The Private Equity Toolkit

Exam Questions: 70
Course Level: Basic
Pages: 246 | Content: 232, Supplemental: 14
NASBA Area of Study: Management Services
Not Acceptable for: Enrolled Agents
Version: 8165

This course will serve as a guide to executing private equity deals from start to finish. It covers every stage of the private equity process, from sourcing the deal to the company's exit. You'll find an overview on how to originate attractive investment opportunities, form effective working relationships with management teams, add value on portfolio company boards, and achieve profitable investment exits. PLEASE NOTE: Not accepted for Enrolled Agents. All course material provided. No prerequisites. Course level: Basic.

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Course Information

Table of Contents
  • First Thoughts on Deal Sourcing
  • Thematic Deal Sourcing
  • Opportunistic Deal Sourcing
  • Deal Selection - Eliminating the Wrong Deal
  • Deal Selection - Identifying the Right Deal
  • Assessing the Top Management Team
  • Analyzing the Business Plan
  • Valuation
  • Deal Structuring
  • Deal Execution: Transaction Process and Due Diligence
  • Deal Execution: Legal Documentation
  • Adding Value Through Active Ownership
  • Exit Strategies and Deal Monetization
  • To recall areas of "economic turbulence" that drive merger and acquisition (M&A) deal activity
  • To identify the characteristics of the author's thematic deal sourcing roadmap
  • To identify the steps in the author's opportunistic deal sourcing roadmap
  • To identify various biases that investors are prone to
  • To recognize the deal aspects that are reviewed using the author's positive screening framework
  • To recall the findings of the CEO Genome Project
  • To recognize the importance of working capital
  • To identify the characteristics of various valuation metrics
  • To identify the various characteristics of different forms of financing
  • To recognize the focus of various due diligence workstreams
  • To recall the characteristics of various legal documents used in private equity transactions
  • To identify the time when a completed transaction reaches its maximum momentum and the company is most receptive to implementing changes
  • To recall the characteristics of various exit strategies

PLEASE NOTE: CPE credit measurement is based on NASBA Registry and QAS guidelines of one credit for every 50 minutes. Credit calculation may vary in different states — check with your State Board of Accountancy. Unless otherwise noted in the specific course description, no advanced preparation is required in order to register or complete any PES CPE course. Use of materials or services provided by Professional Education Services, LP ("PES") are governed by the Terms and Conditions stated on PES' website www.mypescpe.com. PES provides these courses with the understanding that it is not providing any accounting, legal, or other professional advice and assumes no liability whatsoever in connection with its use. PES has used diligent efforts to provide quality information and material to its customers, but does not warrant or guarantee the accuracy, timeliness, completeness, or currency of the information contained herein. Ultimately, the responsibility to comply with applicable legal requirements falls solely upon the individual licensee, not PES. PES encourages you to contact your state Board for the latest information and to confirm or clarify any questions or concerns you have regarding your duties or obligations as a licensed professional.