• CIO/CTO of a medical referral software company
• A retired hedge fund manager who ran a multi-hundred million dollar special situations fund that traded across all parts of the capital structure, as well as equity and credit derivatives.
• He started off his career in PE and later transitioned to the HF side
• An investor, executive, and tech innovator working to leverage data analytics and creative thinking into successful and profitable products, companies, and investments.
• His expertise includes financial and data modeling, machine learning, project design and management, software development and management, and agile methodology.
• MBA, Accounting, Finance, Entrepreneurship, 2009

• Currently an Investment Analyst with several years of professional experience on the sell-side and buy-side
• Spent three years working as an Investment Research Analyst at a boutique capital markets research firm
• Has experience in corporate finance advisory, portfolio management, proprietary public markets research, and value investing
• Has screened and reviewed resumes of students, recent graduates and young professionals who want to work in the asset management, equity research, hedge fund, and trading industries

• Currently works in San Francisco as a trader at a technology hedge fund.
• Previously spent 9 years as a trader for a macro-focused, multi-strategy hedge fund.
• Spent 2 years on the money markets portfolio management team.
• Worked as a product management associate on the fixed income alternatives team.

• Currently, a senior associate at a middle-market leveraged buyout firm investing in aerospace/defense, healthcare services, software, business services, and distribution (4 years)
• Previously spent 1.5 years at a BB in Investment Banking M&A/Coverage (specializing in financial services)
• Graduated with a BA in Economics and Finance.
• Have reviewed over 350 resumes and actively provide mentor-ship services to undergrads and recent grads
• To know more on the mentor, here is the link to his AMA
• Listen to this mentor on the WSO Podcast

• Current MBA student at Chicago Booth, works as a Peer Career Advisor for students interested in IB
• Previously spent 2.5 years at Credit Suisse in Investment Banking, primarily worked on M&A and IPO transactions. Interned junior year with CS and accepted return offer. Led on-campus recruiting initiatives and served as a mentor to summer analysts in my 2nd year
• Graduated from the University of Chicago in 2015 with a BA in Economics and BS in Statistics. During college, was actively involved as a TA for Booth Finance professors, and worked with Ph.D students on research topics
• Fluent in English and Mandarin, with conversational proficiency in Spanish

• Currently focused on North American M&A for global life sciences company
• Formerly at middle-market private equity fund focused on control investments in advanced manufacturing, software, and technology-enabled services business
• Also spent two years investment banking focused primarily on mergers and acquisitions within the industrial and energy sectors
• Licensed CPA

• Vice President at a financial advisory firm focusing on M&A for the past six years.
• Broad sector coverage experience, with specific expertise in Financials and Healthcare
• Helped numerous candidates from both traditional and non-traditional backgrounds break into investment banking
• MBA from top 5 business school and an undergraduate degree in Economics and Mathematics from a liberal arts college

• Currently, a Private Equity associate, investing in financial services businesses across Europe
• Previously in FIG. Elected Junior Banker Representative
• Interned in Private Equity, Sales & Trading and M&A during university
• Graduated with an MSc in Management and a BSc in Economics

• Retail and eCommerce Investment Banking Associate at Morgan Stanley
• Previously, an Associate on the Consumer & Retail IB Coverage team
• Graduated from the Air Force Academy
• MBA

• Formerly a private equity associate in megafund private equity focused on leveraged buyouts across all industries
• Previously spent 2 years at a BB in generalist M&A Investment Banking where I worked on more than 30 deals across the industrials, technology, power & utilities, FIG, consumer, communications, media & entertainment and healthcare industries
• Former co-head of recruiting for an ivy league school at a BB
• Have reviewed more than 200 resumes and actively provide mentorship services to undergrads and recent grads.

• CFO for a real estate private equity fund
• Managing member of a family's office, investing in public equity, fixed income, and energy and commodities markets across the globe. The firm also manages private equity and venture capital funds
• Started career Houlihan Lokey, focused on private placements of debt and equity securities in connection with restructurings, refinancings, leveraged buyouts, recapitalizations, growth capital and acquisitions.
• Served as a Principal of $1.1 billion Asia fund
• Has an MBA from Wharton

• Investment Banking, Leading Bulge Bracket Investment Bank, Healthcare and consumer retail coverage groups
• Investment Banking, Leading Bulge Bracket Investment Bank, Real estate and lodging coverage groups
• BSc in Finance

• Currently, VP at Welsh, Carson, Anderson & Stowe
• Worked for over two years at the BB; ranked 1A both years (top 10% of entire analyst class)
• Worked as an intern in Corporate Banking at bulge bracket bank and managed to receive a full-time offer in the investment banking division
• Non-target background

• Currently launching a long/short equity hedge fund
• Previously was an Associate at a middle market private equity firm where he evaluated leveraged buy out opportunities across the healthcare, technology, business services, and industrial sectors
• 2 years as an analyst in a build bracket bank within the healthcare coverage group
• Graduated double majored in Biology & Economics

• Currently runs an asset management firm
• Hedge Fund investing experience at large multi-stratfund and concentrated L/S fund
• Private Equity associate at top blue chip fund
• Investment Banking analyst at Goldman Sachs
• Lives in New York City, and a graduate of a top liberal arts College

• Currently an associate at Washington D.C.-based private equity firm
• Worked at Accel-KKR, a middle-market private equity firm focused solely on technology investments
• Spent two years as an investment banking analyst working on technology M&A transactions
• Experience working on buyouts, growth investments and add-on acquisitions, including

• M&A Investment Banking Associate
• Graduated from the United States Naval Academy
• MBA / MS

• Currently Director of Operations Strategy at DJO Global
• Former management consultant with McKinsey & Company in Houston focused on digital, strategy, M&A, and operations projects
• PhD in Biomedical Engineering from Duke University and a BA in Physics from Cornell University

