Private Equity The Ultimate Guide

Learn PE Dealings, Funds Structure‚ Term Sheet‚ Deal Structuring‚ Valuation and Financial Modeling of Private Companies

Last updated 2022-01-10 | 3.1

- Build a Private Equity Model hands-on
- Learn intellectual framework of Private Equity dealing such as the LP-GP‚ Private equity funds structure‚ Term Sheet‚ Deal Structuring‚ Valuation of Private Companies‚ Due Diligence
- Learn Corporate Finance foundation and Valuation techniques.

What you'll learn

Build a Private Equity Model hands-on
Learn intellectual framework of Private Equity dealing such as the LP-GP
Learn Corporate Finance foundation and Valuation techniques.
Learn Private equity funds structure‚ Term Sheet‚ Deal Structuring‚ Valuation of Private Companies‚ Due Diligence

* Requirements

* Basic knowledge of Finance concepts
* Fundamental understanding of financial modeling

Description

This Private Equity Training course has been designed to provide a detailed overview of the Private Equity Industry. It will explain the concepts of Limited Partners and General Partners, Term Sheets and Deal Structuring; further the tutorials would teach you to perform financial modeling of private companies proficiently. by joining this private equity training tutorial you would benefit by learning intellectual framework of Private Equity dealing such as the LP-GP‚ Private equity funds structure‚ Term Sheet‚ Deal Structuring‚ Valuation of Private Companies‚ Due Diligence, Building a Private Equity Model, Corporate Finance foundation and Valuation techniques. This course is geared in working within some aspect of the private equity industry-whether directly, as a practitioner or supplier of capital, as an entrepreneur or corporate manager who is financed by private equity. This course is intended to be a complement to Private Equity Finance. It also focuses on the “private equity cycle,” and starts by considering how private equity funds are raised and structured. 

Private equity is a source of capital from institutions and people with high liquidity for investing and acquiring equity ownership in companies. The partners of a private equity firm raise and manage the capital for yielding profits for their shareholders. The typical investment horizon for private equity is four to seven years.

The capital may be used to purchase shares of public or private limited companies that are delisted from stock exchanges. These companies often undergo a private transfer of ownership. The minimum amount of capital required for investment may vary depending on the fund raised and the policies of the private equity firm.

Who this course is for:

  • Professionals who want to pursue a career in the Private Equity industry
  • Students pursuing Degree, Diploma, Engineering and commerce who want to make a career in finance/Fixed Income market.
  • MBA in Finance, BBA in Finance

Course content

4 sections • 161 lectures

Introduction to Private Equity Preview 06:22

Learn how private equity works in real life

Features and History of PE Preview 05:41

Successful PEs of World Preview 09:06

Fee Structure Preview 12:06

Fee Structure Continues Preview 10:25

Basic Structure of PE Preview 03:09

Deal Structuring Preview 10:15

Deal Structuring Continues Preview 11:04

Pre and Post Money Preview 09:39

Participating Pref. Share Preview 10:46

Calculate Effective Share Price Preview 12:22

Venture Capital Preview 10:57

Growth Capital Preview 06:42

Leverage Buyouts Preview 06:43

Real Estate Preview 08:58

Role of Banks in PE Preview 09:50

Private Equity Investments Preview 05:38

Performance Measure of PE Preview 07:08

Performance Measure of PE Continue Preview 07:08

PE Fund Structure Preview 04:46

Investment Fund Preview 08:18

General Partner Preview 04:47

Parallel Funds Preview 04:25

Alternative Investment Vehicles Preview 04:01

Feeder Funds Preview 03:18

Co-Investment Vehicles Preview 02:47

Capital Commitments Preview 04:55

Recycling of Capital Commitments Preview 07:00

Distribution Waterfalls Preview 06:07

Carried Interest and Catch up Preview 09:24

Clawback Preview 03:11

Fund Fees Preview 08:57

Fund Fees Continue Preview 04:42

Fund Expenses Preview 04:45

Fund Marketing Preview 05:38

Placement Agents Preview 04:07

Fund Closing Preview 03:37

Fund Term Preview 06:29

Fund Term Continue Preview 11:03

Important Legal Document Preview 12:54

Fund Partnership or Operating Agreement Preview 05:47

Subscription Agreement and Investor Questionnaire Preview 02:23

Side Letters Preview Processing..

