Private Equity Coaching & Prep Materials
Our 93% Success Rate Speaks For Itself
- Technical questions on accounting, comps, DCFs, M&A, and LBOs specific to infrastructure investments
- Gain familiarity with recent deals and market trends in key subsectors of infrastructure such as renewable and non-renewable energy, transportation, utilities, telecommunications, and social infrastructure
- Build LBO model by forecasting production, degradation, operating expenses, debt schedule, construction schedules, and GP / LP waterfalls, as well as debt sculpting (DSCR and LTV)
- Craft a compelling personal narrative that aligns with infrastructure private equity, highlighting relevant experiences and skills
- Personalized, structured written feedback to identify your strengths and areas for improvement, enhancing your interview performance
- 93% of clients receive a job offer in private equity. We are the only service completely dedicated to your success. Our philosophy is unique: a successful client is one who gets the job of their dreams, NOT one who keeps coming back!










Private equity firms seek to hire the cream of the crop from the investment banking and management consultant industry, but with dry powder at an all-time high, more and more private equity firms are seeking candidates from non-traditional backgrounds. Typically, private equity firms will not only challenge candidates to technical and fit-based interviews, but grueling leveraged buyout (LBO) case studies as well. These case studies can last anywhere from 4 hours to 2 days, and there are often 3 or 4 rounds of interviews before a decision is made.
We can help you prepare for both the interview questions and the case studies, and we help you think like a private equity investor. We can provide you with practice LBO case studies that will simulate the case study environment, and then ask detailed questions about both the model and the company, similar to a case study. All case studies come with a full answer key.
93% of our clients get a job in their field of choice!
Our coaching sessions cover the following:
1. Practice case studies that are modelled off of real CIMs and deals
- Master the paper LBO and all its variants, including calculating for IRR, required entry and exit multiple
- Understand and model transactions using a provided LBO model template
2. Most common technical, fit and deal related questions in private equity interviews
- How to walk through your deals as well as deals the PE fund has done
- Accounting questions: how does XYZ event affect the 3 financial statements
- Valuation questions
- LBO and IRR questions
- PE trends and portfolio company analysis
3. Learn to think like a private equity investor
- Asking the right questions
- Addressing due diligence issues
- Using a due diligence checklist
- Breaking down the value of a platform
- Building a growth engine
- Roll-up strategies
- Finding niche industries with recurring revenue
Investment Banking Packages
Coaching sessions are customized to your needs. Any materials reviewed during the sessions will be sent to you (financial models / templates, slide decks, case studies) | |
Includes 3 hours of coaching, all materials from the above packages, as well as:
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Includes 5 hours of coaching, all materials from the above packages, as well as:
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Includes 8 hours of coaching, all materials from the above packages, as well as:
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Includes 10 hours of coaching, all materials from the above packages, as well as:
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Common Private Equity Prep Topics
Elevate your readiness for private equity interviews with our comprehensive program, covering essential aspects:
Real-World Case Studies
Practice with case studies modeled after actual Confidential Information Memorandums (CIMs) and real deals, ensuring you’re well-prepared for the complexities of the industry.
Mastery of the Paper LBO and Variants
Gain proficiency in the paper leveraged buyout (LBO) and its various iterations, honing your financial modeling skills to navigate private equity scenarios.
Transaction Modeling
Learn how to model transactions effectively by utilizing a provided LBO model template, enhancing your ability to analyze and assess investment opportunities.
Technical, Fit, and Deal-Related Questions
Prepare for the most common technical, fit, and deal-related questions that often arise in private equity interviews, ensuring you’re well-equipped to tackle any challenge
Thinking Like a Private Equity Investor
Develop the mindset of a private equity investor, enabling you to approach investment opportunities with a strategic and value-driven perspective.
Effective Due Diligence
Learn to ask the right questions and address due diligence issues adeptly, utilizing a due diligence checklist to ensure a thorough assessment of potential investments.
Value Creation Strategies
Understand the process of breaking down the value of a platform, building growth engines, implementing roll-up strategies, and identifying niche industries with recurring revenue – essential skills for private equity success.
Our Coaching Methodology
Based on Your Goals
All our Private Equity coaching packages begin by gaining a deep understanding of your career goals and aspirations within the PE sector. Each session with your coach will be tailored to your unique needs and learning objectives.
Real Interviews & Customized Questions
Our mock interviews are designed to mimic a real Private Equity interview. We’ll present you with advanced qualitative and quantitative questions that have been asked in real interviews. We’ll also provide best practice solutions to a variety of LBO case studies and deals.
Immediate Feedback
Feedback is integral to your growth. After each question, we provide immediate feedback to enhance your learning and memory retention. Additionally, we offer written feedback that highlights your strengths and areas for improvement, ensuring you make significant progress.
Our Placements