• Currently a 2nd year associate at Berkshire Partners, a $16B middle-market private equity fund
• Worked for 3 years in consulting
• Prior to consulting, held internships at the Federal Reserve Board and the U.S. Senate
• Target undergrad

• 5 years of BB IBD experience: 3 in London (Industrials Team), 2 in Madrid (Iberia Coverage)
• Former Senior Associate at International PE (+$10bn AUM). EMEA Coverage
• Currently MBA at Northwestern University
• Areas of expertise: Diversified industrials (logistics, transportation, automotive, capital goods, industry 4.0). Infrastructure (renewable portfolios, airports), tech (health tech, industry tech and fintech)
• Excellent modelling skills, LBO analysis, Levfin and ECM
• 9 years of experience mentoring selected students interested in finance

• Investment banking and corporate finance professional with over 16 years of experience
• Deep regional focus in the Asia-Pacific region with roles based in Singapore, Hong Kong and Mumbai
• Extensive experience in leading mergers and acquisition (M&A) advisory, leveraged finance, fundraising, equity and debt capital market deals; led over 50 transactions for clients across the region
• Expertise in deal origination, stakeholder and process management, deal execution, financial modeling and valuation, company and industry analysis, key risks and mitigation identification, transaction documents negotiation, due diligence and deal mechanics
• Comprehensive coverage of Asia Pacific clients across sectors including healthcare services, education, logistics, transportation, cement, building materials, consumer, F&B, and industrials

• Investment banker with 10+ years of experience
• Have worked across multiple platforms (investment banking, capital markets, sales & trading) in both New York & London
• Experience in M&A, leveraged finance, IPOs / follow-ons and private capital raises
• Have worked across multiple industries and coverage groups

• Experienced buyside investment professional with 6 years of experience across middle market private equity, fundamental long/short equity, and distressed credit & loan-to-own investments
• Currently a post-MBA senior associate at a $1 billion AUM private equity fund
• Extensive end-to-end private equity transaction experience supporting all aspects of the investment process including financial modeling, due diligence, investment committee presentations, structuring, and legal negotiations
• Significant operating experience serving as board member of several private equity portfolio companies
• Closed deals include buyout, growth equity, and structured equity investments across the consumer/retail, industrials, healthcare services and business services sectors
• BSc. in Economics, concentration in Finance from a target school

• Currently, a research analyst at a value-oriented credit hedge fund with $10 billion of AUM, investing in leveraged loans and high-yield bonds across various strategies
• Previously spent 3 years at a top Bulge Bracket investment bank in Leveraged Finance working across industries including Industrials, Technology, Media, Telecom, and Business Services.
• Graduated with a BSM in Finance

• 3rd-year private equity associate at $3.0 billion middle-market private equity firm
• Worked at an elite boutique in IB as an analyst for over two years in M&A and Restructuring
• B.S. from Ivy League University

• He analyzed billions of dollars of transactions as an analyst/associate on Deutsche Bank's Consumer team.
• He then transitioned into growth equity where he was the associate on over $35 million in investments.
• This background developed his expertise in working with startups as an investor and Fortune 500 companies as an advisor.
• He helps companies grow through fundraising, acquisitions or FP&A.
• B.S. in Finance and Marketing

• Experience: 6 years experience in equity hedge funds, 4 years at sales and trading for a top IB.
• Asset class experience: Equities - with a focus on Asian equities. Foreign Exchange, Fixed Income, Credit, Distressed Debt, Interest rates, Options, Derivatives.
• Academic experience: Double degree in Financial Engineering/Operations Research and Economics.
• How I can help clients: Comprehensive interview preparation and mock interviews. Investment case study review and editing. Career mentoring. Resume and application review. Financial modeling consulting, editing and review.

• Experienced investment banking professional with several years of work experience, particularly focused on M&A and restructuring transactions across a variety of industries
• Analyst-to-Associate promote with experience at both bulge bracket and elite boutique banks
• Deeply involved in recruiting and training activities at prior firm, including the design and direction of financial training programs for all incoming junior IB employees and interns
• Liberal arts degree from Ivy League university

• Experienced private equity professional with 6 years of experience across investing and advisory roles primarily focused on the technology sector
• Extensive end-to-end private equity transaction experience supporting all aspects of the investment process including financial modeling, due diligence, investment committee presentations, structuring, and legal negotiations.
• Closed deals have focused primarily on buyout and growth equity investments
• Previously worked with Bank of America Merrill Lynch's technology investment banking team

• A Senior Vice President and bond trader at an investment management firm where he specializes in high yield, stressed, and distressed credit trading. He works with a team of investment professionals who manage a multibillion-dollar portfolio of bond assets globally.
• Prior, he worked in Leveraged Finance Sales & Trading for Goldman Sachs & Co. where he focused on the structuring, marketing, syndication, and trading of high yield bonds and distressed debt in the global capital markets.
• He is a Value Investor in Residence where he teaches investment principles, theories, and applications to undergraduate students.
• Graduated with a B.B.A. in Finance and Economics.

• Most recently an investment associate at a private debt fund in NYC
• Previously spent 2.5 years in Investment Banking at JPMorgan with experience in the healthcare, consumer, and retail industry groups, leveraged finance, and credit working on LBO and M&A transactions. Led the summer analyst and first-year analyst recruiting process for candidates.
• Mentored summer analysts and junior analysts.
• Graduated with a BBA in Finance

• Principal at a VC Fund who leads investment origination and execution in enterprise software, internet, and consumer verticals
• He was a PE Associate at a leading growth equity firm and was engaged in all aspects of transaction execution, including conducting business, market, and financial diligence. Executed platform LBO + M&A roll-up.
• He started his career as an IB Analyst (2 yrs), TMT Group at BB. He led OCR for target school.

