PRIVATE EQUITY DEALS PROCESS COURSE

Master Private Equity from Elite Pros

10+ modules To Help You Master Everything You Need for a Role in Private Equity... Taught by Elite PE Professionals with Proven Track Records...

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Full lifetime access
Certificates of completion
$497
$1,250
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100% Unconditional Money-Back Guarantee
Full lifetime access
Certificates of completion
This Program includes
10+ Modules
200+ Lessons
12+ Hours
10+ Exercises
5,256 Students have joined this program
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

Private Equity Deals Process Course Cover

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.

Course Bonuses

Exclusive Bonuses (Worth $500+) for Free

Bonus #1: Unlimited Professional Support

24 months of elite support.  Drop a comment in any lesson and get a response from a pro within 48hrs.

Bonus #2: Real Life Case Documents

Learn from real-life documents. No other place trains you with real deal docs.

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.

Excellent
Rated 4.9 / 5 based on 111 verified reviews
Verified Buyer
A comprehensive interview course covering key parts of the PE interview. I particularly benefitted from the LBO modeling trainings which do a great job of walking through step-by-step how to create LBOs starting from simple models to more complex models.
A comprehensive interview course covering key parts of the PE interview. I particularly benefitted from the LBO modeling trainings which do a great job of walking through step-by-step how to create LBOs starting from simple models to more complex models.
Kyle
Verified Buyer
A great intro - would definitely recommend to aspiring consultants, as you will build a lot of models and need to have these hot keys and skills to do your best work!
A great intro - would definitely recommend to aspiring consultants, as you will build a lot of models and need to have these hot keys and skills to do your best work!
Robert
Verified Buyer
As someone who has completed several billion worth of PE deals I found the materials to be comprehensive, professionally done, and easy to follow along for someone with even a basic understanding of accounting, finance, and Excel. Each lesson builds upo…
As someone who has completed several billion worth of PE deals I found the materials to be comprehensive, professionally done, and easy to follow along for someone with even a basic understanding of accounting, finance, and Excel. Each lesson builds upon the previous providing step by step instructions for how to build simple 3 statement models to much more complex multi-scenario models. The materials are also great for paper LBO and interview prep. Definitely worth the money.
junkbondswap
Verified Buyer
This course was great to see the true process of modeling for the first time.
This course was great to see the true process of modeling for the first time.
James
Verified Buyer
Amazing course that helped me land a UMM fund!
Amazing course that helped me land a UMM fund!
Redacted
Verified Buyer
great modeling course for the financial statements
great modeling course for the financial statements
apisheh
Verified Buyer
Detailed step by step course
Detailed step by step course which helped me understand the core concepts
BrownChad
Verified Buyer
An amazing course for beginners and those with an intermediate level of understanding
An amazing course for beginners and those with an intermediate level of understanding of Excel. The course is easy to follow and the videos are enjoyable to watch. This course helped me from transitioning out of full time work in the military to my current role as an analyst!
Monkey of America
Verified Buyer
one of the most complete finance career related program
If you have little or no experience in constructing LBO models, this is one of the most complete finance career related program that you can opt for. The instructor left no stones unturned in teaching the fundamentals of the LBO as well as many of the assumptions and details that goes into building an LBO model. This program with its theoretical knowledge along with its real life application will potentially level you up before you apply for you dream job. Thank you WSO! Always looking forward to learn more!
Akash
Verified Buyer
practical insights for day to day use.
As per previous review. Course was easy to follow and provided practical insights for day to day use.
Nick
Verified Buyer
Super useful primer on financial statement modeling
Super useful primer on financial statement modeling, along with bonus content diving deeper into revenue drivers and depreciation schedules. Highly recommend.
CJ the funky h…
Verified Buyer
It is worth the time and the money
It is worth the time and the money
anon
Verified Buyer
Well worth it, did a much better job teaching than the company I interned at last summer.
Well worth it, did a much better job teaching than the company I interned at last summer.
Iz
Verified Buyer
Essential for a career in finance
Essential for a career in finance, teaches you in a user friendly way a strong foundation of skills that you will not succeed without in the world of finance! 10/10 would recommend
FibonacciMan
Verified Buyer
I’m definitely using this model in my job and it’s a great tool !
I’m definitely using this model in my job and it’s a great tool !
nicola.nicber
Verified Buyer
Helped for school and work
Helped for school and work
artofinception
Verified Buyer
hands on approach to an LBO.
This was a very hands on approach to an LBO. Definitely worth it if you are planning to move to a PE role. I very much like the professional experience of the teacher and the way the course is paced is perfect for somebody who has no experience in LBOs to understand and learn all the necessary information and tips to impress your manager.
Alex
Verified Buyer
From basic to advanced, no fuss.
From basic to advanced, no fuss. Complete and with the best practices that I see in everyday work.
Tales
Verified Buyer
Extremely thorough treatment of LBO modeling
Extremely thorough treatment of LBO modeling (contains 120 lessons, none of the lessons are fluff). I like that they added some useful tips to keep in mind when creating an LBO model in Excel. Unfortunately I am not a finance professional so I can only review this on the basis of a casual learner who was curious about finance. I am not sure how applicable it would be to real world careers but I can definitely say this is a deep introduction for further studying, at the very least.

