Public bio:
- Currently, a Private Equity VP investing in TMT and healthcare sectors on global basis (mainly China and US)
- Previously in IBD with a US bulge bracket investment bank in Hong Kong (Analyst to Associate)
- Interned in IBD, Private Equity, Sales & Trading and Corporate Banking during college
- Graduated with a BA in Economics
Public bio:
- Current Vice President at a North American and Pan-European lower-mid cap Private Equity firm
- Track record of Private Equity deals executed both in the USA and Europe
- Previously spent 4 years at Credit Suisse in Investment Banking, with a deal track record in excess of $15bn
- Broad sector coverage experience, particularly in Consumer & Retail, TMT, Healthcare, Business Services, Real Estate, and Oil & Gas
- Extensive product coverage experience across M&As (buy-side and sell-side), Leveraged Finance, Equity and Debt Capital Markets
- Advised Large & Mid-cap Sponsors and Trade Buyers
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Public bio:
- Private equity investment professional with experience in growth-stage investments in emerging markets, cross-border M&A, growth capital, capital restructuring, and special situations
- He started his career in Investment Banking, advising clients in the technology and media sectors on their M&A and capital markets initiatives
- Bachelor of Arts in Financial Economics
Public bio:
- An Investment Banking Associate at a BB bank
- Prior, he was with Houlihan Lokey specializing in TMT M&A
- He started his career as an analyst with an independent wealth management firm
- MBA with a focus on finance and entertainment and a BSc in finance
- He is a CFA charterholder
Public bio:
I am a Vice President at a large-cap Private Equity fund with over $12 billion in funds and approximately $50 billion in assets under management. My primary responsibilities include due diligence and execution of large-cap majority investments across diverse sectors such as Industrial, Manufacturing, Business Services, Consumer, and Healthcare in Europe. Over my 6-year tenure in Private Equity, I have been involved in equity investments totaling over $2.5 billion, with a combined enterprise value exceeding $7.0 billion. My experience spans a wide range of transactions, including buy-outs, carve-outs, various financing structures (bonds, loans, PIK), refinancing, disposals, and rescue equity.
Before my current role, I spent 3 years at a bulge bracket Investment Bank, focusing on M&A, ECM, and Financing transactions within the Industrial sector, covering Automotive, Business Services, Building Materials, and Capital Goods companies. During my time in banking, I led on-campus recruitment initiatives and mentored Summer analysts.
I hold a Master of Science in Finance and a Bachelor of Science in Business Administration, both of which I graduated Cum Laude. Additionally, I have dedicated over 50 hours to mentoring, helping numerous individuals secure positions in Private Equity and Investment Banking.
Public bio:
- Current Founder / Managing Partner at Angel Investment Fund
- Independent Management Consultant for Commercial Due Diligence projects for top-tier growth equity funds
- MBA from INSEAD
- Previous Investment Associate at a growth equity firm that acquires minority positions in private growth-stage technology companies
- Previously spent ~2 years at Goldman Sachs in their Investment Banking Division, primarily working on FinTech and Asset Management M&A and IPO transactions in the Financial Institutions Group (FIG)
- Graduated with a BSE in Biomedical Engineering and BS in Mathematics
- Conversational proficiency in French
Public bio:
- Current Tech Corp Dev director focused on Strategy, Acquisition and Venture Investments
- Previous Technology IB banker. Extensive coverage and execution of private & public M&A transactions in the software and internet industries
- Led recruiting for my IB and conducted dozens of Associate and Analyst interviews
- Broke into the industry as an international with a top-3 MBA
Public bio:
- Vice President in the Private Equity team at KSL Capital Partners, investing in travel & leisure
- Previously at PJT Partners in the Restructuring & Special Situations Group
- Graduated from University of Oxford (MSc) and Bocconi (BSc)
- Fluent in English and Italian, conversational in French
Public bio:
* Began a career in leveraged finance banking, working with corporations and private equity firms across all industries (primarily focused on technology), assisting in term sheet / commitment letter negotiations, and corresponding directly with investor accounts to address business and diligence questions (6 years) * Pivoted to earliest stage venture at a newly established fund in NYC, involved in all stages of high volume deal flow as well as fund operations and portfolio analysis * Currently, working directly with early-stage companies in a strategic consulting based capacity assisting with financial modeling and forecasting, customer acquisition, marketing strategy, investor decks, fundraising * Angel investor (current portfolio includes women's health & wellness, healthcare and differentiated tech-focused companies)
Public bio:
* Multi-asset Portfolio Manager in the OCIO department.
* Portfolio manager for high net worth families
* Previously worked as Portfolio Manager investing in multi-asset portfolios for high net worth families and foundations
* Began career in Consulting and soon moved to Risk Management
* Earned MBA. Also earned BA in Political Science
* CFA charterholder
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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