Advanced LBO Strategies Masterclass – November 2025 London |
Advanced LBO Strategies - London
- Master management incentives, dividend recapitalizations & promote structures
- Learn face-to-face from an expert instructor
- Receive 1 month free access to Felix, the all-in-one toolkit for success in finance, used by over 20,000 analysts
- Earn your certification, recognized on Wall Street
- Location
- London
- Dates
- November 17 - November 17, 2025
- Time
- 9am - 5pm, Daily
- Certificate
- Professional Certificate
Desk-ready in one day.
- DESK-READY CERTIFICATE
Join our instructor in the classroom to experience the same training we deliver at the world’s top financial institutions. Prepare yourself for the fastest and most comprehensive skills development you’ve ever experienced!
Please bring a laptop, preferably Windows-based with Excel, so that you can participate alongside the instructor.
A deep dive into complex LBO modeling techniques. This day explores management incentive structures, dividend recapitalizations, add-on acquisitions, and carried interest modeling. Participants will enhance their understanding of how to adjust LBO models for real-world scenarios and evaluate fund sponsor returns using advanced metrics and waterfall structures.
Module 1 – LBO Management Incentives
Understand why management needs incentives in LBO transactions, how incentives can be counter-productive and different incentive schemes.
Module 2 – LBO Dividend Recapitalization and Add-on Acquisitions
Master the steps needed to adjust an existing LBO model to incorporate the effects of an add-on acquisition partway through the LBO’s life.
Module 3 – LBO Dividend Recapitalization
Learn the steps needed to adjust an existing model to incorporate the effects of dividend recapitalization.
Module 4 – Carried Interest and Promotion Modeling
Discover how fund sponsors share profits through carried interest and promote structures. Learn how real estate deals distribute returns between general and limited partners, explore key metrics like IRR and MoM, and understand the popular “2 and 20%” fund model.
You’ll get one month’s access to Felix, our extensive streaming library of learning content combined with real-time access to financial data and filings. Put your newfound knowledge into practice and stay ahead of the ever-changing financial landscape.
Advanced LBO Strategies Masterclass – November 2025 London
Certification Recognized By Wall Street.
It’s no secret that banking is fiercely competitive, which is why our Wall Street-recognized certification is designed to let your employers know you have the skills to succeed.
Who are these public courses for?
Professionals looking to reinforce past learning or develop new skills to accelerate their careers.
Individuals or small groups seeking more advanced skills to stand out from the competition.
New, lateral, or off-cycle hires that need to rapidly upskill and get desk-ready.
Your fast-track to advanced LBO expertise.
- This course is an intensive version of the training we deliver to professionals at top the world's top firms, focusing on practical application.
- Learn why management needs incentives in LBO transactions, how incentives can be counter-productive and different incentive schemes.
- Discover the steps needed to adjust an LBO model to incorporate the effects of an add-on acquisition part way through the LBO's life.
- Learn how to incorporate the effects of dividend recapitalization into an existing LBO model.
- Evaluate fund sponsor returns using advanced metrics (IRR, MoM, and splits) and waterfall structures.
Meet your expert instructor.
Gerard Kelly | Instructor
-Gerard’s speciality lies in teaching accounting, financial analysis, and modeling, having started his career working in tax for Arthur Anderson and then moving to Ernst & Young’s Corporate Finance Department. After qualifying as an accountant and CFA (all 3 levels), Gerard transitioned into financial training for BPP Professional Education in 2008 before working for AMT Training in 2012. Since joining Financial Edge, Gerard has delivered global training programs for the top 4 investment banks.
Get Access to Felix: Learn using real company and market data.
With over 7,500 global comps updated daily, monthly market data, industry tools, expert playlists, over 2,900 videos and expert instructor support, Felix makes it easy to answer questions, develop and excel in your future role.
- Pre-work – Effortlessly navigate bespoke learning pathways with our innovative learning platform. Our blend of videos, workouts, and expert support effectively prepares you for the classroom, focusing on your unique skill gaps.
- Bringing industry into the classroom – Felix simulates being on the desk, allowing you to work with real company and market data from day one.
- Role-specific learning – After the course you can choose to follow one of our role-aligned specialist learning pathways to deepen your knowledge even further.
Can’t attend this Public Course?
Upgrade your résumé with a micro-degree. Impress employers by demonstrating your proficiency in a particular industry, including investment banking, private equity and asset management. Our online courses offer you the same training experience we provide analysts at the top 4 investment banks.
