Course overview

FDD Bootcamp

Combine the 360-degree view of the overall M&A process from M&A Bootcamp with a detailed understanding of the financial due diligence process and the necessary ‘how to’ tools to perform insightful financial analysis and due diligence from FDD Fundamentals to create a powerful FDD foundation for newer FDD professionals. 

Early Bird Price: $4,725
Full Price:            $5,400

Early Bird savings available 30+ days prior to start of course.

Each Bootcamp runs from 8:30am to 5:30pm Monday through Thursday. Friday the course runs from 8:30am to 12:30pm. All times local.

Decoding Private Equity

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M&A Professions / Audience

Financial Due Diligence
Universities

Experience Level

Emerging M&A Pros

Delivery

In Person:
4.5 Days (37.5 CPE)

Course Details

FDD Bootcamp is the combination of M&A Bootcamp and FDD Fundamentals. FDD Fundamentals has two main components: FDD Analytics and FDD Process.
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Learning Objectives


  • Achieve a comprehensive understanding of the mergers and acquisitions (“M&A”) process, including the roles of various transaction participants and diligence service providers.

  • 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.

  • 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).

  • Conduct core FDD analyses by performing common financial due diligence tasks such as quality of earnings adjustments, EBITDA adjustments, net working capital analysis, and identifying debt and debt-like items utilizing Excel and mini-case studies that reflect real-world industry scenarios.

  • Gain proficiency in financial data processing and reconciliation techniques by learning how to map and trend trial balances, clean and reconcile data, and perform cash proofs, ensuring the accuracy and integrity of financial information for due diligence purposes.

  • Understand and apply the key workflows and best practices in the FDD process, including detailed timelines, engagement steps, and strategies for managing both buy-side and sell-side transactions, from initial assessment through final report preparation.

  • Navigate the transaction process by learning the roles, responsibilities, and typical deliverables for FDD professionals across various stages of a deal, with a focus on addressing the specific considerations and challenges that arise in both buy-side and sell-side engagements.

  • Develop the ability to create and present comprehensive FDD databooks, synthesizing complex financial data and analyses into clear, well-structured reports that provide actionable insights and support decision-making throughout the transaction process.

Certificate

Certificate upon course completion.
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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.