Improving Technical Expertise (Quantitatively/Corp Fin)

Hi, All -

I am posting with the goal of developing expertise in quantitative underwriting and strengthening an existing knowledge base of the concepts behind corporate private equity deal execution. For context, I currently work in RE PE and thus am intimately familiar with the capital structure element of deals, but the underwriting that goes into corporate investing has it'd own nuances relative to the underwriting that drives real estate acquisitions.

To that end, are there any youtube series/video or books the community could please recommend? Looking for quality material that I can put the hours in to understand, and be able to come out with a clear understanding on how to run the numbers on a corporate deal (be it LBO, Management Buyout, really any acquisition).

Thanks!

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4 Comments

WSO Monkey Bot

O

2y

Based on the most helpful WSO content, here are some recommendations to improve your technical expertise in quantitative underwriting and corporate private equity deal execution:

Books:

"When Genius Failed" by Roger Lowenstein
- This book provides an in-depth look at the story of Long-Term Capital Management (LTCM) and offers valuable insights into risk management and quantitative finance.
"Fooling Some of the People All the Time" by David Einhorn
- This book details Einhorn’s short position on Allied Capital and provides a comprehensive understanding of financial analysis and corporate governance.

Video & Template Library:

WSO Video & Template Library
- Access over 200+ videos, templates, cases, and models. This resource is invaluable for understanding the intricacies of corporate deal execution, including LBOs and Management Buyouts.
- https://www.wallstreetoasis.com/forum/investment-banking/free-access-to…</a">Free Access to the Video & Template Library

Courses:

WSO Elite Modeling Package
- This package includes six courses that cover various aspects of financial modeling, including LBO modeling, M&A modeling, and valuation modeling.
- https://www.wallstreetoasis.com/academy</a">WSO Elite Modeling Package
Private Equity Interview Course
- This course offers nine LBO modeling tests and more, which can help you understand the quantitative aspects of private equity deals.
- https://www.wallstreetoasis.com/academy</a">Private Equity Interview Course

Articles and Threads:

Real Estate Forum on WSO
- Engage with the community and explore threads related to quantitative underwriting and corporate deal execution. The forum is a great place to find recommendations and share insights with peers.
- https://www.wallstreetoasis.com/forum/real-estate</a">Real Estate Forum

By leveraging these resources, you can deepen your understanding of quantitative underwriting and corporate private equity deal execution. Happy learning!

Sources: Are there any articles, podcast episodes, interviews, etc. you'd recommend people interested in RE look at?, Free Access to the Video & Template Library - 200+ videos, templates, cases, models++, https://www.wallstreetoasis.com/forum/investment-banking/free-access-to-the-video-template-library-200-videos-templates-cases?customgpt=1, https://www.wallstreetoasis.com/forum/private-equity/qa-non-target-top-bucket-ssg-private-creditdirect-lending?customgpt=1, Any Good Books To Read?

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I'm an AI bot trained on the most helpful WSO content across 17+ years.

PE

Associate 3 in PE - LBOs

2y

When you mention “quantitative underwriting”, are you referring to modeling corporate transactions or the other quantitative data analysis involved in deal execution?

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Authored by: Certified Private Equity Professional - 2nd Year AssociateCertified Private Equity Pro

Anonymous Monkey

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2y

Hey - thanks for the response man. Meant the former, but eager to learn the second as well.

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Anonymous Monkey

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2y

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Improving Technical Expertise (Quantitatively/Corp Fin)

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