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
Managing Director (MD) / Partner at an Investment Bank
Transition typically occurs after 15-20+ years in investment banking, having built a strong client book and led numerous M&A transactions.Skills to master
- Client origination, deal execution across various sectors, team leadership, deep understanding of capital markets, and a strong network of corporate clients.
You're ready to move on when
- Proven track record of generating significant revenue and closing complex deals.
- Extensive experience advising C-suite executives and Boards.
- Strong leadership and mentorship capabilities within a demanding environment.
- A desire to move from an advisory role to an operating role with direct P&L accountability.
- 2
Chief Financial Officer (CFO) of a Large Organisation
Often, CFOs with a strong M&A background transition into this role, particularly if the company has an aggressive inorganic growth strategy.Skills to master
- Financial strategy, capital allocation, investor relations, risk management, and overall financial operations. The M&A component is a natural extension.
You're ready to move on when
- Demonstrable success in managing complex financial operations and driving shareholder value.
- Strong strategic acumen beyond pure finance, understanding business unit operations and market dynamics.
- Proven ability to interact effectively with the Board and external stakeholders on strategic matters.
- A clear vision for how M&A can drive enterprise growth, beyond just financial reporting.
- 3
Head of Corporate Development / M&A at a Peer Company
Moving from a similar C-suite role in another large, complex organisation, often to a company with a different growth trajectory or industry focus.Skills to master
- Transferable M&A leadership, strategic planning, team management, and the ability to quickly understand and adapt to a new industry context.
You're ready to move on when
- A proven track record of successful M&A leadership in a comparable environment.
- A clear understanding of the unique challenges and opportunities of our specific industry sector.
- The ability to quickly build credibility and influence within a new executive team and Board.
- A desire for a fresh challenge and the opportunity to apply your expertise in a new context.