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.
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.
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.
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.
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











































































The 6-Step Offer Blueprint
A highly customized, step-by-step strategy engineered to optimize your recruiting funnel and secure competitive offers.
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.
Networking Funnel Optimization
Moving beyond basic email sequences. Implement surgical cold outreach mechanics, follow-up frameworks, and high-impact rapport scripts.
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.
Conceptual Technical Mastery
Deep technical command. From advanced valuation mechanics to complex modeling frameworks, you will walk into technical interviews ready for any curveball.
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.
The Lifelong Advisory Network
An elite, persistent community. Maintain continuous access to industry-standard resources, referral pathways, and high-quality buy-side mentorship.
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.
Our Mentors vs. Traditional Preparation
First-Year Compensation Outcomes
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.
Strategy & Diagnostic Call
We start with an honest diagnostic call to evaluate your background, school status, target banks, current technical depth, and recruiting timeline.
Profile & Resume Audit
We overhaul your resume, LinkedIn, and personal narrative to frame your experiences for investment banking ATS screeners and bankers.
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.
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.
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
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
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
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.
What is your target school classification?
What is your current cumulative GPA?
What is your current academic year?
Where is your current preparation lagging the most?
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.
Mock Superday run-throughs and structural resumes reviews.
High-yield strategies specifically optimized for fast student comprehension.
HOST A WORKSHOP FOR:
- Investment Clubs & Finance Associations
- Business Fraternities (DSP, PCT, AKPsi)
- Non-Target Career Incubators
- Undergrad Licensing Prep Clubs
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
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
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
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
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
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
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
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.
Real People. Real Results.
A small number of students, unmatched individual support — here's what that actually looks like.
Select 2025-2026 Placements

has received a summer analyst offer from

"This result has completely changed my career trajectory."
Wharton → Evercore Offer

has received an investment banking offer from

"Targeted strategy that resulted in an elite offer."
Cornell → PJT Partners Offer

has received an investment banking offer from

"Individualized preparation that made all the difference."
Xavier → Moelis Offer

has received an investment banking offer from

"Mastered technicals to secure a prestigious offer."
UChicago → Rothschild Offer

has successfully secured an offer at

"Key role in helping me secure a top NYC offer."
UVA Transfer → Citi Offer

has received an investment banking offer from
"Clear guidance throughout the entire recruiting process."
UVA → Santander IB Offer

has received an investment banking offer from
"Unmatched guidance that helped me land my dream offer."
Wharton → Jefferies Offer

has received an investment banking offer from

"What differentiates Mason is just how personal the service really is."
Wharton → Moelis Offer

has secured a sophomore summer offer at
"Landed an early sophomore placement seamless prep."
Cornell → Guggenheim (Soph. Summer)

has secured a full-time IB offer from

"Helped me build a clear, actionable game plan."
Emory MSF → BDO IB Offer
has received an investment banking offer from

