The pathway
How you actually get there, here
How you become one varies far more by country than what one does. This is the UK route. Most people take one of these ways in; the right one depends on where you're starting from.
- 1
Senior Manager / Principal, Corporate Development
3-5 years at that levelSkills to master
- Leading complex deal workstreams, managing cross-functional teams, presenting to senior leadership, and taking ownership of deal execution from start to finish.
You're ready to move on when
- Successfully led 2-3 significant M&A transactions or strategic partnerships as the primary deal manager.
- Demonstrated ability to build consensus across internal teams for complex initiatives.
- Proven track record of mentoring junior team members and contributing to their development.
- Strong external network with investment bankers and venture capitalists, bringing in qualified deal flow.
- 2
VP / Director in Investment Banking (Sector Focus)
5-8 years as a VP/DirectorSkills to master
- Deep sector expertise, client relationship management, deal origination, valuation, and transaction execution across multiple deal types.
You're ready to move on when
- Managed multiple M&A advisory mandates from pitch to close for clients in our industry sector.
- Strong analytical and financial modelling capabilities, with a focus on deal structuring and negotiation.
- Proven ability to generate new business and manage client relationships at a senior level.
- Understanding of corporate strategy from an advisory perspective, ready to transition to an in-house role.
- 3
Investment Director / Principal at a Private Equity or Venture Capital Firm
4-6 years in investment rolesSkills to master
- Deal sourcing, due diligence, portfolio management, value creation strategies, and exit planning.
You're ready to move on when
- Led multiple investments from initial screening through to closing, including significant due diligence.
- Experience working with portfolio companies to drive growth and operational improvements.
- Strong network within the investment community and a keen eye for identifying attractive investment opportunities.
- Comfortable with long-term strategic thinking and assessing company potential beyond immediate financial metrics.