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

September 13, 2023 - September 15, 2023

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Cvent Transition Guide

Overview

Presented by Wall Street Prep

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.

CFANY.org: $1599

Standard Rate: $1999

Agenda

Please note: Each daily 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-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.


Online | Post-Seminar Online Access

Enrollment includes access to the following online course(s): 

  • Financial Statement Modeling
  • LBO Modeling

Learning Objectives

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.

Boot Camp Details