Course Overview
10 Modules to Master Private Equity Deals Process
Secure your spot in the top 1% of PE applicants with this course. Master private equity deals inside out, gaining exclusive insights into this exciting field. Finish the course ready to be an asset to your team from day one.
Who is this Course for?
Motivated college students, and MBA students looking to break into Private Equity
Professionals looking to prepare for the recruiting process and transition to a career in Private Equity
Key Outcomes
Master ALL of the Private Equity Concepts
By the end of the course, you will possess all the Private Equity skills and knowledge necessary to be valuable to your team on day one.
Unlocking the Door to Private Equity Success
After completing the Private Equity Deals Process Modeling Course, you'll have a strong edge over other candidates in landing a position at the Top PE firms
Boost Your Confidence and Earnings Potential
Once you finish this course, you'll understand PE as well as get prepared for an interview, which will increase your odds of a move to the buy-side and earning a higher salary.
This course has helped our students and young professionals land and thrive at positions across all top Private Equity firms, including:
WHAT’S INCLUDED
A step-by-step course to help you master Private Equity Deals Process
Module 1: Course Introduction & Review
In this module, we introduce you to the world of private equity. You will be learning about the course objectives, what is private equity, where does the capital come from, the typical PE fund structure, a typical PE investment as well as an overview of the auction process and your role as a PE analyst and/or associate.
Module 2: Initial Business Appraisal
In this module, we get you comfortable with the first steps in an auction process. We take you through real-life examples such as Non-Disclosure Agreements (NDAs) along with best practices, a real-life teaser, and an introduction to the main case we will be using throughout this course.
Module 3: First Round Bids
In this module, we cover 1) the process of reviewing CIMs, 2) a real-world CIM walkthrough, 3) the CIM from our custom case, 4) the buildout of our Mini LBO model from our case, 5) the Investment Committee Memo overview, and 6) a real-world lender indicative term sheet and IOI process.
Module 4: Conducting Diligence
This module helps you understand the framework of diligence that you will be expected to lead in PE. Explore third-party diligence providers and a detailed look at real-world examples of 1) diligence tracker, 2) commercial diligence report, 3) financial diligence report, 4) tax diligence report, and 5) common Quality of Earnings add-backs and key tips for managing these multi-track processes successfully.
Module 5: Valuation & Financing
In this module, we build an underwriting model and go through the main LBO modeling assumptions for downside, base, and upside scenarios. From a complex revenue build with a waterfall of unit types to top-line projections to a variety of financing scenarios, learn how to build a complex but clean underwriting model that will give your deal team and the investment committee confidence in your projections.
Module 6: The Final IC Memo & LOI
In this module, we give you a detailed walkthrough of a real-life Investor Committee ("IC") Memo and LOI. This module provides a walkthrough on IC memo returns, distribution waterfalls, and other important considerations as the deal gets closer to the finish line.
Module 7: The Close Process
In this module, we wrap up the deal and show the final steps needed to make sure there are no surprises in this critical phase to get the deal across the finish line. From funds flow to final GP bringdown, we have you covered.
Module 8: Portfolio Company Monitoring
This brief module dives into the responsibilities of the associate after closing the deal. This includes financial reporting, add-on acquisitions (modeling covered in the LBO course), dividend recaps, exit timing considerations, and more.
Module 9: Distribution Waterfall Exercises
This module breaks down Distribution Waterfalls for you and discusses MOIC, non-compounding, and IRR hurdles using various examples.
Module 10: Sourcing
This module teaches you how to find and approach potential portfolio companies for your firm. Learn inbound and outbound sourcing, use cold and warm outreach effectively, track networking activities, and stay organized in the sourcing process.
Don’t Take Our Word For It
Hear From Our Students
Wall Street Oasis has trained over 63,000 students at elite corporate and educational institutions for over a decade.
I am not sure how it compares to other LBO courses in terms of value for money (if there are even other LBO online courses out there), but I do want to emphasize that it is an extremely dense course compared to most other online/MOOC courses so the price (probably) scales accordingly compared to standard online course prices from other services.
I've been hailed by my boss and colleagues at work, trident insurance co.ltd finance department,I used the knowledge also in PowerPoint and word ,these hotkeys apply almost in ppt,word and excel. I've been so efficient yet I'm still in campus.
A local leather turning firm also gave me a role in finance and accounting and it's been a lovely experience, I've actually recoup the money I paid wall street oasis for the course and in fact I got a massive discount, Patrick didn't sell it to me$497 dollars if I remember. The PowerPoint course could improved though,it only gives tricks but does not teach one how to actually create a full presentation or pitchbook. I'm sorry that I have to write my review away from home, I saw the email from Patrick and had planned to do this at home unfortunately my schedule with university,exams have Started and work reasons left me with no time,so seeing the second email I had to pull over and give at least something back by the roadside. If one is keen on a career in finance WSO is the place, it's worth it and the discussion section will broaden your commercial awareness. Thank you WSO.
Finally you'll get to the modeling, and you'll cover that in reasonable depth to understand what you're doing.
