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Private Equity Deal Process – Wall Street Prep

Thursday, November 19 | 10:00 AM - 6:00 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.

Led By Experienced PE Professionals

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.

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: $1,100.20
Standard Rate: $1,499

Agenda

This virtual session goes from 9am-5pm EST

SummaryPE DEAL PROCESS

The boot camp focuses on the private equity deal process. Participants will learn about the PE roles and responsibilities throughout each phase of a deal, from the review of teasers and first round bids, to the due diligence process, the LOI phase, and progressing all the way to deal closing.

View Full Syllabus

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?

  • Incoming and prospective PE associates
  • Asset management and hedge fund associates
  • Investment banking analysts and associates
  • Corporate finance and business development professionals
  • MBA students and business undergraduates

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.

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.