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WSO Free Modeling Series - Now Open Through
October 31, 2026
9 Free Financial Modeling Lessons
Get instant access to lessons taught by experienced private equity pros and bulge bracket investment bankers including financial statement modeling, DCF, M&A, LBO, Comps and Excel Modeling.
+Bonus: Get 27 financial modeling templates in swipe file
+Bonus: Get 27 financial modeling templates in swipe file
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both. origination through your network in one way or another
My firm sources from the following channels:
1. Sponsors - Either you know someone on the deal team who puts you in touch with the cap markets team or you know someone on the cap markets team.
2. Debt advisors - Know the MD/D/VP/etc.
3. Secondary trades - from Bloomberg/trading desks we know
4. Get approached - Variety
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