M&A Career Paths by Profession |
| | Financial Due Diligence (FDD) | Investment Banking | Leveraged Lending | Private Equity |
Known Feeders | - Audit
- Valuation & Appraisal
- Undergraduate & Graduate Campus Hires
| - Undergraduate & Graduate Campus Hires
- Management Consulting
- FDD
- Leveraged Lending
- Equity Research
| - Other Underwriting Roles in a Bank
- Investment Banking
- Management Consulting
- FDD
- Undergraduate & Graduate Campus Hires
| - Investment Banking
- Management Consulting
- FDD
- Undergraduate & Graduate Campus Hires
|
Promotion Path / Staffing Pyramid | - Associate
- Sr. Associate
- Manager
- Director
- Managing Director
- Partner
| - Analyst
- Associate
- Vice President
- Director
- Managing Director
| - Associate
- Sr. Associate
- Vice President
- Managing Director
| - Associate
- Sr. Associate
- Vice President
- Principal
- Partner
|
Emerging (Junior) Professional Leading Skills | - Business Model Evaluation
- Accounting Expertise
- Understanding Common Adjustments
- Financial & Data Analysis
- Business Writing
- PowerPoint
| - Understanding the Deal Process
- Project / Process Management
- Business Model Evaluation
- Financial & Data Analysis
- Business Writing
- PowerPoint
- Valuation Fundamentals
| - Business Model Evaluation
- Cash Flow Modeling
- Business Writing
- Data Analysis
- Understanding the Deal Process
| - Understanding the Deal Process
- Project / Process Management
- Business Model Evaluation
- Deconstruct an Investment Thesis into a Diligence Plan
- Business Writing
- Vendor Management
- Financial & Data Analysis
- Cash Flow Modeling
- Valuation Fundamentals
|
Mid-Career Professional Leading Skills | - Project / Process Management
- Client Management
- Synthesis & Messaging
- Editing
- Mentoring & Coaching
| - Project / Process Management
- Client Management
- Synthesis, Positioning, & Messaging
- Editing
- Mentoring & Coaching
| - Investment Acumen
- Client Management
- Editing
- Mentoring & Coaching
- Negotiation & Persuasion Skills
| - Investment Acumen
- Project / Process Management
- Vendor Management
- Editing
- Mentoring & Coaching
- Negotiation & Persuasion Skills
|
M&A Leader Key Leading Skills | - Investment Acumen
- Network Building
- Business Development
- Delegation & Accountability
- Negotiation & Persuasion Skills
- Strong Oral Communication
| - Investment Acumen
- Network Building
- Business Development
- Delegation & Accountability
- Negotiation & Persuasion Skills
- Strong Oral Communication
| - Investment Acumen
- Network Building
- Deal Flow Generation
- Delegation & Accountability
- Negotiation & Persuasion Skills
- Strong Oral Communication
| - Investment Acumen
- Network Building
- Deal Flow Generation
- Delegation & Accountability
- Negotiation & Persuasion Skills
- Strong Oral Communication
|
Common Career Avenues After | - Financial Ops / FP&A
- Controller / CFO
- Corporate Development & Strategy
- Entrepreneur
- Management Consulting
- Private Equity
- Risk Management & Compliance
- Valuation & Appraisals
| - Private Equity
- Corporate Development & Strategy
- Executive / C-level Positions
- Lending
- Entrepreneur
- Family Office
- Hedge Funds
- Management Consulting
- Commercial Due Diligence
- REITs
| - Corporate Development & Strategy
- Investment Banking
- Entrepreneur
- Private Equity
- Management Consulting
- Hedge Funds
- REITs
| - Family Office
- Corporate Development & Strategy
- Executive / C-level Positions
- Investment Banking
- Management Consulting
- Operating Partner
- Entrepreneur
- Lending
- Hedge Funds
- REITs
|
