Curveball: M&A to LevFin / RX

Summary: European background (language, education, experience); LDN based in a known generalist M&A team (BB) looking to move to LevFin / RX; currently Analyst 3. How difficult would the move be? Came to the current position as a lateral and moves / secondments are not really encouraged where I work.

Background / motivation: wish to expand knowledge of credit / debt. Problem with working on sponsor deals is that knowledge of debt / capital structure does not really go much beyond cap structure for an LBO (i.e. haven't really looked at credit agreements much, seniority / priority models with covent modelling etc.)

Long term: Interested in special sits.

ignore the slightly catchy title for the thread…..

WSO Elite Modeling Package

  • 6 courses to mastery: Excel, Financial Statement, LBO, M&A, Valuation and DCF
  • Elite instructors from top BB investment banks and private equity megafunds
  • Includes Company DB + Video Library Access (1 year)

Comments (7)

  • Analyst 1 in IB-M&A
Sep 15, 2021 - 6:33am

Anyone? Pointers need not be EU centric. Most old threads I have seen have been about going from LevFin / RX to M&A etc. Haven't seen any specific details about a move in the other direction. 

  • Analyst 1 in IB-M&A
Sep 15, 2021 - 9:23am

Thanks! I think it's more about not having done LevFin / RX and being an An3. Are there any particular difficulties I will need to be mindful of? I am thinking in terms of technical prowess or lack thereof. Thanks!

Learn More

300+ video lessons across 6 modeling courses taught by elite practitioners at the top investment banks and private equity funds -- Excel Modeling -- Financial Statement Modeling -- M&A Modeling -- LBO Modeling -- DCF and Valuation Modeling -- ALL INCLUDED + 2 Huge Bonuses.

Learn more
  • Analyst 1 in IB-M&A
Sep 18, 2021 - 12:11pm

Anyone? As a girl IBer, would add my $0.02 to all the threads about dating smart / IB girls if someone purrrlease responds ;)

Any anecdotes of people moving from M&A to LevFin or RX as experienced analysts would be really appreciated - thanks! 

  • Analyst 1 in IB-M&A
Sep 18, 2021 - 3:43pm

Iure quia consequuntur officiis. At sit dicta sed expedita natus.

Aliquam culpa facere et aspernatur aliquid asperiores veritatis. Sit recusandae ipsum veritatis explicabo tempora sint. Reiciendis labore sapiente nihil aut. Sit quisquam non odit expedita excepturi necessitatibus. Blanditiis est sit similique fugiat qui sunt aspernatur. Reiciendis amet corrupti veritatis sint.

Praesentium nisi debitis ab molestiae. Rerum aut numquam recusandae et. Similique rem aut dicta occaecati dolores delectus iste.

Autem expedita molestiae sed nostrum autem enim laudantium. Maxime repellat at magni veniam voluptatem rerum. Quisquam hic maxime quo delectus iste magnam. Vel repudiandae earum quia ad. Consequatur qui officia recusandae in.

Start Discussion

Popular Content See all

Investment Banking is Paradise
+310IBby Partner in PE - LBOs
Oncycle is a fucking joke
+187PEby Analyst 2 in IB - Cov
Dating smart girls
+139OFFby Analyst 2 in Consulting
How often do you get "matches" on apps?
+134OFFby Associate 1 in AM - Other
I want to quit already…
+105IBby Analyst 1 in IB - Cov
Have you ever sued your employer?
+95PEby Principal in PE - Other
The Qualifications of an EB
+83IBby Summer Associate in IB-M&A

Total Avg Compensation

September 2021 Investment Banking

  • Director/MD (10) $853
  • Vice President (38) $367
  • Associates (219) $232
  • 2nd Year Analyst (133) $153
  • 3rd+ Year Analyst (30) $147
  • Intern/Summer Associate (103) $143
  • 1st Year Analyst (483) $135
  • Intern/Summer Analyst (376) $82