Our Coaches
Josh Jia
Founder, Partner

- Corporate Development
- Finance Resume Review
- Financial Modelling Coaching
- Investment Banking
- Investor Relations
- Private Equity
- Venture Capital
- 8 years of experience
- Principal at Apex Advisory
- Private Equity Analyst at Imperial Capital
- Investment Banking Analyst at BMO, Diversified Group
- Industry experience in headhunting, VC, HF, and ER
- Founded Limestone Capital
- Created 1st finance interview prep course at Queen’s
- Taught course consisting of ~250 slides, six classes, with hundreds of students attending
- Placed 100+ candidates into IB and PE roles
Stella Zhang
Coach

- Investment Banking
- Private Equity
- 6+ years of experience in investment banking and private equity
- Investment Banking Associate at Goldman Sachs Industrials Group, New York
- Experience including public M&A, IPO, financing, and strategic advisory
- Member of on-campus recruiting team at Northwestern University Kellogg School of management
- Private Equity Associate at a middle-market infrastructure fund in New York
- Sector focus including energy transition, circular economy, and sustainable agriculture
- Structured equity, non-dilutive capital solutions
- Coach at Kellogg School of Management’s Investment Banking and Capital Markets Club, mentored 20+ MBA students on interview preps, case studies, and networking techniques throughout investment banking recruiting
Karl-Joseph Assaf
Coach

