Career Coaching & Financial Education

Break into Wall Street with real financial fluency.

The Accelerator Program and 1:1 coaching — a practitioner-built path through recruiting, technicals, and the job itself, from a 15+ year Wall Street veteran.

Explore the Accelerator Book a Free Consult

15+
Years on Wall StreetM&A · LBO · Distressed
Deal Experience Across Banking & Investing

The Program

3 Pillars.
Know the material. Understand the job.

RecruitingStrategy, resumes, networking, interviews

TechnicalsAccounting, valuation, LBO & DCF

On the JobPerforming, advancing, and planning exits

✓ Offer Received

Practitioner-Built

Coaching insight drawn from experience at

Morgan StanleyBarclaysUBSPiper SandlerMarathon Asset ManagementLighthouse Partners

Two Ways to Work Together

Find the program that's right for you

Whether you want the full expert-led curriculum or hands-on hourly guidance, there's a track built for where you are.

Flagship Program

Accelerator Program

One complete curriculum across recruiting strategy, financial mastery, and career progression — delivered through live application sessions and personalized 1:1 coaching.

16 modules across 3 pillars
2 resume reviews + 2 mock interviews included
Live interview support & application sessions

View the Syllabus

Targeted Support

1:1 Coaching

Hourly sessions with a Wall Street veteran — tailored advice, industry insight, and actionable plans for your specific recruiting goals.

1-hour coaching session or 3-hour coaching package
Resume, interview, and technical prep
15+ years of IB & hedge fund experience

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Inside the Curriculum

Learn it the way it's tested in interviews

Pillar II of the Accelerator: Foundations of Wall Street Finance — how the three financial statements work, connect, and drive cash flow.

Module 1: Accounting for Wall Street

Five sections, worked examples, and the exact mental model interviewers expect — from statement structure to the depreciation walk-through.

The Financial StatementsIncome statement, balance sheet, cash flow — what each one shows

Financial Statement LinkagesHow one changed number moves at least two statements

III

GAAP vs. Cash AccountingWhy net income is almost never the same as cash

DepreciationAllocating capital costs, and the tax shield it creates

Working CapitalHow operating assets and liabilities affect cash flow

View Full Syllabus

Income Statement Structure

Revenue → Net Income

RevenuePrice × Qty$1,000

Cost of Goods SoldVariable costs($400)

Gross Margin% of Revenue$600

SG&A ExpensesFixed costs($200)

D&ANoncash($100)

Operating IncomeEBIT$300

Interest ExpenseRate × Debt Outstanding($100)

Income TaxesRate × Pre-Tax Income($42)

Net IncomeResidual$158

Key TakeawayEarnings ≠ cash. Net income is a residual value to equity holders — not the amount of cash generated in the period.

Built for Every Stage

Coaching that grows with your career

Most Wall Street careers aren't a single ladder. Whether you move up in banking or out to the buy side, the guidance follows you.

Where most startInvestment Banking AnalystYears 1–2

Investment Banking

Associate→Vice President→Director→Managing Director

Private Equity

PE Associate→MBA→Back to PE or to a Hedge Fund

Hedge Funds

HF Analyst→Portfolio Manager

15+ YrsInstitutional Wall Street experience

3 PillarsRecruiting, technicals, and on the job

6 FirmsInvestment banks & hedge funds background

1:1Individualized support, every engagement

Why Wall Street Smart

Built by a practitioner, not a curriculum team

Practitioner-Built Curriculum

Every module is grounded in real deal experience across M&A, leveraged buyouts, distressed debt, and long-short equities.

Individualized 1:1 Support

Every engagement starts with a complimentary consultation, so pacing and focus areas are aligned to your specific recruiting timeline.

Real Deal Case Studies

Live-deal-style LBO and valuation cases modeled on real transactions — not generic textbook exercises.

Student Results

Offers earned, in their own words

Recent OffersThe Carlyle GroupMorgan StanleyHoulihan LokeyPrivate Equity Investing Group

Something about the way you teach makes it very easy to grasp the concept immediately.I just wanted to thank you for helping me prepare for my case study for [the position] at the Carlyle Group as well as my conversations with [senior leadership].

StudentPrivate Equity

✓ Offer · The Carlyle Group

You are an amazing teacher and counselor.We are so thrilled with and grateful for everything you taught [our daughter] — from the technicals, to how to field questions, to how to develop confidence in the process… It means so much to us that [she] got through this process feeling confident about her own abilities, knowledge and efforts.

Parent of a StudentPrivate Equity

✓ Offer · PE Investing Group

I couldn't have done it without you.Everything felt really good. I think our prep really helped me connect well with the MDs during my Superday interview.

StudentInvestment Banking

✓ Offer · Morgan Stanley

They were everything we prepped for.The interviews went well. Thank you so much for the help — I feel pretty good after that interview.