Private Equity

I have spent over 7 years in finance, interviewed at over 50 PE funds and recruited for the PE fund i previously worked at. I have a deep understanding of how to prep for interviews, make your application stand out and most importantly, stay focused on the goals to find the right fund for you.

Hey! My name is Milton, and although I'm originally from the East Coast, I've been living and working in Chicago for the last 2+ years. When I'm not working or coaching, I enjoy spending time cycling, climbing, or relaxing by the lake, as well as exploring the Midwest. I've been working in private equity for the past 2+ years and began my career in Big4 consulting before transitioning to investment banking. My goal in mentoring folks on Leland is to provide the foundation and mentorship I wish existed when I was making my way from a non-target school to investment banking, and ultimately to private equity. Over the years, I've had the privilege of coaching both students and young professionals, helping them navigate the complexities of IB and PE recruiting. Whether you're looking to break into private equity or advance your career in the field, I'm here to provide guidance and support. My coaching approach is collaborative and flexible, ensuring that you can get the most out of our time together. Don't hesitate to reach out, and let's see how we can partner together to take the next big step in your career.

Welcome to my profile! With 10+ years experience in private equity, I am here to help you navigate the competitive landscape of this industry. I hold an MBA with Honors from Chicago Booth and have held key roles at top firms like QHP Capital and Incline Equity, where I honed my skills in investment strategies and business growth. My journey from an Associate to a Principal has equipped me with the insights needed to guide aspiring professionals in their career paths. Whether you're looking to break into private equity or advance within the field, I offer personalized coaching to help you achieve your goals. Let's connect and chart your path to success!

Most recently, I spent several years as a Technology Investor on Summit Partners' flagship $10B Growth Equity fund, where I was promoted early. At Harvard, I taught 100+ undergraduates in the largest course on Venture Capital Investing.

I bring nearly a decade of experience across strategy consulting, investment banking and private equity, including roles at Bain, Barclays, Goldman Sachs, KKR Infrastructure and Apollo. I have worked on large and complex transactions across investing, M&A and capital markets, with experience spanning financial modelling, valuation, commercial and technical due diligence, investment committee materials, structuring, deal execution and portfolio management. Having recruited across banking and private equity myself, I understand both what top firms look for and how candidates are actually assessed. I can help with the full IB and PE recruiting process, from CV and positioning to technical preparation, investment cases, modelling tests, deal discussions and mock interviews with particular emphasis on helping candidates think and communicate like investors or financial advisors rather than simply memorise interview answers.

◆ I'm a Principal at Warburg Pincus, a top 10 global PE firm managing $100B+, and I'm the most senior finance professional coaching on Leland ◆ As an active hiring manager, I've personally interviewed hundreds of candidates and made the hiring decisions, so I know exactly what the person across the table is looking for ◆ I've coached dozens of clients who have landed offers at Blackstone, Warburg Pincus, General Atlantic, FTV Capital, among others. I've also helped many of these same clients get into HBS, Stanford GSB, and Wharton ◆ I have 15+ years experience in finance: Blackstone M&A, then a decade at Warburg Pincus, with an MBA from HBS and a finance degree from Wharton ◆ I wrote the "Comprehensive Finance Interview Guide" over a decade ago while prepping for my own PE recruiting, and I've been refining my system ever since ◆ I work with candidates at every stage, including resume help, mock interviews, or a full multi-month partnership covering networking, resume, story, technicals, and modeling tests

I’m a life-longer learner and giver (through my experiences and my network). Happy to help those that are interested and navigating the path within Investment Banking or Private Equity. Friendly, approachable and always reachable/responsive!

I made the investment banking to private equity transition myself after spending ~3.5 years in J.P. Morgan's M&A group in New York. During my time at JPM, I worked across industries on domestic and cross-border transactions representing $50bn+ of aggregate transaction value and gained extensive experience analyzes businesses, valuation, transaction execution and discussing deals. I ultimately went through PE recruiting myself and now work as an Associate at a lower-middle-market private equity firm. Having gone through the process firsthand, I can help bankers understand what changes when you move from executing transactions to thinking like an investor. I'm particularly helpful with PE resume positioning, "Why PE?", deal walkthroughs, investment merits and risks, LBO and technical preparation, behavioral interviews, and mock interviews. My style is straightforward and practical and I'll help you identify where you answers are strong, where they fall short, and how to communicate your banking experience in a way that demonstrates actual investment thinking rather than simply strong execution experience.

I’ve spent my career working in private equity and investment banking, and I try to bring that real-world perspective into how I coach. Most recently, I was a Private Equity Associate at The Carlyle Group, where I worked on multi-billion dollar investments, built models, and partnered closely with management teams through the full investment process. Before that, I was an Investment Banking Analyst at Moelis & Company, where I developed a strong technical foundation in valuation and deal execution. I’m currently finishing my MBA at Harvard Business School and will be joining a private equity firm as a Vice President, so I have a clear, up-to-date view on what actually matters in recruiting today. I’ve also spent a lot of time mentoring and helping others navigate the process, which has shaped how I approach coaching. My focus isn’t just on getting you to the “right answer,” but on helping you think like an investor—building the judgment, communication skills, and intuition that top private equity firms are really looking for.

Welcome to my profile! With a robust background in finance and strategy, I bring a wealth of experience from top-tier institutions like Morgan Stanley and WestCap, where I honed my skills in investment banking and growth equity. As a Harvard MBA candidate and a Wharton graduate, I have a deep understanding of the private equity landscape. Whether you're looking to refine your application, master interviews, or strategize your career path, I'm here to guide you every step of the way. Let's connect and chart your path to success in private equity!