Elite 1-on-1 Coaching Program

I am currently a sophomore at the University of New Hampshire and an incoming 2026 Restructuring Investment Banking Summer Analyst in New York. My school’s alumni network was very slim – with less than a handful bankers on the street and no pipeline to Wall Street. I began working with my coach my freshman spring and he put the chip on my shoulder that I could be the first kid from my school to break into IB in over five years. He pushed me really hard, being transparent about how these high finance processes work, and the best ways to succeed. As a super non-target student receiving multiple offers from Elite Boutique and Middle Market banks I am forever grateful for my coach’s guidance and would 100% recommend him to all driven students seeking to break in.

My coach played a crucial role in helping me secure a full-time offer with Solomon Partners. After receiving an offer following my summer analyst position at another bank, I wanted to explore other full-time investment banking opportunities. His approach helped me refine my interview skills, strengthen my technical knowledge, and confidently navigate the recruiting process. Beyond interview preparation, my coach leveraged his extensive network to connect me with key decision-makers at my target firms, opening doors that otherwise would have been difficult to access. His expertise in full-time recruiting makes him an essential resource for any junior or senior looking to pivot to a different bank after their summer internship. Without his help, I wouldn’t have had the opportunity to interview with Solomon Partners, let alone receive an offer. I highly recommend his coaching to anyone serious about breaking into or advancing within investment banking.

I am incredibly grateful for his guidance, support, and the time he invested in helping me navigate such an intense process. His understanding of the industry and the nuances of recruiting made a huge difference in how I approached everything, from networking to preparing for technical and behavioral interviews. What really stood out to me was my coach’s genuine interest in my success. He was always available to answer questions, provide feedback, and run mock interviews with me. His feedback was thoughtful, actionable, and always candid. I ended up with two offers within just a couple of months of serious recruiting. I truly would not have reached this outcome without his mentorship, and I feel incredibly lucky to have had someone so supportive in my corner

I've known my coach for a while, and he has been an extremely helpful mentor and coach throughout my buyside recruiting process. He has given me general guidance about my goals and interests within finance and has helped me narrow down the field of opportunities which might be of interest while simultaneously giving me step-by-step tips to prepare for my interviews at a granular level. Additionally, my coach has a strong network which has proven valuable in connecting with people to learn about the industry and develop stories tailored towards specific firms. I've found him to be very responsive and dependable and highly recommend him for anyone looking for a mentor in the process. I've been fortunate to land an offer at H.I.G. private equity with his support and highly recommend him for anyone looking for a mentor in the process.

Anecdotally, I have always found him available whenever I need, even in situations of a fire drill interview coming up very soon. His knowledge about not just PE/IB in general but also what each firm looks for specifically is also immensely helpful in helping me stand out in all the processes I have gone through. I have gotten to superday stage with places like H.I.G. and Carlyle, and my coach’s knowledge and assistance in preparation was extremely valuable to getting me there. My coach is extremely helpful across the board for all one need for the PE/IB recruiting process. Whether it is behaviorals, technicals, deal prep, or even brain teasers, my coach knows what to prepare for and where to look for preparation materials that would be the most useful. I especially appreciate his guidance on the sophisticated modeling tests and how to most efficiently practice to get them done under the tight time limits required by many processes. His help is no doubt inalienable to how much my skills have grown since onboarding with him.

I was embarking on full-time recruiting for investment banking, for which positions are few and far between.Along with large amounts of outside studying, I was able to very rapidly improve, and be fully interview ready within 5–6 weeks of our first meeting. Throughout my recruiting process, I had a few series of interviews and superdays, but come September of my senior year I still had not landed a role. This was when my coach got wind of a position at RBC Capital Markets in their TMT Group in the San Francisco office. He put me in touch with someone he knew there, and I was eventually able to navigate a very long interview process to land the full-time position. I couldn’t be happier with where I ended up.