Investor Management Agreement Preview 03:48

Approaching the Private Equity Preview 04:04

Revenue Part 1 Preview 07:33

Revenue Part 2 Preview 09:25

Revenue Part 3 Preview 09:22

Revenue Part 4 Preview 06:41

Revenue Part 5 Preview 10:39

Manpower Cost Preview 10:44

Cost Preview 07:01

Cost Continue Preview 06:07

Cash Flow Preview 07:55

Equity Schedule Preview 04:30

Income and Balance Sheet Preview 04:35

Pre and Post Money Valuation Preview 04:45

Weighted Average Cost of Capital Preview 03:47

Weighted Average Cost of Capital Continue Preview 09:02

Valuation Using DCF Method Preview 01:35

Term Sheet Preview 06:26

Term Sheet Continue Preview 09:09

What is Private Equity Preview 07:10

Private Equity Fund Preview 07:10

Fees in Private Equity Preview 03:54

Returns in Private Equity Preview 04:14

Deal Structuring- Pre & Post Money Preview 08:04

Deal Structuring- Preferred shares Preview 03:53

Deal Structuring- Participating Preferred shares Preview 02:45

Deal Structuring- Multiple Liquidation Preference Preview 05:21

Deal Structuring- Other Structures Preview 03:54

Private Equity strategies Preview 11:59

Private Equity investments Preview 11:59

Role of banks in Private Equity Preview 07:46

Value of private equity investments Preview 09:05

Private equity structuring Preview 09:46

Financial Engineering Preview 09:09

Buy shares or assets Preview 03:35

Private Placement Memorandum Preview 07:12

Fund Structure- Flow of Money Preview 05:51

Fund Structure and organization Preview 05:33

PE often use a fund structure Preview 04:50

Investment Process- Approach the Private Equity Firm Preview 07:21

Investment Process- Approach the Private Equity Firm Continues Preview 05:58

Investment Process- Inquiries and Negotiations Preview 09:03

Investment Process- Due Diligence Preview 11:04

Investment Process- Final Negotiation and Completion Preview 09:15

Investment Process- Exit routes Preview 11:42

Fund Managers Perspective- Points to consider Preview 05:42

Fund Managers Perspective- Bid-Ask spread Preview 04:13

Relevance of term sheet Preview 03:22

Process to bridge Bid-ask gap Preview 02:13

Post investment performance Preview 03:58

Introduction to Financial Modelling Preview 09:20

Revenue Build up sheet Preview 08:37

Cost Sheet- Direct Costs Preview 07:56

Cost Sheet- Indirect Costs Preview 04:26

Working capital schedule- Historical ratios Preview 06:01

Working capital schedule- Projecting Preview 08:39

Depreciation schedule- Capital expenditures Preview 10:10

Depreciation schedule- Forecast depreciation Preview 08:41

Depreciation schedule- Linkages Preview 06:45

Amortization schedule Preview 11:50

Completing the Income statement Preview 04:49

Shareholders equity schedule Preview 02:47

Completing the Balance sheet and Cash flow Preview 07:56

Debt schedule- Calculate the cash available for debt Preview 08:51

Debt schedule- Linkages Preview 07:42

Calculation of FCFF and Beta Preview 09:36

Calculation of WACC Preview 05:33

Calculating the Equity Value Preview 04:59

Preparing the Cap table Preview 06:34

This video shows the cap table preparation

IRR analysis Preview 06:02

Comparable company analysis Preview 05:32

Term sheet- Capital structure Preview 08:58

Term sheet- Conditions and Covenants Preview 09:05

Learn the term sheet, its conditions and covenants

Term sheet- Drag and tag along rights Preview 05:45

Learn more on term sheets, drag and tag

Term sheet- Other terms and provisions Preview 06:37

Learn more on term sheet

Introduction to Private Equity Preview 12:36

Building up the Model Preview 07:15

Feeding the Inputs Preview 06:17

Modelling the EBIT Preview 12:05

Cumulative Carried Interest Preview 07:36

NAV Post Distribution Preview 07:43

Calculating TVPI Preview 06:16

Measuring the Revenue Preview 09:04

Kiind of Remuneration Scheme Preview 05:14

Pre Money Valuation Preview 06:14

Fraction of Ownership Preview 04:34

Calculating the Shares Preview 05:59

Scenarios for Base Case Preview 04:49

Comparing Best and Worst Case Preview 06:21

Claw Back Provision Preview 07:23

Post Money Valuation Preview 03:13

Introduction Private Equity Modelling Preview 06:43

Illustration for Accounting Approach Preview 02:59

Illustration for Accounting Approach Continues Preview 11:52

Valuing of Private Firm Preview 07:32

Overview of Trade and Private Firm Preview 07:28

Illustration for Fundamental Approach in Private Firm Preview 06:20

Illustration for Fundamental Approach in Private Firm Continues Preview 05:04

Bottom Up Approach to Estimate the Levered Risk Preview 07:04

Estimate Levered Risk for Info Soft Preview 07:11

Adjusting for Non Diversification in Bottom Up Approach Preview 04:17

Illustration for Non Diversification in Bottom Up Approach Preview 07:37

Alternative Adjustment for Private Firm Risk Preview 11:32

Cost of Equity to Cost of Capital Preview 01:14

Debt Ratio in Preview 09:53

Illustration to Esitmate Cost of Capital Preview 09:04

Cash Flow in Equity Modeling Preview 10:54

Illustration on Operating and Net Income Preview 11:48

Illustration on Operating and Net Income Continues Preview 06:43

Growth in Equity Modeling Preview 12:11

Illustration on Estimating Growth Preview 08:09

Key Person Effect on Value Preview 11:14

Illiquidity Discount in Equity Modeling Preview 10:55

Example of Illiquidity Discount Preview 05:41

Valuation Motives and Value Estimates in Equity Modeling Preview 08:08

Illustration on Valuation Motives Preview 10:42

Illustration on Value Estimates Preview 11:36

Illustration on Value Estimates Continues Preview 07:18