Public bio:
I am excited to be a part of the WSO community. With over a decade of hands-on experience in private equity, M&A transactions, and interim executive leadership across high-growth sectors in Brazil, I am passionate about driving strategic value creation through transformative deals and operational turnarounds. I have a track record of executing multimillion-dollar acquisitions/deals and fostering new business development.
Since January 2024, I'm an Associate Partner in Investment Banking at Excelia, where I lead end-to-end M&A initiatives, from target identification and client prospection to leading negotiations and closing/post-merger integration. My extensive M&A experience is complemented by deep involvement in private equity investments, where I have conducted operations due diligence, investor relations, and strategic planning to optimize returns—skills honed through roles at Meissa Capital LLC (2017–2019), where I supported a portfolio of healthcare investments.
Public bio:
Finance and strategy professional with 25 years of experience across investment management, private equity, venture capital and strategy consulting. Founder and Portfolio Manager of a regulated investment firm in Barcelona, focused on long-term public equity investing, business quality assessment, financial modeling and portfolio construction.
I have experience analyzing companies across sectors, communicating with investors and boards, and building investment processes from the ground up. More recently, I have also worked on AI-enabled workflow design and automation for enterprise clients, with a focus on improving reporting, operations and decision-making.
Public bio:
I’m a finance professional with a global academic and professional background across the U.S. and Argentina. Currently, I work as an Analyst at Finanzas & Gestion, where I support M&A transactions through financial due diligence, valuation modeling, and strategic analysis.
Public bio:
- M&A professional with experience leading end-to-end transaction processes, including valuation, financial modeling, due diligence, negotiation, and execution across multiple industries.
- Currently serving as Head of M&A at MMK Partners, actively involved in strategic planning, internal management, and growth initiatives for technology companies and startups.
- Former consultant at KPMG Brazil with background in Deal Advisory, Market Research, and preparation of investment materials for buy-side and sell-side transactions.
- Economics graduate from USP with international academic experience in Germany, passionate about mentoring professionals interested in corporate finance, M&A, strategy, and career development.
Public bio:
- Consulting Managing Director with 13 years of experience in business development and project delivery
- Lead enterprise-wide business and transformations, including shareholder value analysis, process optimizations, complex systems implementations and strategic organizational realignments
- Joint MBA Degree - London Business School and Columbia Business School
Public bio:
I am a Management Consulting Executive and Business Growth Strategist. Versatile, results-driven leader with 25+ years of experience transforming companies to increase profitability by solving complex business and operational issues. Trusted advisor to C-level executives. Proven track record in business development, client relationship management and executing engagements. Built and led high-performing teams of 20-25 cross-functional professionals. Worked across a breadth of industries - Insurance, Financial Services, Pharmaceuticals, Healthcare, Industrials, CPG and Hi Tech.
Public bio:
Jose Roberto is a Management consultant with 10 years of experience across Axon Partners Group and Deloitte Consulting in Mexico City. At Deloitte, he worked as a Manager leading digital and operational transformations in financial services and consumer goods, including a core banking implementation and digital credit card launch at a major Mexican bank, and a global Order-to-Cash transformation for a Fortune 500 beverage company across Mexico, Brazil, and India. At Axon Partners Group, he spent five years advising telecom operators and regulators across Latin America, Europe, and the Middle East, including the development of a pan-European costing model adopted by the European Commission as the binding standard across 27 EU/EEA countries. He holds an MBA from INSEAD and a Bachelor's in Mechatronics Engineering from ITESM.
Public bio:
Nour Nassif, CPA, BBA, MAcc (Spec. Performance Management)
Senior Strategy Analyst | LCBO
Ex-PwC Senior Consultant with 3+ years across Risk, Governance, Digital Transformation, and Value Creation.
My edge:
- Previously ran the undergrad case competition program at SSB
- Off the clock, I take on short, focused advisory calls for small brands and creatives navigating business decisions
- 5+ years on demand Business Case Analysis & Presentation Skills coaching and Behavioural/case interview prep
- Instructing a business case analysis and presentation skills course via Teachable
Best fit for:
- Candidates prepping for case interviews
- Fresh graduates/Intern candidates eyeing assurance or consulting roles
- Career switchers with a non-linear story that needs sharpening
- Newcomers to the Canadian job market
Public bio:
Strategy & operations consultant with experience across top-tier consulting and investment environments, advising GCC public and private sector clients on technology, telecom, energy, and digital transformation. Led strategic and operational initiatives spanning GenAI, smart infrastructure, connectivity, and business continuity, while also building and scaling entrepreneurial ventures across international markets. AUC Summa Cum Laude graduate with a strong track record in problem solving, stakeholder management, and high-impact delivery.
Frequently Asked Questions
Can’t find an answer? Please send an email to [email protected]
The WSO mentor service runs at a very slight profit (~5-10% net margin) in order to help motivate amazing professionals to provide great (free) advice in the forums (many mentors have green "mentor" buttons next to their usernames) which strengthens the entire WSO community. Luckily, there is a surprising number of elite professionals within the WSO community that love giving back to motivated candidates. We also recently automated the mentor matching with an algo that helps reduce the manual work needed on the backend should a requested mentor not be available. Prices range from as low as $57 up to $997 depending on the package you purchase and the mentor you select. Given the success of our service and the number of repeat clients we have, we know that we can afford to run on thin profit margins and serve thousands of applicants. We also know that many of you will follow the advice of our mentors and invest in additional courses and/or services from WSO.
