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KKR
And Dozens of Large & Middle-Market IB Firms
Trusted by Top Universities & Firms
Elevate Mastery Training is Delivered at all Top 10 MBA
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Berkeley
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NYU
And Dozens of Top UG Universities & Firms
Taught By Directors, Principals, Vice Presidents & Other Instructors From:
Your Instructors:
Kaushik, Director, PE
Kaushik is an experienced Private Equity Investor, Director in PE by age 30, and Founder at Elevate. Prior to Varde PE, he spent 6+ years at Goldman Sachs, as VP in Private Equity. He was also Chief of Staff within Goldman, leading recruiting across PE & IB. He has conducted 2,000+ PE Interviews over his career. Kaushik received his MBA from Chicago Booth.
Dustin, Executive Director, IB
Dustin is an experienced Investment Banker: Executive Director at Morgan Stanley Investment Banking for 5+ years and prior to that, 3+ years at Bank of America Merrill Lynch. At Morgan Stanley, his experience also includes leading IB Recruiting & Interviews.
Brandt, Principal, IB
Brandt is an experienced Investment Banker: Principal at Centerview Partners for 3+ years, and prior to that, 5+ years at Goldman Sachs Investment Banking. He has considerable experience on Recruiting & Interviewing Teams at both Centerview & Goldman Sachs.
Kelsey, Vice President, PE
Kelsey is a Vice President at Ares Private Equity. Prior to Ares, she was a Private Equity Investor at Blackstone, and started her career at Goldman Sachs IB. She has considerable experience leading Associate & VP recruiting and training at multiple mega-funds. Kelsey also received her MBA from Harvard Business School.
Vince, Associate, IB
Vince is an experienced Investment Banker, with 5+ years at Goldman Sachs. At Goldman, he has considerable experience on the Recruiting Team.
Dylan, Investor, PE
Dylan is a Private Equity Investor at GTCR Private Equity. Prior to GTCR, he was at Centerbridge PE, and prior to that, at Goldman Sachs. Dylan also received his MBA from Harvard Business School.
Abhi, Associate, IB
Abhi is an investment banking professional with over 8 years of experience. He is currently an Associate with JP Morgan and was with Evercore and PWC prior to that.
Investment Banking Curriculum:
7 Comprehensive Modules, 75 Detailed Lectures, 8+ Hours with Financial Modeling, M&A in Detail & Recruiting Guide
- Top 10 Keys to Becoming a Top Bucket IB Performer - Professional Perspectives (31:57)
- Top 10 Mistakes to Avoid in IB - Professional Perspectives (23:25)
- Deal Case Study #1: $100bn M&A (6:10)
- Deal Case Study #2: $3bn IPO (3:03)
- Deal Case Study #3: Complex Dual Track Sell-side & Buy-side M&A (3:02)
- Deal Case Study #4: $40bn Sell-Side M&A (5:04)
- Deal Case Study #5: Growth Equity & M&A (3:06)
- Deal Case Study #6: $9.1bn M&A Deal (10:37)
- Building the Perfect Analyst & Associate (3:01)
- Investment Banking Career Path & Roles (6:29)
- Investment Banking Overview (8:16)
- Types of IBD Projects (3:32)
- M&A Overview (8:31)
- Different Types of M&A Deals (16:31)
- M&A Process Overview (6:18)
- M&A Phase I - The Pitch (11:26)
- M&A Phase II - Pre-Sell-side (13:56)
- M&A Phase III - Round 1, Part I (11:20)
- M&A Phase III - Round 1, Part II (8:20)
- M&A Phase IV - Round 2 (15:58)
- M&A Phase V - Sign to Close (8:03)
- Buy-side vs Sell-side M&A (3:56)
- Timing of M&A Processes (6:47)
- Nuances of M&A Transactions (4:46)
- Financial Modeling Overview (7:43)
- Excel Model Intro (1:29)
- Income Statement, Balance Sheet and Cash Flow Statement (9:41)
- 3-Statement Model - Excel Model Step-by-Step (6:17)
- Building the Projection Model (13:32)
- Income Statement Projections - Excel Model Step-by-Step (8:48)
- Balance Sheet Projections - Excel Model Step-by-Step (6:52)
- Cash Flow Statement Projections - Excel Model Step-by-Step (6:56)
- Valuation Overview & Perspectives (12:39)
- Relative Valuation - Trading & Transaction Comps (19:23)
- Perspectives on Relative Valuation (7:09)
- DCF Valuation Overview (2:21)
- DCF Step 1 - Cash Flows (5:59)
- DCF Step 2 - Discount Rate (10:41)
- DCF Step 3 - Terminal Value (3:14)
- DCF Step 4 - Valuation (6:02)
- Sensitivity Analysis & Data Tables (4:29)
- Valuation Methods Pros & Cons (6:18)
- Merger Model Rationale & Overview (5:21)
- Overview & Tactics (5:52)
- Merger Model Step 1 - Assumptions (11:50)
- Merger Model Step 2 - Synergy Assumptions (3:33)
- Merger Model Step 3 - Sources & Uses (1:42)
- Merger Modeling - Excel Steps 1, 2 & 3 (9:13)
- Merger Model Step 4 - Purchase Price Allocation (4:36)
- Merger Modeling - Excel Step 4 (3:49)
- Merger Model Step 5 - Closing Balance Sheet (1:48)
- Merger Modeling - Excel Step 5 (3:46)
- Merger Model Step 6 - Accretion & Dilution (2:57)
- Merger Modeling - Excel Step 6 (10:19)
- Mock Interview with Goldman Sachs Associate (12:42)
- What Banks, Bankers & Firms are Looking For (6:16)
- Recruiting Principles (3:47)
- Approach to Recruiting Process (6:43)
- Networking (8:09)
- Interview: Fit: Background Questions - What Bankers are Looking For (15:20)
- Interview: Fit: Why Finance / IBD Questions - What Bankers are Looking For (15:49)
- Interview: Fit: Strengths / Weaknesses - What Bankers are Looking For (14:32)
- Interview: Fit: Think on Your Feet Questions - What Bankers are Looking For (2:16)
- Interview: Technical Questions - What Bankers are Looking For (12:22)
- Private Equity Recruiting Process (7:33)
- Advice for Summer Internships (6:26)
- Lateral Recruiting guide into IBD (6:49)
- Non-Target School Positioning (1:30)
98% 5-Star Ratings
Testimonials: Wharton (Elevate Partner Since 2019)
Verified Testimonials From Professionals & Candidates (Selected)
IB Analyst,
JP Morgan
"I'm a JPM IB Analyst and student at Elevate partner club at UChicago. The platform & trainings have jumpstarted my career. Highly recommend."
IB Analyst & Harvard Student Leader
"I am a current investment banking analyst and a former student investment club leader at Harvard. The Elevate platform is fantastic - the thoughtfulness that went into each training program makes it unparalleled."
Analyst,
Goldman; Mega-Fund
"I'm a GS IB Analyst who landed a Mega-Fund PE role, and the Elevate Training is what I used and what many of my peers are also using. I got so many of the actual Headhunter & Fund-level behaviorals & technicals straight from this training. Both IB & PE Trainings are gamechangers."
Check out even more
Verified Testimonials Here
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