09-20-2024, 09:58 AM
Investment Banking And Finance: Private Equity Finance
Last updated 6/2024
MP4 | Video: h264, 1920x1080 | Audio: AAC, 44.1 KHz
Language: English | Size: 10.03 GB | Duration: 9h 3m
Investment Banking and Finance: Private Equity Finance Masterclass: Fundraising, Valuation, PE Deals from Entry to Exit
[b]What you'll learn[/b]
Discover the core concepts in Private Equity, a core Investment Banking skill required by any Wall Street analyst
Understand How Private Equity Funds work
Discover and understand the Key Terminology in our Glossary and Definitions
Gain an Investment Banking perspective on the Key Characteristics of Private Equity Firms
Discover how to identify the right Private Equity firm for your business
Understand how Private Equity Firms identify and source their deals
Discover how to Structure a Private Equity Finance transaction
Understand Deal Value Creation and Key Private Equity Metrics
Understand the Private Equity Deal Process, step by step
Discover the importance of Deal Due Diligence
Understand Private Equity Deal Valuation and Pricing
Work through the comprehensive LBO Modelling structure and framework
Discover how to evaluate Risks and Returns in Private Equity Deals
Understand Exit Scenarios, Trade Sales, M&A, IPOs, Liquidations and Recapitalisations
Discover why some Startups fail
Understand how to measure Private Equity Fund returns
[b]Requirements[/b]
No knowledge of Investment Banking or Private Equity is required or assumed
You need no knowledge of Banking and Finance
[b]Description[/b]
Jan 2021 Update :This course has undergone a transformational update adding over 7 hours of new and exclusive content!This content is exclusive to Udemy and UFB.At the core of Investment Banking and Finance Fundamentals is the world of Private Equity FinanceThis is how many on Wall Street and CEO's of companies make millions of dollars every year.If you seeking to master Entrepreneurship Fundamentals or considering a career in Investment Banking or Private Equity, then this is a topic you need to master!I have been working with Private Equity firms since 1988 and have done dozens of deals raising millions of dollars. I have been involved in deals where the principles walked away with hundreds of millions of dollars - each!The objective of this Investment "Banking and Finance: Private Equity Finance" course is to share that insight into what Private Equity is all about!In this courseiscover the core concepts in Private Equity, a core Investment Banking skill required by any Wall Street analystLet me explain to you how Private Equity funds workDiscover the detailed Glossary of Terms and Definitions to help you master the terminologyWe cover the Key Characteristics of Private Equity FirmsAnd help you to understand how you can find the right Private Equity Firm for your businessOf course, we cover how Private Equity Firms find their own deals too!We discuss the Structuring of Private Equity dealsAnd Deal Value Creation and Key Metrics in Private Equity FinanceUnderstand what is meant by EBITDA and how to calculate it - Finance Fundamentals Understand the difference between a Leveraged Buyout ( LBO ) and a Management Buyout ( MBO )Understand the Private Equity Deal Process, step by stepAnd we walk through the critical issue of Due Diligence in Private Equity DealsValuation and Deal Pricing is coveredDiscover how LBO Models are constructed in our comprehensive section (almost a course in its own right!)We review Risks and Returns in Private EquityThe Exit Options for Private Equity Portfolio Companies are discussedThen we dive into Trade Sales and M&A in the context of Private Equity ExitsAnd follow this up with a discussion of Initial Public Offerings or IPOsWe discuss the downside risk in Liquidation scenarios And have a detailed discussion about "Why Startups fail?"Finally we discuss how you measure Private Equity Fund ReturnsThis NINE hour course has over 100 lectures and over 90 downloadable resourcesDon't walk into that interview under prepared! Do you homework on Private Equity first by enrolling and completing this course. Plus if you have any questions - post them in the course - I always do my best to answer them.Not sure yet? Scroll down and watch the Free Preview Lectures!What makes us qualified to teach you?This is a Finance course taught by a 30+ year, Managing Director level, Investment Banker - from a practical perspective - I also have an MBA (with Distinction).Over 101,000 students have enrolled in my Udemy courses, this is what one of them said about this