Investment Banking and Finance Private Equity Finance

Investment Banking and Finance: Private Equity Finance Masterclass: Fundraising, Valuation, PE Deals from Entry to Exit
Investment Banking and Finance Private Equity Finance
File Size :
11.31 GB
Total length :
9h 1m



John Colley MBA, MA(Cantab)


Last update




Investment Banking and Finance Private Equity Finance

What you’ll learn

Discover the core concepts in Private Equity, a core Investment Banking skill required by any Wall Street analyst
Understand How Private Equity Funds work
Discover and understand the Key Terminology in our Glossary and Definitions
Gain an Investment Banking perspective on the Key Characteristics of Private Equity Firms
Discover how to identify the right Private Equity firm for your business
Understand how Private Equity Firms identify and source their deals
Discover how to Structure a Private Equity Finance transaction
Understand Deal Value Creation and Key Private Equity Metrics
Understand the Private Equity Deal Process, step by step
Discover the importance of Deal Due Diligence
Understand Private Equity Deal Valuation and Pricing
Work through the comprehensive LBO Modelling structure and framework
Discover how to evaluate Risks and Returns in Private Equity Deals
Understand Exit Scenarios, Trade Sales, M&A, IPOs, Liquidations and Recapitalisations
Discover why some Startups fail
Understand how to measure Private Equity Fund returns

Investment Banking and Finance Private Equity Finance


No knowledge of Investment Banking or Private Equity is required or assumed
You need no knowledge of Banking and Finance


Jan 2021 Update :This course has undergone a transformational update adding over 7 hours of new and exclusive content!This content is exclusive to Udemy and UFB.*************At the core of Investment Banking and Finance Fundamentals is the world of Private Equity FinanceThis is how many on Wall Street and CEO’s of companies make millions of dollars every year.If you seeking to master Entrepreneurship Fundamentals or considering a career in Investment Banking or Private Equity, then this is a topic you need to master!I have been working with Private Equity firms since 1988 and have done dozens of deals raising millions of dollars.  I have been involved in deals where the principles walked away with hundreds of millions of dollars – each!The objective of this Investment “Banking and Finance: Private Equity Finance” course is to share that insight into what Private Equity is all about!In this course:Discover the core concepts in Private Equity, a core Investment Banking skill required by any Wall Street analystLet me explain to you how Private Equity funds workDiscover the detailed Glossary of Terms and Definitions to help you master the terminologyWe cover the Key Characteristics of Private Equity FirmsAnd help you to understand how you can find the right Private Equity Firm for your businessOf course, we cover how Private Equity Firms find their own deals too!We discuss the Structuring of Private Equity dealsAnd Deal Value Creation and Key Metrics in Private Equity FinanceUnderstand what is meant by EBITDA and how to calculate it – Finance Fundamentals Understand the difference between a Leveraged Buyout ( LBO ) and a Management Buyout ( MBO )Understand the Private Equity Deal Process, step by stepAnd we walk through the critical issue of Due Diligence in Private Equity DealsValuation and Deal Pricing is coveredDiscover how LBO Models are constructed in our comprehensive section (almost a course in its own right!)We review Risks and Returns in Private EquityThe Exit Options for Private Equity Portfolio Companies are discussedThen we dive into Trade Sales and M&A in the context of Private Equity ExitsAnd follow this up with a discussion of Initial Public Offerings or IPOsWe discuss the downside risk in Liquidation scenarios And have a detailed discussion about “Why Startups fail?”Finally we discuss how you measure Private Equity Fund ReturnsThis NINE hour course has over 100 lectures and over 90 downloadable resourcesDon’t walk into that interview under prepared!  Do you homework on Private Equity first by enrolling and completing this course.  Plus if you have any questions – post them in the course – I always do my best to answer them.Not sure yet? Scroll down and watch the Free Preview Lectures!What makes us qualified to teach you?This is a Finance course taught by a 30+ year, Managing Director level, Investment Banker – from a practical perspective – I also have an MBA (with Distinction).************Over 101,000 students have enrolled in my Udemy courses, this is what one of them said about this course:” I like the course and the approach of Sir John Colley. I believe I shall be able to achieve what I want through this course. I am looking forward to deeper and great understanding of the subject as this course will help me to make a career in Credit Analysis” R.R. Five Star************Our PromiseI have been teaching on Udemy since 2014 and am fully committed to it. If you have any questions about the content or anything related to any topic, you can reach out with your questions at any time and I always do my best to respond promptlyDon’t forget that this course (and all my courses) benefit from Udemy’s money back guarantee!Check out my other Finance Courses:If you are interested in Finance, then you will find these courses will help you further:Company Valuation, Financial Modelling and AnalysisMini MBA – Foundations of Business Strategy ConsultingBanking and Finance Accounting Statements Financial AnalysisMini MBA: Business Strategy 2 Business PlanInvestment Banking and Finance: Venture Capital FundraisingMergers & Acquisitions – M&A, Valuation & Selling a CompanyInvestment Banking and Finance: Why Acquisitions Really FailA Verifiable Certificate of Completion is presented to all students who undertake this finance course.Enroll with Confidence! See you inside the Course!


