Overview

This tutorial describes the key features of the modern Private Equity (PE) industry, focusing on the private equity lifecycle, the different forms of private equity, and the methods of measuring private equity performance. We look at the how a PE identify an ideal target company and the stages it needs to go through to realise its investment. We also examine the structuring of the transaction and the exit mechanisms.

Objective

On completion of this tutorial, you will be able to:
- Identify the key features of private equity
- Recognise the investment process and the key participants in that process
- Define the key private equity performance measurement metrics
- Identify the qualities of an ideal investment target
- Define the various stages in investing in a target company
- Recognise the importance of target valuation and achieving an optimal capital structure when structuring a deal
- Identify the typical holding period for a PE investment and the exit mechanisms available to the PE firm

Content

Module 1: Private Equity - An Introduction
Topic 1: Overview of Private Equity
Topic 2: Investing in Private Equity
Topic 3: Performance Measurement

Module 2: Private Equity - Investing
Topic 1: Investment Targets
Topic 2: Investing in a Target Company
Topic 3: Target Valuation & Deal Structuring
Topic 4: Holding Period & Exits