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Become a Private Equity Analyst

13 Online Courses

45+ Hours

Verifiable Certificates

Lifetime Validity

 

 

  • Basic & Advanced Excel
  • Accounting
  • Corporate Valuations
  • Financial Modeling
  • Private Equity Modeling
  • Private Equity Valuation
  • PE Fund structure - GP-LP
  • Deal Structuring
  • Term Sheet
  • Carried Interest & Fund Fees
  • Investment Management Agreement
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Skills you will master

  • Excel
  • Advanced Excel
  • Accounting
  • Advanced Accounting
  • DCF
  • WACC
  • FCFF
  • FCFE
  • Financial Modeling
  • Valuation of Private Companies
  • Deal Structuring
  • PE Fund Structure
  • Investment Funds
  • GP-LP
  • Parallel Fund
  • Alternative Investment Vehicles
  • Feeder Funds
  • Co-investment Vehicles
  • What are capital commitments
  • Carried Interest

Overview


Private equity is a source of capital from institutions and people with high liquidity for investing and acquiring equity ownership in companies. The partners of a private equity firm raise and manage the capital for yielding profits for their shareholders. The typical investment horizon for private equity is four to seven years.

The capital may be used to purchase shares of public or private limited companies that are delisted from stock exchanges. These companies often undergo a private transfer of ownership. The minimum amount of capital required for investment may vary depending on the fund raised and the policies of the private equity firm.

How does a private equity firm work?

A private equity firm will usually acquire 100% stake in the target company. It’ll then use a combination of debt and cash for financing the acquisition. A major advantage of using debt is that the firm has to invest less cash. The return on equity, thus, is higher and the firm can undertake more and bigger investments. Once the target company has been acquired, future cash flows are used for paying off the debt. If the firm has resorted to leveraging, they would require a financial sponsor. Banks, typically, come forward to lend money to private equity firms.

The aim of private equity firms is to take over a company or business, enhance its value, and then sell off its shares. Such a firm would typically target 20% returns each year. There are several ways by which the private equity firm can improve the business of the acquired company. These may involve changing the management, improving production efficiency, reducing costs and various other possible actions. A private equity investment is usually less risky compared to venture capital because the acquired company is usually large. Chances are unlikely that its value will collapse in the future.

 

Phases in private equity

Typically, there are three phases of private equity investing. They are as follows.

Capital commitment: The investor inks a legally binding agreement for paying a fixed amount of capital to the fund house for a period of time. This is usually three to five years.

Drawdown: The private equity fund manager draws down i.e. calls the committed capital of the investor in increments. This is because the fund managers find attractive investments, usually with five to 15 days prior notice.

Distribution: The investor gets a distribution when the fund exits the investment i.e. sells off the acquired company. The distribution is largely in cash but may be used to offset the future drawdowns.

Private equity versus venture capital

A venture capital firm often has a similar business model like that of a private equity. The focus, however, varies. Venture capital funds mostly invest their capital in startup and young companies. These companies usually don’t have any track record of performance. Buyout and private equity funds, on the other hand, invest capital in a more established business that has a high potential for growth and value appreciation. They enhance the performance of the business over a long period of time via strategic management, structural changes, and operational improvement.

 

Private equity versus hedge funds

Private equity funds seek to create value in the long term. Hedge funds, on their part, have a shorter investment horizon that’s more in line with the stock market movements. Private equity firms usually invest and own everything of a company and have a fixed line of interest with the managers in the company. This ensures that both the investors and the company attain the growth potential over time. They succeed only if the company returns robust numbers.

A hedge fund is a pool of capital. The money is invested in stocks, bonds, commodities and similar financial instruments and typically doesn’t involve purchasing a controlling stake in the company. Hedge funds try capitalizing on short-term market movements. They use a complex trading strategy that involves derivatives, options, and similar other instruments. In many cases, hedge funds bet against shares of the company they don’t own i.e. short selling, expecting to bag profits from the falling share prices.

 

Private equity money back strategies

Private equity firms usually get a return on their investment in one or all of the following ways.

Initial public offering (IPO): Shares of the acquired company are floated in the open market for the public to subscribe. It provides a prompt return on their investment via the sale of shares.

Merger or acquisition: The company’s shares may be sold to another company interested to own it. The sale may also happen on an all-cash deal.

Recapitalization: In this method, cash is distributed among the shareholders i.e. investors, either from the cash flow generated by the acquired company or by raising a debt or other securities for funding the distribution.

Private Equity Modeling Course description

The private equity modeling training course description is as follows.

Private equity fund: You are introduced to private equity funds in this section.

Fees in private equity: You learn about the various fees in private equities.

Returns in private equity: The returns from private equity are taught in this section.

Deal structuring: This section is divided into five parts. You learn about pre and post money, preferred shares, participating in preferred shares, multiple liquidation preference, and other structures.

