Julia M.

Julia M.

5.0

Former Investor at Leading Software PE Firm

Brigham Young University Logo

Studied at Brigham Young University

Founder of CPG Business Logo

Works at Founder of CPG Business

Available tomorrow at 6:00 PM UTC

Questions? Start chatting with this coach before you get started.

Julia’s Private Equity Qualifications

Experience level: Senior Associate

Julia has helped clients get into these companies:

Figuring out on and off-cycle buyside recruiting can sometimes feel like a black box. My job is to help simplify the process, add structure to your approach and help you land in your dream role.

Julia can help with:

Deal Sourcing

Promotion Strategy

Resume Review

Networking Strategy

Due Diligence

Technical Interview Prep

Behavioral Interview Prep

View all of Julia’s categories

About Julia

Hi! My name is Julia. I am currently a private equity investor at Thoma Bravo in San Francisco. Before joining TB, I worked at Lazard NYC in their Restructuring Group for 2 years. While in college, I interned with B. Riley Investment Bank, Peterson Partners and Lazard. I served as the Co-President of BYU's Investment Banking club, and over the past 5 years, have coached over 200 people through investment banking recruiting. I've helped people land jobs at Goldman Sachs, JP Morgan, Evercore, Credit Suisse, Lazard, Morgan Stanley and other top banks. I feel especially fit to help you nail your interviews. I love helping clients articulate their stories and prepare for the technical interview portion of the process. I believe sincerity goes along way, so I will make sure to understand your background, goals and unique skills so I can help you genuinely express yourself in your recruiting journey. Looking forward to working with you!

Work Experience

Founder of CPG Business Logo

Founder

Founder of CPG Business

November 2024 - Present

Thoma Bravo Logo

Private Equity Associate, Senior Associate

Thoma Bravo

August 2021 - November 2024

Software investor

Lazard Logo

Investment Banker

Lazard

June 2019 - June 2021

Restructuring analyst

Education

Brigham Young University Logo

Brigham Young University

BS in Finance

7 Reviews

Overall Rating

5.0


Julia has helped clients get into these companies:

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Julia M.

Julia M.

5.0

 
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