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Deal Fundamentals Pack

This bundle includes two asynchronous, digital courses for the fastest way to build a 360 degree view of the M&A process: perfect for incoming analysts at FDD, banking, and advisory firms. 

CPE credits are available for each course individually. See below for course requirements, CPE details, and FAQs. 

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Courses included:

M&A Professions / Audience

Financial Due Diligence
Investment Banking
Leveraged Lending
Private Equity
Universities

Experience Level

Emerging M&A Pros
Mid-Career M&A Pros
M&A Leaders

Delivery

Digital / QAS Self-Study:
~10-12 hrs
Digital / QAS Self-Study:
~7-10 hrs

Course Details: M&A Bootcamp

Course Details: M&A Excel Essentials

Learning Objectives: M&A Bootcamp

  • Achieve a comprehensive understanding of the mergers and acquisitions (“M&A”) process, including the roles of various transaction participants and diligence service providers. This knowledge will enhance participants’ capacity to contribute value to deal teams by recognizing and articulating the typical steps involved in the M&A process, including key due diligence workflow streams, their significance, and their interconnections.

  • Identify the primary constituencies involved in M&A processes, understanding their respective roles, and discerning the differences between roles on the buy side and sell side.

  • Analyze how various investor types, stages of investment, and sources of capital influence priorities in the M&A process and due diligence activities.

  • Cultivate essential business skills and habits that create value (“HTCV”) and become a well-rounded deal professional capable of effectively navigating tricky situations found in a variety of transaction settings.

  • Apply specific diligence frameworks to transaction scenarios to enhance analytical capabilities and outcomes during M&A transactions.

  • Understand and analyze the perspectives of various parties involved in M&A transactions. Participants will learn to think like investors and recognize how viewpoints differ across investor types (e.g., strategic vs. private equity), investment stages (e.g., venture capital, growth equity, recapitalizations, buyouts), and investment strategies (e.g., types of businesses and investments typically pursued).

Learning Objectives: M&A Excel Essentials

  • Master the 20% of Excel functions that are used in 80% of typical M&A analyses.

  • Navigate & manipulate worksheets confidently through essential Excel shortcuts, data cleaning techniques, and key functions. 

  • Structure and color code your spreadsheets for clarity, precision, and speed for contributing to deal teams. 

  • Gain practical skills to clean, filter, and extract insights from raw data, anchoring your ability to contribute meaningfully from day one. 

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Certificates

Participants will receive two certificates of completion upon passing the final assessment with a grade of 70% or more in each individual course.
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Private Equity Primer is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBAregistry.org.