From M&A Buy-Side Advisory to IB Analyst to PE Associate
Hey everyone, this is my first post. I've been reading a few here and there and wanted some advice.
I've been work at a buy-side M&A advisory firm (for about 2 yrs) where I've primarily been sourcing deals and conducting industry research (like a broker). However, I'd love to get into a PE Associate role on the transaction/M&A side, not business development/deal origination. I can source but I don't want that to be all of what I do every day. I don't mind transactional Associate roles where part of the job is sourcing, as long as I get deal experience and can get involved and participate in the process.
So anyways, I spoke with a PE recruiter who suggested I get sell-side IB experience. Recently I've been talking to people over at UBS for an Analyst role at their PFG - Secondary Advisory group. I've also been contacted by Sawaya Segalas (interview with them in a couple of days) for an Analyst position. Keep in mind I'm coming from a non-target school and the firm I work at is not a "big name", although we've gotten surprisingly good deal flow in the past 2 years (of which, I was not directly part of).
So bottom line is - I wanted to know if you all think that working at the UBS PFG is a good way to "break" into PE for an M&A role? I noticed on the duties/responsibilities of the description that financial modeling is not of emphasis, so I was thinking that would take me even further away from my goals. However, UBS has a big name (at least relative to my shop right now) and this role would technically be in their IBD so I thought that could help?
Also, what are your thoughts when you compare UBS PFG to Sawaya Segalas in terms of exit opps into PE? Is there a "better" route to take? From what I've read, Sawaya looks to me as a place where I'll be doing more modeling, but it doesn't have the name that UBS has.
Any words of wisdom would be fantastic. I would be really appreciative for any comments that can clarify things for me.
Get the offers first. Come back when you do and we can help you then.
UBS exit opps are still pretty good, btw.
Good luck.
Blanditiis aut rem ut voluptatem optio omnis. Totam nam ut ab similique facilis aut dolores. Est est non qui.
Culpa ullam facilis libero est exercitationem expedita et quibusdam. Ad tempore et eligendi magni. Est dolorum ut quibusdam necessitatibus est quos. Nostrum quo nam aspernatur non eum. Reprehenderit vel at velit architecto doloremque.
Quia tempora facere quis sed ipsum nesciunt porro. Reprehenderit dolorem doloremque temporibus velit. Perspiciatis sed quia enim optio placeat. Est repudiandae quo dicta placeat odio laboriosam eos.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...