default image
Private Equity 3rd+ Year Associate
Private Equity 3rd+ Year Associate
New mentor!
Member since 2024
  • San Francisco
  • New York
About the mentor

I am currently employed by a megafund that focuses on software investing.

At my prior firm, also a megafund, I worked across both the growth equity and buyout teams focusing on technology opportunities. I completed one platform transaction, two add-on transactions, and spent weeks on-site with one of my portfolio companies on strategic initiatives. 

In Strategic Finance, I completed an add-on transaction, a new product launch, pricing and renewal strategy development, and the creation of a new business unit. I had ongoing P&L ownership as the FP&A lead of the new business unit.

In Investment Banking, I worked on 4 announced M&A transactions (2 buy-side, 1 sell-side, 1 fairness opinion), 7 financing transactions (5 lead active, 2 passive), and 4 equity/equity-linked transactions (1 IPO co-lead, 1 passive convert, 1 active convert, 1 follow-on). I also handled 2 shareholder activism mandates focused on defense. My primary sectors of focus were Government IT Services, Value-Added Resellers (VARs), Internet, and FinTech.

Expertise
  • Investment Banking
  • Corporate Finance
Join WSO as Mentor
Why Anonymous?

Some of our mentors are forced to be anonymous due to firm policies or personal preference. Anonymity allows us to i) source the best mentors from the top companies in the world ii) allows them to be honest and give you amazing insight into the industry and firms.

How It Works

All of our mentors are actual professionals. You can be sure that we will match you with an expert in your target industry and that they have gone through strict WSO training to ensure a smooth experience.

Frequently Asked Questions

Can’t find an answer? Please send an email to [email protected]

person
person

Get direct access to our best mentors as part of WSO Academy

12 week program to dramatically improve your odds of landing a high finance job offer