Mega Funds Coaches

Welcome to my profile! I'm Claire, a Berkeley Haas graduate with a strong background in investment banking and private equity, having worked at Morgan Stanley and The Carlyle Group. My passion for mentoring has led me to help 10+ individuals successfully navigate their career paths in finance, focusing on interview preparation, technical skills, and strategic career planning. As a mentor for Women In Network, I am dedicated to empowering aspiring professionals, especially women, to achieve their career goals. Whether you're looking to break into private equity or refine your financial modeling skills, I'm here to guide you every step of the way. Let's connect and chart your path to success!

With a robust background in both investment banking and private equity, I have successfully navigated the competitive recruiting landscape to secure positions at top-tier firms like Lazard Freres & Co. and a newly formed $500M private equity fund. I also recently served as Director of Corporate Development at a leading PPM roll-up, where I was instrumental in shaping strategic growth initiatives. As someone who has been through the rigorous recruiting process and emerged at the top of my field, I am passionate about helping others achieve their goals in private equity. My hands-on experience and deep understanding of what top firms are looking for will guide you through each step of the recruiting journey, from resume crafting to interview prep and offer negotiation. Whether you’re breaking into the industry or looking to advance your career, I’m here to provide actionable insights, personalized feedback, and a roadmap to success. Let’s work together to elevate your career and secure your next role in private equity.

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!

Welcome to my profile! With 5 years in investment banking and private equity, I bring experience to help you navigate private equity and investment banking recruiting. I currently work as an Associate at Silver Lake in their New York office, following my tenure as an Investment Banking Associate and Analyst at Moelis & Company in their Los Angeles and New York offices where I was heavily involved in recruiting. Over the years, I've successfully coached many individuals, guiding them through the intricacies of private equity recruitment and helping them secure positions at top firms. I served as a Director of Mentorship at Trojan Investing Society (USC's largest finance organization), where I mentored a cohort of 30 students navigating investment banking recruiting. I also was a Peer Career Advisor at USC's Career Services Center where I guided students through finance careers including investment banking and investing. Post-grad, I've also mentored individuals as part of SEO, Women in Network, and Synergist Network. Mentorship is a huge passion of mine given I would not be here without the help of my mentors! Whether you need assistance with interview strategy and preparation, technical concepts, resume / story refinement, or networking strategies, I'm here to provide tailored support to your needs. I'm well versed to talk about on cycle and off cycle recruiting (secured one UMM and two MF offers), recruiting across geographies (making the move east / west), along with general exit options / exit timing in banking (including staying on as A2A or doing a third year), and external resources or organizations you can join for more touchpoints with private equity firms. Let's connect and get started on your path to success in private equity!

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

I successfully broke into Bain Capital’s Tokyo office as a non-Japanese MBA candidate—an uncommon and highly competitive path that required sharp positioning, cultural fluency, and a deep understanding of what leading private equity firms look for. Over the course of recruiting, I received multiple offers from Asia-focused megafunds and was invited to final rounds at many others, giving me a well-rounded view of how top firms evaluate candidates at each stage. Japan’s private equity market is undergoing a significant transformation, with strong structural tailwinds and rising deal flow creating exciting opportunities for those willing to navigate its unique dynamics. If you’re curious about breaking into PE in Japan—or Asia more broadly—I can help you assess the market, sharpen your investor story, and craft a pitch that resonates with regional nuances. I also coach MBA candidates more generally on how to break into private equity from a non-finance background. That includes evaluating the true feasibility of your candidacy, mastering technical prep, and translating your prior experience into a compelling narrative for top-tier firms. Whether you’re aiming to land a specific offer or weighing PE as a long-term path, I provide clear, candid, and strategic advice rooted in firsthand experience.

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.

I help candidates break into private equity with direct, practical prep. I have experience as a candidate and interviewer at US PE Large Cap funds. Former Hellman & Friedman PE investor, McKinsey Senior Associate and J.P. Morgan M&A; Harvard Business School MBA with Distinction. Currently advising software companies on M&A

Welcome to my profile! With extensive experience in private equity, I am currently a Principal in the Technology group at CD&R, where I have honed my skills in investment strategies and deal execution. My journey in finance began at UBS as an Investment Banking Analyst, where I advised on high-profile transactions, including multi-billion dollar acquisitions and IPOs in the TMT group covering enterprise software, media, entertainment, and sports. I hold a Master's of Finance from Vanderbilt's Owen Graduate School of Management, where I was actively involved in investment and finance clubs. My background as a collegiate athlete has instilled in me a strong work ethic and leadership skills, which I bring to my coaching. I am passionate about helping aspiring private equity professionals navigate their career paths and achieve their goals. Let's connect to discuss how I can support your journey into the competitive world of private equity!

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.