaS portfolio companies, including financial reporting, financial modeling, SaaS metrics, and accounting. I can help you learn the inside knowledge needed to understand how a private equity fund operates, and develop your skillset for your networking and interview processes.

Welcome to my profile! With a robust background in finance and management from the University of Iowa, I have honed my expertise in private equity and investment banking over several years. As a Growth Equity Investor at Morgan Stanley, I focus on Series A+ investments in Technology, Consumer, and Healthcare sectors. My experience as a Private Equity Associate at W.L. Ross and an Investment Banking Analyst at Barclays has equipped me with the skills to guide aspiring professionals into the competitive world of private equity. Whether you're looking to break into the industry or advance your career, I'm here to help you navigate the complexities of private equity with personalized coaching. Let's connect and strategize your path to success!

Welcome to my profile! I have spent the last ~5 years of my career in middle market private equity at both Court Square (Vice President) and Avista (Associate). Between those two stops, I spent a year at a portfolio company in operations / business development before earning my MBA from Wharton with a focus on Healthcare Management. I bring a strong academic foundation to my coaching, which I believe is important as one thinks about breaking into the industry but succeeding once you're in the seat. My experience allows me to speak to new deal sourcing / evaluation / execution, portfolio company monitoring, and driving value creation. I am passionate about helping clients navigate the complexities of breaking into private equity, from acing interviews to mastering model tests. Let's connect and chart your path to success in the competitive world of private equity!

Recruiting for private equity was a difficult process for me, especially while I was working 80+ hours in a full-time investment banking role. I was able to make an effective schedule to prepare for interviews that was efficiently tailored to how to succeed in the PE interviews. I am excited to share my knowledge as well as wealth of resources to help you land your dream job in PE.

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.

I recruited directly into private equity from undergrad at Goldman Sachs and have gone through the on-cycle process.

Welcome to my profile! With a robust background in private equity operations and strategic leadership, I am here to guide you through the complexities of breaking into the private equity sector on the operations side. As the VP of Strategy at FoodPharma, a New Harbor Capital portfolio company, and a former CXO via Shore Capital Partners' CXO Program, I have firsthand experience in driving growth initiatives and supporting C-level executives. Let's connect and craft a personalized strategy for your success in private equity!

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.

Welcome to my profile! With a robust background in investment banking at Goldman Sachs and my current role at RedBird Capital Partners, I bring a wealth of experience in private equity to my coaching. As a current MBA student and someone who successfully recruited into the buyside in an off-cycle process, I am well-equipped to guide aspiring professionals through the intricacies of breaking into private equity. Whether you're looking to refine your application strategy or master the technical skills needed for a successful career in private equity, I'm here to help. Let's connect and chart your path to success!

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!