Exam Preparation
CPESCertified Private Equity Specialist
Rating:
English
Intermediate
FACE 2 FACE
ON SITE TRAINING
LIVE VIRTUAL
TRAINING
COACHING
& MENTORING
SELF-PACED
TRAINING
Select Date
Download Brochure
Course Overview
The course covers private equity in depth, starting with the strategic framework, proceeding to evaluation of targets, company valuation and financing, the legal and regulatory framework, and the deal execution process. It concludes with assessment of post-investment value creation, and utilizes a number of real life case studies, including many in which the instructor has had personal involvement. Exercises are conducted in excel and group discussion.
Key Takeaways
1
Formulating and implementing the optimal business strategy to make a private equity investment succeed.
2
Cultivating management traits endowing the skills and expertise to run the business successfully.
3
Evaluating the best options using appropriate decision making criteria including financial tools, such as appraisal techniques, relevant models, tax considerations, deal execution and value creation.
4
Utilizing optimal methods of negotiating investment opportunities, deal structures and exit strategies.
5
Constructing and funding an optimal private equity portfolio, considering investment allocation, returns and benchmarking.
International Academy of Business and Financial Management
The International Academy of Business and Financial Management™ (IABFM) is a global professional association offering certification training programs worldwide. IABFM™ hosts and organizes professional development courses and grants exclusive board designations to candidates who successfully meet its established standards and assessment criteria. With more than 200,000 members and affiliates across over 145 countries, IABFM™ focuses on advancing careers in business, finance, and management through specialized certifications.
Course Outline
Part 1
The Markets, Business Structures and Access to Market
Private equity markets globally
→ Market structure, geographies, stages, nature
→ Deal flows and centers of excellence
Trends and outlook
→ Investor and investee perceptions
→ The future of private equity
Private Equity today
→ 2020
→ 2021
Exercises: designing suitable characteristics of a target private equity company; defining the appropriate macro framework conditions for private equity markets Q&A Session
→ Market structure, geographies, stages, nature
→ Deal flows and centers of excellence
Trends and outlook
→ Investor and investee perceptions
→ The future of private equity
Private Equity today
→ 2020
→ 2021
Exercises: designing suitable characteristics of a target private equity company; defining the appropriate macro framework conditions for private equity markets Q&A Session
Part 2
Working a Potential Deal to the Point of Decision
Deal and funding sources
→ Finding deal opportunities
→ Accessing the funding markets
→ Financial decisions: sources of equity & debt
→ Brief review of valuation techniques: asset based, multiples, DCF
Excel exercise: valuation
Investing and funding
→ Conceptual and economic differences
→ Corporate finance considerations in private equity
Core concepts of business strategy and operating risk
→ Valid strategic positions
→ Risks and rewards of core strategies
→ Operating risk models and assessments
Due diligence
→ Company accounts and realities
→ Documentation and legalities
→ Third party advisors
Q&A Session
→ Finding deal opportunities
→ Accessing the funding markets
→ Financial decisions: sources of equity & debt
→ Brief review of valuation techniques: asset based, multiples, DCF
Excel exercise: valuation
Investing and funding
→ Conceptual and economic differences
→ Corporate finance considerations in private equity
Core concepts of business strategy and operating risk
→ Valid strategic positions
→ Risks and rewards of core strategies
→ Operating risk models and assessments
Due diligence
→ Company accounts and realities
→ Documentation and legalities
→ Third party advisors
Q&A Session
Part 3
Closing and Taking Ownership or Control of a Deal
Deal evaluation and planning
→ Traditional models
→ Uncertainty models and approaches
→ Private equity anomalies
→ Restructuring plans – good business plans
Deal structures
→ Pure equity deals
→ Hybrid structures
→ Joint venture investments
→ Risk considerations
Deal negotiations
→ MOUs, LOIs, pre-contracts
→ Investor requirements
→ Last mile approach
→ Principles of negotiations
Exercises: valuation exercises for companies with and without assets/cash flow; developing a restructuring plan for a company; developing a financing plan to take over a company
