Wall Street Prep

Wall Street Prep provides financial services training to investment banks, universities, and other financial services companies, serving 130+ corporate clients, 125+ university clients, and 12,000+ individual learners via its B2C platform. Its content includes accounting, financial modeling, M&A and LBO modeling, valuation, Excel and PowerPoint, fixed income and equities, and credit analysis. The company’s online courses, instructor-led boot camps, and seminars prepare students and professional for the demands of investment banking and corporate finance. 

Add-on Criteria: Seeking companies that offer (1) technical financial training for banks, investment firms, corporations, students, and other finance professionals, (2) IT training for the financial services sector, (3) financial certification/test prep services, (4) training in verticals such as AI / data analytics, wealth management / CFP, tax, accounting, and (5) technology-driven workflow solutions for the financial services community.

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Investment Details

Business Unit Riverside Capital Appreciation

Invested February 2025

Industry Business Services

Region North America

Strategy Private Equity

Add-Ons

Financial Edge (October 2025) Euromoney Learning (October 2025)

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