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
From Investment Banking (VP/Director)
12-15 years in bankingSkills to master
- Transitioning from advisory to principal investing mindset, internal stakeholder management, post-merger integration planning (which is less common in banking).
You're ready to move on when
- Successfully led multiple deal executions end-to-end as a VP or Director.
- Strong client relationship management skills, translating to internal influence.
- Demonstrated ability to think strategically beyond just the deal mechanics.
- Experience managing junior bankers and deal teams.
- 2
From Private Equity (Principal/VP)
10-14 years in PESkills to master
- Adapting to a corporate environment, navigating internal politics, focusing on strategic fit over pure financial engineering, managing a broader range of deal types (not just LBOs).
You're ready to move on when
- Proven track record of identifying, evaluating, and executing investments.
- Strong commercial due diligence and value creation plan development.
- Experience working with portfolio companies on operational improvements.
- Ability to operate effectively within a larger organisational structure.
- 3
From Senior M&A Director (L4) within Corporate Development
8-12 years as M&A DirectorSkills to master
- Developing broader strategic M&A mandates, managing a portfolio of deals rather than just individual transactions, advanced people management and mentorship.
You're ready to move on when
- Consistently delivered on deal execution targets and managed complex transactions.
- Demonstrated ability to lead and develop junior team members effectively.
- Proactive in identifying new M&A opportunities and contributing to strategic discussions.
- Strong relationships with internal business unit leaders.


