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 Manager, Corporate Development (L4)
3-5 years as a ManagerSkills to master
- Moving from leading individual deals to owning a portfolio and defining strategic sourcing initiatives. Mastering executive-level influence and team leadership.
You're ready to move on when
- Successfully led 3-5 deals from screening to LOI with positive outcomes.
- Demonstrated ability to manage and mentor junior team members effectively.
- Consistently presented compelling cases to internal deal committees.
- Developed a strong external network for proprietary deal sourcing.
- 2
From Investment Banking Vice President (VP)
8-12 years in investment banking (from analyst to VP)Skills to master
- Transitioning from an advisory role to an operating company's principal, where you own the outcome. Developing internal stakeholder management and post-deal integration understanding.
You're ready to move on when
- Led multiple deal execution processes for clients, including detailed financial modelling and due diligence coordination.
- Strong client relationship management skills, adaptable to internal 'client' (business unit) needs.
- Desire to move from transaction execution to long-term strategic impact and company building.
- Proven ability to manage junior bankers and project teams.
- 3
From Private Equity Principal / Senior Associate
8-12 years in private equity (from associate to principal)Skills to master
- Adapting from an investor mindset (buying and selling companies for financial return) to a corporate mindset (buying for strategic fit and integration). Building internal consensus and navigating corporate politics.
You're ready to move on when
- Led deal sourcing, due diligence, and execution for multiple investments.
- Strong commercial acumen and understanding of value creation levers.
- Experience managing portfolio companies or working closely with management teams.
- Desire to focus on a single company's strategic growth rather than a portfolio of investments.