My coach not only served as a pivotal guide when I first began recruiting, giving insight into the bigger picture of my journey and helping me stay focused on my long-term goals, but he was also an instrumental resource in preparing me for the interviews. Not only did my coach help me thoroughly understand a breadth of technical topics, but more importantly he instilled in me a confidence I was sorely lacking in myself. Without this belief I would have been unable to progress as far as I did throughout my recruiting process, and may have given up on myself. I ended up interviewing at several banks, and had superdays at PJT and M. Klein. My coach helped me keep an even keel going into these very important interviews, always reminding me to remember how far I had come and cherish every opportunity. When I was debating between two offers, my coach even offered to connect me to other individuals in his network that helped me make some pivotal decisions about shaping the future of my career. Overall, my coach has been an incredible mentor, and I am very grateful to have worked with him

As an international student aiming to break into investment banking, I faced several unique challenges – but my coach’s guidance gave me a clear roadmap. He not only helped me structure my story, but also actively connected me with people in the industry and helped boost my morale when things seemed difficult. His insight into the nuances of IB recruiting, especially for internationals, and guidance on behaviorals was invaluable. Thanks to his mentorship, I secured a summer analyst position in the M&A group at Bank of America, where I am working full-time now. I genuinely couldn’t have done it without him. If you're serious about breaking into IB having someone like my coach in your corner makes all the difference

His PE acumen and above-and-beyond dedication to my success were critical in helping me prepare for the on-cycle interview process. My coach is able to distill a very complicated preparation process into discrete, achievable steps and explains complex financial concepts in a clear, digestible manner. His approach to getting me ready was also very comprehensive. He provided excellent templates for interviewing and modeling as well as case studies. These resources, combined with his expertise and patient guidance, significantly boosted my confidence. My coach really knows what he's talking about inside out, so he was able to answer any question I had from deal experience to niche financial concepts. And when it came time for interviews, my coach’s deep understanding of various PE firms, their strategies, and cultures provided invaluable insights. Beyond his professional capabilities, my coach is also deeply invested in his students' success. He went above and beyond, regularly checking in on my prep, motivating me to keep going, and offering pointers/connections throughout the process. He was truly committed to see me succeed, and I'm lucky to call him a mentor and friend

I am a first-year Investment Banking analyst at a boutique firm. I initially connected with my coach through the Elevate platform to seek career guidance. From the start, he was incredibly thoughtful and transparent in his advice — taking the time to understand my background and goals before offering guidance tailored to my situation He also helped me stay organized during the process, from identifying which firms to prioritize to providing helpful contacts at those firms. I was able to have chats/interviews with 3 top banks through my coach's contacts

I’m currently a senior at a liberal arts college recruiting for investment banking, and my coach has been instrumental in guiding me through the full-time recruiting process. I initially interned at a secondaries-focused investment banking group, where I gained valuable exposure to private markets. However, I realized I wanted to pivot into a more traditional investment banking role with broader exposure to corporate finance and company-specific valuation work that’s when I connected with my coach. With his guidance, I secured interviews with firms like Houlihan Lokey, Deutsche Bank, and UBS. His responsiveness and insights have been incredibly helpful, not only in interview prep but also in navigating the master's application process. I’m truly grateful for his mentorship

My coach genuinely cares about his students and consistently goes the extra mile to support them — whether it’s hopping on a quick call at 11:30 PM to walk through a tough technical or providing references without hesitation. I would highly recommend my coach to anyone interested in a career in high finance!

He generously shared his time and insights throughout the recruiting process, from refining my technical prep to helping me think through various case frameworks. Beyond recruiting, he’s continued to be a mentor — always willing to offer perspective and guidance as I navigate the start of my career.

He was extremely helpful with candid advice, interview prep from his own experiences, and connected me with other PE professionals so I could learn more about the various firms firsthand. My coach is all around a very strong private equity professional and has the experience to support it. His models are some of the best I’ve seen (better than Macabacus) and have been used by most of my class. Most importantly, my coach genuinely cares about supporting you during and after recruiting, and making sure you go somewhere you can thrive. I’m thankful for the mentorship and coaching, and would highly recommend to anyone looking for additional support during recruiting.

