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