• Private equity 2nd Year Associate in the Secondary Investment group, having completed 7 transactions including a single-asset co-investment, a GP-led fund restructuring, and a GP-led LP tender process.
• Previously worked in investment banking executing middle-market M&A transactions within the technology & services industry, with a particular focus on business services, software, fin-tech, and tech-enabled solutions. While in IB, he completed 15 M&A advisory transactions across both founder-owned and private-equity backed businesses. He spent 3 years as an Analyst and 1 year as an Associate before moving to the buy-side
• Masters in Finance
• Non-target school, BBA Finance

• Private Equity investor at a large buyout firm focused on Growth and LBO strategies. Europe-based and part of the Global Healthcare team.
• Experience in US-based mid-market PE firm.
• He was a PE associate in a turnaround firm performing debt-to-equity investments on behalf of syndicated lenders.
• He started his career as a Consultant for a Strategy Consulting Firm in the corporate finance and restructuring group.
• BS & MSc and an MBA

• Previously spent 4 years with J.P. Morgan. The last two years were spent as a Leveraged Finance analyst in the Investment Bank, working primarily on LBOs and Acquisition Financing for the General Industries team (Healthcare, Consumer Staples, Industrials, Auto, and more sectors).
• Graduated with a BA in Finance and a minor in Computer Science.
• Played Division 1 tennis all 4 years and co-captain senior year.

• Currently a Vice President at a megafund focused on traditional buyouts (latest fund size of $15 billion). Was an associate at the same fund - received sponsorship for business school and Vice President return offer
• Previously worked as an investment banking analyst at Morgan Stanley for two years
• Holds an MBA and a BS in computer science (non-traditional background)

• Currently, VP of a large PE firm covering TMT in the Americas
• Worked at large-cap PE firm as an Associate
• Big 3 Consulting firm doing strategy consulting
• BS, Industrial Engineering

• Currently, an Associate at a PE firm that invests in technology and services industries
• Previously, growth equity/venture capital associate to middle-market companies focused on global resource
• 2 years Investment Banking Analyst at a BB, mergers and acquisitions group
• Bachelor of Arts in Economics, Stanford University

• Investment Manager at a Private Equity firm investing in early-stage companies based in the U.K., Nordic and DACH regions
• 5 years + Investment Banking experience involved in a broad range of M&A and strategic advisory assignments for clients globally. Primarily covering the Transport & Infrastructure and Metals, Mining & Materials sectors
• Graduated with BSc Hons in Mathematics with Economics and MSc Hons in Law

• Currently a Vice President at a Family Office focused on Private Equity
• Worked for two years as a Private Equity Associate at a leading Middle Market Private Equity firm
• Started his career as an Investment Banking Analyst in the M&A Advisory team and led recruiting efforts from his university; previously interned in Leveraged Finance as well as the Investment Banking Division
• Holds a BBA in Finance

• Graduated with a degree in Economics/Finance
• First internship was at Merril Lynch in their asset management division in my freshman year and later moved into global transactions banking at Deutsche Bank
• On his junior year, he was, fortunately, able to parlay the above internships into an Investment Banking offer at Citi for his junior summer where he also received a full-time return offer
• He spent a year and eight months working in the Industrials group and ranked top bucket (top 10% of entire analyst class)
• Presently, he has an offer to Providence Equity Growth starting Summer 2020

• Currently a Vice President at a Private Investment Firm ($20+ billion AUM across private, public and opportunistic credit strategies) focused on investment opportunities in the food, agriculture and energy/infrastructure sectors. Responsible for all stages of deal lifecycle including origination, underwriting, due diligence and portfolio management.
• Previously worked for over two years as a Private Equity Associate at a NYC-based, middle-market private equity firm
• Began career as an Investment Banking Analyst in the Technology, Media & Telecommunications (TMT) group of a bulge-bracket bank in NYC; ranked as a top-bucket analyst
• Non-target background

• Currently, a Vice President at a Global Investment Firm ($60+ billion AUM)
• Professional experiences include Private Equity, Distressed Investing, Long/Short Equity and Investment Banking (Bulge Bracket)
• MBA from M7

• 2nd year associate at a mid-market generalist buyout fund
• Spent 1 year in the private equity arm of an large multi-family office
• Spent 2+ years as an investment banking analyst / associate promote at a top 10 bulge bracket bank
• B.S. (magna cum laude) and M.S.F. in Finance
• Led team recruiting efforts while in Investment Banking and interview associate level candidates in current role

• Current 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 Portuguese

• 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)

• Currently, MBA student at M7
• Previously, research analyst at L/S equity hedge fund for 2 years, covering consumer and industrial companies
• Previously, investment banking analyst covering power & utilities for 2 years

• Currently, an Associate at a private markets investment specialist
• Analyst at a BB in the Financial Institutions Group
• Graduated with a Bachelor of Science in Business Administration

• A Private Equity professional in a middle-market firm focusing on special situations and credit opportunities investments; responsible for all stages of a deal lifecycle including origination, underwriting and diligence, and portfolio management
• 2 years in the consumer retail Investment Banking division at bulge bracket bank in NYC
• Bachelor of Science in Finance and Accounting

• Private Equity Associate - 2nd Year
• Spent 2 years in banking at Evercore
• Interned at three different investment bank's M&A groups during summers
• Degree from a target school

• Currently, M&A Senior Associate in a top-three investment bank in London
• MBA at top European Business School
• Previously Management Consultant
• Bachelor's in Business Administration and MSc in Accounting

• A Private Equity Associate who participated in all stages of investment process across the media and telecom.
• 2 years as an IB analyst involved in the buy-side and sell-side M&A transactions in the healthcare sector
• Graduated with a Bachelor of Arts in Statistics

