I am an investment banking and private equity professional seasoned in both interviewing candidates and winning offers as a candidate. As an interviewer, I previously served as the leader of my office's Investment Banking Summer Analyst recruiting where I reviewed 500+ resumes (and selected winning resumes for the next round), conducted 30+ interviews, and wrote / organized 100+ interview questions, where I heavily influenced which candidates were ultimately hired. As an interviewee, I participated in 60+ banking and private equity interview processes, where I won 15+ offers - offers I won include, but are not limited to, Moelis & Company, JP Morgan, Bank of America, Wells Fargo, and Lincoln International, among others. I have now successfully coached several other individuals to reaching final rounds and winning offers. If you're looking to break into this field, let's connect and strategize your path to success!
Adam
Private Equity Investor | Ex-Investment Banking | 30+ Offers Won
Interviewing
Financial Modeling
Excel/PowerPoint
English
United States (UTC -7)
USD 149 / h
Private Equity Investor | Ex-Investment Banking | 30+ Offers Won
Interviewing
Financial Modeling
Excel/PowerPoint
USD 149 / h
Statistics
Finance
0 Coachings
0 Q&A Upvotes
0 Awards
Interested? Learn more about how I work:
I help college students and experienced professionals land entry-level and lateral investment banking and private equity roles by breaking down complex concepts into clear, easy-to-understand lessons. My coaching focuses on three areas: (1) Foundations First – building the technical and behavioral skills needed to stand out, even without prior deal experience; (2) Clear, Confident Communication – teaching how to tell your story, highlight transferable skills, and handle tough questions; and (3) Realistic Practice – running mock interviews that mirror the pace and pressure of actual recruiting. Every session is tailored to your background and target firms so you can go into interviews prepared, polished, and confident.
Interested? Learn more about how I work:
Work Experience
Private Equity Associate
Excolere Equity Partners
2025 - now
- Middle market private equity firm investing in education and human capital technology and services companies at $50M+ enterprise value
- Assisted in execution of 4 new investment opportunities, totaling a combined enterprise value of $600M+, by leading financial modeling, data analysis, and investment thesis development; conducted in-depth market sizing, competitive benchmarking, and customer segmentation to support underwriting decisions across the education and human capital sectors
Investment Banking Analyst
Deloitte Corporate Finance
2023 - 2025
Advised on 8 M&A and LBO transactions, totaling a combined enterprise value of $1B+, as part of the TMT coverage team with a focus on clients in the Enterprise Software, Tech-Enabled Services, and Media sectors; supported end-to-end execution through financial modeling, valuation, financial analyses, material creation, as well as client and investor management
Summer Analyst
JP Morgan
2022 - 2022
Collaborated with deal teams to structure and execute debt financings for venture- and private equity-backed middle market companies, including senior notes and revolving credit facilities; supported credit analysis, financial modeling, and client materials
Finance Intern
Kaiser Permanente
2021 - 2021
Education
Bachelor student
University of Oregon
2019 - 2023
Business,Economics,Finance,Information Technology
Coaching Offers
Availability
Choose a suitable date for your coaching with Adam. All times are displayed in your time zone (UTC -4). Your coach is located in time zone UTC -7.
Available days
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