Work with Nicole

From Search to CEO: Mastering the ETA Journey
$10,174.50

Define Your Investment Thesis
$1,895.25

Build Your Investor Outreach Materials
$1,895.25
About
Nicole also coaches for Hedge Fund, Investment Banking, and Equity Research. View all.
Nicole’s Search Fund & ETA Qualifications
Experience level: Vice President
I'm an investor with 10 years of experience across hedge funds, growth equity and investment banking. I have more recently spent the last 2 years in the ETA world and been under LOI on 3 businesses including currently in process of closing a 9 location brick and mortar platform. I can discuss all aspects of the ETA process including sourcing, modelling, due diligence and raising money. Previously, I spent the last 10 years in investment banking (Goldman Sachs) and investing (Citadel and Echo Street) focusing on both public equities and private growth equity investments. I graduated first class honors from Queen's University and held multiple internships throughout college in finance including at Goldman Sachs in my junior summer where I received a full time offer.
Nicole can help with:
Board & Investor Management
Deal Sourcing
Due Diligence
Funding Strategy
Industry & Company Targeting
Investment Analysis
Investor Selection
Operational Strategy & Support
Process Roadmap
Thesis Development
Why do I coach?
I love helping others succeed in their career and reach their full potential. I had many people mentor and support me along the way and I would love to be able to give back in my own way
Work Experience

Analyst
Citadel
2023 - 2024
Lead software coverage within a technology and consumer portfolio

Senior Investment Analyst
Echo Street Capital Management
2017 - 2023
Public and private investments in fintech, payments, vertical software and information services at a $15bn+ AUM fund

Investment Banking Analyst
Goldman Sachs
2015 - 2017
Financial Institutions Group
Education

Bayes Business School
City University London, Exchange Semester, Finance
2014 - 2014
Completed an international study abroad (exchange) program, January - April 2014.
Queen's University
Bachelor of Commerce, Finance
2011 - 2015
Activities and societies: Queen's University Investment Counsel, Queen's Commerce Trading Competition, Queen's Sports Industry Conference First Class Honours D.I. McLeod Dean's List Scholarship 2011-2015 Queen's University Excellence Scholarship

From Search to CEO: Mastering the ETA Journey
$10,174.50

Define Your Investment Thesis
$1,895.25

Build Your Investor Outreach Materials
$1,895.25

Craft Your Acquisition Financial Model
$1,895.25

Develop Your Deal Flow Engine
$1,895.25

Prepare Your LOI & Diligence Toolkit
$1,895.25
Nicole also coaches for Hedge Fund, Investment Banking, and Equity Research. View all.
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