PREMIUM CAREER ADVISORY

Break Into Investment Banking & Pass Your Series 79

Highly individualized coaching, elite interview preparation, and technical banker training designed to secure top-bracket analyst offers and maximize your career opportunities.

~90% Lower Investment Than Competitor Coaching Programs

OUR MISSION

We don't coach to match templates.
We build distinct candidates.

The standard recruiting handbook is broken. When every non-target and Ivy League candidate recites the same technical definitions, the selection process defaults to pure pedigree. We dismantle that framework by arming you with bespoke deal intuition, hyper-tailored professional storytelling, and an ironclad technical mastery that commands boardrooms.

01

Investment Banking Recruiting

End-to-end preparation engineered to crack bulge bracket and elite boutique selection loops. Focuses deeply on structural market knowledge, advanced modeling logic, and breaking down complex transactional case studies seamlessly.

02

Buy-Side Mentorship

Navigating the cutthroat transition from the sell-side. We prepare candidates explicitly for top-tier private equity funds, credit strategies, and growth equity platforms with institutional-grade modeling stress tests.

03

FINRA Licensing Mastery

Bespoke 1-on-1 architecture targeting Series 79 & 63 exams. Designed to yield first-pass validation via deep comprehension of investment banking regulations, capital structures, and structural financial analysis rules.

Trusted by Clients From

ApolloBank of AmericaBarclaysCitiCornellEvercore
ApolloBank of AmericaBarclaysCitiCornellEvercore
Goldman SachsHarvardJPMorganJefferiesLazardMIT
Goldman SachsHarvardJPMorganJefferiesLazardMIT
MoelisMorgan StanleyPiper SandlerRaymond JamesRBCStanford
MoelisMorgan StanleyPiper SandlerRaymond JamesRBCStanford
UBSUniversity of ChicagoUniversity of VirginiaVanderbiltVirginia TechYaleWells Fargo
UBSUniversity of ChicagoUniversity of VirginiaVanderbiltVirginia TechYaleWells Fargo
The Architecture

The 6-Step Offer Blueprint

A highly customized, step-by-step strategy engineered to optimize your recruiting funnel and secure competitive offers.

Step 01

Candidate Brand Architecture

Building a distinctive narrative structure. We turn complex backgrounds into high-impact personal stories that immediately stand out to senior selection loops.

Step 02

Networking Funnel Optimization

Moving beyond basic email sequences. Implement surgical cold outreach mechanics, follow-up frameworks, and high-impact rapport scripts.

Step 03

Advanced Deal & Behavioral Strategy

Mastering deal-intuition. We train you to think like an analyst, framing your behaviorals and deal summaries with real M&A and structural transaction logic.

Step 04

Conceptual Technical Mastery

Deep technical command. From advanced valuation mechanics to complex modeling frameworks, you will walk into technical interviews ready for any curveball.

Step 05

Pre-Desk & Day-One Readiness

Securing day-one impact. Complete targeted technical modules and group-placement preparation, ensuring you step onto the floor fully equipped to excel from your very first analyst sprint.

Step 06

The Lifelong Advisory Network

An elite, persistent community. Maintain continuous access to industry-standard resources, referral pathways, and high-quality buy-side mentorship.

BYPASSING TRADITIONAL PEDIGREE

Your Background is Not Your Destiny

The standard recruiting handbook favors legacy credentials. We dismantle this barrier. Whether you are aiming to break into front-office banking from a non-target school, transition from the sell-side, or starting later than your peers, we build custom strategic paths engineered to win.

0%
Bulge Brackets Placed At
0+
Years Combined Wall Street Experience
0+
Hours of 1:1 Mentorship Delivered i Aggregated data sourced from public mentor profiles across Wyzant, Leland, and independent engagements.
WLIB
0+
Candidates Coached
0%
% of Placements from Non-Target or Semi-Target Schools

Our Mentors vs. Traditional Preparation

Metric
IB Mason Strategic Path
Traditional Preparation
Coaching Approach
Customized to the candidate, firm and recruiting timeline
Standardized curriculum
Mentor Experience
Current and former bankers and investors
General career coaching
Interview Preparation
Role-specific technical and behavioral mocks
Generic interview questions
Feedback
Direct, detailed and actionable
Passive content and broad guidance
Recruiting Strategy
Targeted networking and application plan
High-volume applications
Accountability
Structured milestones and individual follow-up
Self-directed preparation

First-Year Compensation Outcomes

$0k+
Average Base Salary Secured
$0k+
Average Reported First-Year Bonus
$0k+
Average First-Year Total Compensation Secured
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SIMPLE 4-STEP PROCESS

How Our Coaching Works

No generic pre-recorded video libraries or bloated courses. Just direct, high-touch 1-on-1 mentorship built around your recruiting timeline.

