Hello All,
Been working as an accountant for some time 3-4 years in private industry. Is there any advice on lateraling to pe? For a more valuation and deal making role? Have started applying at boutique banks and calling them up. Along with emails but not sure if my emails and approach is working. Looking to start as an analyst and work my way up if needed.
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Based on the most helpful WSO content, transitioning from accounting to private equity (PE) is challenging but achievable with the right strategy. Here’s a roadmap to help you pivot into a valuation and deal-making role:
1. Leverage Your Accounting Background
2. Build Financial Modeling Skills
3. Target Transaction Advisory Roles
4. Network Strategically
5. Tailor Your Resume and Story
6. Consider an MBA or CFA
7. Be Persistent and Patient
If you’re unsure about your email approach, consider sharing a draft for feedback. The WSO community is a great resource for refining your strategy!
Sources: Q&A: Barclays IB to MM Private Equity, Transitioning from tech to a serious finance job (yes, you read that right), Q&A: 1st year VC analyst (~750M AUM), Q&A: Former Strategy& associate, Transition from RE Development to REPE
Your highest likelihood route would be to lateral to banking first and then go into PE. Will dramatically improve your long term odds of breaking in.
I guess I have to do an MBA for that, doesn’t seem possible to pivot otherwise
Depends. I've seen people go 2-3 years in accounting -> 2-3 years at a MM bank -> associate at LMM PE. Think your chances of pulling this off are better pre-MBA than post. It's a long grind but possible, have a buddy who is now career track at a LMM fund that grinded it this way.
The other option would be to be a financial person in the operational consulting team of a PE fund. You would help clean up financials, do FP&A, etc. This is a valuable role that many funds have. They generally higher high performing ex accountants.
Is it possible you can message me? Or reach out?
I’m guessing it’ll take coffee chats and emails to break into MM Banks
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