Curious how to transition into PE firms and if MBA would be beneficial at all. Currently been in M&A tax (doing tax DD, structuring and modeling) at a big 4 serving PE clients for ~4.5 years and up for manager. Feel tax is not as important in deals and want to get to the front end.

I’m a CPA and plan on studying CFA as well. Appreciate any feedback/advice, thank you!!

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Do an IB analyst program if you want to do PE.

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Tax is quite important actually but I’m afraid tax DD experience is not hugely relevant to PE job scope.

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I personally don't think MBAs are beneficial without prior experience and lot of networking. Agree with above, the analyst program will be way more beneficial

MBA is useless w/pre MBA exp (yea I know your buddy’s cousin did it w/o but that doesn’t mean much). Go to an IB analyst program.

It’s hard enough going from IB -> PE that it’s not even worth thinking about alternative routes IMO if you want to max chance of it working out

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