Private Equity Coaches, Events, and Resources

worked in advent and nexxus as analyst, associate and lead of investor relations and fundraising.

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!

Figuring out on and off-cycle buyside recruiting can sometimes feel like a black box. My job is to help simplify the process, add structure to your approach and help you land in your dream role.

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.

Welcome to my profile! With extensive experience in private equity and management consulting, I am well-equipped to guide you through the competitive landscape of private equity careers. As a former Private Equity VP at Rubicon Founders and Associate at Brookstone Partners, I was deeply involved in sourcing, due diligence, and transaction execution, providing me with a comprehensive understanding of the industry. My time at McKinsey & Company, where I served as an Engagement Manager and led multiple candidate interviews, has honed my skills in client relations and communication. I am passionate about helping aspiring professionals break into private equity by offering insights into the recruitment process and strategies for success. Let's connect and craft a personalized plan to achieve your career goals!

With nearly three decades advising boards, CEOs, and investors across private equity and venture-backed companies, I bring a deep understanding of what drives success in the PE ecosystem. I’ve partnered with leading sponsors including Thoma Bravo, KKR, Apollo, Blackstone, Clearlake, Insight, Francisco Partners, and Apax among many, many others to assess, recruit, and coach executives through transformational value-creation journeys — from pre-acquisition diligence to exit. Having completed 450+ executive placements and been directly involved in 40+ successful exits creating over $25B in enterprise value, I’ve developed an insider’s view of how talent decisions shape investment outcomes. That experience enables me to coach aspiring and current PE leaders with a pragmatic, investor-aligned lens — focused on readiness, impact, and the leadership behaviors that creates value.

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 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! I’m a Wharton graduate with an MBA from Harvard Business School and bring over 15 years of experience in finance. For the past decade, I’ve been at Warburg Pincus—a top-10 global private equity firm managing over $100 billion—where I’m currently a Principal. Throughout my career, I’ve interviewed hundreds of candidates and directly mentored dozens of Analysts, Associates, and Vice Presidents. I know firsthand what it takes to break into competitive finance roles and advance within them. You may have come across my “Comprehensive Finance Interview Guide,” which I originally wrote over a decade ago while preparing for my own private equity recruiting—just one of many resources I’ve created to help others land top roles. Whether you’re preparing for investment banking, private equity, or business school, I offer targeted and tailored coaching across resume development, mock interviews, technical prep, recruiting strategy, and more.

With a robust background in private equity and strategic finance, I bring a wealth of experience to help you navigate the competitive landscape of private equity careers. As a former Private Equity Associate at Ara Partners, I worked on five portfolio companies and closed two platform investments in the energy / decarbonization sector, providing me with firsthand insights into the intricacies of the industry. My journey also includes roles at EIG (an infrastructure PE fund) and J.P. Morgan, where I honed my skills in energy infrastructure and investment banking. I am well-equipped to guide you through the nuances of private equity applications and interviews, especially if you have an engineering background. I am also a graduate of Harvard Business School (MBA) and Princeton University, and closely worked with the admissions team on crafting an overall admissions strategy. I'm happy to assist with business school or college applications and strategies to maximize your admission chances.