A little bit of 1-on-1 attention goes a long way
Get personalized technical skills training and invaluable insights on how to successfully navigate the investment banking, PE and equity research recruitment and interview process from a finance professional who has been there.
Finance Skills "Tune Up"
If you haven't been living and breathing finance and Excel, a few private lessons can make all the difference before starting an internship or to level up once you're already on the job. Private lessons are tailored to your pre-existing level of knowledge, current or desired role.
LBO Modeling Test & Case Study Prep
PE recruits aggressively from the IB Analyst pool. Put yourself in the best position with a coach that themselves successfully recruited from IB into a prestigious PE firm. Coaching goes beyond mastering generic LBO modeling tests, case studies and prompts and is tailored to the PE funds and roles you're targeting during recruiting.
Breaking into Investment Banking
Not everyone comes into the IB recruiting process on an even footing. Get a massive leg up with private coaching from a trusted trainer at the world's top investment banks. Coaching is tailored to your unique profile (High vs. Low GPA, Liberal Arts vs. Finance Major) and your specific career goals (M&A vs. Sales & Trading vs. Equity Research). Includes a FREE copy of WSP's popular Red Book IB Interview Guide
You will be paired with the finance expert that best matches your individualized learning goals. Together, you will determine the perfect learning plan to gain the technical skills you'll need to succeed in interviews and on the job.
Other 1:1 Coaching Topics
Finance "Tune-Up" Topics
- Accounting and Financial Statement Analysis
- Corporate Finance and Valuation
- Credit Analysis
- "Help me with my model!"
- 3 Statement Modeling
- LBO Modeling
- Valuation and Pitchbook Outputs
- Merger and Accretion/Dilution Modeling
- 13 Week Cash Flow Modeling
Excel and PowerPoint
- Excel Speed Training
- PowerPoint Speed Training
- Excel VBA
Breaking into Finance Careers
- Investment Banking
- Private Equity
- Sales & Trading
- Equity Research
- Asset Management
- Financial Planning & Analysis
Sector- & Group-Specific
- SaaS Industry Drivers and Modeling
- VC Term Sheets and Cap Tables
- Real Estate Financial Modeling
- Healthcare Group
- Retail and Consumer Group
- Energy, Oil & Gas Group
- FIG Group
- Sponsors and Leveraged Fin Group
- Project Finance
- DCM and Fixed Income
- ECM and Equities
1:1 Coaching Pricing
1:1 Coaching Pricing
Some people know exactly what they need ("I have an IB interview next week - help!"), while others work with their coach to determine the right lesson plan. Either way, you'll get an unrivaled personalized experience based on your individual learning goal.
Anyone who completes a coaching session gets a $150 credit towards a WSP self-study program or live boot camp.
- Crash session for upcoming IB interview
- Resume & cover letter review
- Mock interview and feedback
- "Help me with my model!"
- LBO modeling test coaching
- Private Equity Recruiting & Case Interview Prep
- Investment Banking Recruiting & Interview Prep
- Upskilling for Existing Finance Professionals
- Industry-Specific Modeling
- Advanced Excel Coaching
Learn 1-on-1 from Wall Street’s most sought after instructors
Our coaches are experienced investment bankers, private equity and investment professionals with an insider's perspective of what it takes to break into and succeed in a career in finance. You will be paired with the finance expert that best matches your individualized learning goals.
Femi OgunjumoView BioFemi is currently the Managing Partner at JoTunro Partners, a boutique firm that provides consulting and corporate finance services to select insurance technology (InsurTech) clients. Femi has 7+ years of investment banking experience and has advised various corporate clients on a wide range of mergers & acquisitions and capital markets transactions. He started his career at Deutsche Bank in New York (Financial Institutions Group) and later led origination and deal execution at two other InsurTech-focused boutique investment banks. Femi holds a Master of Business Administration from the University of Chicago Booth School of Business and a Master of Science in Finance degree from Boston College.
