Private Equity Due Diligence

This lesson provides an introduction to private equity due diligence. The associated workbook provides an Excel template that outlines the deal process and two due diligence lists.

This lesson uses a real-world example to highlight the resources private equity firms rely on when they are attempting to evaluate new investment opportunities.

As the likelihood of closing a transaction increases, so will the number of individuals working towards a close. A small investment team comprised of 5 to 10 individuals might expand 10-fold if all individuals with engaged third parties and sources of capital are included. In this lesson we will explore the roles played by third parties in due diligence.