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Private Equity Boot Camp – Wall Street Prep

Wednesday, October 21 - Friday, October 23

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Cvent Transition Guide

Presented by Wall Street Prep and led by experienced PE practitioners, this seminar teaches trainees how to construct a full-blown LBO model and demystifies the Private Equity deal process.

What You’ll Learn

The Private Equity Boot Camp teaches trainees how to construct comprehensive LBO models used to support real transactions and provides insight into the private equity deal process and the day-to-day responsibilities of a PE professional.

This boot camp is NOT AN ACADEMIC EXERCISE: It is taught by PE professionals who have been involved in some of the most high-profile private equity deals in the last 10 years. This is the same intensive training used to prepare new hires at some of the largest PE firms in the world.

CFANY.org: $1,599.20
Standard Rate: $1,999

  • For PE associates, MBAs and bankers looking to break in
  • Learn how to build a comprehensive LBO model
  • Understand the real world nuances of the PE deal process
  • Taught by experienced PE professionals

Agenda

Please note: Each daily session goes from 10am-6pm EST

VIEW FULL SYLLABUS

Day 1 | LBO AND PE OVERVIEW, LBO MODELING

The boot camp begins with a discussion of the private equity deal process. Participants will learn about the PE roles and responsibilities at each phase of a deal, from the review of teasers and first round bids to the due diligence process and LOI phase through deal closing. The second half of the day focuses on LBO concepts, typical deal structures and current industry dynamics.


Day 2 | LBO MODELING/PE DEAL PROCESS

Trainees begin the LBO modeling process, paying special attention to the most common and challenging issues that emerge when modeling buyouts. We will focus the modeling on various equity and debt tranches, perform scenario and sensitivity analyses and finish with the modeling of advanced functionality and purchase price allocation.


Day 3 | LBO MODELING/PE DEAL PROCESS

Trainees continue the LBO modeling process. By the end of Day 3 trainees will have built a comprehensive LBO model.


OnlinePRE-SEIMNAR EXCEL TRAINING

This boot camp assumes proficiency in Excel. Enrollment includes access to our popular Excel Crash Course for those who need an Excel refresher.


OnlinePOST-SEMINAR ONLINE ACCESS

Enrollment includes lifetime access to the following online course(s): Financial Statement Modeling, LBO Modeling

Additional Details

Who is this boot camp for?

  • Private equity, asset management and hedge fund associates
  • Investment banking analysts and associates
  • Corporate finance and business development professionals
  • MBA students and business undergraduates
  • Anyone seeking to improve their LBO modeling skill set

Boot Camp Details

Led by former private equity professional with applied expertise in LBO modeling methodologies, this advanced 3-day seminar begins with a deep dive into the Private Equity deal process and the day-to-day responsibilities of a PE professional. The boot camp then turns to modeling, where participants will learn how to build a real, complex LBO model the way it’s done on the job.

Jessica Holton

Most recently, Jessica was an associate in the Carlyle Group’s U.S. Buyout Consumer & Retail group where she focused on evaluating investments, building valuation models, conducting financial analysis and diligence and managing portfolio companies within the consumer and retail space. Before Carlyle, Jessica was an analyst in the Financial Sponsors Group at Morgan Stanley, where she advised private equity clients on buy-side, sell-side, public offerings and refinancing opportunities.


Michael Stack

Before joining Wall Street Prep, Michael was Director of Product Development at DICK’S Sporting Goods, Inc. Prior to attending business school, he was an Associate at Warburg Pincus, a global private equity firm with more than $44 billion in assets under management. He began his career at PJ Solomon, a boutique investment bank, as an analyst advising clients primarily on M&A transactions.

Comprehensive training materials (manuals and online exercises), Detailed reusable modifiable Excel model templates, Unlimited e-mail support for content-related questions for 12 months post-seminar.