Finance & Accounting
Private Equity Masterclass
This masterclass covers the full private equity investment cycle, including fund economics, deal origination and valuation, LBO modelling and returns analysis, due diligence, value creation and exit routes. Participants learn to evaluate and execute private equity transactions with confidence.
Introduction
Private Equity Masterclass Training Course takes finance and investment professionals through the full private equity cycle, from fundraising to exit. Participants learn how funds are structured, how deals are sourced and valued, how value is created in portfolio companies and how investors realise returns. The programme covers fund economics, deal origination, valuation, leverage, due diligence, value creation plans, exits and investor reporting. Furthermore, it addresses governance, alignment of interests and regulatory expectations. As a result, delegates can evaluate opportunities and hold their own in deal discussions. Gentex Training Center delivers the programme through modelling workshops and deal case work.
Private Equity Masterclass Course Objectives
- Explain private equity fund structures, economics and investor expectations.
- Apply valuation approaches including DCF, multiples and LBO analysis.
- Build a leveraged buyout model with debt tranches and returns analysis.
- Calculate IRR, multiple of invested capital and cash-on-cash returns.
- Plan deal origination, screening and target assessment.
- Run commercial, financial, legal and operational due diligence.
- Design value creation plans covering growth, margin and capital efficiency.
- Structure deal terms, equity rollover and management incentives.
- Plan exit routes including trade sale, secondary buyout and IPO.
- Report fund and portfolio performance to investors and committees.
Course Methodology
The course combines technical briefings with hands-on modelling workshops and deal case simulations. Participants build an LBO model, assess a target, structure a deal and prepare an investment committee paper. In addition, structured peer review and group debate sharpen commercial judgement, and each day closes with an applied deal task.
Who Should Take This Course
- Private equity and growth capital investment professionals.
- Corporate development, M&A and investment banking staff.
- Fund managers, analysts and portfolio operations teams.
- Family office and sovereign fund investment staff.
- Finance directors in portfolio companies and mid-market businesses.
- Advisers, auditors and consultants serving private equity clients.
Private Equity Masterclass Course Outlines
Private Equity Landscape and Fund Economics
- • Private equity strategies: buyout, growth, venture, mezzanine and distressed.
- • Fund structures, limited partners and general partners.
- • Fund economics: management fees, carry, hurdle rates and catch-up.
- • Fundraising, commitments, drawdowns and fund life.
- • Investment process from sourcing to exit.
- • Governance, alignment of interests and regulation.
- • Workshop: mapping a fund structure and its economics.
Deal Origination, Screening and Valuation
- • Sourcing channels: intermediaries, proprietary and sector theses.
- • Screening criteria, deal filters and target profiling.
- • Valuation approaches: DCF, trading multiples and precedent transactions.
- • Entry multiple selection and quality of earnings review.
- • Synergy and synergy-free valuation discipline.
- • Investment thesis construction and risk identification.
- • Workshop: screening and valuing a target company.
Leveraged Buyout Modelling and Returns
- • LBO mechanics: sources and uses of funds.
- • Debt tranches: senior, mezzanine and unitranche structures.
- • Cash flow sweep, covenants and debt paydown.
- • Building an LBO model in Excel step by step.
- • Returns analysis: IRR, MOIC and cash-on-cash.
- • Sensitivity to entry price, leverage and exit multiple.
- • Workshop: building a full LBO model with returns analysis.
Due Diligence, Structuring and Value Creation
- • Due diligence workstreams: commercial, financial, legal, tax and operational.
- • Red flags, warranties and indemnities.
- • Deal structuring: equity rollover, earn-outs and management incentives.
- • Value creation levers: revenue growth, margin improvement, capital efficiency.
- • Portfolio monitoring, board representation and reporting.
- • Add-on acquisitions and platform strategies.
- • Workshop: designing a value creation plan and deal structure.
Exits, Portfolio Management and Investor Reporting
- • Exit routes: trade sale, secondary buyout, IPO and recapitalisation.
- • Exit preparation, vendor due diligence and process management.
- • Realisation of returns and distribution waterfalls.
- • Fund reporting, valuation policy and investor communication.
- • Handling underperforming portfolio companies.
