Contact us

Schedule a free, no-obligation 30-minute consultation. We’ll give you some initial feedback on your strengths and development areas and honest thoughts about your chances of success.

Address:
5 Union Square West #1360
New York, NY 10003
Give us a call
(917) 565-9487

We Deliver
Outstanding Results

We work tirelessly with our students to deliver customized, thoughtful advice that highlights each student's unique strengths and helps start their careers on the right foot

results and track record
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Our Track Record

See below for a list of our most recent student offers

Goldman Sachs
Undergraduate - Non-Target
Freshman Fall
Morgan Stanley, Credit Suisse, Wells Fargo, $60bn Alternative Asset Manager
MBA - Non-M7
Pre-MBA Summer
Morgan Stanley
Undergraduate - Non-Target
Freshman Fall
Morgan Stanley
Undergraduate - Semi-Target
Sophomore Fall
Morgan Stanley, J.P. Morgan, FT Partners
Undergraduate - Target
Sophomore Summer
J.P. Morgan, Centerview, Bank of America, Citi, Barclays, UBS, Rothschild + 4 Others
MBA - Non-M7
Pre-MBA Summer
J.P. Morgan, Moelis
Undergraduate - Semi-Target
Freshman Summer
J.P Morgan
Undergraduate - Semi-Target
Freshman Summer
J.P. Morgan, Stifel, $460bn Traditional Asset Manager
Undergraduate - Target
Sophomore Summer
Bank of America, Citi, Wells Fargo
Undergraduate - Non-Target
Freshman Spring
Perella Weinberg Partners
Undergraduate - Semi-Target
Freshman Spring
Perella Weinberg Partners, Jefferies, Wells Fargo
Undergraduate - Target
Freshman Summer
Citi, Credit Suisse
Undergraduate - Non-Target
Freshman Fall
Citi
Undergraduate - Non-Target
Sophomore Summer
Royal Bank of Canada, Canadian Imperial Bank of Commerce
Undergraduate - Non-Target
Freshman Spring
Wells Fargo
Undergraduate - Non-Target
Senior Fall
$35bn PE Fund, $5bn PE Fund, Bain & Company
Undergraduate - Target
Sophomore Spring
Boston Consulting Group
Undergraduate - Non-Target
Junior Spring
Boston Consulting Group, Bain & Company
Undergraduate - Target
Sophomore Spring
National Bank of Canada
Post-Graduate
N/A
Morgan Stanley, Credit Suisse, Wells Fargo, $60bn Alternative Asset Manager
MBA - Non-M7
Pre-MBA Summer
J.P. Morgan, Centerview, Bank of America, Citi, Barclays, UBS, Rothschild, + 4 Others
MBA - Non-M7
Pre-MBA Summer
Morgan Stanley, J.P. Morgan, FT Partners
Undergraduate - Target
Sophomore Summer
J.P. Morgan, Stifel, $460bn Traditional Asset Manager
Undergraduate - Target
Sophomore Summer
Perella Weinberg Partners, Jefferies, Wells Fargo
Undergraduate - Target
Freshman Summer
$35bn PE Fund, $5bn PE Fund, Bain & Company
Undergraduate - Target
Sophomore Spring
Boston Consulting Group, Bain & Company
Undergraduate - Target
Sophomore Spring
Morgan Stanley
Undergraduate - Semi-Target
Sophomore Fall
J.P. Morgan, Moelis
Undergraduate - Semi-Target
Freshman Summer
J.P Morgan
Undergraduate - Semi-Target
Freshman Summer
Perella Weinberg Partners
Undergraduate - Semi-Target
Freshman Spring
Goldman Sachs
Undergraduate - Non-Target
Freshman Fall
Morgan Stanley
Undergraduate - Non-Target
Freshman Fall
Bank of America, Citi, Wells Fargo
Undergraduate - Non-Target
Freshman Spring
Citi, Credit Suisse
Undergraduate - Non-Target
Freshman Fall
Citi
Undergraduate - Non-Target
Sophomore Summer
Royal Bank of Canada, Canadian Imperial Bank of Commerce
Undergraduate - Non-Target
Freshman Spring
Wells Fargo
Undergraduate - Non-Target
Senior Fall
Boston Consulting Group
Undergraduate - Non-Target
Junior Spring
National Bank of Canada
Post-Graduate
N/A

Case Studies

We have helped our students overcome numerous obstacles to achieve success:

01
close

the bad
resume (MBA)

