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 M&A Analyst (Entry Level)
1-2 years at L1Skills to master
- Mastering basic financial modelling from templates, efficient data room navigation, and accurate data entry. Understanding the core M&A terminology and process.
You're ready to move on when
- Consistently delivers accurate work with minimal supervision.
- Proactively identifies opportunities to improve existing processes.
- Demonstrates a strong grasp of the 'why' behind tasks, not just the 'how'.
- 2
From Investment Banking Analyst
2-3 years in IBSkills to master
- Adapting to a corporate rather than advisory role, understanding internal strategic objectives, and deepening due diligence skills beyond sell-side process management.
You're ready to move on when
- Strong existing financial modelling and presentation skills.
- Ability to quickly understand new business models and industries.
- Demonstrates a desire to be involved in the long-term strategic impact of deals.
- 3
From Corporate Finance / FP&A Analyst
3-4 years in Corp Fin/FP&ASkills to master
- Transitioning from internal financial planning to external valuation and deal execution, developing a 'deal mindset' and understanding transaction mechanics.
You're ready to move on when
- Robust understanding of internal financial statements and business drivers.
- Strong analytical capabilities and attention to detail.
- Eagerness to learn the specific nuances of M&A transaction processes.