Private Markets
Private Equity
LBOs, value creation and PE investment theses.
Overview
The private equity toolkit, from LBO mechanics to the levers of value creation. We build LBO models and, just as importantly, the qualitative and quantitative theses that make a deal worth doing.
Who it's for: PE professionals, bankers moving to the buy side, and investment teams.
What you'll cover
- LBO modelling: sources and uses, returns and debt structures
- The levers of value creation: growth, margin, multiple and deleveraging
- Building a PE value-creation thesis, quantitative and qualitative
- Entry, exit and holding-period returns (IRR and MOIC)
- Management, governance and the 100-day plan
- Diligence and investment committee papers
What delegates can do afterwards
- Build a three-statement LBO model, including debt structures and returns
- Decompose returns into their value-creation drivers: growth, margin, multiple and deleveraging
- Construct a PE investment thesis and value-creation plan that stands up in committee
- Evaluate a deal on both quantitative returns and qualitative merits
What delegates said
“Very practical and hands on. Materials were good and clear instructions from trainer.”
“Templates were clear and easy to follow, trainer gave real world examples.”
“Surojit is highly knowledgeable and supportive when it comes to answering queries.”
Discuss a programme
Tell us who the programme is for, roughly how many delegates, and what they need to be able to do afterwards. We will come back with a proposed structure and outline.