Wall Street Prep
Thu Nov 19, 10a-6p (ET)

Private Equity Deal Process 1-Day Virtual Boot Camp

Format: Live Virtual
Date: Nov 19
Time: 10a-6p (ET)
CPE Credits: 9.5
Date doesn't work? Start Learning Now Online

Real-World Training From PE Professionals

Learn how to add value to your deal team through each major phase of the Private Equity deal process.
  • The PE Deal Process DemystifiedThe 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 ProfessionalsThis 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 InstitutionsThis is the same training program used by some of the largest PE firms in the world to prepare new hires for the job.

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
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Wall Street Prep training is used at ...

clients clients

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

Revisit what you learn This virtual seminar will be recorded and available for you to review any time from your Wall Street Prep learning dashboard.
Overview

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.

Instructors

Jessica-HoltonJessica 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-StackMichael 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

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 the 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.learningmarket.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.

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Trainee Reviews

"Definitely recommend! Provides an extremely thorough exposure to an LBO model with a detailed understanding of its fundamentals. Great to get hands-on experience as the side by side walk through the model with the instructors makes it more intuitive."
Amrata M.
"I definitely picked up a lot of useful tricks and knowledge, both through the prep-work and the virtual training, despite having prior knowledge of financial modeling and Excel use. There's always more to learn and the instructor quality as well as all the learning resources that you provide made this really useful."
Sam O.
"It is comprehensive and gives you a good snapshot of the job. It definitely gave me a great view into the full deal process and parts that I had missed. I was able to ask a lot of questions. Also, the materials are very useful for future reference. Thank you so much for the course today."
Maria Luisa E.
"Great overview of the softer points of working in PE, especially for people without a finance background. Typically, you get a lot about modelling etc., but this part of the job is important as well. Both teachers were great. I think having two is much better than one, given how different deals/work experiences can be."
Jamal C.
"The course covered really helpful and relevant content about the deal process, beyond just running the valuation. I thought the general overview of the process was nuanced and helpful. Other courses I've taken were more focused on the modeling mechanics."
Iris R.
"The training covers technical points with examples and exercises. Training is suitable for wanting to acquire technical know-how in LBOs. Also has useful tips for Excel that are taught throughout."
Ali R.

Why attend a boot camp?


  • Comprehensive training

    Our live courses pulls no punches. Each boot camp is the same intensive training used to prepare incoming analysts at top financial institutions.


  • Learn by doing

    Attendees “learn by doing” by working through practical exercises and building financial models from scratch using real case studies.


  • Networking opportunity

    Boot camps provide an opportunity to network with MBAs and professionals from industries including investment banking, corp dev and FP&A.


  • Experienced instructors

    Our instructor-practitioners are experienced bankers who give real-world context by connecting training to their own experience on the desk.


  • Excel Mastery

    Our training reinforces speed, efficiency and consistency in Excel that investment banking analysts are expected to have on Day 1.


  • Continuing ed & webinars

    Enrollment to most boot camps includes access to our continuing education online training platform and webinar series.

Online Training: Build a full-scale LBO Model

Want to go further than the Paper LBO? Learn how to build a fully integrated comprehensive LBO model.

  • Build a full LBO model from scratch
  • 12 hours of step-by-step modeling training
  • Real-world LBO Model template included
  • Used at top PE firms, investment banks and MBA programs
CPE logo

Earn 9.5 CPE Credits for this Seminar

CPE logo Wall 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.

Questions? We're standing by.

To learn more about this boot camp, fill out the form below or call us at: 617-314-7685









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