course:" I like the course and the approach of Sir John Colley. I believe I shall be able to achieve what I want through this course. I am looking forward to deeper and great understanding of the subject as this course will help me to make a career in Credit Analysis" R.R. Five StarOur PromiseI have been teaching on Udemy since 2014 and am fully committed to it. If you have any questions about the content or anything related to any topic, you can reach out with your questions at any time and I always do my best to respond promptlyDon't forget that this course (and all my courses) benefit from Udemy's money back guarantee!A Verifiable Certificate of Completion is presented to all students who undertake this finance course.Enroll with Confidence! See you inside the Course!From Novice to Finance Mastery: 9 Comprehensive CoursesCheck out my other leading finance CoursesBusiness Strategy - Financial Analysis - Mergers & Acquisitions - Company Valuation - Private Equity - Leveraged Buyouts - Venture CapitalBusiness Strategy Consulting Mastery: Mini MBA CourseMini MBA: Business Strategy 2 Business PlanFinancial Analysis Mastery for Banking and FinanceMergers & Acquisitions - M&A, Valuation & Selling a CompanyInvestment Banking and Finance: Why Acquisitions Really FailCompany Valuation MasterclassInvestment Banking and Finance: Private Equity FinancePrivate Equity: Complete Leveraged Buyout (LBO) CourseInvestment Banking and Finance: Venture Capital Fundraising
Overview
Section 1: Course Introduction and Overview of Private Equity
Lecture 1 Introduction and Welcome to this Course
Lecture 2 An Overview of Private Equity
Lecture 3 Advantages and Disadvantages of VC and PE Funding
Section 2: How Private Equity Funds Work
Lecture 4 How To Set Up a Private Equity Fund
Lecture 5 The Structure of a Private Equity Fund
Lecture 6 Limited Partnerships within a Private Equity Fund
Lecture 7 Roles within a Private Equity Funds
Section 3: Private Equity Glossary of Terms and Definitions
Lecture 8 Private Equity Glossary - Introduction
Lecture 9 What is a Management Buyout?
Lecture 10 What is a Leveraged Buyout
Lecture 11 Dispelling MBO Myths
Lecture 12 Glossary of Investors
Lecture 13 Glossary of Buyout Terms
Lecture 14 Glossary of Investment Terms
Lecture 15 What are Fund of Funds?
Section 4: The Key Characteristics of Private Equity Firms
Lecture 16 Categorising Private Equity Firms
Lecture 17 Deal Stages - The Difference between Private Equity and Venture Capital
Lecture 18 Lifecycle of a Private Equity Firm
Lecture 19 How do Private Equity Firms Create Value?
Lecture 20 Private Equity Measurement and Compensation
Section 5: How to Find The Right Private Equity Firm
Lecture 21 How to Find The Right Investor
Lecture 22 Is Private Equity the Right Option for your Business?
Lecture 23 Private Equity Selection Checklist
Section 6: How do Private Equity Firms Source Deals?
Lecture 24 Types of Funding Transactions in Venture Capital and Private Equity
Lecture 25 What Makes a Good Buyout Target Firm?
Lecture 26 Private Equity Deal Screening
Lecture 27 Private Equity Deal Funnel
Section 7: Structuring Private Equity Deals
Lecture 28 Capital Structure of a Private Equity Buyout
Lecture 29 Key Deal Structuring Terms
Lecture 30 What is Equity and Common Stock?
Lecture 31 Preferred Stock in Private Equity Deals
Lecture 32 Preferred Stockholders Liquidation Preferences
Lecture 33 More Rights in Private Equity Deals
Lecture 34 Assessing Capital Structures in Private Equity Deals
Section 8: Deal Value Creation and Metrics
Lecture 35 How Do Private Equity Firms Make Their Money?
Lecture 36 How do PE Firms Create Value for a Portfolio Company
Section 9: Private Equity Deal Process - Step by Step
Lecture 37 Private Equity Deal Process Part 1
Lecture 38 Private Equity Deal Process Part 2
Lecture 39 Private Equity Deal Process Part 3
Lecture 40 Private Equity Deal Process Part 4
Lecture 41 Private Equity Deal Process Part 5
Section 10: Areas of Due Diligence in Private Equity Deals
Lecture 42 Areas of Due Diligence in Private Equity Deals
Lecture 43 Commercial Due Diligence - Competition and Markets
Lecture 44 Commercial Due Diligence - Sector Growth
Lecture 45 Commercial Due Diligence - Customers and Suppliers
Lecture 46 Commercial Due Diligence - Capital Requirements
Lecture 47 Commercial Due Diligence - Financial Performance
Lecture 48 Financial Due Diligence
Lecture 49 Legal Due Diligence
Section 11: Valuation and Pricing in Transactions
Lecture 50 How to Value Private Companies in Private Equity Transactions
Lecture 51 What is EBITDA?
