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Course overview

Habits That Create Value & Their Applicability to Careers in M&A
Personal Execution Process: Imagining & Managing the Day©
Fundamentals: Active Reading, Listening, & Note-taking
Fundamentals: Synthesize & Reflect
Fundamentals: The Art of Asking Good Questions
Fundamentals: Framing, Language, & Communication

Cast of Characters: Buyers & Sellers, and Their Many Advisers
Financial vs. Strategic Investors
Different Types of Investors & Form of Investment
Where Investors Sit Along the Risk / Reward Continuum
Primary vs. Secondary Capital
Pre-Money vs. Post-Money Valuations
Business Lifecycle & The Investment Continuum
Major Milestones in the Transaction Process
Common Diligence Workflows & Third-Party Advisers
M&A Process Considerations & Impact
Diligence Advisory Firms & Process Type

Introduction to Foundational Questions^©
Foundational Questions^© as the Question Behind the Question
Project / Client Foundational Questions^©
Company / Target Foundational Questions^©
Foundational Questions^© Exercise

How Businesses are Valued
Relative and Absolute Value
Free Cash Flow (“FCF”)
Three Sought-After Attributes of FCF
Desirable Business Traits & Their Impact on FCF
The Importance of Perspective
Risk & Opportunity
Billionaires Brawl

Private Equity vs. Institutional Private Equity
Private Equity vs. Public Equity Comparison
Other Investor Types Similar to Private Equity

Private Equity’s Prominence & Reach  
How a Buyout Works  
How Institutional PE Works  
Investment Horizon / Hold Period  
How PE Firms are Structured: A Simplified Example  
PE Firms as Broader Multi-Strategy Asset Managers  
PE Firm Activities  
The Investment Box  
The PE Deal Funnel  
AUM vs. Fund Size vs. Dry Powder  
Other People’s Money  
How PE Returns Are Measured  
The Three Ways PE Firms Make Money

Due Diligence Defined
Intuition Building: Due Diligence Applied to Other Asset Purchases

Foundational Questions^©
Perspective & Point-of-View
Prioritization & Decision Gates
Build Intuition: Establish Bookends & Fermi Math
Finding Insights in Contradictions
SOPs & Checklists

Examination of Poor or Missed Diligence Workflows
Evaluation of Two Real World Situations and How Diligence Might Have Been Completed Differently

Certificate

Certificate of completion upon passing grade of 70% on final assessment

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