Package Description:

This package is designed for aspiring and early-career professionals looking to excel in investment banking, private equity, corporate development, or strategy & finance roles. Whether you're coming from a consulting-heavy background, a post-MBA role, or making a lateral move, this package will help you build a rock-solid foundation in technical skills and modeling. Through personalized coaching, we’ll focus on sharpening your ability to think and execute like a deal professional. You’ll work through real-world case scenarios, gain confidence in advanced Excel techniques, and learn to present your work in a clear, defensible way—just like I’ve taught analysts and associates at top firms through Training the Street and applied in live deals at Deloitte and FT Partners. Some of the common coaching activities included in this package are, but are not limited to: Financial Modeling Fundamentals – Build and interpret fully linked 3-statement models, develop DCFs from scratch, and benchmark valuation using comps and precedents. Transaction-Driven Case Prep – Tackle investment banking-style case studies including LBO basics, accretion/dilution math, M&A rationale, and integration impacts. Technical Interview Readiness – Master 80+ questions across accounting, valuation, and corporate finance. Learn how to answer questions with logic and structure, not just memory. Deal Walkthrough Coaching – Learn how to discuss transactions fluently and credibly—even if you haven’t worked on one directly. This coaching package is ideal for analysts, associates, and MBAs targeting competitive finance roles who want to stand out with truly elite technical preparation.