After checking out, your request will immediately be sent to the mentor you selected. You will be expected to fill our some basic information (location, industry preference, etc) along with upload a Word version of your resume in order to help the mentor decide if they feel like they are a great match. As soon as they accept (usually within ~9-12 hours), an email will be sent making an introduction. Your mentor will introduce him/herself and then proceed to review your current resume and/or offer times when you can connect for a mentor session. Over the following days, you will schedule a time that is mutually convenient for you initial phone call to go over what you need help with (mock interview, career consultation and/or both). If you would like to continue with this mentor, you can schedule more hours anywhere from 1 hour to 3+ hours with him/her over the following weeks & months.
Typically the match happens within 12hrs. If your preferred mentor has not responded within 9 hours or they indicate they can't take you on as a mentor, we will notify other top mentors that have the most in common with the mentor you selected (based on our matching algo). These backup mentors will indicate to you if they are available and you have the choice to move forward with one of them, get a refund or wait longer for your preferred mentor. If for whatever reason we cannot match you in time and/or there are no mentors that are available that you'd like to work with, we will refund your purchase in full, no questions asked.
We have an incredible team of 1,000+ dedicated mentors across top firms all around the world. Our #1 goal is to make sure you are placed in the hands of the most competent and detail-oriented professional in your specific target industry. This coupled with our strict process ensures a smooth and thorough experience. Why do we use actual professionals? The answer is simple: they are the ones ACTUALLY SCREENING APPLICATIONS for their own firms! They know what it takes to make it out of the trash pile and into the interview pile. On top of this, since we have been doing mentor sessions for over a decade across THOUSANDS of clients, we are able to immediately identify a top mentor and feed them more clients to ensure happy customers like you (due to our strict screening process). Our team includes investment bankers at all the top bulge brackets and elite boutique banks as well as private equity, hedge fund and VC professionals at the most prestigious funds. We also have reviewers at the top management consulting firms in the world, elite prop trading firms, top corporate finance roles as well as other related finance careers.
Usually these are all self-limiting beliefs, but if you're unsure if we are a good match for you, please send us a quick email to [email protected] and we can send over some bios if we think there might be a potential good match for you.
Too Young / Too Inexperienced: We do NOT recommend our mentor service until you at least have at least some relevant WORK experience that we can leverage. For the young clients out there, this means an internship, ideally in your target or related industry. If you are still in high school, it is unlikely that you have this experience. The earliest we'd recommend doing a mentor session is early freshman or early sophomore year as you prepare for summer internship recruiting. If you have no relevant experience then it probably doesn't make sense to sign up for the service. Our mentors are amazing, but they aren't magicians. If you tell us you really want to be in Investment Banking or Private Equity (for example) and everything in your background points to law or medicine, it's going to be an uphill battle. On the other hand, if you have unrelated experience but you have started the transition process by taking relevant classes and joining relevant clubs and associations, we'd love to work with you. You may not be the most competitive candidate, but we will highlight the most relevant education and functions at your current job that would translate well across industries.
Too Old / Too Experienced: We DO recommend our mentor service for more experienced professionals that are looking to make a transition or have an interview coming up. We have several very senior mentors that can answer the tough questions and make sure you are up to date on the latest trends in your target industry. However, before you move forward, we encourage you to give yourself an honest assessment. If you are looking to make the transition and have not made any steps outside of considering this mentor program, you probably aren't ready. If you've taken steps (education, new degrees, courses, etc) and feel like you're ready, we're on board and eager to help!
Yes, but if you have a negative attitude you are unlikely to have success. If you think a mentor session is an automatic referral, please don't bother to hire us.
Yes, our mentors often do refer our clients for open positions at their firms (over 20%), however, this should not be asked of our mentors to avoid a conflict of interest and it should not be expected as part of the service. It is up to you to impress the mentor if this is your goal, however, we believe you can gain much more out of the experience by being honest about your weaknesses and concerns with the mentor so there can be an open dialogue on how to improve your chances.
The only discounts are for larger packages and more hours purchased at once. This is an incredibly labor intensive 1-on-1 service using finance professionals that typically make well over $200/hr and are doing this primarily to give back.
This is a personal question and the answer is naturally subjective. If you are serious about landing a job in investment banking, private equity, hedge funds, trading, asset management, management consulting or any other competitive industry, it's more than likely that the answer to that question is a resounding "YES".
Career services advisers at your school are not screening applications for interviews...neither are your classmates. If you do happen to have a friend in the industry, are they going to take the hours necessary to give you a realistic mock interview? Odds are that their time is limited outside the office and if they do give you some guidance, it won't be as thorough as our expert mentors. If you look at the competitive nature of recruiting nowadays, why would leave your application up to chance when many of these jobs pay well over $100,000?
Join the 1,000+ candidates just like you who have already used the WSO Mentor Service
If you’re reading this, you’re here for a reason: because you want to be one of the very few who gets an an elite job and because you need help doing it. The choice really is yours. And your opportunity really is limited.
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