Step 01

Strategy & Diagnostic Call

We start with an honest diagnostic call to evaluate your background, school status, target banks, current technical depth, and recruiting timeline.

Step 02

Profile & Resume Audit

We overhaul your resume, LinkedIn, and personal narrative to frame your experiences for investment banking ATS screeners and bankers.

Step 03

1-on-1 Mentor Pairing

You are paired directly with an active IB practitioner who conducts intensive mock interviews, networking strategy, and technical modeling prep.

Step 04

Pre-Desk & Offer Execution

We guide you through live interview sprints, superday offers, and Day-1 pre-desk training to ensure you secure a 100% full-time return offer.

THE METHODOLOGY

The 4-Pillar Recruitment Blueprint

We don't just "critique resumes." We run a structured, elite incubator designed to take you from candidate to signed offer letter.

01PHASE 1

Resume & Branding Packaging™

Constructing your "Irresistible Resume" and refining your personal narrative architecture. We align your background with institutional expectations so you stand out instantly on paper.

  • Tailored story hook engineering
  • Institutional line-by-line bullet optimization
  • Targeted cover letter frameworks
02PHASE 2

The Networking Funnel Optimization™

Bypass the HR black hole. We equip you with custom trackers, cold outreach frameworks, and warm introduction scripts that yield a 40%+ response rate from industry leaders.

  • MD & VP cold email scripts
  • Proprietary tracker setup
  • Informational interview checklists
03PHASE 3

Technical & Behavioral Playbook™

No mindless memorization. Develop a deep, conceptual understanding of valuations, financial modeling, and the psychology behind answering the toughest "curveball" interview questions.

  • Intuitive valuation & DCF breakdowns
  • Live, simulated mock-interview runs
  • Advanced M&A / LBO technical concepts
04PHASE 4

The Elite Referral Network™

Gain unprecedented access to key decision-makers. We actively leverage our extensive network of senior alumni and industry partners at top bulge-bracket and elite boutique banks.

  • Exclusive referral pathways
  • Superday prep & strategic counsel
  • Offer and compensation negotiation coaching

DIAGNOSTIC TEST

Evaluate Your Recruiting Position

Complete our 45-second micro-assessment to find the immediate vulnerabilities in your recruiting profile and receive an instant structural score.

Over 1,200+ profiles modeled
Step 1 of 4

What is your target school classification?

Target University (Ivy, Wharton, Stern, etc.)
Semi-Target University (UVA, Michigan, etc.)
Non-Target University (All other programs)
Step 2 of 4

What is your current cumulative GPA?

3.8 – 4.0 (Top-Tier Bracket)
3.5 – 3.79 (Strong standing)
Below 3.5 (Requires narrative mitigation)
Step 3 of 4

What is your current academic year?

Junior (Active Recruiting Phase)
Freshman / Sophomore (Pre-Oncycle)
Senior, Post-Grad, or Lateral Candidate
Step 4 of 4

Where is your current preparation lagging the most?

Cold Outreach / Generating First-Round Interviews
Technical Interviews, Valuations & DCFs
Perfecting my Personal Narrative & "Tell Me About Yourself"

Assessment Complete

0%
READINESS

Recommended Next Step:

Book Free Review Call →
↻ Retake Assessment
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UNIVERSITY OUTREACH

Bring Elite Recruitment Coaching to Your Campus

We partner directly with leading university finance associations, investment clubs, and business societies to host exclusive, high-impact career masterclasses.

Available in interactive digital formats or dynamic on-campus physical sessions, our workshops cover the actual realities of breaking into Wall Street and mastering licensing exams like the FINRA Series 79.

💡
Interactive Seminars

Mock Superday run-throughs and structural resumes reviews.

📈
Series 79 Fast Track

High-yield strategies specifically optimized for fast student comprehension.

