Title: Exit Opportunities from Portfolio Valuations
Apologies if this question has been recently discussed (I couldn’t find any relevant threads), but I’m curious about the exit opportunities available for those coming from portfolio valuations at investment banks like HL and Lincoln. While it’s fairly common to lateral into another investment banking role, what other paths might be available? Is it feasible for someone in this position to transition to a client fund, even if it’s not in a front-office deal-making capacity? Thanks in advance for any insights!
One response
Portfolio valuations can provide a solid foundation for various exit opportunities, particularly because the skills you gain in this role—such as financial analysis, valuation techniques, and industry knowledge—are highly transferable. While many professionals do lateral into investment banking, there are several other options to consider:
Private Equity (PE): Although it may be more challenging without a direct deal-making background, some firms value the valuation experience in assessing potential targets. You may need to demonstrate your analytical skills and understanding of value creation.
Hedge Funds: Some hedge funds look for candidates with strong analytical capabilities, especially in valuation. While most roles may be in trading or strategy, some funds focus on research or risk management, where your skills can be relevant.
Corporate Finance: Moving into a corporate finance role within a company can also be a viable path. Your valuation background would be useful in strategic planning, treasury, or internal M&A roles.
Consulting: Firms with a focus on financial consulting may value your valuations experience. This can include both management consulting firms and specialized financial advisory companies.
Risk Management: Opportunities in risk management and compliance can also be available, particularly with financial institutions that value your analytical skills.
Relational Roles at Client Funds: While it might not be typical for someone to move directly into a client fund from a valuation role, networking and building relationships can open doors. You may find opportunities in operations, portfolio management support, or even investor relations where your valuation skills are beneficial.
Networking and staying connected with your contacts at former employers or industry events can also help uncover opportunities in client funds or related fields. Tailoring your resume to highlight your relevant skills and experiences will also be crucial in making a successful transition.