• M&A advisory, coverage, and capital markets banker with 15+ years of experience at Goldman Sachs, Credit Suisse, and Jefferies
• Broad sector experience with emphasis on technology and FIG
• Active interviewer & participant in intern, analyst, and associate recruiting; mentor to VPs
• Ivy undergrad and grad degree from Oxbridge

• Senior Associate in the Acquisitions & Development group of a national commercial real estate development and investment firm
• Prior to that was an Associate at The Carlyle Group in their U.S. Real Estate division responsible for asset management of a portfolio of multifamily, luxury condominium, and marina assets across the United States.
• He was an Analyst at Goldman Sachs & Co in their Investment Management Division responsible for portfolio management, analytics, and advisory services for Fortune 100 corporate pension allocations in real estate and private equity
• Began his career as a Development & Acquisitions Analyst for a boutique commercial real estate development company while finishing his undergraduate degree.
• Earned his Master's Degree in Real Estate Development & Finance
• Has interviewed hundreds of aspiring commercial real estate professionals interested in real estate private equity, real estate development, or advisory

• Currently, a Senior Real Estate Analyst at a global PE fund manager (PERE 100), focusing on acquisitions/asset management of distressed/value-add/special situations real estate investments across both debt and equity. Experienced in multiple asset classes (office, retail, hospitality, leisure, land)
• Previously worked as a Development Analyst at a top national real estate development firm, focusing on commercial office development in Manhattan
• Worked as an Analyst, Associate, Vice President at a middle-market bank focusing on arranging debt capital markets transactions on behalf of national REITs, sponsors, family offices
• Bachelors in Business Administration (Finance and Real Estate concentration)

• Currently, a member of an investment team managing a fund dedicated to non-control growth equity transactions
• Previously spent ~4 years as an investment banking analyst as an industry generalist focusing on buy-side, sell-side, restructuring, and M&A transactions
• He organized syndicates and sourced investment opportunities for various family offices
• Bachelor of Science, Finance from non-target

• Senior Associate at a middle-market turnaround Private Equity firm investing in Aerospace, Business Services, Healthcare, Industrials, and Software companies
• Began my career in Restructuring IB and Asset Management, before transitioning into a different Private Equity firm covering similar industries as now
• MBA with concentrations in Analytic Finance and Strategy.
• Graduated with majors in Finance, Economics, and Accounting

• Currently an Investment Analyst at The Carlyle Group in the Loans & Structured Credit team
• Previous experience at bulge bracket banks, in both the Leveraged Finance and Investment Banking Credit divisions
• Screened resumes and participated in the interview processes of new hires, and has served as a mentor to junior and 1st-year analysts
• Graduated in Economics and an MPhil from the University of Cambridge

• Corporate finance and M&A investment banking professional with broad industry experience and a history of achievement in finance and strategy roles.
• Most recent experience includes leadership roles in the Finance and Operations departments of two former banking clients.
• Strong business knowledge developed through Wall Street positions and hands-on corporate experience.
• MBA and a Management degree
• Expertise includes: Analyzing company financial performance, creating budgets and financial projections, analyzing market and competitive trends, and implementing financial strategies and business processes

• Worked as an Associate at a middle-market PE firm that targets investment in financial services, media, industrials and energy.
• Investment banking analyst at Goldman Sachs
• Currently attends top business school
• Graduated with an A.B. in Economics

• 13 years in banking and private equity and credit
• He is currently a Senior Vice President for a firm that provides credit solutions for growth and middle-market companies
• Previously, he was Vice President at two private equity firms
• Prior, he was an Associate at Atlantic Street Capital and Jefferies & Company
• MBA and B.S. in Finance / Accounting

• Currently a Senior Associate at a large-cap private equity firm investing in the financial services, healthcare and technology sectors.
• Previously worked at a BB bank in its Financial Institutions Investment Banking group for 2 years.
• Graduated with a B.S. in Applied Mathematics and Economics from a non-target school and played 4 years of collegiate football.
• Have interviewed dozens of candidates for both investment banking and private equity roles, and review resumes and provides mentorship services to undergrads and recent grads.

• Investment banking associate at a leading independent financial advisory firm focusing on M&A
• Broad sector coverage experience, with specific expertise in Industrials
• Helped numerous candidates from both traditional and non-traditional backgrounds break into investment banking
• Started career in management consulting specializing in aerospace and defense as well as healthcare and homeland security
• MBA from top 5 business school and an undergraduate degree in Economics and Mathematics from a liberal arts college

• Mechanical Engineering and Physics major at Top Tier engineering school; 4 year varsity athlete in college
• Summer internships in Finance at mutual fund and Sales + Trading at BB Bank
• Chose to recruit for consulting for a breadth of experience and exit opportunities
• 3 years at Big 3 Consulting as an analysts and case leaders; Consistently rated top performance rating
• Projects across Strategy + M&A; Organic and in-organic growth for both corporations and buy side investors
• Joined a new team at leading Technology PE/VC Investor as an associate; recently promoted to VP 1 year in
• Responsibilities include supporting portfolio companies with their strategic agenda and execution, ensuring synergies across our portfolio and ecosystem, and supporting the deal sourcing and deal evaluation engine for the firm

He has over 20 years of principal investing, investment banking, restructuring and operational experience, primarily in the real estate industry.

A co-founder and Managing Partner of YAD Capital, an alternative asset management firm which seeks to generate attractive risk-adjusted returns by opportunistically investing in private credit opportunities.

Prior to co-founding YAD Capital, he was the COO & CFO of Halpern Real Estate Ventures where he assumed a strategic role in the overall management of the firm. In that role, he oversaw a portfolio of 11 investments and was responsible for implementing, managing and controlling all operational and financial-related activities, including accounting, budgeting, financial reporting, human resources, compliance, and investors communication. During that time, he executed and managed over $650 million of real estate transactions.