Section 12: A Detailed Explanation of LBO Modelling
Lecture 52 Introduction to LBO Modelling
Lecture 53 Navigation: Overview of an LBO Model
Lecture 54 Inputs: Document Sources
Lecture 55 Inputs: LBO Model Global Assumptions
Lecture 56 Inputs: LBO Model Key Assumptions
Lecture 57 Inputs: LBO Model Operational Assumptions
Lecture 58 Inputs: The Sources and Uses of Funds
Lecture 59 Financial Statements: LBO Model Financial Projections
Lecture 60 Financial Statements: Linkages and Balance Sheet Adjustments
Lecture 61 Financial Statements: Circularity in LBO Models
Lecture 62 Schedules: Working Capital Schedule
Lecture 63 Schedules: Revolver and Cash Sweep
Lecture 64 Schedules: Goodwill in LBOs
Lecture 65 Schedules: Tax Schedules
Lecture 66 Schedules: Depreciation and Amortisation Schedules
Lecture 67 Schedules: Debt Schedule
Lecture 68 Schedules: Debt Ratio Calculations
Lecture 69 Schedules: Distribution Waterfall
Lecture 70 Outputs: Valuation: WACC and DCF
Lecture 71 Outputs: Returns and Leverage
Lecture 72 Outputs: LBO Model Returns to Private Equity
Lecture 73 Reports: General Report
Lecture 74 Reports: Financial Report
Lecture 75 Reports: Ability to Pay
Lecture 76 Reports: LBO Value Creation Analysis
Lecture 77 Reports: LBO Deal Presentation
Section 13: Risks and Returns in Private Equity
Lecture 78 Assessing Risk in Private Equity Investments
Lecture 79 Management Equity in Leveraged Buyouts
Section 14: Understanding Exit Options in Private Equity Transactions
Lecture 80 What Drives an LBO?
Lecture 81 Exit Options for LBOs
Lecture 82 What is a Recapitalisation?
Section 15: Trade Sales and Mergers and Acquisitions
Lecture 83 LBO Exits - Company Sales
Lecture 84 M&A Transaction Structures
Lecture 85 More M&A Issues You Need to Know
Section 16: Initial Public Offerings
Lecture 86 LBO Exits: Initial Public Offerings
Lecture 87 LBO Exits: IPO Process
Lecture 88 LBO Exits: IPO Pros and Cons
Section 17: Why Startups Fail
Lecture 89 Why Do Startups Fail?
Lecture 90 Why Do Startups Fail? Strategic Pre-Investment Issues
Lecture 91 Why Do Startups Fail? Post Investment External Issues
Lecture 92 Why Do Startups Fail? Internal Operational Issues
Lecture 93 Why Do Startups Fail? Key Management Issues
Lecture 94 Why Do Startups Fail? Financial Issues
Lecture 95 Why Do Startups Fail - Summary
Section 18: Private Equity Fund Returns
Lecture 96 Understanding Private Equity Fund Returns
Lecture 97 Defining Private Equity Fund Returns
Lecture 98 Private Equity Return Ratios
Lecture 99 Evaluating Private Equity Fund Performance
Section 19: Summary and Wrap Up
Lecture 100 Course Summary and Wrap Up
Lecture 101 Bonus Lecture - Learn more from us
Any Entrepreneur seeking to master the basics of Entrepreneurship Fundamentals,Any Entrepreneur or Potential Wall Street Analyst who wishes to expand their knowledge of Finance Fundamentals,Any prospective Investment Banking analyst who wishes to broaden their knowledge about Private Equity, LBO and MBO 's,Anyone undertaking Wall Street Prep in advance of applying for a Job or a business degree,Anyone considering applying for a job in a Private Equity firm
[b]What you'll learn[/b]
Discover the core concepts in Private Equity, a core Investment Banking skill required by any Wall Street analyst
Understand How Private Equity Funds work
Discover and understand the Key Terminology in our Glossary and Definitions
Gain an Investment Banking perspective on the Key Characteristics of Private Equity Firms
Discover how to identify the right Private Equity firm for your business
Understand how Private Equity Firms identify and source their deals
Discover how to Structure a Private Equity Finance transaction
Understand Deal Value Creation and Key Private Equity Metrics
Understand the Private Equity Deal Process, step by step
Discover the importance of Deal Due Diligence
Understand Private Equity Deal Valuation and Pricing
Work through the comprehensive LBO Modelling structure and framework
Discover how to evaluate Risks and Returns in Private Equity Deals
Understand Exit Scenarios, Trade Sales, M&A, IPOs, Liquidations and Recapitalisations
Discover why some Startups fail
Understand how to measure Private Equity Fund returns
[b]Requirements[/b]
No knowledge of Investment Banking or Private Equity is required or assumed
You need no knowledge of Banking and Finance
[b]Description[/b]
