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Wall Street Oasis

E138: PE as an Independent Sponsor to M&A Advisor

Wall Street Oasis

Wall Street Oasis

Business

4.9534 Ratings

🗓️ 26 November 2020

⏱️ 45 minutes

🧾️ Download transcript

Summary

In this episode, Elliott shares his winding path from majoring in Mechanical Engineering to breaking into management consulting at Accenture. Learn why he decided to go to Harvard Business School to break into private equity but made one important pivot before enrolling. Listen to how he hustled during school to make his dream a reality and why he ended up pivoting after a year to work in Sales and Strategy at Work Day.  There are some very important lessons in this episode about independent sponsors as a model to get into private equity, so pay attention and learn why he eventually ended up setting up his own M&A advisory diligence business.

Transcript

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0:00.0

Hello and welcome.

0:07.7

I'm Patrick Curtis, your host and Chief Monkey, and this is the Wall Street Oasis podcast.

0:13.8

Join me as I talk to some of the community's most successful and inspirational members

0:17.7

to gain valuable insight into different career paths and life in general.

0:21.9

Let's get to it.

0:25.3

In this episode, Elliot shares his winding path from majoring and mechanical engineering

0:29.8

to breaking into management consulting at Accenture. Learn why he decided to go to Harvard

0:34.5

Business School to break into private equity, but made one important

0:37.6

pivoted before enrolling. Listen to how he hustled during school to make his dream a reality

0:42.0

and why he ended up pivoting after a year to work in sales and strategy at workday.

0:47.1

There's some very important lessons in this episode about independent sponsors as a model

0:50.6

to get into private equity or get that private equity experience, so pay attention and learn why he eventually ended up setting his own M&A advisory diligence business.

0:58.6

Enjoy.

1:05.6

All right, Elliot, welcome to the Wall Street Oasis podcast.

1:08.9

Thank you.

1:09.3

I'm glad to be here.

1:10.1

I'm excited.

1:11.0

So it'd be awesome if you could just give the listeners a short summary of your bio.

1:14.8

Sure, absolutely.

1:16.1

So I started my career in management consulting at Accenture.

1:20.7

I then left and worked for a search fund here in Atlanta.

1:25.0

I then went to business school at Harvard, got into the private equity world,

...

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