Section 1: Course Introduction and Overview of Private Equity

Lecture 1 Introduction and Welcome to this Course

Lecture 2 An Overview of Private Equity

Lecture 3 Advantages and Disadvantages of VC and PE Funding

Section 2: How Private Equity Funds Work

Lecture 4 How To Set Up a Private Equity Fund

Lecture 5 The Structure of a Private Equity Fund

Lecture 6 Limited Partnerships within a Private Equity Fund

Lecture 7 Roles within a Private Equity Funds

Section 3: Private Equity Glossary of Terms and Definitions

Lecture 8 Private Equity Glossary – Introduction

Lecture 9 What is a Management Buyout?

Lecture 10 What is a Leveraged Buyout

Lecture 11 Dispelling MBO Myths

Lecture 12 Glossary of Investors

Lecture 13 Glossary of Buyout Terms

Lecture 14 Glossary of Investment Terms

Lecture 15 What are Fund of Funds?

Section 4: The Key Characteristics of Private Equity Firms

Lecture 16 Categorising Private Equity Firms

Lecture 17 Deal Stages – The Difference between Private Equity and Venture Capital

Lecture 18 Lifecycle of a Private Equity Firm

Lecture 19 How do Private Equity Firms Create Value?

Lecture 20 Private Equity Measurement and Compensation

Section 5: How to Find The Right Private Equity Firm

Lecture 21 How to Find The Right Investor

Lecture 22 Is Private Equity the Right Option for your Business?

Lecture 23 Private Equity Selection Checklist

Section 6: How do Private Equity Firms Source Deals?

Lecture 24 Types of Funding Transactions in Venture Capital and Private Equity

Lecture 25 What Makes a Good Buyout Target Firm?

Lecture 26 Private Equity Deal Screening

Lecture 27 Private Equity Deal Funnel

Section 7: Structuring Private Equity Deals

Lecture 28 Capital Structure of a Private Equity Buyout

Lecture 29 Key Deal Structuring Terms

Lecture 30 What is Equity and Common Stock?

Lecture 31 Preferred Stock in Private Equity Deals

Lecture 32 Preferred Stockholders Liquidation Preferences

Lecture 33 More Rights in Private Equity Deals

Lecture 34 Assessing Capital Structures in Private Equity Deals

Section 8: Deal Value Creation and Metrics

Lecture 35 How Do Private Equity Firms Make Their Money?

Lecture 36 How do PE Firms Create Value for a Portfolio Company

Section 9: Private Equity Deal Process – Step by Step

Lecture 37 Private Equity Deal Process Part 1

Lecture 38 Private Equity Deal Process Part 2

Lecture 39 Private Equity Deal Process Part 3

Lecture 40 Private Equity Deal Process Part 4

Lecture 41 Private Equity Deal Process Part 5

Section 10: Areas of Due Diligence in Private Equity Deals

Lecture 42 Areas of Due Diligence in Private Equity Deals

Lecture 43 Commercial Due Diligence – Competition and Markets

Lecture 44 Commercial Due Diligence – Sector Growth

Lecture 45 Commercial Due Diligence – Customers and Suppliers

Lecture 46 Commercial Due Diligence – Capital Requirements

Lecture 47 Commercial Due Diligence – Financial Performance

Lecture 48 Financial Due Diligence

Lecture 49 Legal Due Diligence

Section 11: Valuation and Pricing in Transactions

Lecture 50 How to Value Private Companies in Private Equity Transactions

Lecture 51 What is EBITDA?