The course is well laid out with exams at the end of every module. The files you keep from this are a great future reference if you ever forget how exactly to do something. One last thing that I found excellent: the instructor is not just an Excel instructor, but also clearly works in finance. This shows up in additional tips throughout the course on best practices and how best to present your models.
WSO has reinvented the ecosystem within finance in attaining the once out of reach careers for 99% of the population. Their courses and resume services are the bedrock for those that want to succeed within the industry, and position the hungry career go-getters with their best foot forward to out-preform within a highly competitive landscape of candidates.
Far from a gimmick, those that use the service are taken care of by the best professionals within the industry seeking to give back young professionals and provide the advice they wish they themselves had once recieved. The company goes above and beyond in supporting their customers from start-to-finish in their careers, and in every step in the navigation, of what is far from a strait-line, for its success.
I'd highly recommend the service to every college student, lateral, career changer, or those simply seeking to brush up prior to a job change. It is the grand equalizer for those looking to make a career move, and the best decision you can make for your professional growth.
The teacher explain complex topics in a simple way.
There are questions at the end of each section that could be improved upon, but it's a modeling course not exam prep so it is understanable.
Overall, I would recommend this course to someone interested in learning LBOs.
Modeling practice and cases were extremely helpful.
I've done Excel courses before like this but with no practice, so only little of what I learned actually stuck. Practice makes perfect so I'm gonna head back to that :D
However, despite this being of second nature to me, I decided to check out the WSO financial statement modeling course as part of the Elite Modeling package while planning my move to investment advisory. Needless to say, like the other WSO courses, this was a well-planned out course from which even a seasoned professional like me could take away a lot. Knowing various standards that are used in the finance and investment community helps to blend in with the pros.
Would definitely recommend getting not just this but the whole elite modeling package if that's still on offer. Thanks WSO team! :)
Received this as part of a bundle (fantastic value, I might add), and this was the perfect walk through for someone that knows theoretically what an LBO is, but wants a nuts and bolts perspective. Very accessible and quickly brings you up to speed. A very high yield course.
Certificates
Get The PE Deal Process Course Certification
After completing the course, all students will be granted the WSO PE Deal Process Course Certification. Use this certificate as a signal to employers that you have the technical skills to immediately add value to your team.
Demonstrate that you have put in the work outside of university courses to make yourself an expert on the private equity deal process. Easily share to LinkedIn and other social media sites to highlight your skills and strengthen your profile as a candidate.
Course Benefits
How much is the PE Deal Process Course Worth?
What You Get |
Value |
---|---|
WSO Private Equity Deal Process Course 190+ video lessons across 9 modules taught by finance professionals from top PE megafunds... |
$500 |
Real Deal Documents The only course that trains you using real deal docs So you're ready for the real deal. |
$450 |
24 Months of Unlimited Elite Support from Actual Finance Pros Have a technical question? Easily drop a comment into any lesson and get a response from a pro within 48hrs. |
$300 |
Total Value |
$1,250 |
Consider this your first investment in a long career...
After all, you've likely already spent tens of thousands of dollars on college (and perhaps tens of thousands more on an MBA)...
When you start your coveted finance job, you'll be making well over $200,000...
...over $350,000 if you have an MBA...
And that's just the beginning of a long and very lucrative career that could easily net you millions...
Even at thousands of dollars and your ROI would still be huge…
At a fraction of that price, the ROI is even better... When you do the math, it's a no brainer.
And that doesn't include the time you'd have to spend figuring all of this out and the hours of sleep these courses will save you.
Even if you used the free info online, you'd still have to find it, organize it, vet it and test it to get it to work. That would take months… and at that point, you may have missed your window.
The WSO Private Equity Deal Process Course gives you everything you need to be super-efficient and master Private Equity… quickly and easily.
But we're not going to charge you thousands...
We won't even ask for half of that...
Get Unlimited Lifetime Access To The PE Deal Process Course For
This offer (+bonuses) is limited-time only
12 Month Money-Back Guarantee
Your investment is protected by our 12-Month Risk-Free Guarantee -- easily the most generous in the market.
If, for any reason (or no reason), you don't think the WSO PE Deal Process Course is right for you, just do the following within 365 days of your enrollment:
- Email [email protected] letting us know
- That's it!
We'll refund every penny. No questions asked. We bear the risk and will eat the transaction fees because we're that confident you'll love it.
Course Reviews
Here’s what professionals like you think of the course.
The teacher explain complex topics in a simple way.
FAQ
Answers to popular questions
About
Top professionals with many years of Private Equity experience
- MBA Students and Business Undergraduates
- Current IB Analysts
- Corporate Finance Professionals
- Anyone trying to break into private equity
- Professionals looking to lateral into high finance
- Taught and vetted by actual industry professionals
- Course content continually reviewed and updated
- Prepare to excel across all aspects of private equity and financial modeling
- Video-based self-study online courses from elite faculty (all current or previous finance professionals from top PE firms)
- Interactive quizzes
- Gamification to make more engaging
- 24 months elite support
ENQUIRIES
Any other questions?
We’re here to help.
We're confident you'll love the program and happy to answer any questions you have! E-mail [email protected] at any time and we'll get back to you within a few hours.