Course Introduction and Overview of Private Equity
  • Introduction and Welcome to this Course
  • An Overview of Private Equity
  • Advantages and Disadvantages of VC and PE Funding
How Private Equity Funds Work
  • How To Set Up a Private Equity Fund
  • The Structure of a Private Equity Fund
  • Limited Partnerships within a Private Equity Fund
  • Roles within a Private Equity Funds
Private Equity Glossary of Terms and Definitions
  • Private Equity Glossary - Introduction
  • What is a Management Buyout?
  • What is a Leveraged Buyout
  • Dispelling MBO Myths
  • Glossary of Investors
  • Glossary of Buyout Terms
  • Glossary of Investment Terms
  • What are Fund of Funds?
The Key Characteristics of Private Equity Firms
  • Categorising Private Equity Firms
  • Deal Stages - The Difference between Private Equity and Venture Capital
  • Lifecycle of a Private Equity Firm
  • How do Private Equity Firms Create Value?
  • Private Equity Measurement and Compensation
How to Find The Right Private Equity Firm
  • How to Find The Right Investor
  • Is Private Equity the Right Option for your Business?
  • Private Equity Selection Checklist
How do Private Equity Firms Source Deals?
  • Types of Funding Transactions in Venture Capital and Private Equity
  • What Makes a Good Buyout Target Firm?
  • Private Equity Deal Screening
  • Private Equity Deal Funnel
Structuring Private Equity Deals
  • Capital Structure of a Private Equity Buyout
  • Key Deal Structuring Terms
  • What is Equity and Common Stock?
  • Preferred Stock in Private Equity Deals
  • Preferred Stockholders Liquidation Preferences
  • More Rights in Private Equity Deals
  • Assessing Capital Structures in Private Equity Deals
Deal Value Creation and Metrics
  • How Do Private Equity Firms Make Their Money?
  • How do PE Firms Create Value for a Portfolio Company
Private Equity Deal Process - Step by Step
  • Private Equity Deal Process Part 1
  • Private Equity Deal Process Part 2
  • Private Equity Deal Process Part 3
  • Private Equity Deal Process Part 4
  • Private Equity Deal Process Part 5
Areas of Due Diligence in Private Equity Deals
  • Areas of Due Diligence in Private Equity Deals
  • Commercial Due Diligence - Competition and Markets
  • Commercial Due Diligence - Sector Growth
  • Commercial Due Diligence - Customers and Suppliers
  • Commercial Due Diligence - Capital Requirements
  • Commercial Due Diligence - Financial Performance
  • Financial Due Diligence
  • Legal Due Diligence
Valuation and Pricing in Transactions
  • How to Value Private Companies in Private Equity Transactions
  • What is EBITDA?
A Detailed Explanation of LBO Modelling
  • Introduction to LBO Modelling
  • Navigation: Overview of an LBO Model
  • Inputs: Document Sources
  • Inputs: LBO Model Global Assumptions
  • Inputs: LBO Model Key Assumptions
  • Inputs: LBO Model Operational Assumptions
  • Inputs: The Sources and Uses of Funds
  • Financial Statements: LBO Model Financial Projections
  • Financial Statements: Linkages and Balance Sheet Adjustments
  • Financial Statements: Circularity in LBO Models
  • Schedules: Working Capital Schedule
  • Schedules: Revolver and Cash Sweep
  • Schedules: Goodwill in LBOs
  • Schedules: Tax Schedules
  • Schedules: Depreciation and Amortisation Schedules
  • Schedules: Debt Schedule
  • Schedules: Debt Ratio Calculations
  • Schedules: Distribution Waterfall
  • Outputs: Valuation: WACC and DCF
  • Outputs: Returns and Leverage
  • Outputs: LBO Model Returns to Private Equity
  • Reports: General Report
  • Reports: Financial Report
  • Reports: Ability to Pay
  • Reports: LBO Value Creation Analysis
  • Reports: LBO Deal Presentation
Risks and Returns in Private Equity
  • Assessing Risk in Private Equity Investments
  • Management Equity in Leveraged Buyouts
Understanding Exit Options in Private Equity Transactions
  • What Drives an LBO?
  • Exit Options for LBOs
  • What is a Recapitalisation?
Trade Sales and Mergers and Acquisitions
  • LBO Exits - Company Sales
  • M&A Transaction Structures
  • More M&A Issues You Need to Know