Wall Street Prep

Private Equity Deal Process Boot Camp

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

  • For PE associates, MBAs and bankers looking to break in
  • Learn how to build a comprehensive LBO model
  • Understand the real world nuances of the PE deal process
  • Taught by experienced PE professionals

Taught online in the Wall Street Prep Virtual Classroom, 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.

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. This is the same intensive training used to prepare new hires at some of the largest PE firms in the world.

Pricing

Enrollment
$1499
Group Rates
discount
available

Agenda

This virtual session goes from 9am-5pm Eastern Time (ET)

Summary
PE 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.
Online
Pre-Seminar 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.

Online
Post-Seminar Online Access

Enrollment includes lifetime access to the following online course(s): Financial Statement ModelingLBO Modeling

Wall Street Prep Virtual Training

WSP virtual training events are NOT your traditional online classes. We’ve all been there: You log in only to watch a presenter go back and forth from webcam to screen share.

A WSP Virtual Boot Camp is an engaging learning experience that preserves the opportunity for instructor-trainee interaction, experiential learning and networking with fellow learners. Learners move back and forth between classroom lecture, small group breakout rooms, competitions and 1-on-1 conversations at a lively pace.

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

Overview

Led by former private equity professionals, this advanced 1 day virtual seminar 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.

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 includes lifetime access to our continuing education online training platform and our popular monthly webinar series.

Syllabus

The Private Equity Deal Process and Day to Day Responsibilities

The boot camp begins with a discussion of 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.

Pre-deal process

  • Pre-deal roles and responsibilities: Who does what?
  • Deal sourcing
  • Teasers
  • NDA/CA

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

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

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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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.