Over 50 PE and investment firms used Wall Street Prep to train in-house in 2021
12 of the top 20 PE firms use our training programs (Based on PEI)
Dedicated PE faculty (Carlyle, Golden Gate, Warburg Pincus, Palladin, etc.)
PE professionals need more than repurposed investment banking training
Most traditional training programs are aimed at the investment banking skill set. This is necessary but not sufficient for private equity analysts and interns. WSP is the only firm in the market with the insight and expertise into running and scaling PE-specific analyst and associate training.
We are the industry's training partner of choice. We train:
- 4 of the 5 megafunds
- The world's leading middle market firms
- Over 50 PE firms engaged annually
Our training practice offers directly relevant programs for:
- Buyout firms
- Growth equity firms
- Middle market and LMM firms
We offer specialized private equity programs across:
- Sectors (SaaS, Infrastructure, Healthcare, Retail & Consumer)
- Real estate private equity
Wall Street Prep training in action
Learn how we partner with global investment firms
Wall Street Prep training in action
Wall Street Prep developed a comprehensive multi-stream training program for interns and full-time analysts that was customized with the firm’s models and investment case studies.
A Top 3 global private equity firm looked to Wall Street Prep to relaunch its full-time analyst program. WSP's PE-specific training replaced previous vendor's curriculum of repurposed IB modules.
Dedicated private equity faculty
Our private equity programs are designed and led by experienced former PE professionals who understand that the PE skillset sits beyond what is covered in traditional investment banking training.
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.
Scott RomanView BioScott has over a decade of experience in financial services across the buy-side, sell-side and strategic advisory. He was a member of the Century Equity Partners team where he served in numerous board-level roles, developed and evaluated investment opportunities in the financial services sector, and provided financial, operational and strategic support to select portfolio companies. Prior to joining Century, Scott was a member of the Technology Services investment banking group at Raymond James where he focused on mergers & acquisitions, equity and debt financings, and strategic advisory. Scott graduated from Bowdoin College where he earned a B.A. with a double concentration in Economics and Government and captained the Varsity Football team.
Karine BlancView BioKarine has over 10 years experience in real estate, private equity, and investment management. She started her career working for large financial institutions Lincoln Financial Group and PGIM Real Estate. She then transitioned to focus on urban real estate markets as a commercial real estate Broker and Consultant. Karine holds a BA and MA in Economics from Rutgers University.
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.
Ayodele EkhatorView BioMost recently, Ayo was an associate in the Blackstone Group's Strategic Capital Group, the business that acquires minority GP stakes in alternative asset management companies. Prior to joining Blackstone, Ayo was an analyst at Citigroup, where he focused on Municipal and Project Finance investment banking and capital markets origination. Ayo is an incoming MBA Candidate at Harvard Business School and earned a B.A. in Political Science from Williams College, where he was also a member of the football team.
Jessica HoltonView BioMost recently, Jessica was an associate in the Carlyle Group's U.S. Buyout Consumer & Retail group, where she focused on evaluating investments, building valuation models, conducting financial analysis and diligence and managing portfolio companies within the consumer and retail space. Before Carlyle, Jessica was an analyst in the Financial Sponsors Group at Morgan Stanley, where she advised private equity clients on buy-side, sell-side, public offerings and refinancing opportunities, participating in all transaction phases and all industries. Jessica majored in finance and accounting at Georgetown University, where she graduated summa cum laude, and earned an MBA from Stanford's Graduate School of Business.
Brian MokoroView BioBrian is an entrepreneur and investor with significant experience in private equity and investment banking. Most recently, Brian worked at the private equity firm Helios Investment Partners, as Vice President, leading due diligence and financial analysis on investments across telecommunications, technology, and consumer sectors. Prior to Helios, Brian worked on the corporate development team at iHeartMedia, where he led various strategic initiatives in the media sector. Prior to iHeartMedia, Brian worked as an investment banking analyst at JPMorgan. Brian began his career with Teach for America, serving as a math teacher in Washington, DC. Brian holds an MBA from Stanford and a BS in Economics from Duke.
Michael StackView BioBefore joining Wall Street Prep, Michael was Director of Product Development at DICK’S Sporting Goods, Inc. Prior to attending business school, he was an Associate at Warburg Pincus, a global private equity firm with more than $44 billion in assets under management. He began his career at PJ Solomon, a boutique investment bank, as an analyst advising clients primarily on M&A transactions. He is a graduate of the University of Pennsylvania and holds an MBA from Harvard Business School.
Shabdha ChigurupatiView BioMost recently, Shabdha was co-founder of Arfa Inc, a community-driven platform for launching new e-commerce wellness brands, which she launched with former colleagues from Glossier, where she was Chief of Staff to the President & COO. Prior to Glossier, Shabdha was a private equity associate at Berkshire Partners, where she was a generalist investor and spent time across consumer, healthcare, telecom, and business services. Before Berkshire, Shabdha was an investment banking analyst in the Media & Communications group at Morgan Stanley. Shabdha majored in Economics and International Studies at Yale University, and earned an MBA from Stanford's Graduate School of Business.
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.
Dylan LamView BioDylan has 7 years of private equity and investment banking experience across a variety of industries. Most recently, Dylan was a private equity senior associate at Staple Street Capital. Prior to Staple Street Capital, Dylan was an investment banking analyst at Moelis & Company. Dylan holds a B.S. in Commerce with concentrations in Finance and Accounting from the McIntire School of Commerce, as well as a B.A. in Economics from the University of Virginia.
William ColemanView BioWill Coleman has over six years of financial experience in Investment Banking, Private Equity, and Higher Education. Currently, Will is an Assistant Professor of Practice at Virginia Tech, teaching Financial Modeling in Excel and Corporate Finance. Prior to teaching, Will served as a private equity associate at Madison Dearborn Partners (MDP) in Chicago. Prior to MDP, Will served as an investment banking analyst at Goldman Sachs in New York in their Global Industrials Group. Will holds a B.S. in Industrial and Systems Engineering and a B.S. in Business (Major in Finance) from Virginia Tech.
Zachary FreemanView BioMost recently, Zack was an associate at Bernhard Capital, an energy services private equity firm where he focused on evaluating investments, building valuation models, conducting financial analysis, diligence and managing portfolio companies within the energy services space. Before Bernhard Capital, Zack was an associate at Goldman Sachs in the TMT Investment Banking Group. Zack majored in Math at Duke University.
Mike BlumeView BioMike Blume currently works as a Vice President with Tail End Capital Partners, a private equity secondaries firm in Pittsburgh focused on providing liquidity solutions to private equity GPs in the middle market. Mike previously spent over three years at Incline Equity Partners, a buyout firm in Pittsburgh investing out of their flagship fund. There he was responsible for evaluating, executing and managing portfolio company investments across distribution, manufacturing and business services. Mike began his career in investment banking in PNC’s Asset Backed Finance group.
+70 More Instructors Covering All Finance Sectors & Groups
Finance Passport©: 100+ hours of content
for private equity and investment professionals
Assign learning paths and set content due dates to ensure all trainees meet learning goals.
Review and download real-time trainee learning progress reports from the admin dashboard.
A user-friendly LXP filled with features that promote usage and enrich the learning experience including "micro-learning" video, downloads for offline learning, badges and certificates.
Exam reports with video content mappings allow learners to efficiently fill knowledge gaps.Learn More