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.
Quarter Life Crisis
Verified Buyer
Extremely well thought out and relevant to anyone looking to explore a career path in finance.
Easy to follow, extremely well thought out, and relevant to anyone looking to explore a career path in finance.
awijaya
Verified Buyer
guided step-by-step through the process of understanding each and every single thing 
In this course, you will be guided step-by-step through the process of understanding each and every single thing on a financial statement modeling and creating a comprehensive model. The Wall Street Oasis community is wonderful because you can ask any question and it will undoubtedly be answered, in addition to the invaluable articles that they provide.
Rishabh
Verified Buyer
great overall
great overall
lejlacusto
Verified Buyer
Best beginner couse to financial modelling
Best beginner couse to financial modelling. Very practival
Avinash Vijay
Verified Buyer
Got me up to speed
As a new joiner to the PE space from strategy and audit, this course got me up to speed on all the considerations that go into modeling for LBOs. It was especially helpful due to the increased PE activity in the current market (low-interest rate, lots of distressed deals due to covid, etc). My boss was extremely happy that I hit the ground running. Thank you WSO team for making such useful courses! I've used their other courses before this and like always, I've never been disappointed.
Nabil H.
Verified Buyer
exactly what you need to know to be successful in your PE interviews and job.
This product teaches you exactly what you need to know to be successful in your PE interviews and job.
Johnp
Verified Buyer
Really good course made up of practical tips for interviews and also case studies taught by PE professionals
Really good course made up of practical tips for interviews and also case studies taught by PE professionals
Vito
Verified Buyer
Very in-depth course that does a great job covering everything you'd need to know to feel comfortable with LBO's. Instructor was great and gave a lot of tips that I use on a daily basis.
Very in-depth course that does a great job covering everything you'd need to know to feel comfortable with LBO's. Instructor was great and gave a lot of tips that I use on a daily basis.
Matt
Verified Buyer
From zero knowledge of excel to an absolute excel expert
Wall Street oasis took me from zero knowledge of excel to an absolute excel expert,quick with keyboard hotkeys.
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.
mochilo
Verified Buyer
The program is really simple, goes in-depth to understand different concepts
The program is really simple, goes in-depth to understand different concepts
Akash
Verified Buyer
Great course - not just for modeling
A great course - not just for modeling. You'll pick up the mechanics of Excel, not to mention a robust knowledge of shorts so you never have to touch the mouse ever again. Then you'll learn about a cornucopia of formulas used in finance and how they interact with each other to arrive at extremely useful results.

