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Private Equity Deal Process Boot Camp – Wall Street Prep

Friday, April 30 | 9:00 AM - 5:00 PM

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Cvent Transition Guide

Presented by Wall Street Prep and led by former private equity professionals, this advanced 1 day virtual seminar takes a deep dive into the PE deal process and the day-to-day responsibilities of a PE professional.

What You’ll Learn

The PE Deal Process Demystified

The Private Equity Deal Process Boot Camp is an insider’s walkthrough of the key phases of the PE deal process. We bring you through the major PE deal checkpoints and describe how junior professionals can add value to the deal team.

Used by Top Financial Institutions

This is the same training program used by some of the largest PE firms in the world to prepare new hires for the job.

CFANY.org: $1,199.20Standard Rate: $1,499

THIS IS NOT AN ACADEMIC EXERCISE. Taught by experienced investment banking professionals, this is the same intensive Excel-based training used to prepare new hires at some of the largest IB firms in the world.

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 professionals, this course takes a deep dive into the Private Equity deal process and the day-to-day responsibilities of a PE professional. Designed for incoming and prospective PE associates as well as investment bankers and lenders working with PE clients, this boot camp is an insider’s walkthrough of the key phases of the PE deal process. We bring you through the major PE deal checkpoints (Pre-Deal, First Round Bid/IOI, Diligence Deep Dive/LOI, Post-LOI, Closing) and describe how junior professionals can add value to the deal team.

What You’ll Learn

  • This boot camp will demystify each phase of the PE deal process.
  • Understand the day-to-day responsibilities of a Private Equity professional.
  • Learn how you can add value to your deal team through each PE deal phase.
  • Designed for incoming and prospective PE associates as well as investment bankers and lenders working with PE clients.
  • Taught by PE professionals who have been involved in high-profile PE deals.
  • The pre-deal process:
    • Pre-deal roles and responsibilities: Who does what?
    • Deal sourcing
    • Teasers
    • NDA/CA
  • The first-round bid/IOI phase:
    • First round bids/IOI roles and responsibilities: Who does what?
    • Reviewing CIMs and OMs
    • Building the Mini-model
    • Deal review materials
    • Management presentations
  • The diligence/LOI phase:
    • Diligence/ LOI phase roles and responsibilities: Who does what?
    • Quality of earnings
    • Deal financing
    • The data room process
    • Making the decision and drafting the letter of intent
  • Post-LOI phase
    • Post LOI deal phase roles and responsibilities: Who does what?
    • Deal updates and final model
    • Negotiating key terms in the purchase agreement
    • Negotiating key terms in the credit agreements
    • Transition services agreements
  • Deal closing
    • Deal closing roles and responsibilities: Who does what?
    • Getting regulatory approval
    • Working capital adjustments
    • Funds flow

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.

What’s Included?

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.


Prerequisites

This seminar presumes knowledge of financial accounting (at least 1 semester or equivalent). Participants without this background must enroll in and complete the Accounting Crash Course prior to attending the seminar. In addition, it is strongly recommended that attendees complete the Financial Statement Modeling online course that comes with enrollment ahead of the seminar.


CPE Credit
Earn 9.5 CPE Credits for this Seminar

CPE logoWall Street Prep is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.


Cancellation Policy

Participants may cancel up to 3 weeks prior to the event for a full refund. A 20% cancellation fee will apply up to 1 week prior to the event. No refunds will be granted for cancellations made within 1 week of the event. Wall Street Prep reserves the right to cancel the seminar if enrollment is insufficient. Trainees will be refunded in full in the event of a cancellation.