Request Club Workshop →

HOST A WORKSHOP FOR:

  • Investment Clubs & Finance Associations
  • Business Fraternities (DSP, PCT, AKPsi)
  • Non-Target Career Incubators
  • Undergrad Licensing Prep Clubs
A PARENT'S GUIDE TO RECRUITING

Protecting Your Investment in Their Education

Wall Street hiring is no longer intuitive. High GPA and target-school attendance are no longer guarantees of placement. We act as strategic navigators to guide your child securely into high-yielding finance careers.

🛡️

Safeguarding the Career Path

The transition from a college campus to an investment bank is highly complex. We offer highly structured, individualized pacing that prevents early-stage timeline errors.

🎯

One-on-One Mentorship Architecture

Our students never get passed to assistants. They work directly with Mason—receiving highly personalized feedback, accountability structure, and personal alignment.

📈

Securing Immediate Financial Return

Investment banking roles offer unmatched early-career salary growth. We specialize in optimizing candidates so they land top-bracket return offers.

"We invite parents to join initial consultation calls alongside their students to ask critical questions about programmatic milestones, professional security, and long-term timelines."

Former Bankers. Full-Time Coaches.

We're a boutique advisory firm built around a tight group of students and unmatched individual support. That means direct access to your coach, day or night, not a ticketing queue.

Mason

Mason

FOUNDER & LEAD COACH

Former Bulge Bracket Investment Banker in NYC. Ivy League Master's in Applied Economics. B.S. Finance, Summa Cum Laude — Top 1% of Class. FINRA Exams Passed: Series 79, Series 63, SIE.

Ryan Tan

Ryan Tan

INVESTMENT BANKING COACH

Former investment banker with almost a decade of sell-side and buy-side experience at Wells Fargo, Franklin Templeton, and Arrow Markets. IB Instructor at Training The Street and former Financial Economics instructor at UC Berkeley Haas.

Arlen Agiliga

Arlen Agiliga

INVESTMENT BANKING COACH

Ex-J.P. Morgan FIG Analyst in NYC, Princeton in Asia Fellow, and Cerberus Frontier PE Associate. Schwarzman Scholar (Tsinghua University) matriculating to Harvard Business School in 2027. Assistant Course Instructor at Training The Street.

Michael J Neal

Michael J Neal

INVESTMENT BANKING COACH

UChicago MBA/MS CS alumnus. Former Investment Banker in Centerview Partners' Technology group. Specializes in helping candidates structure their personal stories, design standout resumes, and ace technical and behavioral interviews.

Ali

Ali

INVESTMENT BANKING COACH

Four years of buy-side and investment banking experience. Former Investment Banking Analyst at Goldman Sachs and Private Equity Analyst at DOXA Insurance Holdings, an MGA-focused fund backed by Goldman Sachs PE. Holds a B.S. in Applied Mathematics and Economics from Brown University.

Elisa Basso

Elisa Basso

INVESTMENT BANKING COACH

Investment Banking Analyst at J.P. Morgan in the EMEA Natural Resources group. Former President of Bocconi Students Women in Finance and Panelist at SDA Bocconi. Completed selective programs at Blackstone, Rothschild, and D.E. Shaw. Holds an MSc in Finance from Università Bocconi.

Pranav Muthigi

Pranav Muthigi

PRIVATE EQUITY COACH

Kellogg MBA Candidate (GMAT 770/800) and Carnegie Mellon graduate. Former Private Equity Analyst at Partners Group and PE Associate at Madison Dearborn Partners. Spent four years in private equity after starting in investment banking at Lazard.

RESULTS

Real People. Real Results.

A small number of students, unmatched individual support — here's what that actually looks like.

Select 2025-2026 Placements

FINRA Series 79 Successes

FINRA SERIES 79PASSED

"After failing the FINRA Series 79 exam twice, I knew I needed a different approach... Working with Mason completely changed the way I understood the material."

Investment Banking Analyst • Kroft & Bender

FINRA SERIES 79PASSED

"His clear, practical teaching built my confidence to the point that I went into my second exam with zero hesitation about passing… and I did."

Investment Banking Analyst • Cascadia Capital

FINRA SERIES 79PASSED

"Mason is incredibly knowledgeable, calm, thoughtful, but what surprised me most is his empathy. He was truly eager to make me understand the financial concepts."

