The Private Equity Deal Maker includes

skills certificate

The Private Equity Deal Maker

| skills-certificate

skills certificate

The Private Equity Deal Maker

| Skills Certificate
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18

Hours

88

Practical exercises

This skills certificate has been designed by five industry experts who share 14 years of experience in private equity and leveraged finance.

Debt Products - Financing Instruments

13 video minutes

0 excel exercises

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Video minutes 13

Excel Exercises 0

  • Types of debt: senior debt – revolving credit facility, term loan A-C / subordinated debt – 2nd lien term loan, HY bond, mezzanine
  • Preferred stocks and equity injection
  • Management rachet
  • Debt providers / holders: banks, insurance corps, CLOs, hedge fund, pension fund
  • Covenants
  • Collateral: 1st vs 2nd, all assets or bifucated
  • Financing fees: upfront fee, commitment fee, interest rate, PIK, OID, etc.
  • Key considerations: interest rate (PIK, OID), typical term (1 year, 5 years, 7 years), repayment (bullet, amortization)

Debt Products - Documentation

10 video minutes

0 excel exercises

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Video minutes 10

Excel Exercises 0

  • Typical contracts:
    • Credit agreement
    • Indenture
    • Regulatory Documents
    • Collateral contracts
  • Typical clauses:
    • Cashsweep clauses
    • Cross default clauses: Trigger event
    • Pari-passu
    • Repayment / redemption

Debt Products - Financing Consideration Process

11 video minutes

0 excel exercises

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Video minutes 11

Excel Exercises 0

  • Financing consideration: process overview
  • Addressing existing debt
  • Evaluating debt capacity
  • Analyzing collateral base
  • Considering minimum equity contribution
  • Simulating expected ratings outcome
  • Analyzing financial ratios

Debt Products - Credit Committee in Banking

10 video minutes

0 excel exercises

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Video minutes 10

Excel Exercises 0

  • What is credit committee
  • Composition of credit committee materials
  • Transaction background / deal summary
  • Company overview
  • Sponsor company overview
  • Financial analysis
  • Risk analysis and mitigants

Private Equity Acquisition Analysis

75 video minutes

18 excel exercises

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Video minutes 75

Excel Exercises 18

  • LBO – definition
  • Internal Rate of Return (IRR) and value analysis
  • LBO analysis models
    • LBO analysis model map
    • Assumptions
    • Sources and uses of funds
    • Sources of funds
    • Operating forecasts and cash sweeps
    • Model outputs
    • Levered valuation

Acquisition Finance and Debt Capacity

32 video minutes

5 excel exercises

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Video minutes 32

Excel Exercises 5

  • Multiple based debt capacity analysis
  • Dangers of using multiples
  • Cash flow based debt capacity analysis
  • Calculating free cash flows
  • Debt tranching
  • Seniority and subordination

Advanced LBO Modeling

120 video minutes

26 excel exercises

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Video minutes 120

Excel Exercises 26

  • Sources and uses of funds
  • Original issue discount
  • Fees (arrangement and commitment)
  • Creating the opening balance sheet
  • Stub period three statement model
  • Deal adjustment including amortization of debt issuance fees
  • Pro-forma balance sheet
  • Cash flows available for debt service
  • Minimum cash balance
  • Term loans and revolving credit facilities, including cash sweep
  • Mezzanine financing and PIK interest
  • Returns to mezzanine holders
  • Returns to common equity holders

Completion Mechanisms

49 video minutes

8 excel exercises

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Video minutes 49

Excel Exercises 8

  • Completion accounts introduction
  • Completion accounts calculations
  • Issues with the completion accounts mechanism
  • Locked box mechanism introduction
  • Locked box mechanism calculations
  • Completion accounts and locked box mechanisms

New - LBO Modeling Complexities

147 video minutes

26 excel exercises

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Video minutes 147

Excel Exercises 26

  • Sources and uses of funds
  • Original issuer discount
  • Fees (arrangement and commitment)
  • Pro-forma balance sheet
  • Term loans and revolving credit facilities
  • Bond issues (senior and junior)
  • Mezzanine financing and PIK interest and more
  • Returns to mezzanine holders
  • Leveraging the equity via preference shares
  • Returns to common equity holders

