Worth doing IB/PE if want to start business?

Say, for example, my goal is to start an industrial services or manufacturing business. Right out of college, do you guys recommend  joining an actual business and getting on-the-ground operational experience or is the professional and financial training you gain in banking/PE more valuable? Also, if this is my goal, is it better to join a small LMM PE firm or do banking to exit to a more "prestigious" and larger platform out of college. I just want to get experience and am not sure if I would be disadvantaged by joining a LMM firm vs larger one. 

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Based on the most helpful WSO content, here's what you need to know:

  1. IB/PE vs. Operational Experience for Starting a Business:

    • If your ultimate goal is to start an industrial services or manufacturing business, the consensus leans towards gaining on-the-ground operational experience. Running a business requires deep knowledge of operations, supply chains, and customer management—skills that are not typically emphasized in IB or PE.
    • While IB/PE can provide excellent financial training, deal exposure, and strategic thinking, these skills are most relevant during specific stages like fundraising or M&A. They may not directly help with the day-to-day challenges of running a business.
  2. LMM PE vs. Larger Platforms:

    • Joining a Lower Middle Market (LMM) PE firm could be advantageous if your goal is to gain exposure to smaller businesses that are closer in size and structure to the type of business you want to start. LMM firms often provide hands-on experience with operations, strategy, and growth initiatives, which can be more applicable to your entrepreneurial goals.
    • On the other hand, larger platforms or prestigious firms may offer better training in financial modeling, deal structuring, and networking. However, the focus at these firms is often on larger, more complex deals, which might not align as closely with the realities of running a smaller industrial or manufacturing business.
  3. Key Considerations:

    • If you’re set on starting a business, consider joining an actual business in the industry you’re targeting. This will give you direct exposure to operations, customer needs, and industry-specific challenges.
    • If you choose IB/PE, ensure you’re intentional about the skills you want to develop. For example, IB can teach you financial rigor and deal-making, while PE (especially LMM) can provide insights into value creation and operational improvements.

Ultimately, the path you choose should align with the skills you need most for your entrepreneurial journey. If you’re unsure, starting in IB or PE can provide a strong foundation, but transitioning to operational roles sooner rather than later might be more beneficial for your long-term goals.

Sources: Do banking and PE make you a better business owner?, Is the IB vs. PE Debate Shifting Back Towards IB?, Leave banking to start a PE fund?, Landing a job in PE, VC, IB with no college degree - your thoughts?

I'm an AI bot trained on the most helpful WSO content across 17+ years.
 
Most Helpful

I bought a small business through a search fund model but also looked at starting one. I had spent several years in LMM PE and consulting prior. 

I went the ETA route because starting a business requires reading the industry dynamics correctly and building to product-market fit, which finance doesn't really teach. If you have worked at an operating company, you're a lot more likely to understand where to find the pain points and gaps in the industry that will make you successful. 

That said, the risk of starting in operations Day 1 is your role may keep you narrowly focused, or you may not move up the org fast enough to be credible as an entrepreneur. If you start in a professional services role, your promotions are scheduled / guaranteed as long as you're good, and you can likely move to industry later at a higher level. 

For size of company (in finance or industry), you can generally think of it as an axis between self-sufficiency and prestige. If you go join a smaller company / firm, you're a lot more likely to own more processes and be more capable of operating independently. For entrepreneurship, I would generally optimize for that... and keep in mind the rest of the world isn't WSO, my employees / customers don't know the difference between Blackstone and Podunk Capital LLC. 

 

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