Prior to that, he invested in and advised several real estate operating companies, REITs and private equity real estate firms on more than $4.5 billion of complex corporate finance and strategic transactions at various organizations including CW Capital, EdgeRock Realty Advisors, JEN Partners and Lehman Brothers.

He started his career at Deloitte, first as an auditor in their Financial Institutions Group and subsequently as a turnaround consultant in their Restructuring group. He holds an M.B.A. degree in Finance from New York University Leonard N. Stern School of Business, an M.S. degree in Financial Engineering from University of Paris Creteil, and a B.S. degree in Accounting, Finance, and Corporate Taxation from University of Paris Dauphine.

• Investment professional with experience employing value-based investment strategies for a broad array of clientele to manage their investments and preserve their wealth
• Currently owns and operates an independent money management firm with clients in over 25 states
• Provides comprehensive investment management services to individuals, retirement plans, trusts, and charitable foundations
• Serves as a fiduciary to clients by providing fee-only investment counsel
• Has been quoted and featured in various investment articles and publications
• Serves on the board of several organizations and non-profits

• Private equity professional with 5 years of experience across investing and advisory roles based in the US and in London.
• Currently an Associate at a London based family office which invests across emerging and developed markets. Broad sector experience with a focus on consumer & retail, healthcare, and business services.
• Previously spent 2 years working as an analyst at a BB, having started career in the US office and later transferring to London.
• Graduated with a major in Finance. Internship experience at BB and boutique investment banks.
• Has successfully interviewed with multiple BB investment banks and middle-market private equity funds.

• Currently serve as a Senior Associate with an early-stage Venture Capital firm where my primary focus is on the cybersecurity industry.
• Previously worked as an Associate with another early-stage firm specializing in all B2B tech.
• Prior to VC, spent 5+ years working at venture-backed startups in operations and marketing roles.
• MBA.

• Currently a first-year associate at a middle-market private equity firm based in San Francisco with an emphasis on technology and healthcare
• Previously worked as an investment banking analyst in the Global Industrials Group
• Graduated with a BA in Economics and a BS in Computer Science
• Active mentor in various programs while at Citigroup and the University of Georgia

• An established M&A practitioner with 15+ years of experience with elite institutions on both sides of the table
• She recently joined a global ingredients company to lead its M&A department
• Vice-President within the Consumer Retail IBD practice, covered global food companies
• Spent 8+ years with an Industrial company in its Corporate Development & Strategy team and field operations
• MBA with concentrations in Economics and Finance
• BSBA in Accounting and licensed CPA

• Currently a 3rd year Associate at a large-cap, new PE fund. I am focused on the technology and financial services sectors
• Previously spent 2 years as an Associate at a middle-market ($3-5BN AUM) buyout/growth fund as a generalist (with a focus in technology)
• Started at Credit Suisse as a Tech IBD Analyst
• Graduated with an undergrad business degree

• Currently private equity senior associate investing across consumer, healthcare, financial services in Asia (buyout and growth)
• Previously ran Pre-MBA recruiting for a large global private equity firm, recruiting both from US universities as well as investment banking programs
• Earlier was an investment banking analyst with Morgan Stanley in New York
• Led his school's summer analyst / analyst recruiting program while at Morgan Stanley
• Graduated with degrees in history and economics

• Experienced finance professional with a background in investment banking, private equity, and working for private-equity backed portfolio companies in a strategic capacity
• BBA in Accounting and Finance

• Healthcare professional with over 10 years of experience in strategy, consulting and investing across the healthcare value chain.
• Track record of strategic problem-solving and counseling senior leadership teams to deliver measurable impact as a healthcare investor and former management consultant
• BA in Economics, MD, and MBA

• He is currently involved in the biotechnology group
• Previously, a resident physician and worked in the healthcare group in special situations and buy-side research
• MD, Master of Bioethics and MBA
• Bachelor of Science in Economics

• Currently, CEO & co-founder of AI technology startup
• Previously PE VP, investing in tech (VC and growth stage), and commercial real estate.
• Also spent time at Big 3 Strategy Consulting Firm, and Big 4 Professional Services Firm (doing M&A due diligence).
• MBA from Oxford, data science masters degree from Harvard, and an engineering undergrad

• Director of M&A and Corporate Venture Investments at a global CPG company
• Previously, spent 7.5 years in M&A advisory at Evercore (Analyst - Vice President)
• MSc in Finance from a top European school
• B.A. in Economics

• An Associate Director at a Swiss-based PE alternative investments manager with a focus on private equity and liquid alts / HFs
• Previously spent 6+ years at BlackRock, beginning in legal / compliance before moving to an alternatives sales/business development team
• Graduated with a B.A. degree in Economics and is a CFA charterholder

• An investment associate at a multi-billion dollar hedge fund/family office.
• He made the switch from S&T (structured credit) to investment banking restructuring group
• He was featured in the WSJ on how he broke into front office finance
• Non-target school with BSc in Finance and Economics

• Trader with experience trading physical commodities and their derivatives from a supply, market-making and proprietary perspective
• Masters in Engineering in 2010
• Started out in operations and ultimately became lead trader at a tradehouse and then transitioned to hedge-fund world. Now trading family office money.
• Expertise in agricultural and energy products
• AMA link

• Currently taking some time off to travel Southeast Asia after working in Investment Banking and Private Credit
• Private Credit experience as part of a NY-based Technology & Tech-Enabled Services growth capital firm
• Analyst to Associate promoted during Investment Banking stint with DB's Financial Sponsors group (SF & NY)
• Non-target undergrad background (local boutique junior year internship to full-time bulge bracket offer)

