Portfolio Management Exit Opps

Based on previous WSO threads, here are some insights:

1. Experience Applicability:

   • Working in private equity at an infrastructure asset manager can provide valuable experience, especially if you are involved in deal processes, financial modeling, and asset management. This experience can be relevant for M&A roles, particularly in sectors related to infrastructure.

2. Operations Role:

   • If your current role is heavily focused on managing existing assets and operational improvements, it might be more operations-oriented. However, if you are involved in evaluating new investments, structuring deals, and financial analysis, it aligns more with M&A activities.

3. Avoiding Pigeonholing:

   • To avoid being pigeonholed, consider the following steps:
     • Networking: Build connections within the M&A community. Attend industry events, join relevant professional groups, and leverage LinkedIn to connect with M&A professionals.
     • Skill Development: Enhance your financial modeling, valuation, and deal structuring skills. Consider taking courses or certifications that are recognized in the M&A field.
     • Internal Moves: Express your interest in M&A to your current employer. Look for opportunities within your firm to get involved in deal-related activities.
     • MBA Programs: An MBA can be a strategic move to pivot towards M&A. Utilize the on-campus recruiting connections to target M&A roles post-MBA.

4. Advice:

   • Seek mentorship from professionals who have successfully transitioned from asset management to M&A.
   • Stay informed about industry trends and M&A activities in the infrastructure sector to demonstrate your interest and knowledge during interviews.

By taking these steps, you can position yourself for a successful transition to an M&A role in the future.

Sources: Moving from Asset Management into IB / PE, Private Equity Operations / Portfolio Career Path, Family office Private Equity - help, Interviewing For Infrastructure Investment Roles, Confessions of a former second year IB Analyst