Private equity strategies and investments: In this section, you learn about the various strategies and investments in private equities and deal structuring (Microsoft Excel file).

Role of banks in private equity: This section deals with the role played by banks in private equities.

Value of private equity investment: Determining the value of a private equity investment is taught in this section.

Private equity structuring: In this section, you learn about the value of private equity investments, financial engineering, and private equity structuring.

Private placements memorandum: This section deals with buying shares or assets.

Fund structures and investment process: This section is divided into eight parts. Topics covered include private placement memorandum, the flow of money in a fund structure, the fund structure’s organization, private equity which is often used as a fund structure, and the investment process. The last named, on its part, includes approaching the private equity firm, inquiries and negotiations, and due diligence.

Refinancing and exit of private equity: The final negotiations and completion of the investment process is discussed in this section.

Fund manager’s perspective: Points to consider, and the bid-ask spread is discussed in this section along with exit routes in the investment process, the relevance of the term sheet, and the process to bridge the bid-ask gap.

Private equity financial modeling: You are introduced to financial modeling in this<

Curriculum


Category Certificates Details
Basic Microsoft Excel TrainingView All
Microsoft Excel - AdvancedView All
Accounting:01 - Income StatementView All
Accounting:02 - Balance SheetView All
Accounting:03 - Cash Flows AnalysisView All
DCF - Discounted Cash FlowView All
Financial Modeling of Siemens AGView All
Private Equity (PE)View All
Private Equity (PE) Modeling TutorialsView All
Private Equity (PE) ModelingView All
LBO Modeling of SiemensView All
LBO ModelingView All
LBO - Leveraged BuyOut (LBO) ModelingView All

Sample Certificate


certificate

Reviews


VANSHIKA GADODIA
Testimonials

Excel Course Review

The video lectures were very good.learnt a lot about excel. The course structure was very good. The flow of the topics was apt and was taught with clarity and ease. Now i know the importance of excel and how useful tool it is. Even the downloadable material provided is very good, i could along with the corse apply on excel whatever was taught. Great learning experience.
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Brune KICHETA
Testimonials

Great Course

The course was very informative, well explained and straightforward and quite easy to replicate. I will definitely be using what I have learned. It really amazes me all that can be done with excel, I am Looking forward to practising what I have learned and learning even more. Only negative, he spends too long on formatting (to my liking).
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Sumati Kohli
Testimonials

Very comprehensive course

The corporate valuation course offered by EDUCBA is very comprehensive and detailed. It covers all aspects in detail along with practical examples. The video lectures deliver the concept in simple and easy to understand format. Valuable learning for all finance professionals. Definitely brings about a huge leap in knowledge.
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Andrew T. Carr
Testimonials

Financial Services Practitioner

Good review of a great industry of study and practice. As a past practitioner of the investment industry, It is good to see a site that does a decent job of summarizing the business of being an investment banker and the investment banking function versus retail or commercial banking functions. Many people do not easily make the destination.
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Rakha Purbawisesa
Testimonials

Amazing

It's very structured and easily understood for a student who didn't know anything about investment banks like me. However, They could make it better with a more detailed differences between investment banks and the boutique one, and add more entertaining animations and pictures. But overall it's amazing! 4.5/5!
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Esuabom Dijemeni
Testimonials

Great introduction to learn how to create a company's profile

I really enjoyed the course 'Create Private Company Profiles for Pitch Books'. Firstly, the course provides a practical example of how to create a company's profile by using a real company. The 1 page created is good for in-house presentation. Most investment banks will have a creative department that will beautiful the slide and make it more visually appealing to investors. It is a good course to learn the barebone of making a company's profile.
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Sushen Sehgal
Testimonials

Equity Research Training Course Review

For someone trying to get experience in a new field this course was a fantastic help in not only getting a jump start but concentrating on the key necessary skills one needs to succeed in Equity Research. Think of this as a kind of Sparknotes tool one can use to get a headstart as well as a great refresher course for someone already in the field.
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ANKIT KUMAR PANDEY
Testimonials

Creation of sales dashboard in excel

From this course, you will immediately be able to apply what you've learnt into practice. Trainer has elaborated details very quickly and very simply. Teaching and explanation style is clear, informative, and highly encouraging. Thank you trainer for this amazing course on Macros and VBAs. I would like to recommend o atleast once go through this course videos.
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Nguyen Son Ha Anh
Testimonials

Introduction to Investment Banking

It's really helpful. I have acquired overall knowledge about investment banking. I'm passionate about finance, especially investment banking. However, there's no particular course at my college. Therefore, this course is significantly for whom wishes to work for an investment bank. I definitely will participate in more courses here. Great!
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Jeffrey Guzzi
Testimonials

Income Statement Lessons

The course was great and taught me a lot of information i've never been introduced to before ! Being in the financial industry, I've been introduced to income sheet analysis before, but this course built upon that knowledge and helped me further understand different components that i will be able to apply in the future
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William Ling
Testimonials

