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 Associate / Manager, Corporate Development (Internal Promotion)
3-5 years as a Senior Associate/ManagerSkills to master
- Mastering end-to-end deal management for smaller acquisitions, leading specific diligence workstreams, and effectively mentoring junior team members. You'd be proving you can run a deal on your own.
You're ready to move on when
- Successfully led 3+ smaller acquisitions from start to finish.
- Consistently delivered high-quality, defensible financial models and investment memos.
- Received strong feedback on your ability to manage external advisors and internal stakeholders.
- Actively mentored junior team members, helping them grow and develop.
- 2
Investment Banking Vice President (VP)
2-4 years as a VP in M&ASkills to master
- Deep expertise in transaction execution, client management, and leading deal teams. You'd be bringing a wealth of experience from a high-volume, high-pressure environment.
You're ready to move on when
- Managed multiple M&A transactions (buy-side or sell-side) as a VP.
- Developed strong client relationship skills and negotiation experience.
- Proven ability to lead and manage junior banking teams.
- Excellent technical skills in financial modelling and valuation.
- 3
Private Equity Senior Associate / Principal
3-5 years in private equitySkills to master
- Strong commercial due diligence skills, understanding of value creation post-acquisition, and experience in portfolio company management. You'd be bringing an investor's mindset.
You're ready to move on when
- Led due diligence efforts for multiple potential investments.
- Developed expertise in specific industry sectors relevant to our business.
- Demonstrated ability to identify and assess value creation opportunities.
- Experience presenting investment cases to Investment Committees.