Private Equity In Real Life
Learn how a Private Equity deal works on-the-job from start to finish. Operate like a seasoned pro from your first day on the desk.

Welcome to the Course!

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Table of Contents

PE Process Fundamentals

PE Return Mechanics

On the Job in Private Equity

The Junior PE Role

Using a Deal Tracker

Idea Sourcing

Teaser Review + Preliminary View

NDA Negotiation + Processing

NDA Sections - Deep Dive

Getting into the Process

Reviewing the CIM, Building a Model & Prelim Financing Work

Pre-IOI Memo

Non-Binding Bids: Buyer vs Seller View

Non-Binding Bids - Deep Dive

Moving to the Next Round

Intro: Dili Deep Dive to Final Bids

Due Diligence Workstreams

The Due Diligence Loop

Management Presentations

Getting 'Committed' Financing

The Final IC Meeting

Submitting Binding Bids

Key Binding Bid Terms

Moving Past Final Bids

Intro: Closing & Post-Close

Securing Financing

Credit Agreement - Basics + Checklist

Purchase Agreement - Basics + Checklist

What is a Carve-Out?

Approvals, Announcements + The Funds Flow

Closing Dinner + Deal Toys

Post-Close Roadmap

Jr PE Hack: Tracking the Big Picture

Course Wrap-Up
Learn how Private Equity works in real life (e.g. major deliverables, seller/buyer evaluation, etc), not just the steps in the process.

Typically only cover the steps in the deal process.
Get 2-3 years of training in a few hours so you can hit the ground running on day 1.

Build a baseline of knowledge but still have a lot to learn on the job.
Learn how Private Equity works in real life (e.g. major deliverables, seller/buyer evaluation, etc), not just the steps in the process.
Typically only cover the steps in the deal process.
Get 2-3 years of training in a few hours so you can hit the ground running on day 1.
Build a baseline of knowledge but still have a lot to learn on the job.
Ramp faster than your peers on the desk with our proprietary deal tracker to help you get the 'birds-eye' partner-level view of your firm's deals.
Not provided.
Having some prior knowledge of Accounting Fundamentals, Valuation Fundamentals LBO Modeling will help you to get more out of this course, but none of these are truly required.
Absolutely! Most individuals who interview for Private Equity roles lack clarity on what the job truly entails and so they struggle to express key points in interviews. After this course, you will have a detailed understanding of not only how the deal process works, but also the key decision points along the way.
The traditional view on the content on this course is that you have to learn it on the job. And the competing courses typically just teach the major steps in the process in a mechanical fashion. Because we cover not just the process, but the people dynamics along the way, you'll have a much better understanding of the flow of a Private Equity deal and what matters most at each step along the way.