Trying to transition to finance (something investment related). Any ex-consultants who made the jump, please advice.

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I have a few friends who did it. Typically, it’s via an MBA.

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Hey OP- this is second hand knowledge so take it with a grain of salt. Typically, in the US, there are 2 standard ways of going into PE: either through sell-side experience (IB) or by working in solid DD projects at a (usually prestigious) consulting firm.

If you don’t think either of those paths are possible, then the best bet is to do whatever you are doing now, get admitted into an MBA program, do finance internship (IB/Trading/HF - doesn’t matter) pre-MBA, recruit for IB within MBA and then in a couple years switch to PE. That’s the standard path I have seen with my friends.

Also, I dunno if this is US-specific, but in some countries (like India), people directly start in PE. It’s fairly common to do that there. In the US, PE route typically goes through IB first. Obviously, I am not accounting for exceptional cases or extremely small shops. All bets are off in those cases.

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What m&a advisory group are you in? I get recruiter messages for finance roles all the time

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I worked for a boutique consulting firm in their valuations and deal advisory team

What level?

Recent grad, hoping to make the transition a few years down the line. Passed CFA L1, most likely going to pass L2 this year.

Have 1 YOE in M&A advisory, 1.5 YOE in tech consulting (I worked FT while doing undergrad).

Hello. I did this from a strategy CDD team to a large finance company. Feel free to DM me.

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