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.
Nominal
Verified Buyer
Excellent course
Excellent course
ALevy
Verified Buyer
Worth every penny.
Worth every penny. I would have honestly paid more for the knowledge I gained from this course. It has saved me so much time and made me the go-to guy at work for anything excel. This is a no-brainer for anyone getting into financial services. But honestly is excellent for anyone who just wants to be an excel guru! Wall street oasis is incredible and produces nothing but excellent material to learn from.
Austin S.
Verified Buyer
covered everything you need to know to be a master at using excel.
This course covered everything you need to know to be a master at using excel. The instructor was very professional and knowledgeable and made learning quickly super easy. This course has led me to excel (no pun intended) at my job in investment banking.
Jonathan
Verified Buyer
Put it on my resume which helped a lot
Got through this course and put it on my resume which helped a lot. Also helped me on the job
GOTAJOB
Verified Buyer
The course was great.
The course was great. I would you only add more practice problems.
arwmosaad
Verified Buyer
fully recommend WSO LBO modelling course
As leveraged finance practitioner in BB bank can only fully recommend WSO LBO modelling course to all who needs practical experience of using leveraged finance and understanding model in detail - whether you'e at sells-de or buy-side. Course also comes at great value of money, specifically if you take is as a package with other courses. No brainer.
IK
Verified Buyer
Builds nicely from the simple to the complex!
I really enjoyed the structure of the course and all the golden nuggets in it - it builds nicely and gradually from the simple to the complex! The quizzes after each module are great to practice what was learnt. And the cheeky monkey that pops in and out every now and then makes the course more fun;)
Velizara DK
Verified Buyer
Very good.
Apart from the DCF, most IBs want you to know the LBO model. LBO valuation was in all of our proposals. This course helps you with understanding the landscape and the financial modeling side of things. Very good.
customer
Verified Buyer
Solid course that gives a good overview for beginners on the PE/VC industry and prepares you well for interviews with the industry primers and interview question guides. The course also includes a couple of example LBO model tests that prepare you well f…
Solid course that gives a good overview for beginners on the PE/VC industry and prepares you well for interviews with the industry primers and interview question guides. The course also includes a couple of example LBO model tests that prepare you well for what to expect in a larger stage interview. All in all no regrets and would recommend to others.
MoneySeeMoneyDo
Verified Buyer
The course is awesome
The course is awesome and help me prepare well for MS Accounting.
AnnieN
Verified Buyer
I could understand the relationship among the three financial statements and how is the impacted in each statement.
I could understand the relationship among the three financial statements and how is the impacted in each statement.
João Vitor-Morales
Verified Buyer
WallStreetOasis is the foundation to a successful career in high-financeWSO 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 th…
WallStreetOasis is the foundation to a successful career in high-finance

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.
WSO Monkey
Verified Buyer
Excellent course with numerous tutorial videos and resources.
Excellent course with numerous tutorial videos and resources.
TRT
Verified Buyer
Great for beginners.
Course is great for beginners.
thatIBkid
Verified Buyer
An absolute must
An absolute must for anyone on school/early career looking to break out ahead of their peers/colleagues.
Alex B.
Verified Buyer
Great experience
Great experience to cover all the basics needed to be prepared for an internship in IB
MZ
Verified Buyer
I found it to be an incredibly helpful platform. It really encouraged me to spend my extra time studying for LBOs in an efficient manner.
I found it to be an incredibly helpful platform. It really encouraged me to spend my extra time studying for LBOs in an efficient manner.
Brandon
Verified Buyer
Very, very extensive course. They cover absolutely everything in PE and they guy teaching it has experience in the space. A very credible source in a high quality course.
Very, very extensive course. They cover absolutely everything in PE and they guy teaching it has experience in the space. A very credible source in a high quality course.
customer
Verified Buyer
The course is straight to the point on the main topics of a LBO model. I do believe that WSO worths a lot.The teacher explain complex topics in a simple way.
The course is straight to the point on the main topics of a LBO model. I do believe that WSO worths a lot.
The teacher explain complex topics in a simple way.
João Vitor-Morales
Verified Buyer
Exactly what I needed to get started
Exactly what I needed to get started
JungleJungle
Verified Buyer
Practical course!
Great practical course! Proper language skills. Great DIY at the end of each chapter to hone skills!
wikushe
Verified Buyer
very effective and helpful
The LBO modeling review was very effective and helpful - there are an abundance of videos to watch and take you through each step of designing an LBO. Think the one of the most beneficial pieces are the handful of case studies provided to practice after the course
apisheh
Verified Buyer
ROI is very high
The Return on Investment is very high and I highly recommend people buy the course if they want to go into the field of finance.
ahmed
Verified Buyer
you need to practice by yourself
I Chose the modelling course because everybody knows that you don’t learn excel at school, you need to practice by yourself. The course takes you step by step from the most bac financial statement construction to detailed DCF financial modelling. Even if you don’t know anything about excel everything is very clear. I was scared that I would lack some excel proficiency when I first started my M&A internship last September but thanks to this class I was even helping my intern peers when they were struggling and impressed the analysts and associates in charge of me. Moreover, being proficient in excel modelling helped me focus on other tasks and occasionally finish sooner in the evening
Victor
Verified Buyer
very straight forward and easy to follow!
The course is very straight forward and easy to follow! It will teach you how to construct your first LBO model and a process to be used when practicing different models. The instructor walks very thoroughly through each of the sections speaking to the implementation and background of an LBO model.

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.
schaddm
Verified Buyer
Helped to get a deeper understanding of financial modeling than I'd had of two years on the job in corporate finance.
This product really helped to get a deeper understanding of financial modeling than I'd had of two years on the job in corporate finance.
elliott.venker
Verified Buyer
Course helped me to land an internship at a UMM firm. Great contents, the structure is clear and I had the feeling the authors knew what they talked about.
Course helped me to land an internship at a UMM firm. Great contents, the structure is clear and I had the feeling the authors knew what they talked about.
Fabian
Verified Buyer
Great crash course into history of PE and how PE works.Modeling practice and cases were extremely helpful.
Great crash course into history of PE and how PE works.

