From Expert Technician to Trusted Partner
Unlock the Strategic Leadership Skills You Need to Make the Leap from Principal to Partner.
You’ve mastered the analytics, the execution, and the process. Now it’s time to lead deals, raise capital, and own the table—not just sit at it.
You’re Ready to Step Up—But Something’s Missing.
As a Principal, you’ve proven your value. You’re a master technician: models, diligence, and execution are second nature.
But Partner isn’t just the next rung on the ladder—it’s a new game entirely.
You need to originate more deals, not just execute them.
You’re expected to build and deepen LP relationships.
You’re being evaluated not just on your output—but on your leadership, vision, and presence.
The hard truth?
What got you here won’t get you there.
TAKE CHARGE - DON’T LEAVE IT TO CHANCE
Group Coaching Designed for Principals
Who Want to Lead Like Partners
We specialize in helping elite investment professionals like you pivot from high-performing executors to confident, strategic deal leaders.
Through our intensive group coaching cohort, you’ll gain:
Strategic storytelling skills to win deals and raise funds
Leadership presence that commands the room and inspires trust
Real-time feedback and support from peers on the same path
A proven roadmap from “top performer” to “next in line”
You don’t need another technical skill.
You need an operating system upgrade.
YOUR GUIDES
PICTURE OF NICK
Nick is my secret weapon and he will become yours during our time together.
When I left the Buyside in 2014, I struggled to SOURCE and CLOSE clients. I tried everything I knew from banking, private equity and hedge funds but nothing worked.
I couldn’t make the phone ring. Despite what I thought were compelling qualities as a buysider turned coach, I wasn’t adding clients.
Enter Nick!
Nick taught me how to get into the shoes of my clients like you, connect with them about the problems they want help with and show them you are a relevant guide to help them.
The same goes for sourcing deals! It’s the same art.
In addition to being an incredible business building coach, Nick and I have met every Monday since 2017 to discuss my 1x1 clients and their cases. We have penned insights together based on their thorniest problems and offered practical solutions.
Elevate from Execution Specialist to Strategic Partner
Join an Exclusive Peer Cohort
Be selected into a high-caliber group of ambitious Private Equity Principals who are committed to ascending into partnership. This curated circle fosters a dynamic environment of accountability, intellectual rigor, and strategic exchange.
Elevate Your Leadership
Through structured executive coaching and advanced frameworks, you’ll acquire the refined skill set that distinguishes partners from principals—originating proprietary deals, cultivating institutional capital relationships, and commanding strategic influence across the firm.
Become the Obvious Choice for Promotion
With elevated strategic acumen, refined leadership presence, and a differentiated ability to generate firm value, you won’t just be considered for Partner—you’ll be positioned as the indispensable next generation of firm leadership.