I had the pleasure of working with my coach, and I can confidently say that his expertise and guidance were instrumental in my career journey. He is incredibly resourceful and has a deep understanding of the strategies needed to succeed in today’s competitive job market. His insights into what employers are looking for gave me the edge I needed during interviews, ultimately leading to my placement at MS. If you're looking for someone who genuinely cares about your success and has the tools to help you achieve it, my coach is the person to turn to. His personalized approach and wealth of knowledge made all the difference in my career transition, and I couldn’t recommend him more highly.

Working with my coach was truly a game-changer in my recruiting process. His guidance, insights, and strategic approach helped me refine my technical skills, master behavioral questions, and build the confidence needed to stand out in a highly competitive field. His ability to break down complex concepts and provide targeted feedback was instrumental in my preparation.I couldn’t have done it without his expertise and support, and I highly recommend him to anyone looking to break into finance.

Despite a very impressive resume and tons of connections throughout the industry, he is an awesome coach and is genuinely willing to help anyone going through recruitment. Whether it be for internships, analyst roles, or even associate roles, my coach is your guy. For anyone getting started in investment banking, navigating on-cycle recruitment is definitely a mysterious process and my coach has not only done it himself, but has helped plenty of young professionals navigate the industry.

Coming from an underrepresented school in finance, I found it difficult to understand the right networking, resume building, and interview preparation needed for high finance recruiting. Through my coach’s support, I was able to receive interviews at top bulge bracket and independent advisory firms while receiving important recommendations for decision-making when considering offers. Looking back, I confidently say that working with my coach was one of the best decisions I made and I am grateful to have a long-term mentor for the future.

I first met my coach in 2022 while I was recruiting for IB SA programs. I was really excited to meet him given his distinction among our alumni base as someone who truly 'broke into' the industry from an unconventional starting point. Given this background, his genuine passion for coaching and authentic approach, my coach’s perspectives are immensely helpful for anyone looking to enter the industry or transition to the buy-side. In my own recruiting journey, having my coach in my corner was invaluable given his responsiveness, deep knowledge of the nuances of each bank/recruiting process, and broad network of contacts. I ended up placing into a coverage group at GS, returned full-time this past summer, and still keep regular contact with my coach for advice on the role and buyside recruiting.

Further, his mastery of navigating the opaque PE recruiting process was pivotal. His advice is sharp, efficient, and free of unnecessary fluff. Highly recommended for anyone serious about private equity recruiting.

A boutique restructuring investment bank. He helped me prepare for both behavioral and technical interview questions while also sharing his findings on the firm’s culture with me. Also, Coach connected me with a senior analyst at the firm who he knew from his network to help get a foot in the door and learn more about the role. I am very grateful that Coach helped me out and would recommend him to anyone looking to pursue a career on the sell-side or the buy-side

He introduced me to a wide range of DEI opportunities and made a huge difference in my prep by walking me through several deals in depth. His support gave me a clearer understanding of how to think like an investor and approach technicals with a real-world lens. His guidance made a huge difference in both my technical prep and overall confidence — worth working with him if you get the chance.

Coach genuinely cares about his students and consistently goes the extra mile to support them — whether it’s hopping on a quick call at 11:30 PM to walk through a tough technical or providing references without hesitation. I would highly recommend Coach to anyone interested in a career in high finance!

I started recruiting pretty late and was not technically sound at all, but through doing mock sessions and prep sessions with Coach, I can’t believe I was able to secure my Moelis offer and get my return offer. What really impressed me is that Coach usually responded to my questions quickly, so I really felt secure knowing my coach was always there giving me the necessary support along the recruiting journey. Right now I’m working with Coach on PE prep and it’s just really helpful — I have a decent process and feel generally good at this point

His unique insights – especially around technical prep and how to approach interviews – gave me a real edge during superdays. His advice was always practical and very detailed to my specific situation. He consistently made time to help – whether it was answering last-minute questions or hopping on a mock interview call at short notice. I’d absolutely recommend him to anyone going through the IB or PE recruiting process. Thanks to his coaching, I landed an investment banking analyst role at a bulge bracket firm

Coming from an MBB background, I found the private equity recruiting process to be a rather closed book at first. Coach was instrumental in bridging that gap — he demystified each step, walked me through interviews, technicals, behaviorals, and case studies. His responsiveness and incredibly helpful insights gave me the clarity and confidence I needed to succeed.