Middle Market Investment Banking Analyst

FINRA SERIES 79PASSED

"Mason taught me things I honestly never thought I was going to grasp. Every practice exam we went over, he thoroughly evaluated everything beforehand."

Investment Banking Professional • PNC

SERIES 79 REVIEWSCORES +15%

"Mason is extremely knowledgeable in investment banking and corporate finance... My scores improved 15%+ from my sessions with him."

Managing Director • Ex-JPMorgan / BMO

FINRA SERIES 79PASSED

"He broke down complex topics like valuation, capital markets, and M&A analysis into easy-to-understand steps, which made studying much more manageable."

Bulge Bracket Investment Banking Analyst

FINRA SERIES 79PREP

"He has a unique ability to break down complex concepts in a way that's easy to understand (DCF, WACC calculation, etc.). His support boosted my confidence immensely."

Finance Professional • Apollo Global Management

SERIES 79 READINESSEXAM READY

"Mason is a great tutor, compassionate and knowledgeable with real life experience. A great session, can recommend him for any Series 79 sessions."

CEO & Founder • AI Data Firm

SERIES 79 PREPRECOMMENDED

"My session with Mason was excellent! He is very knowledgeable, patient, and I can tell he is very passionate about helping others."

Series 79 Candidate • Leland Platform

What Clients Achieve with IB Mason

"What differentiates Mason from other coaches or platforms is just how personal the service really is. I could call or text him any hour of the day, any day of the week, and he would have an answer for me whether I needed help sending an email, prepping for a call, or answering a technical question."

Evercore M&A Internship Placement

"Mason was an invaluable mentor throughout my investment banking recruiting process and was truly worth every penny... Once I began working with Mason, everything changed: I advanced further than ever before and started landing offers."

Citi Investment Banking Placement

"After failing the FINRA Series 79 exam twice, I knew I needed a different approach... What sets him apart is his ability to break down complex topics into practical, real world explanations. By the time I walked into the exam, I felt calm, prepared, and confident."

Series 79 Pass • Kroft & Bender

"In the first minutes of our first session, he helped by crafting a personal plan that would end up making me pass on my first try. Mason is incredibly knowledgeable, calm, thoughtful, but what surprised me most is his empathy."

Series 79 Top Scorer • IB Analyst

"Mason is a great tutor, compassionate and knowledgeable with real life experience. A great session, can recommend him for any Series 79 sessions you may need specially towards exam readiness."

CEO & Founder • AI Compliance

"Mason was very helpful throughout the process in getting me across the finish line — making sure I was navigating and evaluating offers well, handling conflicting timelines, and managing some of the smaller things that the average college student wouldn't know how to navigate."

Moelis M&A Internship Placement

"This result has completely changed my career trajectory... Mason ultimately guided me to receiving multiple offers. More importantly, I’m entering my career with a level of confidence, preparation, and clarity that I wouldn’t have had otherwise."

Evercore M&A Internship Placement

"When we started working together, I had glanced at the 400 Question Guide but really did not have any strong finance background or foundation. Working with Mason really was from the ground up... by the time interviews rolled around I felt like I could answer anything thrown my way."

Evercore M&A Internship Placement

"I knew that being overly rehearsed or robotic wouldn't come across well — I wanted to come across in a genuine and distinctive way. The way Mason was talking online stood out. It was a conversation about figuring out what makes the most sense for me given my strengths."

Moelis M&A Internship Placement

"A lot of people say, 'Here's the secret sauce,' but with Mason it was more of a conversation about figuring out what makes the most sense for me given my strengths... The behaviorals were the biggest value-add, helping me frame my answers and doing mock interviews."

Moelis M&A Internship Placement

"Working with him gave me a level of confidence and preparedness that made a real difference, and he played a key role in helping me secure an Investment Banking offer at a top bulge bracket bank in NYC."

Citi Investment Banking Placement

"My situation going into full-time recruiting was a stressful one... Mason quickly stepped in and helped me build a clear, actionable game plan across technical prep, networking, and strategy. After working with him, I successfully secured a full-time investment banking offer."

BDO Investment Banking Placement

"Mason taught me things I honestly never thought I was going to grasp... Every practice exam that I took and we went over, I could tell before our session he thoroughly looked at the entire thing. I would have not been able to accomplish this pass without his help!"

