Wall Street Prep
  • 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:

  • 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
  • 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)
  • 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
  • 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

Client: “Bulge Bracket” Private Equity Firm
New associate classroom training and continuous online training

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

Client: Top 3 Global Asset Manager
Online learning journeys for both front and back office professionals

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

Client: Middle Market Private Equity Leader
Fully customized new associate classroom training

WSP delivers an annual customized multi-day training program for incoming associates around the firm’s comprehensive and proprietary model and deal processes

Client: Global Asset Manager (>$10bn AUM)
Complete classroom and online training solution

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

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 ... More

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 ... More

Dan Hejza

Dan is a Senior Instructor at Wall Street Prep. Previously, Dan was a Vice President with Hard Yards Capital, a Washington, D.C.-based private equity firm focused on investments in the national security and defense sectors. Prior to Hard Yards Capital, Dan spent three years as an Associate at Prospect Partners, a Chicago-based private equity firm investing ... More

Deepak Sarpangal

Deepak Sarpangal is the Managing Member of Sarpa Holdings and has nearly twenty years of diverse investment experience. Prior to founding Sarpa, he was a Partner and founding member of the investment team at Marcato Capital Management, which during his tenure was recognized as S&P Capital IQ’s Best Emerging Manager of the Year, Institutional ... More

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.