About Breaking Into Wall Street

Want to Land Lucrative Positions at Investment Banks, Private Equity Firms, and Hedge Funds?

Then you need to know financial modeling like the back of your hand. Just one problem: other training companies might teach you the formulas, but they don’t teach you how to use the financial models in real life.

Breaking Into Wall Street^TM offers a completely different approach by teaching you how to use financial modeling to make investment recommendations and advise clients – in other words, you learn how to put all those Excel files to use in real life, the same way you do when working in the finance industry.

Our courses are all based on case studies where you have to advise a client, make an investment recommendation, or decide whether or not a deal makes sense – and the coverage is global, including companies and assets across the six inhabited continents.

Our proven training covers:

Investment Banking Pitch Books
Hedge Fund Stock Pitches
Equity Research Reports
Project Finance Equity and Debt Analysis
Growth Equity Investment Recommendations
Accounting and 3-Statement Modeling
Merger Models and Leveraged Buyout (LBO) Models
Private Equity Investment Recommendations
Deal Recommendations to Clients
Real Estate Deal and Financing Analysis
Venture Capital Cap Tables and Analysis
Valuation and Discounted Cash Flow (DCF) Analysis
Credit and Fixed-Income Analysis
And more…

We teach you everything you need to know to win interviews and job offers at banks, PE firms, and hedge funds, and then succeed once you’re on the job. Students who have invested in our training have achieved significant results – which you can read about right here.

The investment banker training you receive from Breaking Into Wall Street is:

Created by experts
Built around your success
Sensibly priced
Backed by a no-questions-asked, money-back guarantee
Entertaining and easy to digest
Based on real companies and deals

All the training is based on case studies featuring real companies, assets, and M&A deals

Excel & VBA

Walmart 3-Statement Model / Valuation and Customer Due Diligence Exercise

Core Financial Modeling

Monster Beverage, Stadler Rail, Coles, Target, Vivendi, Steel Dynamics, Builders FirstSource / BMC Stock Holdings, Bain Capital / NichiiGakkan, Apollo / Great Canadian Gaming Corporation, and Netflix

PowerPoint Pro

Jazz Pharmaceuticals (Sell-Side Pitch Book) and X / Twitter (Deal Profiles and Exercises)

Advanced M&A Modeling

Builders FirstSource / BMC Stock Holdings, SunPower / Maxeon, and Fortum / Uniper

Biotech Valuation

Antios Therapeutics, Ventyx, and Jazz Pharmaceuticals

Oil & Gas Modeling

Exxon Mobil / XTO and Ultra Petroleum

Private Equity Modeling (LBO Course)

Cars.com, Fabulous Fowl, HomeBright Hugs, LNA Santé SA, Panam Solutions, Planet Fitness, Superior Industries, Viridor, Watches of Switzerland, and Twitter / X

Project Finance Modeling

Autopista AP-41 (Spain), North Carolina Solar Plant, Natural Gas Plant (U.S.), Moray East Wind Farm (U.K.), Collinsville North Solar PV Park (Australia), Singapore Changi International Airport, Shin Hanul Nuclear Plant (South Korea), and the Thacker Pass Lithium Mine (U.S.)

VC & Growth Equity Modeling

PitchBookGPT, MuscleFrost, Antios Therapeutics, Procyon SA, Sapphire Wolf, CyberFence, Shiva Technologies, and Ventyx (some are fictional but based on real companies)

Real Estate Modeling

1201 Broadway (NY), 4216 61 Ave SE (Calgary), Elan Soho Suites (Darwin), Shau Kei Wan Complex (Hong Kong), Arcadia Gardens (Phoenix), 100 Bishopsgate (London), Jumeirah Beach Hotel (Dubai), The Lyric (Seattle), 45 Milk Street (Boston), and Heritage Cyrela (São Paulo)

REIT Financial Modeling

Park Hotels (U.S.), Inmobiliaria Colonial (Europe), AvalonBay (U.S.), SPH REIT (Singapore), Digital Realty / DuPont Fabros (U.S.), and Blackstone / Pure Industrial Real Estate Trust (Canada)

Bank & Financial Institution Modeling

Shawbrook (U.K.), KeyCorp / First Niagara (U.S.), ANZ (Australia / New Zealand), and the Philippine Bank of Communications (Philippines)

Everything is linked to corporate filings, industry research, and investor presentations, so we use real data to back up the models and tutorials. Yes, this makes our training more complex – but also truer to real life.

Investment Banker Training to Help You Break Into Finance

Contributors Come from Investment Banking, Private Equity, and More

Brian DeChesare.

Brian created Mergers & Inquisitions and Breaking Into Wall Street based on his experiences in technology and investment banking. He has been a featured speaker on business, finance, and recruiting at leading universities and business schools around the world. You can read his full bio here.

BJ Hansen.

BJ works in private equity. He began his career in investment banking and received his MBA at the University of Chicago Booth School of Business.

Nicole Lee.

Nicole has worked in investment banking, private banking, and institutional sales. She helps finance professionals craft and deliver compelling messages that resonate with their interviewers and audiences.

James Wallace.

James was formerly a corporate finance analyst at a Big 4 firm. He now offers valuation and financial modeling services via his own consulting firm, Model IQ.

These are the short versions of everyone’s bio; click here to read more detailed bios.

If you need more information about the training offered by Breaking into Wall Street^TM, please contact us here.