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.