Training for the Future


Private Equity Fund

Course Code: PEF

Dates: 28 Nov - 2 Dec | 10 Apr 14 Apr | 26 Jun - 30 Jun | 18 Sep 22 Sep | 27 Nov - 1 Dec

Price: £2750 Plus VAT

Duration: 1 Week /s

Course Objectives

Asset strippers or corporate saviours? Whatever the perception, the private Equity (PE) sector plays a significant part in the functioning of the global capital markets. This course provides a comprehensive insight to PE shareholder objectives. Topics explored include deal appraisal and execution, regulation, and the participants that target returns from the turnaround of distressed corporate entities


Who Should Attend

-Business Development candidates entering the private equity space
-Financial Technologists needing a deeper business understanding
-Private equity staff needing a wider perspective on their business
-Those new to private equity


Prerequisite Courses

None


Course Overview

  • Defining Private Equity

  • -Concepts and objectives
    -Corporate models and incentives
    -Current landscape (UK, US and Global)

  • Deal Entry to Exit Strategy

  • -Public/private perspectives (inclu.De-lists)
    -Common entry criteria
    -Attribute of an exit strategy

  • Deal Origination and Structuring

  • -Intermediation (M&A, etc.)
    -Deal flow
    -Funding structures and sourcing

  • Deal Execution

  • -Due diligence
    -Success (failure) criteria

  • Implementation Deal Objectives

  • -Analytical process and reporting
    -Management / financial restructuring
    -Assessing products and services

  • Defining Entry / Exit

  • -Understanding key metrics (e.g. EBITDA)
    -Exit options (e.g. IPO, Sell-on) and planning

  • Private equity participants

  • -Shareholder profiles and objectives
    -Investment Bank
    -M&A intermediaries
    -Private equity firms

  • Regulation

  • -Risk management
    -Current directives and emerging themes

  • Reviewing Private Equity Operations

  • -Technology evaluation criteria
    -Deal workflow
    -Current Challenges

  • The Future

  • -Regulatory demands
    -Deal flow projections
    -The global perspective


    Learning Goal

    At the end of the course, delegates should have:

  • Conversancy in the language and business of private equity

  • A solid understanding of private equity concepts and the objectives

  • Clarity on the private equity business (equity/exit cycle) + workflow



  • Course Materials

    Course notes, handouts

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