Private Equity & Investment Banking
Insider experience into billion-dollar investment deals. Learn how real analysts build financial models, evaluate acquisitions, and present strategic recommendations to investment committees.
• Year-Round Regular Program: 3 months (≥ 10 hours/week)
⏳ September 31st, 2025
Meet Your Mentor & Supervisor
📎 Former PE Associate at CAI Capital Partners
📎 Ex-KPMG Corporate Finance Associate Vice President
Key Achievements:
✔ Deep experience across Big Four, investment banking, and private equity
✔ Led investments in profitable software companies
✔ Advised on major M&A transactions across Canada to Asia
As a mentor, Carey is known for making complex finance concepts simple, providing actionable feedback, and helping students chart paths into some of the most competitive finance careers. He’s also referred and mentored students into internships and analyst programs at top global firms.
About Pender Software Holdings (PSH)
Pender Software Holdings (PSH) is a long-term investor in profitable software companies backed by Pender Growth Fund (TSXV: PTF). Operating in Canada, the U.S., and the U.K., PSH partners with elite management teams to help scale operations, compound cash flow, and maximize stakeholder value. Through a disciplined investment framework and a permanent capital base, PSH drives operational excellence and sustainable success for its portfolio companies.
Students in this program gain rare exposure to the world of private equity and investment strategy through the lens of real investment professionals.
🏆 Key Program Benefits
Accelerate College Admissions: Stand out with a resume-ready project that demonstrates leadership, communication, and strategic thinking
Explore Career Pathways Across Finance: Get firsthand exposure to investment banking, private equity, venture capital, consulting, and financial advisory.
Real-World Finance Projects: Review a company profile, build an LBO model, and create a high-level Investment Committee presentation.
Real-World Finance Projects: Review a company profile, build an LBO model, and create a high-level Investment Committee presentation.
Develop Executive Communication Skills: Practice writing investment memos, presenting insights, and answering tough questions.
Network & Influence: Build relationships with finance professionals and gain a mentor who can help open doors in competitive industries.
🌟 What You'll Experience 🌟
👉 Build an LBO Model: Learn how to forecast financials, analyze capital structures, and evaluate potential returns on a leveraged buyout
👉 Draft an Investment Committee Memo: Create a 20-page professional presentation summarizing your thesis, valuation, and recommendation
👉 Conduct Industry & Comparable Company Research: Benchmark key financial metrics, identify investment trends, and build your own comps set
👉 Present Your Investment Thesis: Defend your recommendation and answer questions in a simulated investment committee environment
👉 Develop Transferable Business Skills: Think like a dealmaker - combining strategic insight, communication, and analytical rigor
Ideal for Students Interested in
- Business & Finance Careers
- University or MBA Admissions Prep
- Investment Banking, Consulting, or Private Equity
- Entrepreneurship & Venture Capital
- Economics, Accounting, or Strategy Majors
- Real-World Experience in the Corporate World