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

Identifying Business Characteristics & Their Impact on Value
Team Exercise and Class Discussion / Presentation

Varied Acquisition Strategies
M&A Diversification Strategies
Strategic Rationale
Other Select Considerations

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

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 upon course completion.

M&A Bootcamp

Select button below to register

Decoding Private Equity

M&A Professions / Audience

Experience Level

Delivery

Course Details

Essential Business Skills

The M&A Process

Foundational Questions^©

Learning to Think Like an Investor

Case Study: Applying Pattern Recognition

Strategic Investor Overview

Intro to Private Equity

How Private Equity Works

Due Diligence Defined

Select Diligence Frameworks

The Cost of Diligence Misses

Certificate

M&A Bootcamp

Select button below to register

Decoding Private Equity

M&A Professions / Audience

Experience Level

Delivery

Course Details

Essential Business Skills

The M&A Process

Foundational Questions©

Learning to Think Like an Investor

Case Study: Applying Pattern Recognition

Strategic Investor Overview

Intro to Private Equity

How Private Equity Works

Due Diligence Defined

Select Diligence Frameworks

The Cost of Diligence Misses

Certificate

Terms of Use

Foundational Questions^©