Modeling practice and cases were extremely helpful.
Kevin
Verified Buyer
Great product - simple and straightforward. Cut to the chase so that I got exactly what I needed for the interview and could practice. The results speak for themselves - I had never done a full LBO model previously but had to do one for my interview and …
Great product - simple and straightforward. Cut to the chase so that I got exactly what I needed for the interview and could practice. The results speak for themselves - I had never done a full LBO model previously but had to do one for my interview and ended up getting the job based primarily on the WSO PE interview course. Don't sell yourself short - spend a little bit of money on a course that could change the trajectory of your career.
Karson
Verified Buyer
Amazing course!
Amazing course!
stephen
Verified Buyer
very good materials
very good materials
Blanche
Verified Buyer
Skills for a career in IB or PE
Great Way to build foundational skills for a career in IB or PE, 10/10 recommend!
FibonacciMan
Verified Buyer
Could not be better.
Excellent financial statement modeling course, easy to understand and engaging. Could not be better.
TobiasDP
Verified Buyer
Module quiz helped test understanding
I thought it was very good and module quiz helped test understanding
Caroline.F
Verified Buyer
Really helpful.
This was really helpful. My only feedback is maybe there a few modules that were a little extra like not needed on a day to day.
ellie
Verified Buyer
Similar to other financial course programs but slightly better
Was a simple easy to follow course. Similar to other financial course programs but slightly better
crimsoncap
Verified Buyer
Good content
Good content
klant
Verified Buyer
Explain very well the main concepts about excel, what is essencial for financial modeling
Explain very well the main concepts about excel, what is essencial for financial modeling
João Vitor-Morales
Verified Buyer
Excellent!
These courses were excellent!
Aaron
Verified Buyer
Great program and worth the money
This was a great program and worth the money
marcusfallor
Verified Buyer
Great Course!
Great Course!
cchuber
Verified Buyer
Highly recommend
Highly recommend, learned a ton and would do it again!
Jamar
Verified Buyer
Go from beginner to a pro at Leveraged Buyout Modeling.
This guide has all you need to go from beginner to a pro at Leveraged Buyout Modeling. Really informative and easy to follow. Thanks WSO!

