Transaction Advisory/ Valuation & Advisory Interview

What questions should I be ready for? What will I be expected to know?

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5,934 WSO Academy Investment Banking Session Reviews: 4.82/5

Class of '29 May 2026 Cohort

5.00/5

Investment Banking Mock Coffee Chat

“Julius gave great feedback and advice on coffee chats which is something that I am working on. I loved how he discussed about his interest in health and fitness as that is something that I am definetely passionated about as well. We were able to connect well on a personal level. Overall I loved learning about his experience at Citi and I was able to learn many things.”

Class of '30 Oct 2026 Cohort

5.00/5

Investment Banking Career Roadmap (optional)

“Timothy was very helpful in helping me structure a roadmap, both long-term and short-term. For instance, he provided a lot of information on how to find internships: using searchfunder.com, targeting wealth management, small private equity shops, and regional boutique investment banks. Additionally, he helped me prioritize the things I currently needed to work on, such as a 3.7+ GPA, and getting involved in case competitions and finance clubs on campus. The structure he provided me was very useful overall, and I will definitely work with Tim again! ”

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Transaction Advisory/ Valuation & Advisory Interview

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Transaction Advisory/ Valuation & Advisory Interview

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