• Currently a second year analyst at a Bulge Bracket bank working on technology sector M&A, equity and debt financing transactions in the San Francisco Bay Area
• Lead technical training sessions for summer interns and incoming analysts / associates
• Heavily involved in summer / FT analyst recruiting including resume screening, phone screening and superday candidate selections
• Received an offer from a middle-market technology buyout firm for the summer of 2020
• Economics/Finance degree from a top 5 public school

• Principal at KKR with experience in buyouts and growth equity
• Former elite boutique M&A banker
• Non-Target Background, no MBA

• Currently second year analyst at Elite Boutique in generalist M&A and Restructuring in New York
• Graduated from top 5 liberal arts college with a BA in Economics
• Began career as an M&A consultant before working in investment banking

• A senior associate at a private equity firm specializing in lower middle-market companies.
• 4 years in bulge bracket banking within technology, media, and telecom groups, including 2 years at Goldman Sachs
• MBA, JD and BS in Finance and Economics

• An Associate with a global private equity firm focused exclusively on consumer growth companies
• Spent 2 years in investment banking in the global retail group; led the summer analyst recruitment efforts and evaluate candidacy
• Graduated with Bachelor of Arts, Major in Economics, nontarget

• Currently an associate at a middle-market consumer private equity fund
• Previously spent 3.5 years at an elite boutique IB as an M&A associate and analyst, and less than a year at a middle market bank
• Can speak about lateral, both IB analyst/associate, and transitioning to PE experiences
• Graduated with a BS in Finance and Marketing

• Currently an associate at Kohlberg Kravis Roberts (KKR)
• Previously spent 2.5 years at a bulge bracket bank, in both the Investment Banking Coverage and Investment Banking Credit divisions. Led the recruiting and interviewing processes for candidates of all backgrounds, including interns, full-time, and lateral hires. Served as a mentor to junior and 1st year analysts
• Graduated in 2013 with a BA in Economics. During college, was actively involved as a Department TA and a researcher at the business school
• Has reviewed resumes and helped prepare candidates for the banking, PE, HF, asset management, equity/credit research, and consulting industries

• Currently, a Senior Associate at a leading private credit fund.
• He worked at a private investment firm that provides equity capital to middle-market companies
• Investment Banking Analyst (Tech group), 2 years
• Corporate Banking Analyst that managed middle-market credit portfolio, 2 years
• Non-target background

• Practice leader for Deloitte's consulting practice, 10 years
• 15+ years of experience in M&A, Divestiture, Business process improvement, Technology Consulting and continues to advise key Fortune 500 clients
• Primary Industry Areas include Banking, Biotech, Pharma, Healthcare, High-tech and Government

• Portfolio Manager at L/S Hedge Fund, focus on European & US markets
• Spent 4 years as a Senior Equity Research Analyst at +$1bn Hedge Fund L/S & Event-Driven Hedge Fund, focus on European & US markets
• Worked over three years as MBB management consultant, focused on private equity investment due diligence
• Spent a year at a Private Equity Fund and over two years as an Equity Research Analyst
• CFA Charterholder

• Currently, senior associate at a growth equity firm focused on software and business services companies
• Previously, spent 2 years as a private equity associate at Welsh Carson, working on healthcare and technology investments
• Worked at an elite boutique in Investment Banking as an analyst in the M&A group
• MBA from M7

• Director covering TMT at a bulge bracket bank
• Investment banking for 7+ years
• Non-target background for undergrad
• Top 3 MBA in the US

• Josh is an Associate in the Strategic Finance Group of Accordion Partners, a management consulting firm which advises on, executes, and implements value creation initiatives and 100 day plans for Private Equity-backed companies and their financial sponsors
• Prior to joining Accordion Partners, Josh was a Manager at XRC Labs, an incubator and accelerator platform focused on the retail and consumer packaged goods sectors, where he advised startup companies on ways to leverage financial modeling and decision sciences to help launch new product and service businesses. He was also instrumental in the development of fundraising strategies and business plans for startup clients.
• Prior to working at XRC Labs, Josh served as an Investment Associate on Neuberger Berman's Private Equity team and was later dedicated to the firm's business development initiatives. Specifically, he collaborated with deal teams, management teams and other 3rd party advisors to evaluate and execute private equity and debt investments as well as other strategic initiatives for the $250B asset manager.
• Prior to joining Neuberger Berman Private Equity, Josh was an Investment Banking Analyst in the Restructuring & Special Situations Finance Group at Barclays, where he advised distressed clients on both M&A and financing transactions both in and out of Chapter 11 bankruptcy. In this role, Josh collaborated with management teams to develop detailed financial models, conducted financial & operational due diligence, and prepared reports and supporting analyses for several US bankruptcy court filings.
• Josh graduated Magna Cum Laude from the University of Maryland, College Park with a B.S. in Finance. Josh is currently an MBA candidate at Duke University (Fuqua School of Business) with a concentration in Corporate Strategy.
• Josh has interviewed hundreds of aspiring Wall Street professionals while working at both Barclays and Neuberger Berman

• Currently a Vice President for Infrastructure Investments covering direct and co-investments in infrastructure, energy and renewables sectors with US, UK and Australia as target destinations
• 1.5 years as IBD Senior Associate: generalist corporate finance banker spanning coverage, ECM and cross-border M&A roles
• 5.5 years at BDO Capital: 75% executing power utilities, renewables and infrastructure deals
• Other sectors covered: consumer retail, telecommunications, entertainment

• Currently, works as a strategy, business development, and operations director at a venture-backed digital health company
• Spent two and a half years at General Catalyst Partners in both growth and venture groups
• Started career at L.E.K. Consulting
• Christopher holds a Bachelor of Arts in History from Harvard University

• Currently an analyst on the investment team at an NYC based event-driven/special situations hedge fund
• Worked as a Senior Associate at a lower middle-market private equity family office
• MBA and Bachelor of Science, Biology