Section 12: A Detailed Explanation of LBO Modelling

Lecture 52 Introduction to LBO Modelling

Lecture 53 Navigation: Overview of an LBO Model

Lecture 54 Inputs: Document Sources

Lecture 55 Inputs: LBO Model Global Assumptions

Lecture 56 Inputs: LBO Model Key Assumptions

Lecture 57 Inputs: LBO Model Operational Assumptions

Lecture 58 Inputs: The Sources and Uses of Funds

Lecture 59 Financial Statements: LBO Model Financial Projections

Lecture 60 Financial Statements: Linkages and Balance Sheet Adjustments

Lecture 61 Financial Statements: Circularity in LBO Models

Lecture 62 Schedules: Working Capital Schedule

Lecture 63 Schedules: Revolver and Cash Sweep

Lecture 64 Schedules: Goodwill in LBOs

Lecture 65 Schedules: Tax Schedules

Lecture 66 Schedules: Depreciation and Amortisation Schedules

Lecture 67 Schedules: Debt Schedule

Lecture 68 Schedules: Debt Ratio Calculations

Lecture 69 Schedules: Distribution Waterfall

Lecture 70 Outputs: Valuation: WACC and DCF

Lecture 71 Outputs: Returns and Leverage

Lecture 72 Outputs: LBO Model Returns to Private Equity

Lecture 73 Reports: General Report

Lecture 74 Reports: Financial Report

Lecture 75 Reports: Ability to Pay

Lecture 76 Reports: LBO Value Creation Analysis

Lecture 77 Reports: LBO Deal Presentation

Section 13: Risks and Returns in Private Equity

Lecture 78 Assessing Risk in Private Equity Investments

Lecture 79 Management Equity in Leveraged Buyouts

Section 14: Understanding Exit Options in Private Equity Transactions

Lecture 80 What Drives an LBO?

Lecture 81 Exit Options for LBOs

Lecture 82 What is a Recapitalisation?

Section 15: Trade Sales and Mergers and Acquisitions

Lecture 83 LBO Exits – Company Sales

Lecture 84 M&A Transaction Structures

Lecture 85 More M&A Issues You Need to Know

Section 16: Initial Public Offerings

Lecture 86 LBO Exits: Initial Public Offerings

Lecture 87 LBO Exits: IPO Process

Lecture 88 LBO Exits: IPO Pros and Cons

Section 17: Why Startups Fail

Lecture 89 Why Do Startups Fail?

Lecture 90 Why Do Startups Fail? Strategic Pre-Investment Issues

Lecture 91 Why Do Startups Fail? Post Investment External Issues

Lecture 92 Why Do Startups Fail? Internal Operational Issues

Lecture 93 Why Do Startups Fail? Key Management Issues

Lecture 94 Why Do Startups Fail? Financial Issues

Lecture 95 Why Do Startups Fail – Summary

Section 18: Private Equity Fund Returns

Lecture 96 Understanding Private Equity Fund Returns

Lecture 97 Defining Private Equity Fund Returns

Lecture 98 Private Equity Return Ratios

Lecture 99 Evaluating Private Equity Fund Performance

Section 19: Summary and Wrap Up

Lecture 100 Course Summary and Wrap Up

Any Entrepreneur seeking to master the basics of Entrepreneurship Fundamentals,Any Entrepreneur or Potential Wall Street Analyst who wishes to expand their knowledge of Finance Fundamentals,Any prospective Investment Banking analyst who wishes to broaden their knowledge about Private Equity, LBO and MBO ‘s,Anyone undertaking Wall Street Prep in advance of applying for a Job or a business degree,Anyone considering applying for a job in a Private Equity firm

Course Information:

Udemy | English | 9h 1m | 11.31 GB
Created by: John Colley MBA, MA(Cantab)

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