iimjobs

.com
Chat

iimjobs
jobseeker Logo
Now Apply on the Go!
Download iimjobs Jobseeker App and get a seamless experience for your job-hunting
Home Courses Wharton Online | Private Equity Certificate Program

Wharton Online | Private Equity Certificate Program

Level up your career with the world’s most recognized Private Equity Certificate program

Course Snapshot

  • FeeINR 2,30,000/-
  • Work Experience3 - 30 Years
  • Duration26 Weeks
  • Delivery MethodOnline

Course Detail

Program Overview

In this theory-meets-practice certificate program, Wharton and the world's leading PE training provider Wall Street Prep partner to teach students the practical approaches to private equity investment that up to now have only been taught inside the world's largest Private Equity firms.

You will hear directly from the industry's leading practitioners and top faculty. The program's pedagogical approach places heavy emphasis on the practical techniques and best practices currently used by investment professionals using case studies spanning from lower middle markets to megadeals, from growth equity to traditional buyouts across a variety of industries.

Over the course of twenty six weeks, you will learn the concepts and practical technical methods investment professionals deploy in both evaluating and executing private transactions. Delivered in a weekly, digestible online format that students complete at their own pace, the program culminates in a closing ceremony and the receipt of a Certificate from Wharton Online.

Program Outcomes:

  • A Career-Focused, Practical Curriculum: Lessons combine theory with practical skill building so that you can apply what you learn right away.
  • Start to finish Program support: Individualized support every step through the program, from enrollment to certificate.
  • Award winning faculty and practitioners: Learn directly from the most sought after experts in the finance industry, using case studies that connect concepts to how it's done on the job.
  • Earn a certificate from Wharton Online: At the conclusion of the program, participants receive a digital certificate from The Wharton School to add to LinkedIn and resumes.
  • Join an exclusive professional network: Join professional network that will support you through your career through continuous professional development, networking and coaching.
  • Access to lifelong learning Resources: Lifetime access to program materials and to our LinkedIn groups for relevant content and career guidance at the end of the program.

Course Modules

Module 1 : Introduction to the Private Equity Asset Class

  • History & Evolution of PE as an Asset Class
  • Fund Structure, Management & the General Partner /Limited Partner Relationship
  • Private Equity within the Private Market and Alternatives Ecosystem
  • Current State of PE in Emerging Markets

Module 2: The Private Equity Investment Framework

  • Common Investment Strategies
  • LBO Analysis, Hurdle Rates and Returns
  • Leverage as Tool for Value Creation
  • Introduction to Valuation Methods: DCF, Comparables, and Multiples Analysis

Module 3: The Private Equity Deal Process

  • Anatomy of the Deal Process: Stages, Workstreams & Responsibilities
  • The Role of Third Parties & Their Functions
  • Deal Docs: NDAs, Teaser/CIMs, IOIs/LOIs, SPA/APA, Credit Agreements
  • Key Terms and Points of Negotiation in a Transaction

Module 4: Deal Structure

  • Deal Structuring: Asset sales/338(h)(10) vs Stock Sales
  • M&A Accounting, Purchase Price Allocation and Tax Implications
  • Impact of Deal Structure on Seller Proceeds, Cash Flow and Sponsor Returns
  • Leveraged Finance and Private Credit
  • EBITDA, Working Capital and the Quality of Earnings

Module 5: Private Company Analysis, Valuation & LBO Modeling, Part 1

  • Private vs. Public Company Analysis
  • Valuation Methodologies: DCF, Comparables and Presentation
  • Middle Market Transaction Simulation & Case Study
  • Defining & Calculating EBITDA
  • Financial Modeling Best Practices
  • Income Statement and Balance Sheet Projections

Module 6: Private Company Analysis, Valuation & LBO Modeling, Part 2

  • Bottom-Up LBO Model Build
  • Operating Model Build & LBO Integration
  • Developing Transaction & Model Assumptions
  • Using the LBO Model to Inform Investment Recommendations

Module 7: Thinking Like a Private Equity Professional, Part 1

  • Understanding Industries and TAMs
  • Barriers to Entry & Competitive Advantage
  • The Data Room Loop: Working with Management Data
  • Drivers of Value in an Operating Model
  • Business Segmentation & Modeling Common Revenue Builds

Module 8: Thinking Like a Private Equity Professional, Part 2

  • Cost Structures & Common Expense Build Modeling
  • Unit Economics & Operating Leverage
  • Modeling Add-Ons and Acquisitions
  • The SaaS Model, Recurring Revenue Builds and Cohort Analysis
  • PE Case Interview & LBO Model Build