The objective of this program is to provide knowledge, and detailed understanding of equity investments followed in the private equity industry. This course will help participants to improve their knowledge and develop their professional skills required in the private equity industry or dealing with private equity professionals.

Overview

The Course curriculum includes total investment, due diligence, monitoring, and negotiation processes from the owners’ as well as investors’ perspectives.

Upon completion of this course, participants will have a clear understanding of the critical processes, challenges and issues faced in the industry as well as be able to differentiate between various transaction structures, their implications and provide an explanation on how to analyze and negotiate term sheets.

A case study discussion included in this program detailing the complete process of private equity investments which will provide participants with more significant and valuable knowledge that will be useful in their business and profession.

Who should attend

All individuals who want to improve their knowledge and further develop their professional skills in the private equity space

Professionals who are seeking a career in private equity
CEOs, head of business units, departments and decision-making personnel - who want to deal or currently dealing with private equity firms
Middle to senior managers from any industry
Analysts/ investment bankers/ finance professionals with CPA, CFA, MBA, etc
Candidates who want to set up private equity business

Methodology

The non-theoretical methodology which includes interactive discussions, case studies, interactive games and assignments to understand the concepts and their applicability in current economic and financial environment.

Trainer

All our trainers are carefully chosen by us and possess a rich and vast experience in the financial sector. This course is conducted by an experienced training consultant having more than 17 years of industry experience with some of the world’s leading business institutions, specializing in corporate finance, investment banking, and private equity.

Course Content

Module – 1

Private equity industry structure and importance

Industry structure and overview
Different types of private equity funds and their strategy
Summary of private equity processes - due diligence and investments, documentation, monitoring, and exits

Module – 2

Company analysis process

Company analysis including competitive positioning and its mapping in the industry
How to analyze financial models of the investee companies
Evaluate promoters and management team
Study the capital structure
How to run the valuation exercise (DCF, Comparables, NAV, multiple-based, operational metrics, etc)
Identify key pitfalls
Sensitivity analysis and its impact on overall returns

Module – 3

How to prepare investment proposal and Investment Committee presentation

Structure of Investment proposal
Keys points in the proposal
Importance of return and exit information
Preparation for Investment Committee presentation
Points to remember for presenting to Investment Committee
Report to be prepared for Investment Committee meeting

Module – 4

Due Diligence

How to create your due diligence plan
How to balance role of external and internal service providers
Key focus areas
Financial models
Business
Legal
Accounting
Management due diligence
How to resolve post due diligence observations
How to identify keys

Module – 5

Documentation (commercial overview)

Keys terms and their impact on business- Minority Protection, Affirmative Rights, Exit rights, Conditions Precedents, Board rights etc
How to negotiate effective terms sheets
Key points to focus while negotiating shareholders agreement

Module – 6

Investment structures

What are the various structures for investments
Direct Equity - private market, public market, listed and unlisted market
Equity-linked debt - mezzanine funding, convertible securities etc
Debt funding - bridge funding, subordinated debts, securitization and structured finance

Module – 7

Monitoring investments and value-add

How to help the investee company develop a common business goal and plan
How to support the business on various operational and strategic areas
Common restructuring activities that can be carried out
Financial engineering to improve shareholders’ return and reduce riskiness
Manage the risks highlighted during due diligence process

Module – 8

Exit process

How to prepare the investee company for exits
Analyze various exit options and their pitfalls
How to do exit valuation
Determining the target price and exit returns
Essential concepts - Gross and net IRR, cash multiple and its relevance

Module - 9

Case Discussions

Case discussions based on past private equity transactions to explain the entire process and its implications

If you need further information, please visit www.riverstonetraining.com.sg or send mail at info@riverstonetraining.com.sg

Riverstone – Corporate Training https://www.riverstonetraining.com.sg

Private Equity Masterclass

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