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Presented by Wall Street Prep: The PE Masterclass: Crushing the paper LBO is just the beginning
** Formerly called the Private Equity Boot Camp
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.
Standard Rate: $1,999
This virtual session goes from 9am-5pm EST
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.
Online | PRE-SEIMNAR 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.
Online | POST-SEMINAR ONLINE ACCESS
Enrollment includes access to the following online course(s): Financial Statement ModelingLBO Modeling
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.
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.
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.
This virtual training session will run from 9a-5p daily (ET). The session will use interactive exercises as learners move back and forth between classroom lecture and small group breakout rooms.
Comprehensive training materials (manuals and online exercises), Detailed reusable modifiable Excel model templates, Unlimited e-mail support for content-related questions for 12 months post-seminar.
What You’ll Need
Laptop, Notepad, and Calculator.
This seminar presumes knowledge of financial accounting (at least 1 semester or equivalent). Participants without this background must enroll in and complete the Accounting Crash Course prior to attending the seminar. In addition, it is strongly recommended that attendees complete the Financial Statement Modeling online course that comes with enrollment ahead of the seminar.
Earn 27 CPE Credits for this Seminar
Wall Street Prep is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
- This PE Masterclass is targeted specifically for the following audience:
- 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