Fundamentals of Private Equity: Financing, Investing, and Value Creation Course

Course Overview:

This training course aims at broadening professionals’ perspectives by offering comprehensive knowledge of private equity investment processes, value creation, deal structuring, etc.

Students will be able to spot and appraise private equity investment opportunities, comprehend the scope and relevance of due diligence, and oversee and control investments at the conclusion of the course.

Key topics include various kinds of private equity finance (i.e. leveraged buyouts, growth capital), recent developments in the sector, and methodologies of financial modeling and valuation specific to private equity. An ideal course for analysts, managers, advisors and CXOs who wish to deal more effectively and create synergies in different businesses.

Course Objectives:

At the end of this Private Equity: Financing, Investing, and Value Creation  training course you will able to:

• Illustrate the investment process and the importance of due diligence
• Describe the origins and organization of the private equity industry
• Recognize the various segments of private equity and how they create value
• Identify the latest developments in the private equity industry
• Evaluate private equity investment opportunities
• Determine private equity negotiations and deal structuring
• Illustrate the managing and monitoring of an investment
• Perform valuation of LBOs and calculations for performance distribution
• Appreciate the roles and careers in the private equity industry

Who Should Attend?

Private Equity: Financing, Investing, and Value Creation Training course, is ideal for:

• Analysts/Managers seeking to understand how private equity negotiations and deal structuring work, as well as those looking to switch to private equity from investment banking
• Advisers/Consultants aiming to create value for companies, excel at deal management, build long-term relationships, and better understand  how to evaluate PE investment opportunities
• CXOs looking to build a roadmap for initiatives that will generate the most value for the company, and recognize the drivers of value  creation in private equity

Course Outlines:

Types and Economics of Private Equity

• Identify different private equity financing opportunities.

• Determine the drivers of value creation in growth capital, development capital, leveraged buyouts, and distressed situations.

• Describe other segments of financing and investment related to private equity.

• Analyze the factors to make a private company public.

Introduction to the Private Equity Industry

• Examine the history of private equity.
• Explain the definition variations of private equity.
• Analyze the types of companies and their motivation for investing in private equity.
• Describe the various stages of private equity investing.

Opportunity and Risks for Investors

• Examine performance measurement of private equity funds.

• Determine what makes different private equity asset classes attractive to investors.

• Analyze the performance and sustainability of private equity funds.

• Determine the impact of diversification on the asset.

Private Equity Financing and Investment Process

• Determine the different stages for setting up and managing a fund.
• Describe the investment process, including business plan development and fundraising.
• Examine the potential issues and focus on conducting due diligence.

LBO Analysis and Valuation

• Examine the principles of financial modeling.
• Demonstrate the steps of LBO analysis.
• Utilize the available valuation techniques.
• Discuss the process of negotiations.

see more: Fundamentals of Project Finance Course