Middle Market Coaches

Four years of private equity experience across all sectors and deal sizes. Varied transaction experience ranging from primary investments to mature leveraged buyouts. I've also worked in a recruiting and interviewing capacity across both firms I've worked at. I've hustled for every job I've gotten and firmly view this industry as network driven. Being strategic with your networking, interviewing, and approach to investing can yield significant advances in your career journey. At each step, I've enjoyed giving back to those on a similar path as me, and have observed what works and what doesn't work at each career juncture, from undergrad to experienced lateral moves. Reach out for an introduction call and let's get started!

Welcome to my profile! With extensive experience in private equity and investment banking, I am here to help you navigate the competitive landscape of private equity careers. I have worked in private equity roles across Vista Equity Partners, Audax Private Equity, and MFG Partners, and have extensive experience with interview preparation, on-the-desk readiness, general career navigation, technical skill refinement, and more. Prior to my career in private equity, I spent 5 years in investment banking with Goldman Sachs, as both an Associate and an Analyst, where I worked on $20B+ of closed deals. Currently, I am pursuing my MBA at Columbia Business School as a Robert F. Smith Scholar, further deepening my expertise in alternative investments and entrepreneurship. Over the last decade, I have coached 75+ students/early stage professionals across a variety of formal and informal capacities. Whether you need help with interview preparation, resume refinement, or networking strategies, I'm here to support your journey. I genuinely love this stuff and remember how difficult my journey was trying to "figure it out" - Let's book time to chat about how I can be helpful!

I began my career in investment banking, but like many candidates, I had my sights set on private equity—a leap that can feel overwhelming without the right guidance. Coming from a history major background, I didn’t start my career with a technical foundation, but with the right preparation I was able to make the transition successfully. I went on to work in private equity at Brentwood Associates, focusing on beauty, wellness, and consumer investing, and later returned to Goldman Sachs as one of the first hires on its Sustainable Investing Group, a private equity vehicle focused on positive social impact. Along the way, I’ve also sat on the other side of the table, interviewing candidates for Private Equity roles. That experience gave me firsthand insight into how firms evaluate resumes, test technical knowledge, and pressure-test investment judgment. Now, as a coach, I help candidates prepare for every stage of PE recruiting—from resume positioning and case prep to technical modeling and investment theses. My goal is to help you approach the process with the same preparation and confidence that allowed me to break in, and to give you the insider perspective of someone who’s both landed offers and conducted interviews at top firms.

I’ve sat on every side of the deal: M&A Lawyer, Investment Banker, Private Equity Operator - and I’ll help you stand out and win offers fast. Before attending The Wharton School, I advised large-cap sponsors on acquisitions, carve-outs, and fund structures as an M&A attorney at Kirkland & Ellis and Paul Weiss. I then transitioned into investing and operations at GenNx360 Capital Partners, where I worked on new deals and drove value creation across healthcare and industrial portfolio companies. I led initiatives in procurement, growth strategy, and cross-portfolio synergies. I deepened my transaction experience as an Investment Banker at Guggenheim Securities. Having sat on both the legal and investing sides, I know exactly what it takes to break into and thrive in private equity. Whether you aim to join the deal team or focus on portfolio operations, I can help you master the technical expertise and strategic perspective needed to succeed.

With a robust background in private equity and strategy consulting, I am here to help you navigate the competitive landscape of private equity careers. Currently, I am a Senior Analyst at Accel-KKR, where I focus on portfolio operations, and I have previously worked at EY-Parthenon on their Software Strategy Team, conducting commercial diligences for PE companies. I am passionate about mentoring aspiring professionals and can offer insights into the nuances of private equity recruitment to make the jump to an operating team role, from resume crafting to interview preparation. Let's connect and strategize your path to success in 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!

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!

Former Vice President of Business Development and Capital Markets at Altamont Capital Partners, a middle market PE firm focused on investing in family/founder-owned businesses. Was part of recruiting team for years; interviewed and hired dozens of interns, analysts and associates. Well-connected within the broader private equity business development community and have extensive knowledge of how to recruit for non-investing PE positions, whether it's BD, capital markets, investor relations, talent or other.

Roles in Investment Banking, Private Equity, Hedge Fund / Crossover, and as a General Partner / Independent Sponsor all have provided different but relevant skills / lessons for usage in professional investing. Private investing experience spanning traditional private equity, growth investing, and late-stage growth / pre-IPO rounds. I now manage a small investment firm in a founder capacity, having launched a private equity style independent sponsor focused on majority acquisitions in the lower middle market. We have executed investments and are in the process of executing on additional platforms, while constantly looking for add-ons to our existing businesses. My founder / independent sponsor angle enables me to provide some unique insight that extends beyond the typical 'breaking in' and 'due diligence' type topics and into things like capital raising, interfacing with our LPs / investors, assessment of categories, different strategies of deployment (e.g. roll-up, value vs. growth, organic vs. inorganic growth strategy), etc. This role also results in oversight of the operating companies and extends my involvement into operations and marrying the function of the sponsor with the operating company.

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.