Welcome to my profile! As a Finance leader with a background in Private Equity, I have a deep understanding of the industry and what it takes to succeed. With almost 15 years of experience in Investment Banking, Private Equity, and high-growth SaaS companies, I have helped numerous individuals navigate the complexities of these worlds and achieve their career goals. Whether you're looking to break into the industry, switch careers, or advance your current position, I can provide valuable insights and guidance. Reach out to me today and let's discuss how I can help you excel in Private Equity and/or Tech more broadly.

Based on my extensive experience in private equity and investment banking at top-tier firms such as 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.

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.

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. Currently, I serve as Director of Corporate Development at a leading PPM roll-up, where I am 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.

I have extensive experience in the finance industry, including roles as a Private Equity Associate at Veritas Capital and an Investment Banking Associate & Analyst at Bank of America Merrill Lynch and MTS Health Partners. I have extensive experience guiding candidates through the private equity and investment banking recruiting processes. Whether you're preparing for interviews or seeking general career advice, I'm happy to help.

I have spent over 7 years in finance, interviewed at over 50 PE funds and recruited for the PE fund i previously worked at. I have a deep understanding of how to prep for interviews, make your application stand out and most importantly, stay focused on the goals to find the right fund for you.

Ready to help you network, navigate the headhunter recruiting process, nail your LBO modeling tests, and have confidence in your path. I have worked across PE/VC/Growth equity with 3 full-time offers out of undergrad and superday offers out of consulting. I led the BYU PEVC Association that placed 10-15 students directly into PE/VC annually, and have coached others in receiving full time offers after 2 years in IB/consulting. Have had 20+ mentorees place in PE/VC/Growth Equity.

I graduated with a non-traditional finance degree (hotel administration) but successfully transitioned to investment banking and ultimately joined private equity. I have experience of working with 40+ clients and mentees; I'm confident that I can help you land an offer through customized interview prep. Coaching sessions with me will come with complementary documents and guides that will help you with both qualitative and quantitative questions that will be asked during your private equity interviews.

Navigating the PE recruiting can be daunting, but with the right guidance, you can easily achieve your career aspirations. As someone who successfully transitioned from Moelis & Company to American Securities, securing my offer during the on-cycle process in 2019, I have the experience and insights to help you excel. I work to provide you with the personalized support and strategic preparation needed to secure your dream offer. I know how overwhelming the recruitment process can be. My approach is empathetic and supportive, aimed at reducing your stress and developing your skills so you have total confidence ahead of interviews. Comprehensive Support for Your Career Goals: Firm Identification: I will help you identify and target the firms that align with your career goals and aspirations. My knowledge of the industry will provide you with a curated list of potential funds that suit your strengths and interests. Headhunter Strategy: Navigating headhunter interactions can be daunting. I will guide you on how to effectively engage with the headhunters, ensuring you stand out and receive the best opportunities available. Interview Preparation: From technical questions to fit interviews, I provide tailored preparation that will give you the confidence and skills needed to excel in interviews. Crush the Model Test and Case Study: I'll guide you through how to go from a standing start to an LBO model guru so you feel totally confident come interview time.

I’m a life-longer learner and giver (through my experiences and my network). Happy to help those that are interested and navigating the path within Investment Banking or Private Equity. Friendly, approachable and always reachable/responsive!