Please upgrade your web browser

These pages are built with modern web browsers in mind, and are not optimized for Internet Explorer 8 or below. Please try using another web browser, such as Internet Explorer 9, Internet Explorer 10, Internet Explorer 11, Google Chrome, Mozilla Firefox, or Apple Safari.

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.

Your Answer

Please log in to answer this question.

Sign Up

You can join as either a Veteran or an Advisor.

An Advisor already has a career, with or without military experience, and is willing to engage with and help veterans.
Sign Up as an Advisor.

A Veteran has military experience and is seeking a new career, or assistance with life after service.
Sign Up as a Veteran.