- 50+Private Equity and Investment Firms used Wall Street Prep to train in-house in 2019
- 12 of the top 20 Private Equity Firms use our PE Training Programs (Based on PEI)
- Designed and taught by dedicated PE Faculty (Carlyle, Golden Gate, Warburg Pincus, Palladin, etc.)
We work with our PE clients to create associate orientation and continuing education programs that provide holistic training for the full deal lifecycle
While every client is different, we often cover the following topics:
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Navigating the Deal Process
- Step-by-step review of key deal touchpoints
- Simulated negotiation of critical processes
- Effective communication of investment thesis to internal and external parties
- Management of key service providers: lenders, lawyers and consultants
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Business Due Diligence
- Best practices for collecting, scrubbing and aggregating detailed client data
- Common business diligence data analyses
- Deep knowledge of model drivers and assumption formulation (attrition, cohort, market size, pipeline, customer concentration analyses)
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Financial Modeling
- 3-statement modeling with detailed supporting schedules
- LBO & M&A modeling analysis
- Levered and unlevered returns and underlying LBO returns concepts
- Multi-lense firm valuations and sanity checks
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Deal Execution
- Negotiation of final purchase and lending agreements
- Purchase price mechanism formulation
- Setting covenants and cushion analysis
- Regulatory approval process
- Funds flow
WSP has deep experience partnering with elite global investment firms
WSP developed a comprehensive training program consisting of customized classroom training, private tutoring & structured online learning journeys for summer interns from different backgrounds across multiple office locations
Our client was looking to improve the content quality and breadth of its online on demand course offerings. WSP partnered to implement customized online learning journeys for professionals across a variety of investment and back-office functions
WSP delivers an annual customized multi-day training program for incoming associates around the firm’s comprehensive and proprietary model and deal processes
WSP partners with this client to deliver annual classroom training for its new investment professionals, recurring Excel and PowerPoint Best Practices workshops for non-investment professionals, and to deliver on demand learning for the back office
Our online platform offers 100+ hours of content designed for PE and investment professionals
Dedicated Private-Equity Faculty
Our Private Equity training programs are designed and led by experienced former-PE professionals who understand that the PE skillset extends far beyond what is covered in traditional investment banking training
Speak with us about our PE and Investment programs
To learn more about PE/Investment training, use the form below or call us at 617-314-7685.
The Wall Street Prep Quicklesson Series
7 Free Financial Modeling Lessons
Get instant access to video lessons taught by experienced investment bankers. Learn financial statement modeling, DCF, M&A, LBO, Comps and Excel shortcuts.
