PRIVATE EQUITY DEALS PROCESS

The Wall Street Oasis

Introducing...

Almost 200 Lessons across 9 modules, and 12+ hours of video lessons

To Help You Master Your PE Role...

PE Deals Process

PRIVATE EQUITY DEALS PROCESS COURSE INCLUDES

Private Equity Review (12 video lessons)

In this module, there are 12 video lessons provided to introduce you at a very high level 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.

Initial Business Appraisal (11 video lessons)

In this module, we use 11 video lessons to get you comfortable with the first steps in an auction process.  This includes real life example of NDAs along with best practices, a real world teaser as well as an introduction to the main case we will be using throughout this course, Banana Splits.

First Round Bids (31 video lessons)

In this module, there are 31 video lessons to walk you through 1) the process of reviewing CIMs 2) a real world CIM walk through 3) the CIM from our custom case that we will be using throughout the course 4) The buildout of our Mini LBO model from our case 5) The Investment Committee Memo overview 6) A real world lender indicative term sheet as well as a detailed walk through of the IOI process.  

Conducting Diligence (17 video lessons)

The 17 video lessons in this module will help you understand the framework of diligence that you will be expected to lead in private equity.  Learn about common third party diligence providers and take a detailed look at real world examples of 1) a diligence tracker in Excel, 2) a commercial diligence report 3) a financial diligence report 4) a tax diligence report as well as 5) common Quality of Earnings add-backs and key tips for managing these multi-track processes successfully.

Valuation and Financing (25 video lessons)

This module of 20+ video lessons takes a deep dive into our case underwriting model and our main LBO modeling assumptions to arrive at our various downside, base an upside scenarios.  From a complex revenue build with a waterfall of unit types to build 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.

The Final IC Memo and LOI (18 video lessons)

In this module, there are 18 video lessons that give you a detailed walk through 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. 

The Close Process (11 video lessons)

In this module we use 11 video lessons to 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. 

Portfolio Company Monitoring (6 videos)

This brief module dives into the responsibilities of the associate post-close.  This includes financial reporting, add-on acquisitions (modeling covered in LBO course), dividend recaps, exit timing considerations and more.

Distribution Waterfall Exercises (10 videos)

This module breaks down Distribution Waterfalls for you and discusses MOIC, non-compounding, and IRR hurdles using various examples.

WSO PE Deals Process Course - Video Preview

Grid items
 
Common QoE Addbacks
 
LOI Example - Distribution Waterfall
 
Example - Non-compounding Hurdle: Project Level

Course Summary - Table of Contents

Below you will find a list of the modules and lessons included in this course.

Our students have landed and thrived at positions across all top Wall Street firms, including:

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.

PE Deal Process Course Certificate

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What You Get

Value

WSO Private Equity Deal Process Course

190+ video lessons across 9 modules taught by finance professionals from top PE megafunds...

$950

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

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Your investment is protected by our 12-Month Risk-Free Guarantee. If, for any reason, you don't think the WSO PE Deals Process Course is right for you, just send us an email, and we'll refund every penny. No questions asked. In short, you get a great return on your investment, or you get your money back. It's that simple.