Taking Experience Gap for the Right Role

At a VP level, if you're moving on from your current fund, is it better to take an offer you're not as excited about or take an experience gap (let's say 3-6 months) for the right role? Personally have been looking for 6+ months and while seeing signs of life, in this market it's hard to say when the right opportunity will come along. I will be running out of my "find something" time shortly. My concern is given how incredibly competitive things seem to be for the handful of roles out there, does being unemployed during that experience gap essentially make you dead on arrival for consideration?

Saw a few comments under a separate thread but wanted to make a standalone post as I imagine others may be thinking through similar things based on where we are in the year.

30 Comments
 

Contrary to everyone else here, I'd recommend taking the offer you have. The fundraising environment is extremely bleak and there is a massive glut of talent at the senior associate / VP level, so there isn't much reason for firms to hire at that level or they can be extraordinarily picky about who they want to hire (even at the mm / lmm level). I am generally of the view that now is the time to focus on surviving in private equity and riding out this storm until market conditions improve or otherwise risk being ejected from the industry generally. 

What you might anticipate being a 3-6 month break could easily turn into something much longer than that and, at that point, your negotiating leverage is basically gone because you don't have a credible alternative of your current role to fall back on.  

 

Could you stay at your current firm while you’re searching for your next gig? If that’s an option, then I think you should keep having a high bar. If not, I’d take whatever you can get and lateral again in 1-2 years. 
 

There are a few big problems in the market right now in my opinion:

  • Fundraising and deal flow is anemic so there isn’t a justification to grow headcount 
  • Most funds over hired at the mid level during the pandemic so they don’t need to add bodies
  • No one is leaving their current seat, so there aren’t openings to backfill people in addition to the absence of net new headcount additions 
  • Business school admissions for associates is awful - getting an MBA is no longer a realistic option for associates, so more of them want to stay to become senior associates and have expectations for getting a VP promote 
  • Firms would rather promote internally a known employee than hire externally, especially when there is limited voluntary attrition 
  • Any good lifestyle / culture firm that is now no longer growing headcount due to fundraising / deal flow is not going to have any real voluntary attrition or need to backfill candidates at the VP level
 
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Extremely bleak is an overstatement. Just today, Cortec and Avista announced closed funds higher than their previous funds. New fund closings are being announced at a healthy rate. Yes, below the high watermarks of 2020-2021 but still healthy. Add to that the amount of dry powder that needs to be deployed. Even in 2023, funds were raising new capital. There were instances of larger cap funds not reaching their targets but the macro environment at that time was also worse than it is now. But more importantly, announced fund closings is actually a lagging indicator. Try looking forward.

 

I've been seeing similar fundraise milestones and it has improved my outlook on 2024, but I have not yet seen the impact on SrA/VP lateral hiring markets entirely yet. And as someone who has been looking for 12 months, the market is still broadly speaking, bleak. I have been told that these funds have kicked off more and more associate searches though, so my hope is they continue upward after filling basic roles. 

 

I would go against the grain here and suggest you take an offer if you get it - while the market seems to have improved relative to the last ~15 months... the mid-level landscape lags relative to juniors. I left my prior firm just about 12 months ago now, anticipating a similar 3-6 months gap period while I looked. 12 months in, and very minimal headhunter outreach or opportunities in general, I wouldn't wish it on my worst enemy. The mental stressors are astronomic and all-encompassing. 

Current indicators do provide hope though, so it's going to be a test on your risk tolerance. Are you comfortable with 6-12 months? If so, then wait it out. If not, take a decent role elsewhere. 2 cents. 

 

Yea, it hasn't been the most fun, but what can you do when market presses back? FWIW, I was advised by a mentor that if I left, I should be prepare for a longer timeline at this stage in my career. 

Seniority is VP level with a background of 2 years IB + 6 years PE, all mid-market tech, brand names on resume both school & work. 

Depressing didn't cover it at times, lol. But when I hear qualified MBAs from top schools are also struggling post graduation, that megafund folks aren't even getting a ton of looks, it makes me feel a bit better about the past ~9 months.  

 

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