Course Schedule:

• Live online classes are held once a year in February. Join our mailing list for upcoming dates.
• Pre-recorded online classes are available anytime throughout the year

Course details:

• Structure: 11 classes, 90 min each
• 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 or recent graduates in banking or consulting who want to prepare for private equity recruiting.  
• You already have some familiarity with finance and accounting concepts

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