Jan 2021 Update :This course has undergone a transformational update adding over 7 hours of new and exclusive content!This content is exclusive to Udemy and UFB.At the core of Investment Banking and Finance Fundamentals is the world of Private Equity FinanceThis is how many on Wall Street and CEO's of companies make millions of dollars every year.If you seeking to master Entrepreneurship Fundamentals or considering a career in Investment Banking or Private Equity, then this is a topic you need to master!I have been working with Private Equity firms since 1988 and have done dozens of deals raising millions of dollars. I have been involved in deals where the principles walked away with hundreds of millions of dollars - each!The objective of this Investment "Banking and Finance: Private Equity Finance" course is to share that insight into what Private Equity is all about!In this courseiscover the core concepts in Private Equity, a core Investment Banking skill required by any Wall Street analystLet me explain to you how Private Equity funds workDiscover the detailed Glossary of Terms and Definitions to help you master the terminologyWe cover the Key Characteristics of Private Equity FirmsAnd help you to understand how you can find the right Private Equity Firm for your businessOf course, we cover how Private Equity Firms find their own deals too!We discuss the Structuring of Private Equity dealsAnd Deal Value Creation and Key Metrics in Private Equity FinanceUnderstand what is meant by EBITDA and how to calculate it - Finance Fundamentals Understand the difference between a Leveraged Buyout ( LBO ) and a Management Buyout ( MBO )Understand the Private Equity Deal Process, step by stepAnd we walk through the critical issue of Due Diligence in Private Equity DealsValuation and Deal Pricing is coveredDiscover how LBO Models are constructed in our comprehensive section (almost a course in its own right!)We review Risks and Returns in Private EquityThe Exit Options for Private Equity Portfolio Companies are discussedThen we dive into Trade Sales and M&A in the context of Private Equity ExitsAnd follow this up with a discussion of Initial Public Offerings or IPOsWe discuss the downside risk in Liquidation scenarios And have a detailed discussion about "Why Startups fail?"Finally we discuss how you measure Private Equity Fund ReturnsThis NINE hour course has over 100 lectures and over 90 downloadable resourcesDon't walk into that interview under prepared! Do you homework on Private Equity first by enrolling and completing this course. Plus if you have any questions - post them in the course - I always do my best to answer them.Not sure yet? Scroll down and watch the Free Preview Lectures!What makes us qualified to teach you?This is a Finance course taught by a 30+ year, Managing Director level, Investment Banker - from a practical perspective - I also have an MBA (with Distinction).Over 101,000 students have enrolled in my Udemy courses, this is what one of them said about this course:" I like the course and the approach of Sir John Colley. I believe I shall be able to achieve what I want through this course. I am looking forward to deeper and great understanding of the subject as this course will help me to make a career in Credit Analysis" R.R. Five StarOur PromiseI have been teaching on Udemy since 2014 and am fully committed to it. If you have any questions about the content or anything related to any topic, you can reach out with your questions at any time and I always do my best to respond promptlyDon't forget that this course (and all my courses) benefit from Udemy's money back guarantee!A Verifiable Certificate of Completion is presented to all students who undertake this finance course.Enroll with Confidence! See you inside the Course!From Novice to Finance Mastery: 9 Comprehensive CoursesCheck out my other leading finance CoursesBusiness Strategy - Financial Analysis - Mergers & Acquisitions - Company Valuation - Private Equity - Leveraged Buyouts - Venture CapitalBusiness Strategy Consulting Mastery: Mini MBA CourseMini MBA: Business Strategy 2 Business PlanFinancial Analysis Mastery for Banking and FinanceMergers & Acquisitions - M&A, Valuation & Selling a CompanyInvestment Banking and Finance: Why Acquisitions Really FailCompany Valuation MasterclassInvestment Banking and Finance: Private Equity FinancePrivate Equity: Complete Leveraged Buyout (LBO) CourseInvestment Banking and Finance: Venture Capital Fundraising
Overview
Section 1: Course Introduction and Overview of Private Equity
Lecture 1 Introduction and Welcome to this Course
Lecture 2 An Overview of Private Equity
Lecture 3 Advantages and Disadvantages of VC and PE Funding
Section 2: How Private Equity Funds Work
Lecture 4 How To Set Up a Private Equity Fund
Lecture 5 The Structure of a Private Equity Fund
Lecture 6 Limited Partnerships within a Private Equity Fund
Lecture 7 Roles within a Private Equity Funds
Section 3: Private Equity Glossary of Terms and Definitions
Lecture 8 Private Equity Glossary - Introduction
Lecture 9 What is a Management Buyout?
