WSO ACADEMY - LAND THE ELITE ROLE

Find Your Mentor

Dramatically Increase your chance of landing an elite role by joining WSO Academy and gaining access to our 3,500+ mentors. Our mentors are top employees at the most selective firms. Proven process with over 2,500 clients over 14 years.

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Find Your Mentor with Filters Below

Very Good
4
1 Sessions
Member since 2016
Private Equity
  • Investment Banking
  • Currently working as a Vice President at a investment management firm
  • 2 years in Investment Banking at UBS - Financial Sponsors + Leveraged Finance Group
  • 3.5 years at middle-market private equity fund working as an Investment Associate
  • Undergrad and MBA from top-tier schools
  • Los Angeles
    • Chicago
    • New York City
    • Washington D.C.
  • Los Angeles
    • Chicago
    • New York City
    • Washington D.C.
Very Good
4
1 Sessions
Member since 2021
Private Equity
  • Investment Banking
  • Private Equity
  • Venture Capital
  • Current investment associate at a growth equity fund, focusing on FinTech transactions globally
  • Previously spent 2 years at the Morgan Stanley Private Equity team
  • Broad sector coverage, generalist excluding energy, and real assets
  • Graduated with a 98% GPA in International Finance and Economics
  • London
    • Milan
    • New York City
  • London
    • Milan
    • New York City
Very Good
4
1 Sessions
Member since 2025
Private Equity
  • Investment Banking
  • Accounting

Currently a private equity professional at an Australian Lower Mid-market private equity firm focused on the APAC region. Previously a senior associate within the Morgan Stanley TMT and Healthcare team. Significant Investment banking experience with a strong foundation from accounting firms

  • Sydney
Very Good
4
1 Sessions
Member since 2020
Corporate Development
  • Investment Banking
  • Private Equity
  • Venture Capital
  • Corporate Finance
  • Asset Management

Saurabh is an entrepreneur turned investment professional who brings along a unique combination of operational and investment experience. Currently, I work in the corporate development and venture fund team at The Co-operators Insurance Limited.

His professional trajectory stemmed from his family business of manufacturing metallic wires in India, where he spent five years mastering the nitty-gritty of a mid-market business before eventually taking a successful exit by selling the business to a competitor. Employing the inherited business acumen and operational experience gained in the family business, Saurabh eventually ventured into the investment banking industry. He has had progressive investment roles while working on sector-agnostic transactions, right from origination to completion, resulting in closed transactions totaling over $500 million in the mid-market space. His experiences have resulted in strong and countable relationships with buy-side and sell-side institutions and increased execution capabilities, including the drafting of marketing materials including CIMs, teasers, and complex financial models.

He is inclined to leverage his business acumen and operational and investment experience and intends to be a leader in the industry while working under the shadow of the leaders. He has a go-getter attitude and extreme curiosity to learn.

Originally from India, Saurabh moved to Canada in 2018. He holds a Bachelor of Commerce and is a CFA Charterholder. He is a husband, a father, a fitness freak, and a big fan of Bollywood.

  • Toronto
    • New Delhi
  • Toronto
    • New Delhi
Very Good
4
1 Sessions
Member since 2021
Private Equity
  • Private Equity
  • Currently Managing Director at a public business development company (BDC) with ~$250m AUM responsible for all lower middle market deal sourcing and overseeing execution.
  • Previously spent 13 years at a lower middle market mezzanine firm (Small Business Investment Company), primarily working on underwriting, originating, and managing portfolio investments.  Minority equity co-invests of 20-25%.  Led analyst training program and served as a mentor to analysts and summer interns. 
  • Broad industry experience with specific expertise in niche manufacturing, environmental services, aerospace and defense, business services, and transportation/logistics.
  • Supported portfolio companies with successful capital raises, various special projects (accounting system conversion, insurance claims, developing budgets, financial statement packages, and KPIs), and contributing at the board level with strategy development, long-term planning, and plan execution.
  • MBA and BS Finance
Very Good
4
1 Sessions
Member since 2020
Corporate Development
  • Investment Banking
  • Corporate Development
  • Former Director of Corporate Development for highly acquisitive diversified industrial company (14 transactions representing over $1.5 billion in transaction value)
  • 8 years of Corporate Development experience (promoted 4 times in 8 years from Analyst – Director)
  • Experiences includes: managing and leading acquisition teams, deal negotiation, due diligence, deal sourcing/origination, financial modeling & valuations, acquisition strategy/white space research
  • Undergrad: Tier B (Non-Target but still recognizable) and target MBA
  • Former Big 4 business valuation consultant
  • Current President & Founder of software company
  • Chicago
Very Good
4
1 Sessions
Member since 2016
Asset Management
  • Investment Banking
  • Investment professional with experience in different fund strategies as well as investment banking;
  • Experience as an Investment Banking Analyst at a bugle-bracket bank. Deal experience includes leveraged buyouts, leveraged recapitalizations and mergers & acquisitions for traditional media, business services, industrial and retail corporations;
  • Worked as an Associate at $8B+ Multi-strategy Fund. Invested in distressed debt and special situations primarily in the technology, building products, education and retail industries.;
  • Credit Analyst at Credit Fund. Invest in leveraged loans and high yield bonds in the media & telecommunications, financial institutions, auto, leisure and lodging industries
  • High Yield Research Summer Associate at Barclays in Consumer and Credit Strategies;
  • B.A. in Economics and Public Policy from the top tier university and MBA from top 20 program.
  • New York City
    • Los Angeles
  • New York City
    • Los Angeles
Very Good
4
1 Sessions
Member since 2017
Risk Management
  • A risk management professional specializing in credit risk, credit policies, stress testing, portfolio analytics and project management
  • Currently, a Vice President at HSBC
  • Have vast market knowledge in specific sectors such as retail, telecom, automobile and NBFIs
  • Mumbai
Very Good
4
1 Sessions
Member since 2017
Hedge Fund
  • Sales and Trading
  • Prop Trading
  • A diverse background on both the buy and sell side of Wall Street
  • He began his career as an Assistant Sales Trader at one of the bulge bracket firms on their Block Trading desk
  • Then he was the Head Trader at a $2.7bn multi-strat Hedge Fund
  • He also launched his own fund with friends and family capital
  • New York City
  • New York City
Very Good
4
1 Sessions
Member since 2026
Investment Banking
  • Private Equity

Gurkamal Dhaliwal is an investment banking associate based in Toronto, Ontario, currently working at National Bank Financial with a strong foundation in business and financial services. He completed his university education at the University of Manitoba, where he actively engaged in experiential learning and team-based competitions, including representing the Asper School of Business in case competitions that combined academic excellence with community support efforts.

  • Toronto

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