Breaking Into Private Equity: LBO Modeling and PE Deal Process Masterclass

The PE Masterclass: Crushing the paper LBO is just the beginning…

Led by former private equity professional with applied expertise in LBO modeling methodologies, this seminar begins with a deep dive into the Private Equity deal process and the day-to-day responsibilities of a PE professional. The boot camp then turns to modeling, where participants will learn how to build a real, complex LBO model the way it’s done on the job.

What You’ll Learn:

• LBO Modeling & the PE Deal Process – The Private Equity Boot Camp teaches trainees how to construct comprehensive LBO models used to support real transactions. But effective PE professionals must also understand the nuances of the private equity deal process and the non-modeling day-to-day responsibilities of a PE professional.
• Led by PE Professionals – 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.
• Learn from the Private Equity’s #1 Trainer – 4 of the Top 5 Private Equity firms globally use Wall Street Prep to train their incoming PE Analysts and Associates. Attending this program gives you access to the same virtual training.

Who Should Attend?

• Investment banking analysts planning to or actively interviewing for PE
• MBAs and undergraduates pursuing private equity
• Current private equity professionals seeking to improve their skill set
• Leveraged finance and credit professionals seeking a better understanding of their PE clients’ process

This is a 3-Day Virtual Boot Camp led by Wall Street Prep.

Speakers:

Jessica 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 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.

Agenda:

Day 1 | LBO and PE Overview, LBO Modeling

The boot camp begins with a discussion of the private equity deal process. Participants will learn about the PE roles and responsibilities at each phase of a deal, from the review of teasers and first round bids to the due diligence process and LOI phase through deal closing. The second half of the day focuses on LBO concepts, typical deal structures and current industry dynamics.

Day 2 | LBO Modeling/PE Deal Process

Trainees begin the LBO modeling process, paying special attention to the most common and challenging issues that emerge when modeling buyouts. We will focus the modeling on various equity and debt tranches, perform scenario and sensitivity analyses and finish with the modeling of advanced functionality and purchase price allocation.

Day 3 | LBO Modeling/PE Deal Process

Trainees continue the LBO modeling process. By the end of Day 3 trainees will have built a comprehensive LBO model.

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.

Post-Seminar Online Access:

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

Qualifications:

• CFA Institute PL Credit Hours: 21 Credits

Registration:

• CFAW Member: $1,599.20
• Non-Member: $1,999

This is a 3-Day Virtual Boot Camp led by Wall Street Prep.

Contact events@cfawashington.org with questions.

Register Here