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Certified Private Equity Specialist
Rating:
English
Intermediate
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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™ is one of the world’s fastest growing professional association with more than 200,000 members, associates and affiliates in 145 countries. IABFM™ hosts and organizes certification training worldwide and offers exclusive board designations to candidates who meet the highest professional standards and assessment criteria. The IABFM is credited by the American National Standards Institute (ANSI) the International Standards setting authority.
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
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FAQ
What language will the course be taught in and what level of English do I need to take part in an LEORON training program?
Most of our public courses are delivered in English language. You need to be proficient in English to be able to fully participate in the workshop and network with other delegates. For in-house courses we have the capability to train in Arabic, Dutch, German and Portuguese.
Are LEORON Public courses certified by an official body/organization?
LEORON Institute partners with 20+ international bodies and associations.We also award continuing professional development credits (CPE/PDUs) for:1. NASBA (National Association of State Boards of Accountancy) 2. Project Management Institute PDUs 3. CISI credits 4. GARP credits 5. HRCI recertification credits 6. SHRM recertification credits
What is the deadline for registering to a public course?
The deadline to register for a public course is 14 days before the course starts. Kindly note that occasionally we do accept late registrations as well, but this needs to be confirmed with the project manager of the training program or with our registration desk that can be reached at +1071 4 1075 5711 or [email protected].
What does the course fee cover?
The course fee covers a premium training experience in a 5-star hotel, learning materials, lunches & refreshments, and for some courses, the certification fee and membership with the accrediting bodies.
Does LEORON give discounts?
Yes, we can provide discounts for group bookings. If you would like to discuss a discount on a corporate level, we will be happy to talk to you.