Series 79 Pass • PNC

"After not passing my first Series 79 attempt, I reached out to Mason for additional support and he was incredibly responsive and broke down complex concepts in ways that finally clicked. His clear, practical teaching built my confidence... I couldn’t recommend Mason more."

Series 79 Pass • Cascadia Capital

"I worked with Mason to prepare for the Series 79 exam, and I couldn’t be happier with the results. Their teaching style was clear, structured, and tailored to my needs. They broke down complex topics like valuation, capital markets, and M&A analysis into easy-to-understand steps."

Series 79 Prep • IB Analyst

"He has a unique ability to break down complex concepts in a way that's easy to understand (DCF, WACC calculation, etc.). Mason has helped me set realistic expectations and boosted my confidence. His support has made a huge difference in my preparation."

Series 79 Candidate • Apollo

"Mason is extremely knowledgeable in investment banking and corporate finance and was very effective in review of the material for the 79. My scores improved 15%+ from my sessions with him. He explains the material in a way that's relatable and understandable."

Managing Director • Ex-JPM / BMO

"My session with Mason was excellent! He is very knowledgeable, patient, and I can tell he is very passionate about helping others."

Mentorship Client • Leland

Hear It From Them

Real student journey breakdowns and recruitment case studies.

RAYMOND JAMES OFFER

Non-Target (~6k Undergrad) Lands Raymond James Offer

How an RPI student from a non-target background with under 20 alumni on Wall Street went from zero technical prep to securing 2 investment banking offers.

SMBC PLACEMENT

Michigan Student Secures SMBC Offer

How a Michigan student went from no technical prep late in the cycle to landing 8+ first-round interviews and securing a summer analyst offer at SMBC.

Have a Question?

Drop us a line and our advisory team will get back to you shortly.

KNOWLEDGE VAULT

Accelerate Your Preparation. Completely Free.

Gain an unfair competitive advantage with the exact templates, blueprints, and outreach frameworks our students use to win top-tier offers.

EXCEL WORKBOOKTEMPLATE

IB Mason Application Tracker

Systematically manage and track your job applications, deadlines, and interview stages.

EXCEL WORKBOOKTEMPLATE

IB Mason Networking Tracker

Organize cold emails, banker contacts, and follow-up schedules to optimize outreach.

PDF BLUEPRINTPLAYBOOK

IB Mason Coffee Chat Questions

High-impact questions designed to leave a lasting impression during informational chats.

PDF BLUEPRINTGUIDE

IB Mason Offer Negotiation

Strategic scripts and frameworks to leverage competing offers and maximize compensation.

PDF BLUEPRINTTEMPLATE

IB Mason Cover Letter Template

Official, institutional-grade cover letter architecture built for investment banking recruiting.

PDF BLUEPRINTSCRIPTS

IB Mason Messaging Templates

Proven cold emailing and LinkedIn outreach scripts engineered to maximize response rates.

BEYOND THE FIRST OFFER

Pre-Desk & On-The-Job Training

Landing the offer is only step one. We bridge the gap between passing interviews and excelling on the desk with real-world financial modeling, pitchbook mechanics, and return offer execution.

⚡ Excel & Modeling📊 Pitchbooks & CIMs🎯 100% Return Offer Focus💼 PE Buyside Prep

Core Mastery Areas

Everything you need to perform like a 2nd-year analyst from Day 1.

Technical Skills

Practical 3-statement modeling, DCF, M&A, and dynamic LBOs built to Wall Street institutional standards.

Deal Execution

Drafting client-ready pitch decks, management presentations, CIMs, and handling live transaction redlines.

Desk Efficiency

Speed-building models without a mouse, managing associate feedback, and navigating complex staffing dynamics.

Buyside Positioning

Early positioning for on-cycle Private Equity recruiting, headhunter outreach, and buyside modeling tests.

The Pre-Desk Roadmap

Your step-by-step path from offer letter to top-ranked analyst.

01

Day-1 Readiness

Technical refreshers and desk-specific Excel conventions before your start date.

02

Internship Execution

Managing deal workflows, staffing, and feedback to guarantee a top analyst rating.

03

Full-Time Return Offer

Strategic group placement, internal mobility, and securing your full-time offer.

04

PE Associate Prep

Coaching for on-cycle and off-cycle buyside recruiting when you're ready to make the leap.

Ready to Dominate on the Desk?

