• 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 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

• 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

• 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, 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

• 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

• 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 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

• 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, 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

• 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

• 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

• 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

• 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.

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

• 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

• 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

• 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

• 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 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

• 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 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

• 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

• 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, 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

• 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

• 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)

• 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

• 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.

• 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 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, he is with a firm that focuses on food, agriculture and energy/infrastructure investment opportunities.
• He was previously an investment banking analyst at a technology, media, & telecommunications (TMT) group.
• Specialties: M&A, LBO, Due Diligence, Business Valuation, Financial Modeling
• BS in Finance

• 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

• 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

• 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

• Most recently an investment associate at a private debt fund in NYC
• Previously spent 2.5 years in Investment Banking at a bulge bracket bank 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

• 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

• 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

• 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 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

• 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

• 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.

• 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

• 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

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

• 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, 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

• 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, 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

• 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

• 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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• 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)

• Investment Banking professional 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.
• Have done his CFA and MBA in Finance

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

• 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

• 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

• 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 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

• 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
  
  

WSO Podcast

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• 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 at a US growth equities (long-only equity investing) team within asset management. Cover stocks in the consumer, media, and healthcare spaces.
• Previously spent 3 years at Asset Management as an analyst on a consumer long-short equity team
• Previously spent 2 years in Global Capital Markets covering convertibles and equity derivatives as an analyst
• Graduated with a BS in chemical engineering and minor in management.

• 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

• 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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• 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

• 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

• 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

• 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 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

• 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

• 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

• Currently with a leading investment advisor involved in the equity long/short space
• Investment Banking Analyst, Natural Resources Group, 3 years
• Private Equity Associate, Middle Market Technology & Healthcare
• Master of Science in Finance

• 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

• Currently, a second-year analyst at J.P. Morgan on the leveraged finance team, focusing on structuring debt transactions for diversified clients
• Serve as a junior mentor to summer interns and led teams recruiting efforts for incoming summer and full-time analysts
• Previously spent a year at within investment banking Financial Institutions Group, covering banks and broker-dealers

• 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

• 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 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

• 10+ years experience in finance
• Previous PE experience at Accordion Partners and Fortress Investment Group
• Investment Banking experience in Real Estate, Gaming and Lodging, and Equity-Linked Capital Markets

• Currently, a Partner and Head of Quantitative Research at a systematic Global Macro Hedge Fund
• Previously spent 2 year as a Senior Quantitative Researcher, developing systematic macro trading strategies under the CEO and global head of research
• Spent 8 years at BlackRock's London office as a Portfolio Manager (VP) in the Multi-Asset Strategies team, under various roles including risk management and trading volatility as an asset class
• Graduated with a Master in Engineering, and from a French engineering school with a Master in Applied Mathematics

• A healthcare PM at one of the multi-strategy long short funds in NYC
• Areas of expertise: asset management, hedge fund, fund of funds, compliance, trading and risk management
• Has experience in healthcare, TMT and consumer sectors

• Currently VP with a middle-market private equity (LBO) firm investing across general industrial/manufacturing, consumer, and services sectors
• Previously spent ~2 years with Deutsche Bank as an investment banking analyst in the general industrials team
• Graduated with Political Science degree

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

• 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 at Bank of America doing Front Office Controls
• Eight years of professional experience with Broker-Dealer/ Prime Brokerage, Corporate Risk, and Audit
• Extensive experience in operational risk, credit risk, market risk, prime brokerage margin, corporate risk and stress testing potential trading books

• Currently with a global private equity firm with ~$13.5bn of assets under management
• 5 years of investing and advisory experience to his role assisting in the evaluation, negotiation and structuring of potential acquisitions for a NY based, middle market private equity firm
• Was an Investment Banking Analyst with Barclays' technology, media and telecommunications (TMT) investment banking division
• Holds a Bachelor's Degree in Economics and Political Science

• She has several years of middle-market private equity experience in the energy, food and social impact space.
• Previously, she spent many years on the sell-side in the power, energy and infrastructure space in New York. She began her career as an Equity Research Associate at UBS, where she worked for an Analyst, who is ranked #1 by Institutional Investor rankings. She then worked in Investment Banking at Lazard / Scotiabank on strategic and M&A mandates worth over $56 billion.
• She has led the recruiting and interview processes for diverse candidates, including interns, full-time and lateral hires. She has also served as a mentor to many analysts and interns.
• She has also helped many candidates prepare for the investment banking, private equity, equity research, consulting and asset management industries.
• She graduated with a B.A. in Economics from Wellesley College. She also took classes and conducted research at MIT's Sloan School of Management.
• In college, she worked abroad in private equity, renewable energy and non-profits in Europe and India.