I have known Coach for over a decade. I had the chance to go to high school as well as college with Coach, and ever since I’ve known him he’s been an incredibly helpful and giving individual, both professionally and personally. Throughout my time at college, he consistently helped me refine my professional skills and develop my technical capabilities. He possessed a deep knowledge in those mentioned areas, which served as a great help as I recruited for full-time roles. He was someone I could go to frequently when I needed advice on interview prep, model tests, or anything of the like. Without him, I likely would not have landed a full-time offer at my previous employer. Flash forward several years, Coach has continued to remain very helpful regarding my professional development. He was closely involved with my transition from investment banking to the buyside, where he helped me prep for my interviews and gave me overall tips on how to successfully network. Coach has a very strong understanding of the technical fundamentals required to be a successful buyside associate and was always willing to share his knowledge when relevant. I truly believe Coach was critical in helping me develop my ability to excel at the job. I would recommend Coach to any of my friends looking to learn more about investment banking or private equity, as he is someone that genuinely cares about your professional development and will thanklessly provide help when needed.

Coach provided me invaluable advice regarding recruitment strategy, technical interview preparation, and best practices that helped me secure an offer to a leading PE firm at the top of my list. The interview process from banking into the buy-side can be a minefield, and Coach’s guidance helped me avoid common mistakes and focus my efforts on the highest-value areas for improvement. I would strongly recommend his services to anyone looking to land a position at a highly competitive shop — he can help you put your best foot forward and stand out amongst other qualified candidates.

Working with Coach was a game-changer in my private equity and investment banking recruiting journey. From day one, they brought structure, clarity, and deep industry insight to what can otherwise be a chaotic and stressful process. Their personalized approach helped me refine my story, master technical interviews, and navigate networking with confidence. Most importantly, Coach genuinely cared about my goals and went above and beyond to make sure I was prepared at every step. Thanks to Coach’s guidance, I have been able to secure a top investment banking job at JP Morgan M&A. I can’t recommend them highly enough to anyone serious about breaking into the industry.

He leverages his experience from banking, PE, and Training the Street to be an elite coach. I was very happy with the results I achieved with his guidance and would highly recommend him to anyone looking to land a top buyside role.

The coach was an incredible resource during my IB summer analyst recruiting process. They offered clear technical and behavioral guidance that really helped me stand out during my interviews. Their career advice was thoughtful and grounded in experience, which gave me more confidence navigating the recruitment process. The coach was always willing to make the time to chat and was genuinely invested in helping me succeed. Ultimately, I ended up with an offer at my first-choice bank, after having secured interviews and superdays at 5 other firms. I’m really grateful for their support and would recommend them to anyone looking for a coach or career guidance.

Working with my coach was a game-changer in my career transition. His deep knowledge of investment banking interview processes, laser-focused resume guidance, and tailored technical mock interviews gave me the confidence and clarity to move back from nontraditional venture capital into a coveted role at an elite boutique. I couldn’t have made the leap without his insight and support.

Within the first twenty minutes of meeting my coach, I immediately noticed his innate ability to coach others and his clear passion for helping people succeed. He supported me through every step of the recruiting process—from resume construction to initial networking interactions, and ultimately the behavioral and technical components of final round interviews. He drew on his extensive experience while also empathizing with my unique situation. He was always available at a moment’s notice to offer crucial advice during the stressful moments that come with high-finance recruiting. I’m confident that, thanks to my coach, my competitive edge in the recruiting process was significantly strengthened.