Get paired with an active investment banking practitioner to start your pre-desk training.

Prepare For Day One →

FAQ

Common Questions

Our program follows a simple 4-step framework: Free Strategy Session → Profile Audit → 1-on-1 Mentor Pairing → Pre-Desk & Offer Execution. Click below to view the full breakdown on our main page.

We start with a free Strategy Call to assess your background, GPA, and recruiting timeline. Once onboarded, you are paired 1-on-1 with a dedicated mentor who guides you through resume optimization, cold networking strategies, behavioral story crafting, and advanced technical preparation.

Traditional test prep and coaching platforms charge massive overhead markups to support large sales teams and generic video libraries. We operate a tight, boutique model focused purely on high-touch, direct 1-on-1 coaching without corporate bloat.

The free Strategy Call is an honest, 1-on-1 diagnostic of where you currently stand. We evaluate your school target status, target groups/banks, current technical depth, and timeline to map out an exact action plan before any commitment.

Yes. While a 3.5+ GPA makes screening easier, it is far from an absolute dealbreaker. We work with students who have lower GPAs by strategically positioning their resume highlights, building direct internal banker relationships to bypass automated ATS filters, and ensuring technical execution is completely flawless during interviews.

No legitimate program can ethically guarantee a job offer, as final hiring decisions rest with the bank. However, a significant portion of our successful placements come directly from non-target backgrounds. We give you the exact networking framework, outreach strategy, and technical polish needed to compete with and beat target school candidates.

Absolutely. We tailor our coaching to your specific entry point—whether that means undergraduate recruiting, Master’s in Finance (MSF) pipelines, incoming MBA associate tracks, or lateral transitions from corporate finance and Big 4 valuation backgrounds into full-time banking roles.

Rather than forcing everyone into a rigid 8-week class schedule, support is structured around your specific recruiting calendar. Some students work with us on an accelerated 4-to-6 week sprint ahead of superdays, while others work with us across an entire 12+ month recruiting cycle.

Yes. We work with students globally targeting investment banking roles in major financial hubs, including New York, London, Toronto, Chicago, San Francisco, and Hong Kong. Sessions and communication are conducted remotely to fit your time zone.

Because investment banking recruiting timelines move earlier every year, starting in Freshman or early Sophomore year provides the largest advantage. However, we also work with late-starters, transfers, and incoming Juniors on accelerated tracks.

Rather than memorizing guides or static answers, we focus on intuition and mental models. You will learn to walk through 3-statement accounting, accretion/dilution, and LBO mechanics dynamically, exactly the way top-tier interviewers test senior applicants.

Bulge brackets (e.g., Goldman Sachs, J.P. Morgan) are full-service global institutions handling capital markets, debt, and advisory. Elite boutiques (e.g., Evercore, PJT, Moelis, Lazard) specialize almost exclusively in high-value M&A and restructuring, offering lean deal team exposure and top market pay.

Product groups (M&A, LevFin, Restructuring) execute specific deal types across various industries. Industry groups (TMT, Healthcare, Consumer, Industrials) cover specific sectors, driving pitch work and client relationship management.

IB Prep covers the recruiting lifecycle—networking, resumes, behavioral, and technical interview prep. Series 79 tutoring focuses purely on passing the FINRA licensing exam after landing your offer. They are distinct services tailored to different stages.

Our relationship doesn't end at offer acceptance. We provide pre-desk onboarding guidance, modeling ramp-up strategies to ensure top analyst performance ratings, and early preparation for Private Equity (PE) associate recruiting.

Book Your Free Recruiting Strategy Session

Answer a few quick questions so we can tailor the conversation to your situation — schooling status from Freshman through MBA — then pick a time that works for you.

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INVESTMENT BANKING RECRUITING PREP

Engineered for the Buy-Side & Sell-Side.
Built to Secure Offers.

A boutique advisory built for results, not volume. You get unmatched, individual support built around genuine, distinctive storytelling — never robotic, rehearsed answers.

Elite Recruiting Coaching

Mentorship covering the entire lifecycle from day one to your offer letter, including our proprietary 400 Question Guide.

  • 2026 Question Bank: Access actual questions asked in top interviews right now.
  • Craft your distinct story: "Why IB" and "Why this Bank".
  • Insight into expectations for high-pressure Superdays and Hirevues.
  • Targeted networking strategy to get in front of influential MDs.

