Break into Private
Equity.
The accelerated path from successful executive to PE-ready portfolio leader — built from 25 years operating inside private equity, not observing it from the outside.
"From corporate finance to leading a $50M portfolio company in under 6 months. Greg's framework gave me the edge I needed to break into PE."
— Corporate Executive, Now PE Portfolio LeaderPE Operator Masterclass
Complete end-to-end PE positioning system
- ◆Five-section Investment Thesis framework
- ◆PE bio, CV & LinkedIn rebuild system
- ◆Niche selection & One Thing framework
- ◆Value-First Outreach messaging system
- ◆100-Day Value Creation Sprint plan
- ◆PE equity & compensation calculator
- ◆EBITDA Attribution Worksheet
I spent 25 years operating in private equity as a principal and Single Family Office founder and CEO — sitting on both sides of more than 100 M&A transactions and raising over a billion dollars in capital.
I've been the wartime CEO — the person PE calls when something has gone wrong and they need someone to step in and fix it by Friday. I know what an operating partner does when a stack of executive materials lands in their inbox. I also know what makes them pick up the phone.
The gap between those two things is almost always not a lack of experience — it's a language problem. This programme teaches you to close that gap with the exact framework I used from inside PE for 25 years.
Everything Inside the PE Operator Masterclass
Eight modules. Thirty-two lessons. Every framework, document, and tool — end to end.
Why private equity doesn't hire people — it buys certainty. The mindset shift that changes everything: from employee thinking to Investorship thinking. Understand how PE actually works, what it values, and why your current approach keeps you invisible.
- ▶What Private Equity Actually BuysPreview
- 🔒Employee Mindset vs. Investor Mindset
- 🔒Where the Real Opportunity Lives in PE
- 🔒Why Your Resume Is Working Against You
The five-section document that replaces the resume entirely. How to view your career through the Investor Lens, extract your EBITDA evidence, translate corporate language into PE language, and assemble a one-page thesis that makes PE partners lean forward.
- 🔒What an Investment Thesis Actually Is
- 🔒Extracting Your Operator's Edge (EBITDA Attribution Worksheet)
- 🔒Speaking the Language of PE
- 🔒Assembling the Complete Five-Section Thesis
The most uncomfortable — and most important — module. The One Thing framework forces you to narrow from broad executive to the single sentence a PE operating partner immediately matches to a portfolio company. Specificity isn't limiting. It's the only thing that gets you on the short list.
- 🔒Why Specialists Get Calls & Generalists Get Ignored
- 🔒Choosing Your Lane (Niche Selection Matrix)
- 🔒The Specificity Drill-Down (Six-Layer Framework)
- 🔒The Wedge & Expand Model
PE bio, PE CV, LinkedIn rebuild, and 60-second elevator pitch — four assets that all tell the same value creation story in PE language. Different audiences require different documents. This module builds every one of them.
- 🔒The Documents PE Firms Actually Want to See
- 🔒Writing Your PE Bio and PE CV
- 🔒Rebuilding Your LinkedIn Profile
- 🔒The 60-Second Elevator Pitch
How to build a targeted list of 30–50 firms that actually invest in your niche, identify the right contacts inside those firms, lead with value instead of need, and unlock warm introductions hiding inside your existing network.
- 🔒Mapping PE Firms in Your Niche
- 🔒Finding Operating Partners & Portfolio CEOs
- 🔒Leading With Value, Not Need
- 🔒Unlocking Warm Introductions
The Value-First Outreach framework. Why a resume sent to 100 firms produces zero conversations, while three carefully researched messages produce at least one reply. Cold email and LinkedIn message craft — with before/after examples.
- 🔒Why Sending Your Resume Never Works
- 🔒The Value-First Approach
- 🔒Writing Cold Emails & LinkedIn Messages That Get Replies
- 🔒Follow-Up Systems & Converting Responses
How to prepare for, navigate, and win a PE conversation as a peer — not a candidate. The Peer Conversation framework. How to deliver your thesis conversationally, build a 100-Day Sprint that signals certainty, and ask the questions that prove you think like an investor.
- 🔒Preparing for the First Conversation
- 🔒Delivering Your Investment Thesis Conversationally
- 🔒Building Your 100-Day Value Creation Plan
- 🔒The Questions That Signal Investor Thinking
Where Investorship mindset becomes financial reality. How PE compensation actually works, what your equity is really worth inside the capital stack, how to negotiate the package as a system, and how to decide — before emotion enters the room — whether the deal is worth taking.
- 🔒How PE Compensation Really Works
- 🔒Understanding What Your Equity Is Actually Worth
- 🔒Negotiate Like an Investor
- 🔒Deciding Whether the Deal Is Worth Taking
Built for Executives Who Are Serious About PE
Every tool, template, and framework you need — nothing you don't.
This Programme Is Right For You If...
Be honest with yourself. This investment is only worth making if you meet the right criteria.
✓ This IS for you if...
- ✔You have 10+ years of executive experience and measurable financial results to draw from
- ✔You've been reaching out to PE and getting silence or polite rejections
- ✔You want C-suite, board, or operating partner roles at PE-backed companies
- ✔You're willing to do the work — building the thesis, picking the niche, crafting the outreach
- ✔You want to understand PE compensation and equity before you're sitting across from an offer
✗ This is NOT for you if...
- ✕You're looking for a quick fix or a shortcut that doesn't require repositioning your career
- ✕You want deal team, analyst, or investment roles at PE firms — this programme is for operators
- ✕You have fewer than 5 years of senior leadership experience with measurable results
- ✕You're not willing to pick a specific niche and commit to it
Executives Who Made the Shift
Real outcomes from executives who repositioned themselves using Greg's framework.
"From corporate finance to leading a $50M portfolio company in under 6 months. Greg's framework gave me the edge I needed to break into PE."
Now PE Portfolio Leader"The investment thesis alone changed every conversation I had. I stopped getting 'interesting background, we'll keep you in mind' and started getting real meetings."
Now COO, PE-Backed Manufacturer"I'd been trying to break into PE for two years. After Module 3 I changed my LinkedIn headline. Three operating partners reached out in the first week."
Now CMO, PE-Backed Portfolio CompanyFrequently Asked Questions
Stop being invisible.
Start being the obvious answer.
Every week you spend sending resumes to PE firms and getting silence is a week you could have spent building the positioning that actually gets you in the room.
Lifetime access + all future updates