- • Building a private equity investment committee paper.
- • Workshop: presenting a deal recommendation before a review panel.
Conclusion
By successfully completing Private Equity Masterclass Training Course, participants will have acquired the knowledge to evaluate and execute private equity transactions. They will understand fund economics, valuation, LBO modelling, due diligence, value creation and exits, and they will know how to present a deal case that withstands investment committee scrutiny. As a result, delegates contribute directly to stronger investment decisions. Gentex Training Center builds the programme around current private equity practice.
FAQs for the Private Equity Masterclass course
— What is the "Private Equity Masterclass" course about?
It covers the full private equity investment cycle. You learn fund structures and economics, deal origination and valuation, LBO modelling and returns analysis, due diligence, value creation and exits, with practical modelling and deal case work.
— What are the key benefits of the "Private Equity Masterclass" course?
You gain the ability to model a leveraged transaction and assess returns rather than relying on a pitch. You also improve target screening and valuation discipline, strengthen due diligence, design value creation plans, and present investment cases that satisfy committees and investors.
— What skills will I gain from the "Private Equity Masterclass" course?
You will gain private equity fund and deal analysis, leverage buyout modelling and returns calculation, deal due diligence and structuring, and value creation planning and exit management.
— What tools, methods, or standards are covered in the "Private Equity Masterclass" course?
The course covers fund economics including management fees, carried interest and hurdle rates, discounted cash flow and multiple-based valuation, precedent transaction analysis, quality of earnings review, LBO modelling with senior, mezzanine and unitranche debt, cash flow sweeps and covenant analysis, IRR, MOIC and cash-on-cash return calculation, distribution waterfalls, earn-out and equity rollover structuring, and vendor due diligence processes.
— How is the "Private Equity Masterclass" course applied in real-world practice?
Graduates apply it to screen and value acquisition targets, build LBO models with debt structuring, run due diligence workstreams, structure management incentive and rollover arrangements, design value creation plans for portfolio companies, prepare investment committee papers, and manage exit processes and investor reporting.
Scheduling in Progress | Training Arranged Around Your Needs
Our team can coordinate this program based on available dates and locations. Contact us to explore training options that best fit your needs.
Introduction
Private Equity Masterclass Training Course takes finance and investment professionals through the full private equity cycle, from fundraising to exit. Participants learn how funds are structured, how deals are sourced and valued, how value is created in portfolio companies and how investors realise returns. The programme covers fund economics, deal origination, valuation, leverage, due diligence, value creation plans, exits and investor reporting. Furthermore, it addresses governance, alignment of interests and regulatory expectations. As a result, delegates can evaluate opportunities and hold their own in deal discussions. Gentex Training Center delivers the programme through modelling workshops and deal case work.
Private Equity Masterclass Course Objectives
- Explain private equity fund structures, economics and investor expectations.
- Apply valuation approaches including DCF, multiples and LBO analysis.
- Build a leveraged buyout model with debt tranches and returns analysis.
- Calculate IRR, multiple of invested capital and cash-on-cash returns.
- Plan deal origination, screening and target assessment.
- Run commercial, financial, legal and operational due diligence.
- Design value creation plans covering growth, margin and capital efficiency.
- Structure deal terms, equity rollover and management incentives.
- Plan exit routes including trade sale, secondary buyout and IPO.
- Report fund and portfolio performance to investors and committees.
Course Methodology
The course combines technical briefings with hands-on modelling workshops and deal case simulations. Participants build an LBO model, assess a target, structure a deal and prepare an investment committee paper. In addition, structured peer review and group debate sharpen commercial judgement, and each day closes with an applied deal task.
Who Should Take This Course
- Private equity and growth capital investment professionals.
- Corporate development, M&A and investment banking staff.
- Fund managers, analysts and portfolio operations teams.
- Family office and sovereign fund investment staff.
- Finance directors in portfolio companies and mid-market businesses.
- Advisers, auditors and consultants serving private equity clients.
Private Equity Masterclass Course Outlines
Private Equity Landscape and Fund Economics
- • Private equity strategies: buyout, growth, venture, mezzanine and distressed.
- • Fund structures, limited partners and general partners.
