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
M&A Coordinator (L2) to Senior M&A Coordinator (L3)
2-3 years at L2Skills to master
- Consistently delivering reliable valuation analyses, effective management of Q&A logs, strong stakeholder coordination, and a proven ability to identify and propose solutions for routine deal issues.
You're ready to move on when
- You're proactively taking on more complex tasks without being asked.
- Junior colleagues are coming to you for advice.
- You're able to anticipate next steps in the deal process.
- Your manager trusts you to independently manage routine aspects of a deal.
- 2
Investment Banking Analyst to Senior M&A Coordinator (L3)
3-4 years as an AnalystSkills to master
- Exceptional financial modelling and valuation skills, rigorous attention to detail, strong work ethic, and a solid understanding of the M&A deal process from an advisory perspective.
You're ready to move on when
- You've built and run numerous valuation models from scratch.
- You're comfortable with the intense demands of deal execution.
- You're looking for a role with more direct strategic impact and less 'pitch book' creation.
- You're keen to develop your internal stakeholder management skills.
- 3
Corporate Finance Analyst to Senior M&A Coordinator (L3)
4-6 years in corporate finance/FP&ASkills to master
- Deep understanding of corporate financials, strong analytical capabilities, experience with financial planning and forecasting, and an interest in transaction-specific analysis.
You're ready to move on when
- You've been involved in financial due diligence or strategic projects within your current role.
- You have a solid grasp of our company's financial operations and reporting.
- You're eager to apply your financial acumen to external growth opportunities.
- You're comfortable with the idea of working on discreet, high-stakes projects.