• Currently, AVP at a real estate development firm
• Previously, a senior associate (analyst) for EdR Trust, a publicly-traded multi-family REIT and worked at CBRE in investment property sales
• Non-traditional background - part-time work, late MBA, non-target undergrad, got current job thanks to outstanding networking and personal skills
• Founded and ran an education startup for 7 years
• Worked as an internal auditor for the U.S. Department of State and CIA

• Currently, Research Analyst at deep value investment management firm
• Previously, Senior Analyst at a public equities investment fund for 4 years
• Primary coverage of industrials, materials, and energy industries
• Associate at Barclays Capital in Proprietary Trading for 3 years
• M7 MBA

• He spent 5 years at JP Morgan holding various roles
• Some of the roles include working the Rates Desk executing fixed income financing transactions as well as the Securitized Products Group valuing collateralized mortgage obligations
• Before JP Morgan, he was a member of the Corporate Finance and Real Estate Strategy Group at a well known retail company leading project finance initiatives
• He began his career at brokerage managing a team of investment representatives serving active traders and high net-worth, self-directed investors
• Completed a MPA in Finance and Fiscal Policy from a top-tier school and is a cum laude graduate
• Holds FINRA Series 7, 63, 24 licenses

• Investment Banking Associate who has worked across the spectrum of equity, debt and M&A at global firms like Goldman Sachs, Citi and Nomura, with a focus on capital raising especially in the FinTech sector.
• He has an MBA degree in Finance and Marketing and has completed all 3 levels of CFA
• Part of the recruitment teams at both Nomura and Citi with interview experience spanning buy-side, M&A and ECM

• Currently, high-yield and distressed credit analyst, Hedge Fund
• Spent two years at BofAML DCM in New York which was #1 on League Tables in 2016
• Debt Capital Markets experience in both New York and Hong Kong
• Transitioned to IB from Big 4 Audit internship
• Finance undergraduate (Top 50 Non-target)

• Leads the Text Advertising Business ($60m/p.a.) and global efforts on new adtech products and partnerships at eBay
• Associate at the largest real assets private equity fund, 2 years
• Strategy Consultant, 1 year
• Master in Management

• Currently, Vice President at a growth-focused middle market PE firm
• Was Vice President of Operations at a middle market healthcare company
• Formerly, Private Equity Associate, focused on middle market buyout investments, 2 years
• Also worked as Investment Banking Analyst, Houlihan Lokey (Aerospace, Defense, and Government Services Group)
• BA in Markets & Culture and BA in English

• Graduated in 2017 with a BA, specializing in Finance and Accounting
• Currently, an Associate at a private equity firm focused on growth equity
• Worked as an Investment Banking Analyst at J.P. Morgan in the M&A Group.
• Summer internship experiences include private equity, investment banking, and asset management

• Currently works as an investment associate with a strategic venture fund.
• Previously served as an investment analyst with New Holland Capital and as an investment banking analyst in SunTrust Robinson Humphrey's Financial Sponsor Group.
• Graduated from the University of Florida and earned a Master of Finance (MSF) from Washington University in St. Louis
  
  

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• Currently, MBA student at M7
• Former Manager, Film Strategy and Business Development at 20th Century Fox
• Investment Banking industry experience: Tech, Media, Industrials, FIG
• Mentored students interested in investment banking for 2 years

• Director in an Investment Banking, based in London, with over 10 years of experience advising clients across M&A, Equity and Debt financing
• Involved in the recruitment and training of analysts and associates
• A CFA charter holder and an MBA in Finance

• Chartered Accountant by profession and worked at a reputable accounting firm from 2005-08
• Joined Lehman Brothers (India office) in 2008 prior to subprime crisis and absorbed by Nomura thereafter post acquisition
• With Lehman / Nomura India worked with various teams
• Moved to Nomura London Leveraged Finance team in Apr 2011 and currently working as a Vice President across sectors and geographies
• Acting as Staffer of the team since Dec 2017
• Graduated in B.Com (Honours)

• Graduated with a B.S. in Business Administration
• Began career as a summer and then full-time analyst at J.P. Morgan in Asset Management.
• Broke into investment banking by joining a tech-focused boutique
• 6+ years of experience in Tech investment banking, with an emphasis on software, M&A and cross-border situations
• Recruited to join as a senior associate in the Tech M&A group, focused on the execution of complex sell-side M&A, buy-side M&A, carve-outs and activism defense.

• Previous Associate at a PE firm investing in middle-market businesses
• Previously, a Senior Analyst at Piper Jaffray in the Leveraged Finance group, working across all industry verticals on LBOs, acquisition financings, refinancings, and recapitalizations
• Spent 2 years at Citi in the Leveraged Finance Credit Portfolio group focused on origination and ongoing credit monitoring of outstanding loans. Was also a member of the Columbia recruiting committee for the Investment Banking Division for incoming Summer and Full-Time Analysts
• Graduated in 2014 from Columbia University with a BA in Business Management and Hispanic Studies

WSO Podcast: Bulge Bracket IB Analyst -> MM in Lev Finance -> Private Equity

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• Joined the finance/strategy team where she is responsible for financial planning and analysis and strategic evaluations.
• Prior, she was an equity research associate for 2.5 years covering publicly-traded companies in the brokers, exchanges, and asset managers sector
• Started her career as an investment banking analyst in the financial institutions group
• Within FIG, she covered the market structure and asset manager vertical.
• Majored in Finance as an undergraduate

• Currently, an Associate at a global private equity advisory firm -Consumer/Retail/Internet industry coverage
• Investment Banking - consumer, retail, healthcare, and equity capital market (natural resources and TMT coverage)
• B.A. with Major in Economics and Minor in Spanish