Q&A Session
→ Traditional models
→ Uncertainty models and approaches
→ Private equity anomalies
→ Restructuring plans – good business plans
Deal structures
→ Pure equity deals
→ Hybrid structures
→ Joint venture investments
→ Risk considerations
Deal negotiations
→ MOUs, LOIs, pre-contracts
→ Investor requirements
→ Last mile approach
→ Principles of negotiations
Exercises: valuation exercises for companies with and without assets/cash flow; developing a restructuring plan for a company; developing a financing plan to take over a company
Q&A Session
Part 4
Running a Private Equity Business
Closure and completion
→ Contracts, side letters, agreements
→ Documentation and validation
First 90 days
→ Evolution of an investee company
→ Management activities and financing
Three years
→ Performance management
→ Second round financing
→ Recovery planning
→ Preparing for exit
Exercises: Taking Charge: the Enterprise Project - Creating a tight team
Q&A Session
→ Contracts, side letters, agreements
→ Documentation and validation
First 90 days
→ Evolution of an investee company
→ Management activities and financing
Three years
→ Performance management
→ Second round financing
→ Recovery planning
→ Preparing for exit
Exercises: Taking Charge: the Enterprise Project - Creating a tight team
Q&A Session
Part 5
Developing a Sustainable Private Equity Business
Exit strategies
→ Listings; trade sales, others
Building a private equity business
→ Targets and strategies
→ Staff and rewards
→ Capital and deals
→ Issues in private equity
Performance and benchmarks
→ Targets and strategies
→ Measuring performance
→ Benchmarking performance
Ethics
Exercises: designing suitable characteristics of a target private equity company; defining the appropriate macro framework conditions for private equity markets
Course review and discussion
→ Topics to be covered in more depth – participants’ selection
→ Review of material, secondary sources, research aids and related practical applications
Exam
→ Listings; trade sales, others
Building a private equity business
→ Targets and strategies
→ Staff and rewards
→ Capital and deals
→ Issues in private equity
Performance and benchmarks
→ Targets and strategies
→ Measuring performance
→ Benchmarking performance
Ethics
Exercises: designing suitable characteristics of a target private equity company; defining the appropriate macro framework conditions for private equity markets
Course review and discussion
→ Topics to be covered in more depth – participants’ selection
→ Review of material, secondary sources, research aids and related practical applications
Exam
Who Should Attend?
This highly practical and interactive course has been specifically designed for
Corporate analysts, private equity firms, bankers and financiers, accounting and advisory firms, government bodies, family owned businesses, legal and regulatory consultants, originators of debt and equity funding, investment professionals
FAQ
What language will the course be taught in and what level of English do I need to take part in a LEORON training program?
Most LEORON courses are delivered in English. However, there are some courses offered in Arabic, mainly online. For our in-house courses, sessions can be curated and delivered in any language upon request. In general, the best way to confirm language availability is to check with our Enrollment Managers for the most up-to-date information. Simply click on “Let’s talk on WhatsApp” to chat with us directly.
What formats are the courses offered in?
LEORON delivers training in various formats including face-to-face, live virtual sessions, self-paced learning, in-house delivery as well as online courses.
Are LEORON Public courses certified by an official body/organization?
Yes, most LEORON public courses are accredited by internationally recognized bodies such as CIPD, ATD, PMI, EdEx, and many others—depending on the course.
Who accredits LEORON’s training programs?
LEORON partners with over 20 international bodies such as PMI, CIPD, ATD, EdEx, NASBA, CISI, GARP, HRCI, SHRM, ACCA, ASQ, IIA, ILM, IAC, and others
Are CPD points or PDUs provided?
Yes, learners can earn CPD credits and professional development units (PDUs) including NASBA CPEs, PMI PDUs, CISI, GARP, HRCI, SHRM, and more.
How can I register for a course?
You can register through our website by filling in the inquiry form, or by speaking directly with one of our consultants via WhatsApp or email. Once we confirm your interest, we’ll guide you through the steps.
When is the registration deadline for public courses?
