Decently hard technical - your thoughts.

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6,077 WSO Academy Investment Banking Session Reviews: 4.82/5

Class of '28 Nov 2026 Cohort

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“ulian gave me a clear, realistic plan for breaking into IB from a non-target school. He broke my prep into 50% technicals, 40% behaviorals and 10% networking, and explained why I should be interview-ready before doing heavy coffee chats instead of networking first. That changed how I'm spending my time. He pointed me to the WSO courses and the 400-question guide with short daily drills, and I've already started working through them. He also helped me see my coaching business as a real differentiator instead of something unrelated to finance, and told me to build 7 strong "why hire me" stories, which led me to book a 7 Stories session with him. His advice on my sophomore summer was practical: any finance-adjacent role with transaction exposure is a win. He was encouraging and easy to talk to, and he explained the recruiting timeline clearly. The one thing that would make it even better is a short written checklist of next steps at the end of the session, so I can track progress before our next meeting.”

Class of '29 Oct 2026 Cohort

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“John was amazing, he was great at explaining things and had a very positive vibe. He had talked about his life at evermore and how he had switched from Evercore to Carlyle. He then told me how to network more effectively and how to be a better candidate as a whole. He had said that when you are having a coffee chat not to talk as much about their day to day because that is all they are talking about usually. He said to try and connect about their interests and their hobbies because that is something that they would like to talk about.”

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7 Comments

offerrescinded

IB

9y

was this for sa?

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DalaiLama

PE

9y

This isn't hard at all IMO lol, rates are low these days, company has a credit crunch coming - just refi some of their outstanding debt

EDIT: also consider the potential for a D/E swap as well

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Authored by: Certified Private Equity Professional - 3rd+ Year AssociateCertified Private Equity Pro

offerrescinded

IB

9y

"DalaiLama" This isn't hard at all IMO lol, rates are low these days, company has a credit crunch coming - just refi some of their outstanding debt

I feel like there are other approaches to answering OP's question that are prob more detailed than "just refi the loan".

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DalaiLama

PE

9y

Valid point - wasn't sure if OP wanted a detailed answer or not

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Authored by: Certified Private Equity Professional - 3rd+ Year AssociateCertified Private Equity Pro

jnijnijn

?

9y

"DalaiLama" Valid point - wasn't sure if OP wanted a detailed answer or not

my opinion was: X your thoughts

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offerrescinded

IB

9y

"jnijnijn"
"DalaiLama" Valid point - wasn't sure if OP wanted a detailed answer or not
my opinion was:
- try to reduce expenses to meet the obligations - refi - look at acquiring additional long term debt to pay off existing debt and use this extra time to try to develop rev streams - look at selling inventories, then current assets, then PPE - file for bankrupcty or liquidate company

your thoughts

not bad OP, was this for SA?

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DalaiLama

PE

9y

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Authored by: Certified Private Equity Professional - 3rd+ Year AssociateCertified Private Equity Pro

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Decently hard technical - your thoughts.

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