For class of 2024 and recent graduates
Recruiting for private equity starts early. Even if you don’t plan to recruit right away, you’ll never have more time to prepare than when you’re still in college. The spring semester is a great time to learn how to build a model and crush a PE case interview. The good news is we’ve designed this course so you don’t have to prepare alone. All classes are taught live over Zoom giving you the opportunity to ask questions as we go.
- Our only request is that you commit to attending, as content will build from one class to the next.
- Plan to show up with video on and ask questions
- There will be an emphasis on practice cases. To get the most out of the course, plan to build a practice model on your own every other week (2-4 hours)
Course details:
- Structure: 11 classes, 90 min each
- Dates: Feb 16, Feb 23, Mar 8, Mar 15, Mar 22, Mar 29, Apr 5, Apr 12, Apr 19, Apr 26, May 3
- Timing: Friday afternoons 3:30-5pm ET
- Price: $325 (note: this is meant to be affordable for students as compared to our standard course pricing)
Who is this course for?
- Seniors in college entering banking or consulting who want to prepare for private equity recruiting. Recent grads pivoting to PE from consulting or similar are also welcome.
- You already have some familiarity with finance and accounting concepts
- You have time to commit to this program
What You’ll Learn:
Module 1 Simple LBO from list of assumptions [3 classes]
- Case 1
- Standalone IS/BS/CF
- Layer in deal, opening BS, calc returns
- Back of the envelope math to check returns
- Simple FCF only model (no full BS) as alternative
Module 2 Debt and Equity features [1 class]
- Debt complexity including excess cashflow sweep, revolver, financing fees
- Equity complexity including rollover equity, management options
Module 3 Build a model from a partial template [3 classes]
- Cases 2 & 3
- 2 example model builds from partial templates
- How to quickly orient on what’s in the template
- Build out reasonable operating assumptions quickly (don’t go down a rabbit hole on these)
- Get 3 statements tied together and BS balancing without deal
- Layer in deal, debt schedules, returns
Module 4 Quickly tackling a CIM or Mgmt Presentation [1 class]
- How to read a CIM fast (where to focus)
- Key slides – company overview, thesis/risks
- Checklist when evaluating a business
Module 5 Add-on acquisitions [2 classes]
- Case 4
- Layering in add-on acquisitions to a model
Module 6 Minority deals and Venture/Growth Considerations [1 class]
- Case 5
- Cap tables. Pre-money/post-money. Liquidation preferences
- Growth equity style sources & uses
Test your recruiting readiness
- You complete a case and we give you feedback