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!
Legal Disclaimer
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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.