Marc HowlandView BioMarc’s experience spans investment banking advisory, private equity buyout, minority investing and capital raising across various industries and transaction types and sizes. While at Goldman Sachs and The Carlyle Group in New York City, Marc helped execute $70 billion worth of global M&A and financing transactions in the technology, media, telecom, infrastructure and sports facility finance markets. He earned his MBA, with Honors, from Harvard Business School and his BA in Business Economics, Magna Cum Laude, from Brown University, where he was also a two sport (football and track) and All-Ivy League athlete.
Caroline RaweView BioMost recently, Caroline was an associate at Capitol Peak Partners, a consumer-focused middle-market private equity firm, where she focused on evaluating investments and working closely with portfolio companies. Prior to Capitol Peak, Caroline was an associate at ZZ Capital International, a generalist private equity firm. Caroline began her career as an analyst in the Consumer & Retail Investment Banking group of Bank of America Merrill Lynch where she was actively involved in several transactions covering M&A, equity, and leveraged finance. Caroline received her MS in Finance and BS in Finance, magna cum laude, from the University of Florida.
Pete BoukouzisView BioPete is currently the Business Chair and Assistant Professor of Business at the University of Saint Katherine outside of San Diego, California and also provides consulting services on a variety of strategic matters, including valuation, mergers and acquisitions, and litigation. Pete retired after an 18-year career as M&A investment banker where he most recently led U.S. Energy M&A at BMO Capital Markets in Houston, Texas and served as a member of the firm’s fairness committee. Before joining BMO, Pete worked at UBS and Rothschild, Inc. in New York. Pete started his career as a chemical engineer in the oil and gas industry. Pete holds a Bachelor of Science in Chemical Engineering from the University of Illinois at Urbana/Champaign and an MBA with concentrations in accounting, economics, and finance form the University of Chicago’s Booth School of Business.
Andrew FedericoView BioAndrew serves as the Director of Investment Banking Curriculum at Wall Street Prep. He currently oversees the development and execution of technical and professional training for all investment banking curriculums. Andrew joined the firm in July 2019 as an instructor and healthcare subject matter expert. Prior to Wall Street Prep, Andrew worked for J.P. Morgan on the Healthcare Investment Banking team in New York City as an analyst and associate. While at J.P. Morgan, he worked on a variety of transactions including sell-side and buy-side mergers and acquisitions, debt and equity issuances and other client advisory services across biopharmaceutical, medical technology and healthcare services industries. Prior to J.P. Morgan, he began his career in financial services with Bank of America Merrill Lynch as a commercial credit analyst in Dallas covering middle-market companies. Andrew holds a BBA in Finance from the Rawls College of Business and a BS in Agricultural Business from the College of Agricultural Sciences and Natural Resources at Texas Tech University.
Matthew LoView BioMatthew has over ten years of finance, investing and start-up experience, including work at Credit Suisse, Morgan Stanley private equity (Metalmark Capital) and HNA Group. In addition, Matthew was a co-founder of Fast Gourmet Group and worked at Tink Labs, a tech unicorn in Hong Kong. He received his BS in Electrical Engineering from the University of Pennsylvania, MS in Management Studies from MIT Sloan and MBA from Tsinghua University.
Michelle BehrendView BioMichelle Behrend is an instructor for Wall Street Prep’s Capital Markets and Sales & Trading programs. Michelle has 15 years experience as a credit trader at HSBC and BNP Paribas. At BNP Paribas, she was the business sponsor of the Global Markets Internship and Analyst programs responsible for overhauling training, recruitment, and acculturation of young professionals. She is a financial career consultant at Tulane University, helping financially passionate students prepare for their future career pursuits. She founded MBehr Investments, a financial and managerial strategy consulting and investment firm, and Bubbles and Bass, an event production and community organization.