- • Fund economics: management fees, carry, hurdle rates and catch-up.
- • Fundraising, commitments, drawdowns and fund life.
- • Investment process from sourcing to exit.
- • Governance, alignment of interests and regulation.
- • Workshop: mapping a fund structure and its economics.
Deal Origination, Screening and Valuation
- • Sourcing channels: intermediaries, proprietary and sector theses.
- • Screening criteria, deal filters and target profiling.
- • Valuation approaches: DCF, trading multiples and precedent transactions.
- • Entry multiple selection and quality of earnings review.
- • Synergy and synergy-free valuation discipline.
- • Investment thesis construction and risk identification.
- • Workshop: screening and valuing a target company.
Leveraged Buyout Modelling and Returns
- • LBO mechanics: sources and uses of funds.
- • Debt tranches: senior, mezzanine and unitranche structures.
- • Cash flow sweep, covenants and debt paydown.
- • Building an LBO model in Excel step by step.
- • Returns analysis: IRR, MOIC and cash-on-cash.
- • Sensitivity to entry price, leverage and exit multiple.
- • Workshop: building a full LBO model with returns analysis.
Due Diligence, Structuring and Value Creation
- • Due diligence workstreams: commercial, financial, legal, tax and operational.
- • Red flags, warranties and indemnities.
- • Deal structuring: equity rollover, earn-outs and management incentives.
- • Value creation levers: revenue growth, margin improvement, capital efficiency.
- • Portfolio monitoring, board representation and reporting.
- • Add-on acquisitions and platform strategies.
- • Workshop: designing a value creation plan and deal structure.
Exits, Portfolio Management and Investor Reporting
- • Exit routes: trade sale, secondary buyout, IPO and recapitalisation.
- • Exit preparation, vendor due diligence and process management.
- • Realisation of returns and distribution waterfalls.
- • Fund reporting, valuation policy and investor communication.
- • Handling underperforming portfolio companies.
- • Building a private equity investment committee paper.
- • Workshop: presenting a deal recommendation before a review panel.
Conclusion
By successfully completing Private Equity Masterclass Training Course, participants will have acquired the knowledge to evaluate and execute private equity transactions. They will understand fund economics, valuation, LBO modelling, due diligence, value creation and exits, and they will know how to present a deal case that withstands investment committee scrutiny. As a result, delegates contribute directly to stronger investment decisions. Gentex Training Center builds the programme around current private equity practice.
FAQs for the Private Equity Masterclass course
— What is the "Private Equity Masterclass" course about?
It covers the full private equity investment cycle. You learn fund structures and economics, deal origination and valuation, LBO modelling and returns analysis, due diligence, value creation and exits, with practical modelling and deal case work.
— What are the key benefits of the "Private Equity Masterclass" course?
You gain the ability to model a leveraged transaction and assess returns rather than relying on a pitch. You also improve target screening and valuation discipline, strengthen due diligence, design value creation plans, and present investment cases that satisfy committees and investors.
— What skills will I gain from the "Private Equity Masterclass" course?
You will gain private equity fund and deal analysis, leverage buyout modelling and returns calculation, deal due diligence and structuring, and value creation planning and exit management.
— What tools, methods, or standards are covered in the "Private Equity Masterclass" course?
The course covers fund economics including management fees, carried interest and hurdle rates, discounted cash flow and multiple-based valuation, precedent transaction analysis, quality of earnings review, LBO modelling with senior, mezzanine and unitranche debt, cash flow sweeps and covenant analysis, IRR, MOIC and cash-on-cash return calculation, distribution waterfalls, earn-out and equity rollover structuring, and vendor due diligence processes.
— How is the "Private Equity Masterclass" course applied in real-world practice?
Graduates apply it to screen and value acquisition targets, build LBO models with debt structuring, run due diligence workstreams, structure management incentive and rollover arrangements, design value creation plans for portfolio companies, prepare investment committee papers, and manage exit processes and investor reporting.
Partners in Learning
Our Partners in Learning include leading companies and organizations that trust Gentex Training Center for high-quality training courses and professional development programs. Together, we deliver impactful training programs that support skills growth, leadership development, and organizational excellence.
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