Technical Prep & Modeling

Zero-to-one training designed to help you master complex technical concepts and rigorous model assessments.

  • Advanced valuation mechanics (DCF, Comps, LBO, M&A Accounting).
  • Build 3-statement models & DCFs completely from scratch.
  • Real-world case study practice executed under tight time constraints.
  • Breakdowns of the quantitative frameworks used by top interviewers.

Resume & Profile Architecture

Complete structural overhaul to pass both automated tracking systems (ATS) and human managing director reviews.

  • Optimize your resume and cover letter to the exact format banks expect.
  • Deconstruct past experience into transaction-focused bullets.
  • Align formatting to strict Wall Street institutional standards.
  • LinkedIn indexing to maximize incoming headhunter visibility.

The Same Results. A Fraction of the Cost.

TYPICAL COMPETITOR

$10,000+

Bundled packages, massive cohorts, and very little individual attention.

IB MASON

70–90% LESS

The same outcomes, with focused depth on the specific areas that actually move the needle for you.

FINRA LICENSING SUPPORT — SEPARATE FROM IB PREP

Pass the Series 79 — Done Right, The First Try.

Real comprehension and logical problem-solving — not short-term memorization of formulas. Practical application of DCF, WACC, capital markets, and M&A analysis, engineered around your timeline.

1-on-1 Custom Sessions

Flexible to your needs — we focus on the chapters most crucial for you, not a fixed curriculum everyone gets.

  • Dedicated support from a coach committed to helping you pass.
  • Interactive sessions tailored to your weak areas and mastery targets.

Targeted High-Yield Review

Cut through the noise. We focus study time on the topics FINRA is statistically most likely to test.

  • Personalized study strategy optimized for 1 week or 1 month.
  • Expert exam insight on exactly what FINRA asks on test day.

Live Practice Walkthroughs

Knopman Marks, Kaplan, and STC question breakdowns, plus proprietary formula cheat sheets.

  • Clear and simple math explanations to master complex formulas.
  • Step-by-step logic dissections of tricky practice questions.

Real-World Application

Learn how this material ties back to actual banking work — understand why, not just what.

  • Bridges textbook licensing data with practical banking skills.
  • Long-term concept retention to protect your career performance.
15%+
Average score improvement reported by students after working through our Series 79 program.
BUYSIDE ACCELERATOR

Private Equity Placement Architecture

Our curriculum is engineered to transform sell-side analysts and high-achieving undergraduates into elite buyside candidates, mastering the exact frameworks top-tier megafunds and upper-middle market funds evaluate.

LBO Modeling Mastery

Move beyond basic templates. Build and stress-test institutional grade Leveraged Buyout models under intense time constraints.

  • 3-Statement LBOs: Build dynamic debt schedules, revolvers, waterfalls, and PIK interest modules from scratch.
  • Paper LBO Execution: Master the mental math shortcuts to pass rapid-fire on-cycle oral LBO tests in under 5 minutes.
  • Complex Mechanics: Practice dividend recaps, add-on acquisitions, and management rollover structures.

Investor Case & CIM Analysis

Develop the "Investor Mindset." Learn how to quickly dissect a Confidential Information Memorandum (CIM) and defend an investment thesis.

  • Investment Memo Writing: Learn how to draft bulletproof investment theses, identifying key business risks and mitigants.
  • Megafund Case Studies: Deconstruct real-world case templates used by Apollo, Blackstone, and KKR.
  • Verbal Defenses: Work 1-on-1 with coaches to pitch your long/short stock ideas and deal history under pressure.

Headhunter & On-Cycle Strategy

Navigate the chaotic, highly-accelerated on-cycle recruiting window with a precise game plan and immediate headhunter access.

  • Headhunter Optimization: Master your positioning for top firms like CPI, Henkel Search Partners, and Amity.
  • Resume Architecture: Craft an "Irresistible Buyside Resume" optimized for immediate automated parsing.
  • Off-Cycle Positioning: Playbooks targeting middle-market and growth equity shops bypassing the on-cycle rush.
FREE RESOURCE ACCESS

IB Mason Application Tracker

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IB Mason Networking Tracker

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IB Mason Coffee Chat Questions

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IB Mason Offer Negotiation

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IB Mason Cover Letter Template

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IB Mason Messaging Templates

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