Private Equity Training

The Private Equity Training curriculum covers the acquisition process in its entirety. Whether you want to pursue a career in private equity or as an independent sponsor, the content on this website will help you get there.
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What You Will Learn

Introduction to Private Equity

Overview
  • Lessons:4
  • Videos:4
  • Quizzes:0

This series will introduce private equity by first exploring the industry, and then explaining how both an independent sponsor and private equity fund operate. 

Sourcing a Transaction

Overview
  • Lessons:3
  • Videos:2
  • Quizzes:0

This series is focused on how private equity firms source attractive investment opportunities.

Private Equity Due Diligence

Overview
  • Lessons:3
  • Videos:2
  • Quizzes:0

This course will discuss preliminary due diligence for a target company. More advanced due diligence will be addressed in the course titled "Closing the Transaction."

Securing Exclusivity

Overview
  • Lessons:5
  • Videos:4
  • Quizzes:0

In this course you will learn how a private equity firm secures an "exclusivity period" to evaluate an investment opportunity. This is done by executing a letter of intent, but before the letter of intent is signed the private equity firm must compete with all potential bidders. 

Letter of Intent

Overview
  • Lessons:2
  • Videos:2
  • Quizzes:0

This series is focused on the letter of intent (LOI) in a private equity transaction. This document helps serve as a guide for the documentation required to consummate the transaction (the “definitive agreements”).

Closing the Transaction

Overview
  • Lessons:8
  • Videos:5
  • Quizzes:0

Once a private equity investment has been secured under letter of intent, the private equity firm is granted an exclusivity period to close the transaction. This starts the clock and provides a deadline for the work required to complete due diligence and negotiate the definitive agreements. In this course you will learn what is required to close. 

Stock Purchase Agreement

Overview
  • Lessons:7
  • Videos:2
  • Quizzes:0

This course introduces the Stock Purchase Agreement (SPA). A stock purchase agreement is the primary transaction document for a stock acquisition. In most control private equity transactions this is the document that will require the most negotiation.