Registration typically closes 14 days before the course start date, with occasional late registrations accepted upon confirmation
What is included in the course fee?
The fee generally covers 5-star venue facilities, training materials, certified instruction, lunches and refreshments, plus certification and membership where applicabl0065
Are there group rates or discounts?
Yes, group bookings and corporate-level discounts are available. Learners are encouraged to reach out to discuss specific arrangements
What support is available with registration?
Enrollment Managers and a Registration Desk assist with the entire process, including deadlines, travel logistics, and course customization. As well as any other special requests you might have. Simply to go your preferred course and click on “Let’s chat on WhatsApp” to do so.
Can I request a bespoke course at my location or within my organization?
Yes, in-house training is fully customizable in terms of curriculum, language, delivery, and timing. You can suggest dates and locations. Simply to go your preferred course and click on “Let’s chat on WhatsApp” in order to address any questions or concerns in this regards.
What is the refund or cancellation policy?
Refund and cancellation policies vary depending on the course type and location. Generally, cancellations made at least 14 days before the course start date may be eligible for a full or partial refund, while cancellations made closer to the course date may incur a fee. For exact terms, please consult your Enrollment Manager or refer to the course confirmation email.
Can I register multiple employees from my company?
Yes. We support group registrations and offer corporate packages for organizations enrolling multiple participants. Our team can help coordinate the logistics for group bookings.
Who should attend these courses?
LEORON caters to a variety of professionals: from those seeking leadership development to project managers, HR specialists, finance professionals, cybersecurity, procurement, Ai enthusiasts and many others.
Do I need prior experience or academic qualifications?
Not always. Many specialized paths, like cybersecurity, accept learners without prior experience. However, some courses (e.g., PMI PDU-based ones) may have recommended prerequisites. Its always better to chat with one of our Enrollment Managers to discuss more. Simply to go your preferred course and click on “Let’s chat on WhatsApp” to do so.
Will I receive a certificate after completing the course?
Yes. Upon full attendance and successful completion, you will receive a certificate of participation or accreditation, depending on the course.
Are meals and refreshments included in face-to-face courses?
Yes. For in-person courses, lunch and coffee breaks are provided daily at the venue.
Can LEORON deliver a course in-house at our organization?
Absolutely. All programs can be delivered privately at your company or virtually for your team, customized to match your internal goals and structure.
Reviews
- Review:I enjoyed the program very much. The instructor was very well experienced, and the course was very well organized. The course was providing everything one needs to know about private equity that is not mentioned in the books. The content was rich and precise. The interactive teaching style kept us always involved and interested. Moreover, one of the best things in this course was that we spent half of the time applying what we learn through solving case studies. This helped us better absorb the knowledge provided, and made us more prepared to apply this knowledge in our work. I would recommend this course to anyone that is interested in becoming a Private Equity Specialist. -Associate Partner at G2G Management ConsultantsYasmina El-MaghrabyBusiness Planning Manager
- Review:The CPES Course gives a comprehensive insight in the complicated world of PE and navigates the participant through the intricacies with great ease. The spontaneous discussions among the group members on various topics were hugely encouraged by the instructor adding to the exposure to current developments in various industries and made the course very appealing. It is an excellent tool not only for the aspiring PE professionals but also for the investee community too -Allied Investment Partners PJSC, Abu Dhabi, UAEPankaj GuptaHead of Investment
- Review:One of the best courses by far. I would like to thank Gavin Ryan, Trayanka Kamchevska and the team for the tremendous efforts to prepare the workshop. I would also like to thank the great delegates whom I learned from a lot. See you around all!Ahmed AlfozanSenior Private Equity -Riyad Capital, KSA
- Review:Gavin teaches from his long experience in the field where he gives real live examples and helps you put the theory in to context. His course was really beneficial and enjoyable. -Malaz CapitalOraib AlkazimiAnalyst- Private Equity
- Review:This is the best private equity knowledge I have ever received and will never forget to practice it in my private equity deals. -Frontline, GhanaBenjamin Ofosu AgyemangInvestment Officer
