Insights

Private Equity: Types of Due Diligence

  • Peter Lynch

Private equity due diligence has been traditionally taught with a focus on commercialfinancial and legal due diligence. But you will not find a single investor that will downplay the role of management in an operating business, and while information technology (IT) may have been viewed largely as a support function historically, it is increasingly viewed as a driver of growth and value within an organization. For these reasons in this post we will address management due diligence and IT due diligence as well.

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Private Equity Deal Sourcing Process

  • Peter Lynch

Finding an attractive deal in private equity requires a tremendous amount of work. This video highlights the number of opportunities a private equity firm evaluates before closing a single transaction.

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LBO Financial Modeling Test Instructions | Entry Level Position

  • Peter Lynch

Securing a job in private equity requires an understanding of LBO models. This case study has instructions for entry-level positions and more advanced positions, but in this post we will focus on the instructions for an entry-level hire.

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Debt Recapitalization in a Three-Statement Model

  • Peter Lynch

In this post we will cover a simple debt recapitalization in a three-statement model. This is a continuation of the post titled “Adding a Loan to a Three Statement Model,” and relies on the same workbook.

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Adding a Loan to a Three Statement Model

  • Peter Lynch

In this post we will cover the process of adding a new debt schedule to a three-statement model. For this exercise we will be using the three-statement model built at the beginning of the Integrating Financial Statements video series (template available for download at the bottom of this post).

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