New - Earnouts

15 video minutes

1 excel exercises

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Video minutes 15

Excel Exercises 1

  • Contingent consideration – structures
  • Accounting for deferred consideration
  • Examples of earnouts

New - Carried Interest and Promotion Modeling

75 video minutes

4 excel exercises

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Video minutes 75

Excel Exercises 4

  • Overview of the “2 and 20%” concept for fund managers
  • Management fees
  • Return of capital (US/EU style waterfalls)
  • Preferred returns (pari-passu/true preferred)
  • Carried interest
  • Catch-up provisions and more
  • Promotes for real estate transaction
  • Annual distributions in real estate (hurdles and overall returns)
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Wall Street Recognized Certification

Established on Wall Street, Financial Edge has taught at the biggest bulge-bracket firms since 2016, and now we offer that very same training online for you. 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.

This course is officially CPD certified

Continuing Professional Development (CPD) keeps a record of your increasing skills, knowledge and experience throughout your career, which now includes select Financial Edge certifications.

What Our Students Say

The Private Equity Deal Maker Skills Certificate is included in your Felix Plan

Boost

Get full access to all our certified courses and instructor support.
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Includes full access to all certified courses.

£449
£269.440% off
Billed annually.
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Boost includes:
  • 184+ hours of instructor-led learning
  • Search across 350+ playlists, 3000+ videos and Q&As
  • Role-focused pathways
  • Expert instructor support

Pro

Gain additional access the full suite of data and analytics tools used by Wall Street analysts.
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Full Felix access including all learning content and data features.

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Billed annually.
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Pro includes:
  • Everything in the Boost plan
  • Streamlined company data
  • Current and historic filings for over 7000 companies
  • Market and industry data
  • Ready-to-use sector and transaction models

Compare plans

Boost Pro
Completion certificates 38 38
Skills certificates 51 51
Micro-degrees 12 12
Searchable library of 350+ playlists, 3000+ videos and Q&As
10 role-based learning pathways, including Investment Banking, Equity Research, Sales and Trading and more
Expert instructor support
Practical exercises to work alongside videos and quick quizzes to test your understanding
Weekly live webinars
Streamlined company data (WACC. & EV bridge calculator, custom comparables)
Current and historic filings for over 4,000 US firms
Current and historic filings for over 7,000 firms globally
Link to, label and share data points in filings (limited to 10 for Free and Boost users, unlimited for Pro)
Regional and industry data sets
Ready-to-use sector and transaction models
Boost £449 £269.4 Billed annually Get Started
Pro £699 £419.4 Billed annually Get Started

Frequently Asked Questions

What tech do I need?

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Access your course across desktop, laptop, tablet or phone; either via our web portal or the dedicated mobile app. While we have optimized our video quality and size, we recommend a broadband connection to enable uninterrupted video playback. A PDF reader and spreadsheet application are required to open the supporting resources.

Is it right for me?

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Our online courses reflect the training new analysts receive at the leading financial organizations. They're challenging, but if you want to demonstrate you are as good as the best in the industry then this is the course for you. The top investment banks will recognize our micro-degree certifications, making them perfect for graduates looking to land a job or a professional preparing for a new role.

Are Financial Edge's courses credible?

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The leading investment banks, as rated by the FT, hire us to train their incoming analysts. If you are looking to join the best analysts in the world, why not challenge yourself with the same content and certification with the same Wall Street instructors ready to answer your questions.

Will the Private Equity Deal Maker help me get a job?

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Absolutely. Develop practical skills you can use to impress at interviews, whether you’re looking to break into finance or change roles.

How long do I have to complete the Private Equity Deal Maker ?

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Everyone works at their own pace so there's no restrictions, all you need is an active Felix plan for the course you are completing. All Felix plans renew annually.

Are there any hidden costs?

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No. Everything you need is included, from instructor-led videos and Excel exercises to the exams.

What is CPD?

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All of our online courses are CPD accredited. CPD stands for Continuing Professional Development and makes demonstrating your commitment to learning easy. Your institution or accrediting body may track CDP points through activities, units or hours. Check with the relevant party to find out how you should be monitoring your progress.

What support will I get along the way?

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Our expert instructors are standing by to answer questions and help you develop a detailed understanding of finance complexities. Our technical support team are also ready to help with any system problems.