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Excellent
5
47 Sessions
Member since 2021
Private Equity
  • Private Equity
  • Corporate Finance
  • Corporate Development
  • Corporate Strategy
  • Extensive experience in Private Equity, PE Portfolio Companies and Corporate Development
  • Currently working as Director of Finance for a middle market LBO fund’s portfolio company
  • Worked for 8 years (3 years as a Vice President) in the deal teams at a middle market LBO Fund. Focus on control investments in founder owned companies in the consumer, manufacturing and services sectors. Closed 5 platforms, 3 exits, numerous add-ons and Board member experience
  • Previously worked at Apollo Global Management
  • Started career as a Corporate Development Analyst at a global operating company with +$4B in annual revenue
  • Earned Bachelors from a target Ivy
  • New York
    • New York
$107 for 30 mins
  • New York
    • New York
Academy
Excellent
5
45 Sessions
Member since 2019
Venture Capital
  • Investment Banking
  • 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)
  • New York
Exclusive to WSO Academy
Excellent
5
40 Sessions
Member since 2020
Private Equity
  • Investment Banking
  • Private Equity
  • Private Equity Vice President
  • Wharton MBA, Berkeley Haas undergrad
  • Pre-MBA experiences includes 2 years of investment banking and 2 years of technology private equity (LBO)
  • San Francisco
    • New York
$67 for 30 mins
  • San Francisco
    • New York
Academy
Excellent
5
39 Sessions
Member since 2020
Private Equity
  • Investment Banking
  • Venture Capital
  • Corporate Finance
  • Private Equity Associate at a mid-market Australia and NZ focused fund with $2.5bn AUM, focusing on growth capital investments and leveraged buyouts in the Healthcare, Consumer, Industrials and Technology sectors
  • Previously spent over 2 years in investment banking at Goldman Sachs in the TMT Group focusing on M&A transactions; reviewed hundreds of resumes and cover letters for potential summer analysts
  • Previous internship experience in China PE, VC and corporate
  • Graduated with a Bachelor of Commerce majoring in Finance
  • Sydney
    • Hong Kong
Exclusive to WSO Academy
  • Sydney
    • Hong Kong
Academy
Excellent
5
38 Sessions
Member since 2019
Private Equity
  • Private Equity
  • Consulting
  • Senior Associate at a $400M sector-focused VC/PE fund
  • 2 years as an analyst in management consulting (MBB)
  • HYP undergrad, BA in Philosophy
  • New York
Exclusive to WSO Academy
Academy
Excellent
5
38 Sessions
Member since 2020
Asset Management
  • Private Equity
  • Equity Research
  • Currently worked as an investment analyst at NYC's largest asset manager by AUM with several years of investment experience on both the buy-side and sell-side
  • Invests in healthcare (public equity) across/with a variety of strategies, including long-only, long-short, generalist, value, growth, and healthcare only funds
  • Previously spent 3 years in private equity as a research analyst on the research diligence and transactions team at a healthcare-specialized alternative lending/royalty fund, as well as on the sell-side in equity research covering healthcare stocks for a boutique investment bank
  • Has worked in the Yale Admissions Office as well as with headhunters sourcing candidates, and has thus screened and reviewed many resumes of students, recent graduates, and young professionals who want to work in both private and public equity, as well as sell-side (equity research, sales/trading, investment banking, etc.)
  • New York
Exclusive to WSO Academy
Excellent
5
38 Sessions
Member since 2020
Private Equity
  • Investment Banking
  • Private Equity
  • Currently, a Senior Associate at a middle-market private equity firm
  • Previously, spent 2 years at Guggenheim in Investment Banking, primarily worked on M&A. Led on-campus recruiting initiatives and served as a mentor to summer analysts and summer associates
  • Broad sector coverage experience, with specific expertise in Consumer, Industrials and Healthcare
  • Graduated from top-20 university in the U.S. and networked heavily for sophomore summer bulge bracket IBD internship
  • New York
$67 for 30 mins
  • New York
Academy
Excellent
5
38 Sessions
Member since 2022
Private Equity
  • Investment Banking
  • Private Equity

Background 

  • Current VP / Investment Manager at a top-decile performance mid-market PE fund focused on majority buyout and minority growth equity investing in B2B software 
  • Previously Senior Associate at Accel-KKR a top-decile performance mid-market PE fund also focused on majority buyout / minority growth equity investing in B2B software companies 
  • Prior to buy-side was an Investment Banking Analyst at Credit Suisse working on M&A transactions across a number of industries 
  • Based in London (UK) having worked for both European and US firms

Value-add 

  • Across all companies I've worked for, I've been deeply involved in all facets of recruitment from interns through to senior associates - led campus recruitment, CV screening, personal fit interviews, technical interviews, and case study assessments. I can leverage these perspectives with resume review, interview prep, mock interviews, etc. to help you eliminate the typical candidate pitfalls and put your best foot forward 
  • I've been consistently top-ranked every year throughout my career both within investment banking and private equity. I can share my strategies for success and provide mentorship across all experience levels (from intern through to VP) 
  • Having worked at several firms and with peers at other firms, I am happy to share my experience in thinking through ideal fund profiles, firm culture, work-life-balance expectations, etc.  
  • Happy to share experiences with working on both sides of the Atlantic (US and UK)
  • London
    • London
Exclusive to WSO Academy
  • London
    • London
Excellent
5
38 Sessions
Member since 2019
Private Equity
  • Investment Banking
  • 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)
  • San Francisco
    • New York
$67 for 30 mins
  • San Francisco
    • New York
Academy
Excellent
5
37 Sessions
Member since 2022
Private Equity
  • Investment Banking
  • Current Private Equity Senior Associate at publicly-listed Private Equity Mega Fund (>$100B Firm AUM, >$20B Latest Fund AUM), covering TMT, Services, Healthcare
  • Former Investment Banking Associate 2 at a top 3 publicly-listed Elite Boutique
  • Investment Banking Generalist coverage of industries and products in M&A and Restructuring, with emphasis on Fintech, FIG and TMT 
  • Former core member of recruitment team for both targets and non-targets, including pre-interview coffee chats, resume review and interviews. Leads on-campus recruiting initiatives and serves as a mentor to summer analysts and associates 
  • Served in the Army. Graduated from top Ivy League and Law School. International
  • New York
    • London
Exclusive to WSO Academy
  • New York
    • London

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