Good Introduction to Investment Banking

The course introduces different functions of investment bank and its structure in a easy to understand way. The course is concise and time saving. If you are looking for career transition into investment banking, this is a good starting point to see what investment banking is about.
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Muhammad Heryanto Jafar
Testimonials

Useful and helpful

This program will be helpful not only for junior bankers as guidance but for seasoned bankers as refresher.. I was wondering this had been live when I started my career in investment banking long time ago.. Keep up the good work Dheeraj and wallstreetmojo / educba team, have given 4.5 star for the program..
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Danial A Gualtieri
Testimonials

Investment Banking Overview

Excellent overview, well thought out, very clear and easy to step through. It provided a good assessment how the training course is structure and presented for a good learning experience. I enjoyed the way the training process was broken into manageable sections and could be restarted or reviewed easily to catch up on areas of interest.
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SADAF ABDUL NASIR KHAN
Testimonials

Company Valuation

It was really eduactional, helped me a lot to understand the theoritical concepts in excel. I have already been taught it in my college but seeing it here in excel where there is a real company's values taken was something which I liked. So, thank you for this video. I can tell that with the help of this course i will be able to do well in doing it practicaly as well Really liked it !
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Ooi Chee Ghee
Testimonials

Investment Banking- Overview

The course is very enlightening. I would like to say thank you to the producer of the video. I have learnt a lot with regards to the investment banking industry that the producer has explained in the video: from research to sales and trading, from mergers and acquisitions to restructing and IPO to APO.
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Mamadou N Golo DEME
Testimonials

Advisor

It's was very simple to learn and Apply in the same time. I really enjoyed Learning this course. And also each topics are well presented with a very easy English (easy to understand for french speaker) Don't stop and continue to provide what you do. You are the best. Thanks a lot for all your effort and keep it up.
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Tamer Hussein Alsayed
Testimonials

Great Course

High intense, detailed course. very useful and highly recommended. it's really amazing and highly appreciated. thanks for the team as it has improved my investment banking skills. EDUCBA is a very professional website that provide a lot of high end materials and videos were very clear in terms of description and education related,
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DOAN DUY KHANH
Testimonials

Overview of Investment Banking

This course is very helpful for people who want to know about investment banking. The course was well organized with brief overview of different facets of the field. I have heard about investment banking so often but I never actually know what it is, who work there, in which roles? This short course has sparked my interests in finding a career within investment banking.
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Álvaro Chagas da Luz Neto
Testimonials

Great Course

A complete course for those who want to master excel! Even though Excel have some confusing/hard content to understand, this course is able to make it quite simple. It's a nice content for people who knows the basics. First time I see a advanced excel course that offers Solvers and data analysis tools (other courses stop at Pivot)
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Sagar Muchahary
Testimonials

VBAs and Macros

The course covered all the concepts of VBAs and Macros. It broadly explains about all the tools, objects, functions, Codes that can be simplify the understanding of all jargons there. And also enables us with knowledge of data handling and analyzing. The instructor have given out excel files to practice the learnings on available data.
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FAQ


  1. Can I access this course from anywhere?

Yes, you can definitely access this course from anywhere & everywhere. Once you are registered for this Online Training Bundle, you will get your own login credentials which you can use to access the video materials and other contents from anywhere.

  1. Is there a Classroom Training available for this Online Training?

All our courses are available online so as to enable any user, who may have limited time, to study his courses of choice online. The training materials are accessible 24*7 for the users.

  1. Who are the Instructors for this Online Training?

The instructors are Industry based professional who have had tons of experience in the field of Online Training. All the courses in this bundle are based on Industry based standards. Also the courses have been started from Scratch to get the participant well-acquainted with each and every Online Training concept.

  1. Are there any Certification Courses for Online Training available in this Online Training bundle?

Yes, there are certification courses available for the same in this Ultimate Online Training Bundle. To name a few- PMI-ACP Exam Prep – PMI Agile Certified Practitioner Training, PMP Exam Prep Training, NCFM based Modules, ITIL Modules, CFA Training etc.

  1. When will I receive my certificate for any course?

You will receive certificate for completing each course in the Online Training Bundle. Once you have seen more than 70% of the training material in any course, you can issue your certificate.

  1. Are there any Pre-requisites for enrolling to this Online Training Bundle?

No, there are no pre-requisites for this training. Anyone who is keen to learn about specific Industry based domains can enroll for this Ultimate bundle.

  1. Will I get any technical Support during my Training at eduCBA?

Yes, you will be getting technical Support from eduCBA. In case you have any technical issue, you can drop us a mail or call us to get your doubts cleared.

  1. What are the Payment Options?

There are both Online & Offline Payment options available. In online payment options you pay by Credit Card, Debit Card or Net Banking. In offline payment option you can deposit Cash, Cheque or Demand Draft.

  1. What if I have more Queries?

Just drop us a mail on info@educba.com

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