Intro to Private Equity Investing
Unlock the world of private equity: Learn the fundamentals, investment strategies, and valuation techniques to make informed investment decisions.
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Understanding Private Equity
Unit 1: Private Equity: An Overview
What is Private Equity?
PE vs. Public Equity
PE vs. Venture Capital
PE vs. Hedge Funds
PE's Role in Finance
Unit 2: History and Key Players
PE: A Brief History
Current PE Trends
The Investors
The Fund Managers
Advisors & Consultants
Private Equity Fund Structure and Participants
Unit 1: Understanding PE Fund Structure and Key Players
PE Fund Structure 101
The GP's Role
The LP's Role
GP/LP Alignment
Fees and Carried Interest
Unit 2: PE Fund Lifecycle and Fund Types
Fundraising Stage
Investment Period
Harvesting and Exit
Fund Types: Buyout
Fund Types: Growth Equity
The Private Equity Investment Process: Deal Sourcing and Due Diligence
Unit 1: Deal Sourcing and Initial Screening
PE Investment Process
Where Do Deals Come From?
Initial Screening
Confidentiality Agreements
Preliminary Valuations
Unit 2: Due Diligence Deep Dive
Financial Due Diligence
Operational Due Diligence
Legal Due Diligence
Building a Financial Model
Sensitivity Analysis
Valuation Methods in Private Equity
Unit 1: Core Valuation Techniques
DCF Analysis Intro
Building a DCF Model
LBO Modeling: Basics
LBO Model Mechanics
Comps: The Basics
Unit 2: Advanced Valuation Concepts
Adjusting Multiples
Leverage Impact
Valuation Assumptions
Limitations of DCF
Choosing a Method
Portfolio Company Management and Value Creation
Unit 1: PE's Role & Value Creation
PE as Active Managers
Operational Excellence
Strategic Acquisitions
Organic Growth
The 100-Day Plan
Unit 2: Incentives & KPIs
Aligning Incentives
KPIs: The Basics
Financial KPIs
Operational KPIs
KPI Dashboards
Exit Strategies in Private Equity
Unit 1: Exploring Exit Options
PE Exit Strategies: Overview
The IPO Exit Route
Strategic Buyer Sales
Secondary Buyouts
Other Exit Strategies
Unit 2: Choosing and Executing an Exit
Factors Influencing Exit
Preparing for Sale/IPO
Valuation at Exit
Returns and Risks
The Exit Process
Risk and Return in Private Equity Investing
Unit 1: Understanding Risk and Return
PE Risk-Return Overview
The Illiquidity Factor
Leverage: A Double-Edged Sword
Management Fees & Alignment
Market Risk in PE
Unit 2: Evaluating Performance and Diversification
Risk-Adjusted Returns
Fund Performance Metrics
Diversification Strategies
Macro Factors: An Overview
Scenario Planning
ESG Considerations in Private Equity
Unit 1: ESG Integration in Private Equity
Why ESG Matters in PE
ESG Frameworks
ESG Due Diligence
ESG Value Creation
Case Study: ESG Success
Unit 2: Measuring and Reporting ESG Impact
Key ESG Metrics
Data Collection
Reporting Standards
Financial Performance
Future of ESG in PE