"Structured prep that translated directly into offer day."
UT Austin → Scotiabank Offer
FINRA Series 79 Successes
"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
"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
"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
"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
"Mason is extremely knowledgeable in investment banking and corporate finance... My scores improved 15%+ from my sessions with him."
Managing Director • Ex-JPMorgan / BMO
"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
"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
"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
"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.
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.
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.
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.
IB Mason Application Tracker
Systematically manage and track your job applications, deadlines, and interview stages.
IB Mason Networking Tracker
Organize cold emails, banker contacts, and follow-up schedules to optimize outreach.
IB Mason Coffee Chat Questions
High-impact questions designed to leave a lasting impression during informational chats.
IB Mason Offer Negotiation
Strategic scripts and frameworks to leverage competing offers and maximize compensation.
IB Mason Cover Letter Template
Official, institutional-grade cover letter architecture built for investment banking recruiting.
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.
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.
Day-1 Readiness
Technical refreshers and desk-specific Excel conventions before your start date.
Internship Execution
Managing deal workflows, staffing, and feedback to guarantee a top analyst rating.
Full-Time Return Offer
Strategic group placement, internal mobility, and securing your full-time offer.
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.
Start →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.
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.
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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Privacy Policy
At IB Mason, your privacy is important to us. This Privacy Policy outlines how we collect, use, and protect your information.
1. Information We Collect
- Personal data such as your name, email address, and phone number if submitted via our contact form or email list.
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2. How We Use Your Data
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4. Data Protection
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5. Your Choices
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6. Changes
- This policy may be updated periodically. Check back for updates.
For questions, contact us at [email protected].
Terms of Service
Welcome to IB Mason. By using our site and services, you agree to these Terms of Service.
1. Services Offered
- We provide tutoring and coaching services related to Series 79 exam preparation and investment banking careers.
- These services are for educational purposes only and do not constitute financial, legal, or professional certification advice.
- Services may include 1:1 sessions, downloadable resources, and educational content.
2. No Guarantees
- We do not guarantee you will pass any exam or receive any job offer.
- Results depend on individual effort, preparation, and market conditions.
- Testimonials or past results do not guarantee future performance.
3. Payments
- Payments may be processed through third-party platforms such as Square, Stripe, Wyzant, or Capital Advantage.
- We do not handle payment details directly on our site.
- All sales are final unless otherwise stated. Refunds may be issued solely at our discretion.
- Unused sessions may not be refunded if the client chooses not to use them.
- Prepaid sessions or coaching time, including packages, must be used within six (6) months of purchase unless otherwise agreed in writing.
- Accounts past due may be referred to collections. You agree to be responsible for reasonable collection costs, filing fees, and allowable interest where permitted by law.
- Clients agree to contact IB Mason LLC directly to attempt resolution before initiating any payment dispute or chargeback.
- Initiating a chargeback after services or materials have been delivered may constitute breach of these Terms and may result in collection efforts.
- By submitting payment, you agree to the program/package terms stated on the invoice and to these Terms of Service.
4. Intellectual Property
- All materials are owned by IB Mason LLC. Do not copy or redistribute without permission.
- You may not reproduce, distribute, resell, or modify any materials without prior written consent.
5. Client Responsibility
- You agree to provide accurate information and use our services legally and responsibly.
- You are responsible for your own exam registration, preparation, and compliance with any applicable laws or licensing bodies.
- Misuse, abuse, or disrespect toward the tutor or platform may result in service termination without refund.
6. Limitations of Liability
- To the fullest extent permitted by law, IB Mason LLC and its affiliates shall not be liable for any direct, indirect, incidental, or consequential damages resulting from the use or misuse of our services.
- We are not liable for any outcomes from use of our services.
- This includes, but is not limited to, exam results, job outcomes, or interpretation of educational material.
7. Changes to Terms
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- Rate changes, service modifications, and platform updates may occur based on tutor discretion and market conditions.
8. Cancellation and Late Payment Policy
- Cancellations or reschedules made with less than 24 hours’ notice will be charged in full.
- A no-show is defined as arriving 15 minutes or more late without prior notice and will be charged in full.
- If the tutor must cancel, the client will be notified as soon as possible and the session will be rescheduled at no additional cost.
- Exceptions to this policy may be made at the tutor’s sole discretion in cases of documented emergencies.
- By booking a session or purchasing a package, the client acknowledges and agrees to this cancellation and no-show policy.
- Payments not received within 1 day of the due date may incur a 10% late fee on the outstanding balance.
- We reserve the right to pause or terminate services until payment is received in full.