Before IBsherpa
  • Undergraduate degree from a US News regional university
  • No pre-MBA finance experience
  • At school’s investment banking club intro event, was told he had “no shot” by a second year officer given his resume
How We Helped:
  • Developed stories to explain interest in finance
  • Developed customized, bank-specific pitches to stand out in MBA networking process
  • Summer associate interview preparation and support
Results
J.P. Morgan & Centerview offers,
Elected 2nd year officer in school’s investment banking club
02
close

the
turnaround

Before IBsherpa
  • Student at a target school
  • Rejected from many IB summer analyst programs before or after the first round hirevue/interview, including GS, MS, BofA, Evercore, and Lazard
How We Helped:
  • Developed 30+ page interview prep document, customized to student’s goals and experiences
  • Rigorous 1-on-1 technical bootcamp with exercises customized to student’s areas of development, including nights and weekends
  • Hours of mock HireVue and interview practice
Results
J.P. Morgan offer 26 days after retaining IBsherpa
03
close

the
poet

Before IBsherpa
  • 2.7 Quant GPA
How We Helped:
  • Over 150 hours of 1-on-1 instruction and guided practice
  • Focus on developing mental math and comfort with numbers
  • Sophomore fall internship interview preparation
  • Sophomore summer internship interview preparation
Results
Perella Weinberg offer,
Turned down interviews at GS and Centerview
04
carbon close

Non-Target Student

Before IBsherpa
  • Attended a small school with limited alumni network in industry
  • No family experience or connections in finance
  • No finance extracurriculars
How We Helped:
  • Discussed careers in investment banking vs. management consulting
  • Extracurricular application review
  • Resume review
  • Hirevue preparation
  • Interview preparation
  • Sophomore summer internship interview preparation
Results
First Morgan Stanley IBD NY offer from school in 5+ years
05
close

non-business
major

Before IBsherpa
  • Liberal arts major at school w/a leading business program
  • No involvement in pre-professional finance clubs
  • Late switch from computer science track
How We Helped:
  • Developed compelling story for networking calls and interviews
  • Hirevue preparation and practice
  • Junior summer internship interview preparation
  • Buy side interview preparation
Results
Morgan Stanley and J.P. Morgan offers
06
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Rejected from Business Fraternities

Before IBsherpa
  • Rejected from school’s business fraternities
  • Semi-target school
How We Helped:
  • Reviewed successful school finance club applications, including investment banking club and investment fund
  • Assistance with sophomore summer internship interview preparation
  • Online assessment preparation, HireVue preparation, Networking support, Interview prep for junior summer internship
Results
First Morgan Stanley IB offer to a non-diversity student at school in 5+ years
07
close

Rejected from Investment
Banking Club

Before IBsherpa
  • Rejected by school’s investment banking club
  • Non-target school
  • Limited traction with networking calls
How We Helped:
  • Reviewed successful application to school's investment club (more selective than investment banking club)
  • Developed customized networking list for student with ~1,000 email contacts
  • Drafted customized outreach emails to maximize impact
  • Preparation calls before each scheduled networking call and debriefs to evaluate areas for improvement
Results
Interviews with six top 15 banks,
Citi offer
08
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Senior with No Finance Experience

Before IBsherpa
  • Senior fall with no previous internships in finance
  • Managed to secure one interview for a full-time investment banking analyst role
How We Helped:
  • Provided networking guidance and advice
  • Developed ~30 page interview prep document
  • Dozens of hours of mock interview practice over a compressed one-week period
Results
Wells Fargo Full-Time offer
09
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Regional Preference (MBA)

Before IBsherpa
  • Desired regional office placement with limited MBA summer associate seats
  • Non-M7 MBA program on opposite coast
How We Helped:
  • Drafted customized story
  • Summer associate interview preparation
  • Full time buy side interview preparation
Results
Morgan Stanley offer,
$60 billion AUM alternative fund offer,
Elected co-chair of school’s investment banking club
10
close

No family experience in finance

Before IBsherpa
  • Started with IBsherpa Freshman Fall (with no grades)
  • Family had no experience / connections in finance
  • Non-target school
How We Helped:
  • Reviewed applications for school’s finance clubs
  • Reviewed stock pitch submission
  • Assisted with freshman and sophomore summer internship applications
  • HireVue preparation
  • Interview preparation
Results
Goldman Sachs offer
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Our Value Add

Not everyone accepts our offer to work together. There’s a significant difference in investment banking offer outcomes between students who choose to work with us and those who do not.

Parent Testimonials