Brad GibbsView BioBrad Gibbs is the Comfort and Urry Family Lecturer in Economics at Brown University. Before joining the Brown faculty, Brad lived abroad for 17 years in London, Frankfurt, Johannesburg, and Dubai. He co-founded, and took public on the London Stock Exchange, a sub-Saharan Africa-focused banking group, where he served as Interim CFO and a Member of the Executive Committee, executing acquisitions in seven African countries and overseeing the raising of ca. $900 million of equity, equity-linked and debt capital. Previously, Brad was a Managing Director at Morgan Stanley, where he worked for more than thirteen years executing mergers, acquisitions, and capital markets transactions, across a broad array of industries, totaling more than $100 billion. During his tenure at Morgan Stanley, Brad served as, amongst other roles, Head of South Africa Investment Banking and Head of EMEA Chemicals, Building Materials, and Paper & Packaging. Brad received an MBA from The Wharton School (University of Pennsylvania) and an MAT and a BA in History with Honors from Brown University, graduating magna cum laude and being elected to Phi Beta Kappa during his junior year. He lives in Providence with his wife and two children and currently serves as President of the Board of Trustees of Paul Cuffee School and on the Board of Trustees of The Providence Athenaeum, where he also served as Treasurer.
Alex StoyanovView BioAlex Stoyanov has 13 years of investment banking experience, with a main focus on mergers and acquisitions and the oil & gas sector. Alex began his career at Lehman Brothers in New York (later acquired by Barclays), before moving to Goldman Sachs in their Houston and London offices. Currently, Alex is focused on investing in growth companies across various sectors, including cryptocurrencies, real estate, healthcare, and technology. Alex has graduated with MBA from Columbia Business School in New York and is a CFA charterholder.
Katherine DextrazeView BioKatherine has experience in investment banking, corporate finance, middle-market private equity, and startups. In investment banking, Katherine worked at Credit Suisse on numerous domestic and cross-border transactions as an advisor for private equity and strategic clients in the industrials and transportation sectors. In corporate finance, Katherine continued to be involved in M&A in the biotech/pharmaceutical space at Amgen. Prior to her finance career and MBA at Rice University, Katherine was a medical research scientist at the University of Texas and was involved in the biomedical startup community.
Abhi ChandrasekharaView BioAbhi is an experienced investment professional bringing over a decade of experience in the private equity / venture capital industry alone. He has experience closing both debt and equity transactions and has served on many portfolio company boards of directors. Abhi has led several investments during his career and has seen successful exits including one that went public on the NYSE. Most recently, he was an investment professional at Advantage Capital where he was a fund manager and deal sponsor. Prior to Advantage, he worked for TA Associates (a global growth equity firm) and began his career as an investment banker with Citi in New York. He also has experience working at startups and Fortune 500 companies in Silicon Valley and is an avid Bay Area sports fan. Abhi graduated with an MBA from Chicago Booth and holds dual undergraduate degrees in Finance and Economics from the University of Maryland.
Adam McGowanView BioAdam’s diverse career in finance includes investment banking, corporate finance and transaction advisory services consulting. Prior to Wall Street Prep, Adam was a Vice President at McNamee Lawrence & Co., a technology boutique investment bank, where he specialized in M&A and private financings. Adam was also a Senior Financial Analyst at one of the top 10 largest private companies where he assisted the company with its first debt offering. Adam has consulted numerous senior management teams and boards of directors on their M&A strategies. Adam holds Series 7 and Series 63 licenses. Adam received an MBA from Yale, a Master’s of Engineering from MIT and a BS from Virginia Tech.
Our 4-Step Coaching Approach
Intro & Coach Appointment
We begin our partnership with a conversation to understand and identify your goals, knowledge gaps and learning style in order to match you with the right coaching expert.
Your personal coach will design and curate a customized learning plan to get you up to speed on the technical skills you'll need to succeed in interviews and on the job.
1:1 Coaching Sessions
Coaching sessions will take place via Zoom at a pace that both fits your schedule and ensures a full ramp-up ahead of interviews, recruiting or any goal you set.
At the conclusion of Coaching sessions, we’ll share with you actionable next steps including access to the WSP Online Learning Platform ensure you can continue to grow and learn on your own.