• 10+ years of experience and Assistant Vice President at B.B. PWM (Private Wealth Management)
• Associate in Asset Management at a BB bank

• Senior Investment Banking Analyst at a Debt Capital Markets / Leveraged Finance team
• Was a Summer Analyst at an investment bank focused on the emerging markets
• Dual major in Finance and Economics

• Currently with a sector group in an international bank. Asia Pacific focus with experience in Europe and the United States.
• More than 10 years of experience in M&A, leveraged finance, capital markets and public market investments.
• Core expertise in Transportation & Infrastructure, Financial Sponsors and TMT, with additional experience in P&U, FIG, GIG, Food / Agriculture, Natural Resources and Real Estate.
• Previously staffer and hiring manager for associates, analysts and interns.
• Transitioned to IBD after short-term roles in a Big 4 and commodities trading.

• 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.

• Austin has been working with Ernst & Young for over four years, starting as a senior consultant before being promoted to a manager
• At EY, he focuses on strategy, process and operations improvement, and business transformation consulting services focused on health provider, payer, and public health organizations
• He received his BS and MBA from the University of Michigan

• Currently, a management consultant at Booz Allen advising federal clients in Washington, DC.
• Before joining Booz Allen he spent several years working in economic consulting
• Most of his cases involved disputes surrounding securities, finance, and intellectual property damages issues

• Program Manager in the educational sector
• Assistant to the Director, 2 years
• 5 years as a campus recruiter and summer intern program manager for Goldman Sachs in NY/NJ, Chicago and Salt Lake City

• Currently worked as a Global Finance Manager
• Previously worked as an Associate in the distressed securities group for over five years at an investment management fund
• Former investment banking analyst in the restructuring group at Rothschild, Inc.
• MBA from M7

• Currently, a fundamental research analyst at a long/short global fund, investing across the capital structure (primarily equity and HY/stressed/distressed credit).
• Extensive experience in financials, energy and mining
• Prior to the current role, an Asset Manager, in a similar capacity; has been on the buy side for 8 years.
• Started his career at emerging markets desk, developing and executing the bank's strategy
• Graduated with an MSc in ADMIS
• Has an MBA

• Currently West natural gas physical desk trader
• Starting to take over the origination (AMA- asset management agreement) desk which is the equivalent of a deal valuation in gas trading terminology.
• Previously traded the financial desk and term physical desk
• Previously scheduled and intra-day balance traded the southeast desk
• Worked at a marketing shop, retail shop, and now a utility with a strong financial portfolio backing

• Over ten years of Corporate Development, Strategy, and Innovation experience for companies ranging from series A startups to global 500 institutions. Georgia Tech MBA with concentration in Strategy and Innovation.
• Currently working as head of Strategy and Innovation for the COO at a major US health insurer with nearly $20B in ARR.
• Spent over five years working for high growth startups of various sizes in capacities ranging from general management with P&L ownership to head of corporate development reporting directly to the CEO.
• Companies ranged in size and market from series A to most notably Square in a pre and post IPO capacity, rideshare to drones.
• Three years spent working for a global 500 aerospace and defense firm as a strategy associate.
• Two years spent working as a strategy analyst for a small tech firm servicing banks and credit unions.
• Business school capstone was a seven month engagement with a notable German automaker focused on their future of mobility strategy. Engagement resulted in a notable service product launch still offered today.

• Currently, an Associate at Eurazeo, a PE firm in Europe
• Associate at a PE firm with TMT focused fund in Boston, 2 years
• Worked two years in NY as an analyst in the Tech, Media and Telecom Investment Banking Group

• Consulting functions of emphasis include strategy, operations, and human capital/change management solutions
• Industries of emphasis are health, automotive, and public sector
• Previous experience in software implementation and operations/logistics
• Education: MBA and BSE

• Currently an analyst on the Investment Banking Leveraged Finance team, structuring and executing leveraged loan and high-yield bond transactions across various industries
• Previously spent a year on the Leveraged Finance Underwriting team after undergoing a formal credit training program, underwriting leveraged loan transaction in different sectors and composing credit committee memoranda to support capital commitments
• Interned within the Credit Risk division covering the TMT sector, engaged with the investment banking and capital markets teams to provide financing structures on both best efforts and firm commitment bases
• B.S. in Management (double major in Finance and Computer Science and a minor in math)

• Portfolio manager for high net worth families
• Previously worked as Portfolio Manager investing in multi-asset portfolios for high net worth families and foundations
• Began career in Consulting and soon moved to Risk Management
• Earned MBA. Also earned BA in Political Science
• CFA charterholder

• Proficient and accomplished commercial real estate researcher with a consulting practice focused on trend pieces, outlooks and guides
• Advises clients on real estate capital placement across a wide spectrum of risk-return profiles
• Practice focuses on investment fundamentals across the real estate debt, equity, commercial and residential sectors

• Currently, Principal at an Early stage venture capital
• Director - Business Development of a leading information and advisory services firm for emerging market executives
• Analyst at Merrill Lynch, 1 year
• Target undergrad

• Currently, lead fund investments for a family office, with investments spanning venture, leveraged buyouts, and real estate
• Harvard MBA
• Interest in direct-to-consumer digitally-native companies, with internships at Allbirds, Daily Harvest, and Boxed Wholesale
• Internship experience with a top decile consumer VC
• Previously worked for 2.5 years at a growth-oriented, generalist private equity firm (last fund size was $1.2bn)
• Started out as an Investment Banking Mergers & Acquisitions Analyst at Lazard covering aerospace & defense, casino gaming/entertainment, and retail
• Non-target/Semi-target undergraduate degree

• Currently, a consultant with McKinsey & Company, focused on digital and energy practices
• Spent 6+ years in IT and tech fields and worked for 2 years in tech-focused VC funds
• Graduated from an MBA program in 2016

• Previously with Goldman Sachs as a portfolio manager focused on alternative investment vehicles
• Specialties: analysis, benchmarking, bonds, customer relations, derivatives, fixed income, foreign exchange, hedge funds, industry analysis, investments, pricing, purchasing, real estate, sales, strategic, swaps
• MBA
• Graduated with BS in Industrial Engineering

AMA

Check out his AMA here.