• Investment professional with 5 years of growth equity and megafund private equity experience in Europe and US
• Prior experience in MBB consulting for 3 years across US and Europe

• Vice President at an acquisition company. He has worked on multiple deals, including sell-side and buy-side M&A, leveraged buyouts, and debt and equity financings within the Industrials space.
• Previously, served as an Investment Banking Associate in the Industrials Group
• He has prior experience at big 4 accounting firms working in the transaction advisory practices
• B.S. in Economics and M.B.A. in Finance
  
  

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• Associate at a boutique middle-market investment bank, covering sell-side and buy-side M&A, Valuations, Corporate Advisory.
• Previously an Associate, DCM/Loan Syndications, BNY Mellon Capital Markets, supporting all of bank's major relationship lending groups including TMT, RE, FIG, Healthcare, Utilities & Retail
• Big 4 (PwC and EY) in Taxation, obtained CPA
• BS, Accounting & MBA Finance
• She has significant experience with interviewing, hiring, training and mentoring junior professionals.

• Currently, an Associate at a PE firm that invests in middle market companies
• Experience advising on transactions across a broad range of industries such as Media & Telecom, Consumer & Retail and Real Estate, and products including M&A, and restructuring.
• Investment Banking Analyst at Citi in the Media & Telecommunications group
• B.A. in Economics

• Currently, an Associate at a global private equity firm.
• Previously worked as at Wells Fargo Securities in the Financial Institutions Coverage Group in NYC
• Graduated with a BS in Finance. Throughout college, was an economics-finance tutor and co-founded a recruiting focused, mentorship driven

• Managing Executive of an investment company that makes principal investments in privately held companies in the manufacturing, construction, internet, and technology industries
• 18 years combined fixed income trading, investment banking, real estate, and business development experience in corporate finance and capital markets
• Served as a Vice President in Global Structured Finance Group at Citigroup
• Master's degree in Applied Economics and an MBA

• Currently, an Associate in the real estate group (a large family office)
• Previously worked as an Associate at a middle market REPE fund manager targeting development, value-add, and structured debt investments
• Worked as an Associate at PNC Real Estate focusing on multifamily acquisitions, development, construction and permanent debt

• Currently working at a bank in London doing interest rates trading
• ~2 years in risk management for European interest rate swaps as well as global interest rate
• Nearly six years in sales and trading at Morgan Stanley
• Non-target background

• 6+ years experience in life science venture capital, currently a senior associate
• 2.5 years investment banking - Energy coverage (all products) and Healthcare M&A
• MS, biotechnology

• Currently, Executive Vice President at oilfield services focused mid-market private equity firm
• Previously spent 2 years as investment banking associate
• Also has experience as senior associate at PwC
• Served in US Army
• CPA and MBA

• Currently a VP at KCK Group, the private equity arm of a middle eastern family office
• Osman has a generalist industry focus on lower middle market growth equity and buyout transactions
• Previously worked in a growth equity investing role at Scale Venture Partners, focused on technology
• Started his career as an investment banking analyst at Thomas Weisel Partners where he spent just over two years

• Principal at a top-tier growth equity / late-stage VC fund
• Investment focus on technology selling into financial services (Fintech, enterprise software, market structure, robo advisors, DLT, ad-tech, specialty finance, insurance, regtech and cleantech platforms)
• Previous experience in Investment Banking and Equity Research - large-cap tech coverage
• Prior experience includes merchant banking / special situations investing
• CFA and dual BSc in Finance and Management

• Managing Partner at a small/middle market asset-backed lending and advisory firm, where he leads business development, fundraising, transaction structuring and portfolio construction
• He spent over 10 years as an investment banker at the top-ranked Equity Capital Markets team
• A senior research analyst at a global multi-strategy hedge fund where he specialized in credit and equity research with a focus on the life science, financial, real estate, energy and industrial sectors
• He holds a CFA Charter, a B.S.B.A and an international MBA

• Currently works as an Associate Director at a private equity firm focused on mid-market investments in a range of sectors globally
• Two years at UBS working on M&A and capital markets transactions in the German-speaking region predominantly covered the industrial and healthcare sectors, as well as financial sponsors
• Business Development Manager for a portfolio company of a Dutch private equity firm active in the sale of medical aids
• Private Equity, M&A, Business Development, Strategy, Health Care, Energy & Finance, Automotive, Testing & Inspection

• Currently a 2nd year Venture Capital Associate at a VC firm
• 2 years at a bulge bracket bank on their Technology Investment Banking Team
• Bachelor's degree in business

• Current full-time MBA student
• Currently interning with a Private Equity firm on their Growth Equity team
• During fall 2018, advised a Chicago-based educational software company on their $20M Series C capital raise
• Previously spent 2.5 years as an Associate at a middle market tech buyout fund specialized in analytical technologies and software companies
• Began his career as a Management Consultant where he worked on strategic transformations for clients in the healthcare and consumer products industries
• Graduated with a B.A. in Economics

WSO Podcast: Landing in Private Equity from Big 4 Consulting... Say What?!

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• Currently, Investment Professional at a London PE firm
• Investment Director at a middle-market PE firm, 7 years

• Currently a Valuation Associate at CBRE, focusing on multi-family (market rate, affordable, senior, & student) and mixed use assets in Southern California
• Worked as an investment sales analyst where I created offering memorandums, underwrote assets, and conducted market research
• Graduated with an emphasis on Finance & Real Estate

• Interned at Canaccord Genuity, a Canadian middle market investment bank
• Worked at Moelis as an M&A and Restructuring Analyst for 18 months until joined StepStone Global as a PE Analyst
• BSc Finance

• Currently an analyst at a music investment company, in charge of investor relations, external processes, and other capital markets-related functions
• Previously worked at two investment banking firms including BMO Capital Markets
• Non-target undergrad