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Private Equity 2nd Year Associate
Private Equity 2nd Year Associate
New mentor!
Member since 2023
  • New York
  • Atlanta
  • Miami
About the mentor

I'm currently a second year associate at a lower middle market private equity firm headquartered in New York. Our firm specializes in technology and services businesses within the healthcare and supply chain verticals. As part of my deal teams, I've completed buyouts, series C growth financings, merger financing and exits to blue chip corporations.

I had a very alternative path to this position which I achieved quite efficiently after lateralling from industry, spending 1 year as a corporate banking analyst and then 1 year as an M&A associate (hard to believe, looking back).  I have a lot of advice to share with younger folks who may be feeling impostor syndrome as they go about finding a place for themselves in the the world of finance or the broader economy.

Because of my experience I can review resumes, provide my deal experience working on buy-outs and financings, provide modelling feedback for banking or PE interviews, or simply help you brainstorm on your career goals based on what you want to do with your life.

As an aside, I've started multiple companies in my life, and have ambitions to eventually fully move to entrepreneurship (probably by raising a fund). If you want to talk about this or simply network, I'm good with that too.

My philosophy is that "finance" is just one aspect of creating value in an economy. I find that to be successful efficiently a well-rounded approach to deal making is necessary.

  • Investment Banking
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Why Anonymous?

Some of our mentors are forced to be anonymous due to firm policies or personal preference. Anonymity allows us to i) source the best mentors from the top companies in the world ii) allows them to be honest and give you amazing insight into the industry and firms.

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