Break Into Investment Banking — Even From a Non-Target.
The complete recruiting system — networking, behavioral, and the technicals — taught by a current Investment Banking Director who broke in from a non-target school and has advised on dozens of transactions. The mentor I wish I’d had when I was sitting where you are.
Current IB Director · Former IB Associate · Dozens of M&A & Advisory Engagements · Non-Target → Wall Street
Built by someone who's been in your shoes
"When I was recruiting, I didn’t go to a target school. I didn’t have a network of alumni waiting to refer me. I watched classmates with worse grades and weaker technicals land interviews I couldn’t — not because they were smarter, but because they understood the game and I didn’t. So I learned it. The hard way. I figured out how recruiting actually works — when to start, who to reach out to, what to say, and how to walk into a technical interview without getting rattled. It worked: I broke into investment banking, spent years as an Associate executing live deals, and today I’m a Director who has advised on dozens of M&A and strategic transactions. Finance Friend is everything I wish someone had handed me on day one — the timeline, the networking scripts, the behavioral answers, and every technical concept you’ll actually be tested on, taught the way I’d teach a younger version of myself. Not theory. The real playbook."
What's Inside
Everything you need to go from "interested" to "offer."
Most courses dump finance theory on you and call it recruiting prep. Finance Friend follows the actual recruiting journey — in the order you’ll live it.
1
Know the Timeline.
When IB recruiting really starts (it's earlier than you think), and exactly what to do at each stage so you're never caught flat-footed.
2
Master Networking.
The part that actually gets you the interview. Cold-email templates, call scripts, and how to turn a coffee chat into a referral — the highest-leverage skill, taught first.
3
Nail the Behaviorals.
Your story, your "why investment banking" answer, and the questions you'll face in every first round — with model answers.
4
Own the Technicals.
Accounting and the 3 statements, DCF, comparable companies, precedent transactions, M&A and accretion/dilution, and the paper LBO — taught with real worked examples, not formulas on a slide.
5
Recruiting Resources.
Cold-email templates, a DCF cheat sheet, model-answer guides, and the exact Excel models — yours to keep.
Give Yourself an Edge
Real Excel Models to Follow
Practice with the actual DCF, Comps, Precedents, and LOB models - not screenshots, the real working files you'll use on the job.
Step-by-Step Video Lessons
144 lessons walking through every technical concept and every stage of recruiting, from your first networking email to the final round.
Direct Access to a Director
Ask questions and get real answers from someone currently in the seat. Most courses hand you videos and disappear. I don't.
Why Finance Friend Is Different
Our Key Differentiators
Taught by someone in the seat — right now.
Not a recent grad or a course factory. A current Investment Banking Director who knows today’s process, today’s questions, and what actuall gets candidates hired.
Networking comes first because it’s what lands the interview.
Most students lose the offer before the technicals ever come up. We fix the thing that actually matters, and we put it up front.
The real technicals — with real examples.
DCF, LBO, comps, precedents, M&A — walked through on actual companies and real models, so you can do it in an interview, not just recognize it.
Built
for outsiders.
No target school? No alumni network? Good — neither did I. This is the exact playbook for breaking in without the built-in advantages.
A friend in the industry, not a faceless course.
Direct access, real answers, and coaching when you want it. The trusted resource I wish I’d had — that’s the whole point.
Testimonials
What students are saying
Preston Deen - Investment Banking Associate
Ian Kravitz - Investment Banking Associate
“Matt has a rare ability to make complex finance concepts feel simple and practical. Having worked with him closely, I’ve seen firsthand how strong his technical skills, attention to detail, and communication are. Finance Friend reflects the same approach Matt brings professionally: clear explanations, real-world context, and a practical focus on helping students prepare for investment banking recruiting.”
“Matt is an excellent teacher because he knows how to break down technical concepts in a way that actually sticks. He brings real investment banking experience, strong transaction knowledge, and a very practical understanding of what candidates need to know. Finance Friend is a strong resource for students who want structured, credible, and approachable investment banking preparation.”
Our students have moved on to roles at
Who this is for
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College students — especially sophomores and juniors — targeting an investment banking internship
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Recent graduates breaking into IB
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Students at non-target schools who need a real edge
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Anyone who wants to recruit on purpose — not just hope it works out
Ready to Prepare with a Proven System?