- Hedge Fund
- Investment Banking
- Private Equity
- Venture Capital
- 13 years of experience in the financial services industry (IB, PE, Growth Equity, VC, Hedge Fund, Start-Up C-Suite).
- 3 years of investment banking (M&A) experience at Barclays Capital.
- 5 years of private and public markets investing at Blackstone across industry, capital structure, and asset classes.
- 5 years of private and public markets equity investing at a hedge fund backed by one of the world’s wealthiest entrepreneur.
- 1 year as interim CFO of a growth stage agtech start-up; right-hand man of the founder.
- Mentored 50+ people spanning students (undergrad + MBA) looking to break into IB and young professionals looking to move from the sell-side to the buy-side.
- Interviewed 100+ candidates, ranging from junior bankers to associate / VP level investors and business executives for some of my portfolio companies.
- What can I help with? CV Review, Secure Interviews, Pass Interviews, Negotiate Compensation, Career Promotion / Transition.
- Endeavors to build a community of like-minded financial services professionals of all ages to promote support and knowledge sharing.
Josh greatly assisted me in preparing for my Bain, BCG and McKinsey interviews. He helped to curate interviews that developed my weaknesses and helped me to identify my strengths. His cases were through, creative and challenging. Our cases were broadly focused at first but Josh was able to identify the places I needed to improve in order to advance. Josh’s feedback was an asset to my improvement in the case interview circuit. He’s an intelligent and highly driven finance professional who greatly assisted in achieving my interview goals and I’m confident he can do the same for you.
Management Consulting Professional
Josh has been invaluable in helping me improve my financial modeling skills and sharpen my understanding of material details in private equity transactions. Josh is a great teacher and is able to effectively communicate and pass on his experience and knowledge gained as an investment banker and private equity professional. Josh does not only teach the basics but can readily break down and simplify complex industry concepts. Josh was not only great in teaching the technical aspects of the job but also helped to develop my strategy to succeed in interviews. Overall, I am Josh has been outstanding in helping me transition from a non-traditional background in corporate law to finance.
Portfolio Manager, NorthWest Healthcare Properties REIT
Joshua Jia is probably one of the most knowledgeable and hardworking professionals you will ever meet. He has immense industry experience and also significant knowledge of the finance industry in general. I have benefited immensely through Josh’s help throughout the job searching and recruiting process in the finance industry and have landed a number of sought after roles. I hope that you will be able to benefit from this as well. Josh’s help will not only open doors for now, it will also open doors for your future career opportunities. The investment is well worthwhile.
Corporate Finance Professional
Josh is a leader in interview preparation and career development. Josh was instrumental in helping me land a job at a leading global investment bank in NYC. Josh continues to be a source of guidance and mentorship as I progress through my career. I highly recommend working with Josh to secure your next job in the financial industry.
Investment Banking Analyst at Moelis (NYC)
Josh greatly assisted me in preparing for my interviews in both investment banking and corporate development. He provided me with practical, actionable advice drawn from his experience interviewing with numerous employers that helped me overcome my weaknesses, highlight my strengths and tailor my message to the employer in question. He was incredibly patient with me as I went through the interview process and was very helpful throughout. If you’re looking for someone to transform your interview skills, there is no better person than Josh.
Corporate Development Professional at Multinational Corporation
Josh has been a phenomenal mentor of mine since I was in first-year university. His extensive experience in investment banking and private equity made him the perfect interview prep coach, especially since he has gone through the recruiting process himself. In addition, he has a knack for giving intuitive explanations for financial concepts, ensuring that I fully understood the theory as opposed to simply memorizing the answers to a list of interview questions. His friendly disposition also made him a pleasure to interact with. In the end, I was able to secure an investment analyst position on the buy-side upon graduation. I definitely would not have been able to get there without his help, so many thanks to Josh for helping me jumpstart my career!
Investment Analyst at Mackenzie Investments
Josh’s personal advice were essential for me when I was looking for a job. His experiences and expertise in the finance industry allowed him to teach me some of the most practical and useful financial concepts. Moreover, Josh international experiences also helped me to explore different opportunities in regions like China and Hong Kong. Josh was very attentive throughout the whole process. He helped to improve my resume tremendously by cutting out the unnecessary materials and highlighting personal strength. Most importantly, his deep understanding of interviewers’ intentions was what really helped me. By the end of my sessions with Josh, I was not only able to receive job offers, I also gained knowledge about the industry which I believe that will able to benefit me for a lifetime.
Private Equity Associate at CCB Trust (Beijing)
Josh was incredibly helpful when it came to prepping for interviews. Whether he was giving me advice technical or behavioural questions, everything he helped me with was instrumental in helping me get a job in investment banking, and then in private equity. If your goal is to break into the industry, there’s no one I would trust more than him!
Private Equity Associate at Alignvest
Josh is a great mentor and was a crucial component of my career development early on, and the guidance he provided me on financial modeling and LBO modeling gave me a step up in both recruiting and work. He is extremely competent with regards to teaching financial concepts for individuals both new and familiar with finance, and is always happy to share honest advice. They are both genuinely care about your success and I would recommend him to anyone interested in developing the necessary skills to pursuing a career in finance early on.
Daniel Cheung, Investment Analyst at Highbridge Capital
I just wanted to take the time to thank and give much-deserved credit to Finance Interview Coach. My resume review could not have gone better. The coaches were thorough and asked all the right questions in order to capture all of my highlights. They took the time to fully understand my story and position it in the best way on my resume. Their knowledge of the Finance industry was evident in his suggestions which I would have never thought of. They also took the time to answer any miscellaneous questions I had in detail. The process was outstanding all around. I would definitely work with the company again and recommend this service to anyone looking to transform their resume.
Sr. Finance Manager, ABB Optical Group (Florida)
Schedule Your Consultation Now!
Call Structure:
After understanding your goals and background, provide you with sample mock interview questions to ascertain where you are at in your preparation
Customized mock interview catering to the topics you need the most improvement on or wish to focus on
Feedback is provided after each question in order to promote learning and memory retention
Concise, written feedback will be provided afterwards addressing your strengths and areas for improvement