Fundamentals of Private Equity: Financing, Investing, and Value Creation

  • Category: Accounting, Finance & Budgeting Courses

Fundamentals of Private Equity: Financing, Investing, and Value Creation

  • Course Type: Classroom-based Course
  • Code: ARUK201S
  • Duration: 1 week
  • 30 CPD hours
  • Languages: Arabic, English

Course Overview

This 5-day intensive course provides a comprehensive introduction to private equity, covering the key aspects of financing, investing, and value creation. Participants will gain a deep understanding of the private equity lifecycle, from fundraising and deal sourcing to value creation and exit strategies. The course combines theoretical knowledge with practical insights, enabling participants to navigate the complexities of private equity transactions effectively.

Target Audience

• Investment professionals and analysts
• Corporate finance professionals and CFOs
• Entrepreneurs and business owners considering private equity funding
• Legal and advisory professionals involved in private equity deals

Course Objectives

• To understand the fundamentals of private equity, including its structure, strategies, and market dynamics
• To explore the private equity fundraising process and investor relations
• To develop skills in evaluating investment opportunities and conducting due diligence
• To learn value creation strategies used by private equity firms
• To understand exit strategies and how to maximise returns in private equity investments

Day-by-Day Course Outline

Day 1: Introduction to Private Equity

• Overview of private equity: Definition, types, and market participants
• The private equity lifecycle: Fundraising, investing, value creation, and exit
• Key players in private equity: General partners (GPs) and limited partners (LPs)
• Private equity strategies: Buyouts, growth capital, venture capital, and distressed investing
• Case study: Analysis of a successful private equity deal

Learning Outcome:

Participants will gain a foundational understanding of private equity, its key players, and the strategies employed in the industry.

Day 2: Private Equity Fundraising and Investor Relations

• The fundraising process: Steps and challenges in raising a private equity fund
• Understanding LPs: Who they are and what they seek in a fund
• Structuring a private equity fund: Key terms and conditions
• Investor relations: Building and maintaining strong relationships with LPs
• Practical exercise: Developing a fundraising strategy for a hypothetical private equity fund

Learning Outcome:

Participants will understand the private equity fundraising process and the importance of managing investor relationships.

Day 3: Evaluating Investment Opportunities and Due Diligence

• Sourcing and evaluating investment opportunities: Deal flow and screening
• Financial and operational due diligence: Assessing target companies
• Valuation techniques in private equity: EBITDA multiples, DCF, and more
• Negotiating and structuring deals: Key considerations and terms
• Case study: Due diligence and valuation of a potential private equity investment

Learning Outcome:

Participants will develop the skills necessary to evaluate and conduct due diligence on private equity investment opportunities.

Day 4: Value Creation in Private Equity

• Strategies for value creation: Operational improvements, financial restructuring, and strategic initiatives
• The role of the private equity firm in guiding portfolio companies
• Monitoring and reporting performance: Key metrics and tools
• Case study: Value creation strategies employed in a successful portfolio company
• Workshop: Designing a value creation plan for a private equity-backed company

Learning Outcome:

Participants will learn how private equity firms create value in their portfolio companies and how to design effective value creation strategies.

Day 5: Exit Strategies and Maximising Returns

• Overview of private equity exit strategies: IPOs, trade sales, secondary sales, and recapitalisations
• Timing the exit: Factors influencing the decision to sell
• Maximising returns: Strategies to enhance exit value
• Legal and tax considerations in private equity exits
• Group project: Developing an exit strategy for a private equity investment

Learning Outcome:

Participants will understand the various exit strategies available in private equity and how to maximise returns through effective planning.

By the End of the Course, Participants Will Learn:

• The structure, strategies, and market dynamics of private equity
• How to raise a private equity fund and manage investor relations
• Techniques for sourcing, evaluating, and conducting due diligence on investment opportunities
• Strategies for creating value in portfolio companies and maximising returns at exit
• A comprehensive understanding of the private equity lifecycle from fundraising to exit

Course Delivery Methods

• Expert-led lectures and presentations
• Interactive group discussions and industry case studies
• Practical exercises in fundraising, valuation, and value creation
• Hands-on workshops for deal structuring and exit planning
• Group projects and presentations to reinforce learning and application

Course Dates and Venue locations:

The Certificate:

After attending and completing the entire ARUK training course, delegates will be issued a Certificate of Completion

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4500 £ (Inc. VAT)