WSO Podcast

• Currently, a portfolio manager at a special situations hedge fund (M&A, distressed, LBO, broken-IPO, activism, etc) that invests globally
• Previous experience in hedge funds, investment banking, and private equity in the US and abroad
• Graduated from target undergrad

• Former Environmental, Social and Governance (ESG) Analyst at HSBC Global Asset Management in Hong Kong, covering both equity and fixed income investments
• Previously an Asian equity investment analyst. Researched companies in TMT, real estate and industrials sectors
• Dual bachelor degrees in Finance and Arts and dual master degrees in Finance and Human rights
• Current MPP candidate

• Investment Banking Analyst at Barclays, in their Leveraged Finance group
• Worked in NYC and London
• International student in the US during undergrad

• Currently working at one of the largest Real Estate Private Equity fund.
• 6+ years in equity derivatives sales including at Credit Suisse
• M7 MBA and CFA charterholder

• Currently, an Associate at a top alternative asset manager, focusing on opportunistic private/public/convertible debt
• 3+ years at top tier BB, latest as a restructuring Associate covering distressed debt positions across EMEA & APAC
• 1 year in Investment Banking at an EM bank as an M&A generalist Analyst
• CFA Charterholder

• Currently an MBA student at NYU Stern School of Business. Works as a Career Mentor in the Stern Office of Career Development for students interested in Investment Banking
• Previously spent 3.5 years at Goldman Sachs in Equity Research covering European Large-cap Industrial companies. Mentored junior analysts and interns in the Industrials team and was selected for mentoring Intern class of 2016.
• Graduated from Indian Institute of Management in 2014 with a major in Finance (Top 5% of the class). Was the Co-President of Finance Club during school.
• CFA Charterholder, Fluent in English and Hindi

• Currently an analyst in the Technology group at Citi providing financial advisory services
• Previously worked at a financial services company in the valuation advisory services group
• Graduated in 2015 with a BS in Economics

• MBA, undergrad from non-target public university
• Spent 4 years in Equity Research at Bank of America Merrill Lynch
• Spent 1.5 years in Corp FP&A and IR at a Fortune 500 transportation company
• Currently, spent the last year at a fast-growth software start-up as strategic finance partner to the CFO

• 8 years of experience in M&A and transaction advisory. He has worked on numerous advisory projects, including sell-side and buy-side M&A, due diligence, valuation appraisals and financial modeling projects for SMEs, Fortune Global 500 corporations, and institutional investors.
• Parallel to his project work, he is also a trainer and coach for business valuation, financial modeling, and due diligence.
• CFA Charterholder

• Top-five MBA full-time program graduate. Current Admissions committee member, interviewing ~8 prospective students per year.
• Member of MBA admissions committee during b-school, reviewed ~250 applications. Member of Investment Banking Career Advisory committee - conducted ~75 mock interviews and reviewed ~200 resumes for IB.
• 2.5 years in IB advisory, including bulge bracket IB and two years in corporate development at a Fortune 500 company
• Currently, run independent strategic finance and financial analytics consulting practice
• Career changer from technology to finance through business school

• Sell-side associate at a MM bank working under a seasoned analyst (VP) covering 19 restaurant companies.
• Prior role as an associate investment analyst working primarily in equity research and portfolio construction at a large investment management firm.
• Undergrad (double-major in Economics & Finance) at a non-target liberal arts institution. Served as head of the student investment fund, fraternity president and varsity baseball captain.
• CFA Level II Candidate

• Currently, an Associate Director at a private venture capital fund (AI/Machine Learning)
• Vice President of a venture capital firm in China focusing on cleantech and fashion sectors;
• CFO and Director of Strategic Planning at an international education company based in Shanghai;
• 2 years of investment banking experience at Morgan Stanley;
• 3 yrs Investment Strategy at J.P. Morgan;
• MBA at Harvard Business School; CFA, FRM, CAIA.

• Currently, a senior analyst on the Commercial Mortgage Back Securities team placing permanent financing across all product types and markets
• Previously worked in asset management and HFF (equity placement and fundraising)
• Graduated with a BA in Economics.

• Experienced alternative investments professional within the hedge fund origination team
• Structuring of bespoke financing transactions secured by hedge fund, private equity, and real estate assets
• Investment and operational due diligence
• Collaboration with internal technologists to create an internal database capable of automating quantitative portfolio analysis