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What skill set is required to be considered for Deloitte M&A consulting opportunities?

Veteran

Andrey Skroznikov Fort Lee, NJ

My current position is a Financial Advisor for an Insurance company in NY. My MBA is in Finance and my undergraduate is in Psychology. When I was in the service my occupation was a mechanic and a supply NCO. I am very much interested to get into M&A consulting or investment banking and frankly, I am wondering what are the major differences between these two directions. How important is the valuation skill set? Is series 79 required for M&A consulting and can the consulting firm be a sponsor for this FINRA license? Can my Financial Advisor experience be applicable for an entry level opportunity in M&A consulting?

7 June 2019 2 replies Career Exploration

Answers

Advisor

matt widmer Arlington, VA

Hi Andrey. There are definitely differences between M&A consulting and investment banking. While each occupation typically deals with transactions, each is very broad and the types of problems addressed can be very different (e.g. marketing/raising capital in an IB situation vs. analyzing and evaluating the quality of a company's revenue in an M&A situation). It sounds like the combination of your Army, Financial Advisory and MBA experience would position you to pursue a job in M&A. It is very important that you have solid understanding of what a career in M&A entails - so research and networking is key. If you would like to speak with someone from our M&A team - I can introduce you.

7 June 2019 Helpful answer

Veteran

Andrey Skroznikov Fort Lee, NJ

Hello Matt. That you very much for your response to my question. I would also like to add that it was a pleasure talking to you in person during the ACP / Deloitte event. I would absolutely love the introduction; would greatly appreciate an opportunity to speak with someone who is directly involved in M&A.

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