M&A First Year at MM
Verified Buyer
Easy to learn
Loved the product. Very easy to learn and quickly ramp right before hitting the desk.
Adam
Verified Buyer
Covers all you need to know
This course covers all you need to know to build a foundational understanding both practically and theoretically speaking in Excel and financial modelling, would highly recommend to those looking to learn this valuable skill!!
FibonacciMan
Verified Buyer
Boosted my efficiency
The course is pretty comprehensive and probably covered 95% of what I did with Excel during my internship. The keyboard shortcuts in particular boosted my efficiency and I even taught a few to some of my senior colleagues! Note that VBA/macros aren't covered. The timed tests sprinkled in between really helped cement the concepts I learned and be able to apply them immediately. I plan on reviewing the material from time to time to aid in better retention and especially before interviews. The short format of the videos made it easier to stay focused so I would say it's a worthwhile investment of time and money.
WheyDay
Verified Buyer
Very useful, as was the one on LBOs.
The Excel course was very useful, as was the one on LBOs.
TKMH
Verified Buyer
Would recommend 10/10.
Absolutely loved the course was comparing and contemplating should i or should i not get the course but glad i went through with it!! Would recommend 10/10.
Criro
Verified Buyer
Prepared me well to gain a strong foundation for Excel
Prepared me well to gain a strong foundation for Excel
customer
Verified Buyer
Great resource for Private Equity recruiting.
Great resource for Private Equity recruiting.
zxz
Verified Buyer
Fantastic!
Fantastic!
Guilherme Pettene
Verified Buyer
I really enjoyed this course
I really enjoyed this course, the fact that it has videos which guided you through all of the tasks after you have attempted them yourself is really helpful. I thought the speed of the course material was adequate, I knew most of the early lessons but quickly found myself re-learning excel 'best practises' or new techniques which I did not know about.
Albert
Verified Buyer
Great in terms of practical application
Great in terms of practical application in Excel. Would have liked more content on the three statements itself.
FI_Trader
Verified Buyer
Best bang for your buck
It's the best bang for your buck. Compared to other equally popular courses on the street, this one is really good and up to date with Excel versions.
Erick Quinteros
Verified Buyer
100% worth it
100% worth it as an intro to excel best practices; recommend pairing with the advanced WSO trainings on financial statement modeling, valuation, and LBOs.
CJ the funky h…
Verified Buyer
Highly beneficial, focused on the right topics
Great job by Patrick and team! The course was highly beneficial, focused on the right topics and made it possible for me to become fast enough to crush all my timed modeling tests.
Themorethebetter
Verified Buyer
Expensive, but worth it
Expensive, but worth it if you're serious about learning these skills.
likemopresti
Verified Buyer
Great tool for those looking to improve their spreadsheet skills
This Excel course is a great tool for those looking to improve their spreadsheet skills. The vast use of Excel across many industries shows how important it is so having advanced skills with it makes you that much more valuable to potential employers.
Badsir
Verified Buyer
Applicable to day-to-day work
Very useful and applicable to day-to-day work
Xiaoli-Ma
Verified Buyer
A fantastic overview
A fantastic and very thorough overview of everything you need to be a successful Excel user--I felt very confident starting a job in management consulting that my Excel skills would be sufficient.
bansea
Verified Buyer
Great course, very engaging and does not waste your time
This is an excellent course that combines excel training with financial statement modeling. Being in IB for 3 years, the fin model is where you get called out the most since it feeds the valuation tabs. Great course, very engaging and does not waste your time.
Shawn P.
Verified Buyer
Very relevant and useful.
The information was very relevant and useful.
copelandet
Verified Buyer
Helpful for PE interviews!
Helpful for PE interviews!
monk
Verified Buyer
Extremely Helpful
I had very moderate experience with excel when I was in University. This course has been extremely helpful in teaching me excel in an applicable way so that I can excel at my role as an analyst.
bnguyen
Verified Buyer
I used to consider myself to be pretty good at Excel
Working for 5 years in finance and strategy, I used to consider myself to be pretty good at Excel. But what Zach the instructor and the WSO team (including the monkey) have put together makes me look like an amateur. My target since completing this course is to get a stage where I can model without using the mouse (not yet there but getting there). I love the fact that they have put together excel sheets on which you can practice the shortcuts you learn. Started out at 3-4 mins on my first and ended taking less than 40 secs.
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
Nabil Hanif
Verified Buyer
Like a different software
It´s like a different software with this course
Guilherme Pettene
Verified Buyer
Fantastic course, great instructor, and very useful.
Fantastic course, great instructor, and very useful.
Joey
Verified Buyer
Improved my excel skills tremendously
Very detailed, thorough and fun learning. The course has improved my excel skills tremendously. Master this course and you have a solid foundation to more complex financial modelling courses.
walesay
Verified Buyer
Super easy to follow
Super easy to follow and I suggest doing the whole thing 2-3 times before hitting the desk if IB is your ultimate goal (or ultimate goal in the short-term lol). I go back to it to refresh my memory and get up to speed. I am also going to re-do the whole thing soon before I hit the desk in a month. If you do that before going to Business School and you don't have a background in Finance, you will be golden. Highly recommend!
ChimpaniHungry…
Verified Buyer
I learned so much, this is very effective training
Excellent content, narration, and examples to model financial statements and supporting schedules. I learned so much, this is very effective training
Larry
Verified Buyer
I learned a ton in this course!
Great content, narrator, pace, and quizzes. I learned a ton in this course!
Larry
Verified Buyer
Awesome course
Awesome course
Reilly
Verified Buyer
Great learning experience, great case study, overall very useful
Great learning experience, great case study, overall very useful
BondoNekat
Verified Buyer
Written before
Written before
Frontofficesquad
Verified Buyer
very helpful
very helpful modeling course
apisheh
Verified Buyer
This is a very important skill.
As a financial auditor, this is a very important skill. Knowing how each financial statement is interlinked with the other and how changes in one can affect the others helps to analyse and understand the many relationships that make a company.

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! :)
Nabil H.
Verified Buyer
The course explained the concept very well. Extremely helpful.
The course explained the concept very well. Extremely helpful.
Robert Lee
Verified Buyer
An accessible walk-through LBO modeling with industry instructors.
An accessible walk-through LBO modeling with industry instructors.

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.
Nominal
Verified Buyer
Totally recommend it.
Before this course, I had a slight idea of how to model. This course made every piece fall into its place for me. Totally recommend it.
Erick Quinteros
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.

Certificate of Completion
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

0

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...

$1,250

We won't even ask for half of that...

$625

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$1,250
$497
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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:

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.

$497
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