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 Private Equity Boot Camp

Course Goals and Overview:

Led by experienced PE practitioners, this seminar teaches trainees how to construct a full-blown LBO model and demystifies the Private Equity deal process.

The Private Equity Boot Camp teaches trainees how to construct comprehensive LBO models used to support real transactions and provides insight into the private equity deal process and the day-to-day responsibilities of a PE professional.

This boot camp is NOT AN ACADEMIC EXERCISE: It is taught by PE professionals who have been involved in some of the most high-profile private equity deals in the last 10 years. This is the same intensive training used to prepare new hires at some of the largest PE firms in the world.

Course Details and Agenda:

Pre-Seminar Excel training: This boot camp assumes proficiency in Excel. Enrollment includes access to Wall Street Prep's popular Excel Crash Course for those who need an Excel refresher.

Post-Seminar Online Access: Enrollment includes lifetime access to the following online course(s): Financial Statement Modeling, LBO Modeling.


Day 1 – LBO and PE Overview, LBO Modeling

The boot camp begins with a discussion of the private equity deal process. Participants will learn about the PE roles and responsibilities at each phase of a deal, from the review of teasers and first round bids to the due diligence process and LOI phase through deal closing. The second half of the day focuses on LBO concepts, typical deal structures and current industry dynamics.

Day 2 – LBO Modeling/PE Deal Process

Trainees begin the LBO modeling process, paying special attention to the most common and challenging issues that emerge when modeling buyouts. We will focus the modeling on various equity and debt tranches, perform scenario and sensitivity analyses and finish with the modeling of advanced functionality and purchase price allocation.

Day 3 – LBO Modeling/PE Deal Process

Trainees continue the LBO modeling process. By the end of Day 3 trainees will have built a comprehensive LBO model.

Who Should Attend:

  • Private equity, asset management and hedge fund associates
  • Investment banking analysts and associates
  • Corporate finance and business development professionals
  • MBA students and business undergraduates
  • Anyone seeking to improve their LBO modeling skill set

What's Included?

Comprehensive training materials (manuals and online exercises), Detailed reusable modifiable Excel model templates, Unlimited e-mail support for content-related questions for 12 months post-seminar.

What to Bring:  Laptop, Notepad, and Calculator.


Instructor:
Mike Kimpel.jpg
Mike Kimpel
Instructor, Wall Street Prep

Prior to joining Wall Street Prep, Mike was a Senior Analyst for five years at Permian Investment Partners, NYC-based long/short investment fund. Prior to joining Permian, he was a Vice President at HIG Capital, a private equity fund with $24 billion under management. Before business school, he was an Associate at Golden Gate Capital, a private equity fund with $15 billion under management. He began his career as an analyst at UBS Investment Bank, where he completed a variety of M&A and LBO transactions across multiple industries. Mike earned a BS in Commerce from the University of Virginia, with Distinction, and an MBA from Columbia Business School, where he was selected to participate in the Applied Value Investing program. Since 2014, he has taught Applied Value Investing as an Adjunct Professor at Columbia Business School.

 Registration Fees

CF​AW Members: $1,099

Non-Members: $1,299

Currency: U.S. Dollar ($)

 Dates and Location


March 10-12, 2020

9:00AM - 5:00PM

George Mason University
3351 Fairfax Dr
Van Metre Hall 118
Arlington, VA 22201

 Discounts & Refunds

Group Discount: Organizations are eligible for a 10% discount when registering three or more people for an event. All registrations must be received at the same time. Email all discount registrations together to events@cfawashington.org

Cancellations, Substitution, and Refund Requests

 
  • Substitutions are welcome at any time.
  • Cancelations must be made in writing and emailed to events@cfawashington.org   on or before 5 business days prior to the event.
  • No refunds will be processed after 5 pm ET, 5 business days prior to the event. 
  • A $25 administrative fee will be applied to all cancellations.​
  • Refunds will not be issued for no shows