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Top MBA school, 19 yrs in banking. I want to change to M&A./P.E. Can I make a career with my background?

I have braod experience in LATAM financial and commercial and I have tried to get into PE or M&A since I have strong finance and consulting experience. How can I get interviews with my background?

Asked by Jucival

Posted in Switching Sectors and Investment Banking / M & A

02 Jan 2009

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Answers (2)

  • Focus on your Contacts list - clients you served. If it includes any large-company CFOs or heads of corporate/strategic development - who would become your first M&A clients - have them introduce you to M&A bankers they know (especially, coverage group heads). The traditional route into M&A (new Ivy grad with bulge-bracket internships) is obviously closed to you, and my guess is employers will notice your 19 years in commercial/retail banking (and therefore screen you out) before they'd notice your top-school MBA degree. So I think your resume will hurt. But it sounds like you might have a shot at getting in via a different route: ability to bring in M&A deal business right away. If so, then your own personal pitchbook to prospective employers must lead off with that, and strongly emphasize it. If not, then just forget about it: you have zero chance of ever breaking into M&A or PE at your age unless you can produce from the get-go, and can quickly convince employers of that. --Jon Jacobs, eFinancialCareers News

    Jon Jacobs 03 Jan 2009

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  • Your only saving grace is that there is a real lack of people in M&A or PE with Latam experience, but 18 years out is a tough sell especially in this market. But the last answer is your best shot it really is about who you know, when you are not a plug-and-play type especially in M&A or and doubly in PE. If you were not aware M&A tends to be the choosiest about who they take in and PE tends to be choosy about who they take from M&A (although more people are going directly into M&A) Good luck and get on that phone, talk to people you know (even if you dont think they can help) and let them know what you want to do and see who can open a door... But your timing is a bit crummy.

    Doug 07 Jan 2009

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