- Default & Continuation: After any missed/late installment, we may require (a) full prepayment of the remaining program balance, or (b) a valid card on file for automatic billing as a condition of resuming sessions.
- Termination for Default: If an account remains unpaid beyond 10 days of the due date, we may terminate the client’s program for default. Termination for default releases IB Mason LLC from any remaining service obligations, while the client remains responsible for all outstanding program fees and committed balances.
9. Service Disclaimer
- Packages represent prepaid blocks of coaching time that may be applied flexibly to the client’s individual needs.
- The descriptions provided for each package outline typical focus areas, but sessions are not limited to those topics.
- Coaching time may be used for any aspect of interview or career preparation that the client and tutor agree upon.
10. Program Commitment
- Bundled programs are priced at a discounted rate in exchange for a full program commitment.
- Retainers and prepaid coaching time represent a reservation of availability and are non-refundable.
- Enrollment constitutes agreement to pay the total program fee regardless of outcome or completion.
- Payments are not tied to individual sessions or milestones.
- Program value includes reserved availability, preparation, proprietary materials/templates, and ongoing strategy access in addition to live session hours.
Email [email protected] with any inquiries.
Terms of Service
Welcome to IB Mason. By using our site and services, you agree to these Terms of Service.
1. Services Offered
- We provide tutoring and coaching services related to Series 79 exam preparation and investment banking careers.
- These services are for educational purposes only and do not constitute financial, legal, or professional certification advice.
- Services may include 1:1 sessions, downloadable resources, and educational content.
2. No Guarantees
- We do not guarantee you will pass any exam or receive any job offer.
- Results depend on individual effort, preparation, and market conditions.
- Testimonials or past results do not guarantee future performance.
3. Payments
- Payments may be processed through third-party platforms such as Square, Stripe, Wyzant, or Capital Advantage.
- We do not handle payment details directly on our site.
- All sales are final unless otherwise stated. Refunds may be issued solely at our discretion.
- Unused sessions may not be refunded if the client chooses not to use them.
- Prepaid sessions or coaching time, including packages, must be used within six (6) months of purchase unless otherwise agreed in writing.
- Accounts past due may be referred to collections. You agree to be responsible for reasonable collection costs, filing fees, and allowable interest where permitted by law.
- Clients agree to contact IB Mason LLC directly to attempt resolution before initiating any payment dispute or chargeback.
- Initiating a chargeback after services or materials have been delivered may constitute breach of these Terms and may result in collection efforts.
- By submitting payment, you agree to the program/package terms stated on the invoice and to these Terms of Service.
4. Intellectual Property
- All materials are owned by IB Mason LLC. Do not copy or redistribute without permission.
- You may not reproduce, distribute, resell, or modify any materials without prior written consent.
5. Client Responsibility
- You agree to provide accurate information and use our services legally and responsibly.
- You are responsible for your own exam registration, preparation, and compliance with any applicable laws or licensing bodies.
- Misuse, abuse, or disrespect toward the tutor or platform may result in service termination without refund.
6. Limitations of Liability
- To the fullest extent permitted by law, IB Mason LLC and its affiliates shall not be liable for any direct, indirect, incidental, or consequential damages resulting from the use or misuse of our services.
- We are not liable for any outcomes from use of our services.
- This includes, but is not limited to, exam results, job outcomes, or interpretation of educational material.
7. Changes to Terms
- We may update these terms at any time. Continued use means you accept the new terms.
- Rate changes, service modifications, and platform updates may occur based on tutor discretion and market conditions.
8. Cancellation and Late Payment Policy
- Cancellations or reschedules made with less than 24 hours’ notice will be charged in full.
- A no-show is defined as arriving 15 minutes or more late without prior notice and will be charged in full.
- If the tutor must cancel, the client will be notified as soon as possible and the session will be rescheduled at no additional cost.
- Exceptions to this policy may be made at the tutor’s sole discretion in cases of documented emergencies.
- By booking a session or purchasing a package, the client acknowledges and agrees to this cancellation and no-show policy.
- Payments not received within 1 day of the due date may incur a 10% late fee on the outstanding balance.
- We reserve the right to pause or terminate services until payment is received in full.
- Default & Continuation: After any missed/late installment, we may require (a) full prepayment of the remaining program balance, or (b) a valid card on file for automatic billing as a condition of resuming sessions.
- Termination for Default: If an account remains unpaid beyond 10 days of the due date, we may terminate the client’s program for default. Termination for default releases IB Mason LLC from any remaining service obligations, while the client remains responsible for all outstanding program fees and committed balances.
9. Service Disclaimer
- Packages represent prepaid blocks of coaching time that may be applied flexibly to the client’s individual needs.
- The descriptions provided for each package outline typical focus areas, but sessions are not limited to those topics.
- Coaching time may be used for any aspect of interview or career preparation that the client and tutor agree upon.
10. Program Commitment
- Bundled programs are priced at a discounted rate in exchange for a full program commitment.
- Retainers and prepaid coaching time represent a reservation of availability and are non-refundable.
- Enrollment constitutes agreement to pay the total program fee regardless of outcome or completion.
- Payments are not tied to individual sessions or milestones.
- Program value includes reserved availability, preparation, proprietary materials/templates, and ongoing strategy access in addition to live session hours.
Email [email protected] with any inquiries.