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WSO Free Modeling Series - Now Open Through
July 31, 2026
9 Free Financial Modeling Lessons
Get instant access to lessons taught by experienced private equity pros and bulge bracket investment bankers including financial statement modeling, DCF, M&A, LBO, Comps and Excel Modeling.
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+Bonus: Get 27 financial modeling templates in swipe file
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From the people that I have met there is no set structure in lateraling from IB to PE. A lot of it has to do with who you know, how you network, and your prior experiences. You can control almost all three of these variables. In the end if you want it bad enough things will happen for you. MBA will probably give you a better chance as it amplifies your networking/internship resources. Im assuming this is the general sentiments globally but please do correct me if im wrong.
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