Lecture 10 What is a Leveraged Buyout
Lecture 11 Dispelling MBO Myths
Lecture 12 Glossary of Investors
Lecture 13 Glossary of Buyout Terms
Lecture 14 Glossary of Investment Terms
Lecture 15 What are Fund of Funds?
Section 4: The Key Characteristics of Private Equity Firms
Lecture 16 Categorising Private Equity Firms
Lecture 17 Deal Stages - The Difference between Private Equity and Venture Capital
Lecture 18 Lifecycle of a Private Equity Firm
Lecture 19 How do Private Equity Firms Create Value?
Lecture 20 Private Equity Measurement and Compensation
Section 5: How to Find The Right Private Equity Firm
Lecture 21 How to Find The Right Investor
Lecture 22 Is Private Equity the Right Option for your Business?
Lecture 23 Private Equity Selection Checklist
Section 6: How do Private Equity Firms Source Deals?
Lecture 24 Types of Funding Transactions in Venture Capital and Private Equity
Lecture 25 What Makes a Good Buyout Target Firm?
Lecture 26 Private Equity Deal Screening
Lecture 27 Private Equity Deal Funnel
Section 7: Structuring Private Equity Deals
Lecture 28 Capital Structure of a Private Equity Buyout
Lecture 29 Key Deal Structuring Terms
Lecture 30 What is Equity and Common Stock?
Lecture 31 Preferred Stock in Private Equity Deals
Lecture 32 Preferred Stockholders Liquidation Preferences
Lecture 33 More Rights in Private Equity Deals
Lecture 34 Assessing Capital Structures in Private Equity Deals
Section 8: Deal Value Creation and Metrics
Lecture 35 How Do Private Equity Firms Make Their Money?
Lecture 36 How do PE Firms Create Value for a Portfolio Company
Section 9: Private Equity Deal Process - Step by Step
Lecture 37 Private Equity Deal Process Part 1
Lecture 38 Private Equity Deal Process Part 2
Lecture 39 Private Equity Deal Process Part 3
Lecture 40 Private Equity Deal Process Part 4
Lecture 41 Private Equity Deal Process Part 5
Section 10: Areas of Due Diligence in Private Equity Deals
Lecture 42 Areas of Due Diligence in Private Equity Deals
Lecture 43 Commercial Due Diligence - Competition and Markets
Lecture 44 Commercial Due Diligence - Sector Growth
Lecture 45 Commercial Due Diligence - Customers and Suppliers
Lecture 46 Commercial Due Diligence - Capital Requirements
Lecture 47 Commercial Due Diligence - Financial Performance
Lecture 48 Financial Due Diligence
Lecture 49 Legal Due Diligence
Section 11: Valuation and Pricing in Transactions
Lecture 50 How to Value Private Companies in Private Equity Transactions
Lecture 51 What is EBITDA?
Section 12: A Detailed Explanation of LBO Modelling
Lecture 52 Introduction to LBO Modelling
Lecture 53 Navigation: Overview of an LBO Model
Lecture 54 Inputs: Document Sources
Lecture 55 Inputs: LBO Model Global Assumptions
Lecture 56 Inputs: LBO Model Key Assumptions
Lecture 57 Inputs: LBO Model Operational Assumptions
Lecture 58 Inputs: The Sources and Uses of Funds
Lecture 59 Financial Statements: LBO Model Financial Projections
Lecture 60 Financial Statements: Linkages and Balance Sheet Adjustments
Lecture 61 Financial Statements: Circularity in LBO Models
Lecture 62 Schedules: Working Capital Schedule
Lecture 63 Schedules: Revolver and Cash Sweep
Lecture 64 Schedules: Goodwill in LBOs
Lecture 65 Schedules: Tax Schedules
Lecture 66 Schedules: Depreciation and Amortisation Schedules
Lecture 67 Schedules: Debt Schedule
Lecture 68 Schedules: Debt Ratio Calculations
Lecture 69 Schedules: Distribution Waterfall
Lecture 70 Outputs: Valuation: WACC and DCF
Lecture 71 Outputs: Returns and Leverage
Lecture 72 Outputs: LBO Model Returns to Private Equity
Lecture 73 Reports: General Report
Lecture 74 Reports: Financial Report
Lecture 75 Reports: Ability to Pay
Lecture 76 Reports: LBO Value Creation Analysis
Lecture 77 Reports: LBO Deal Presentation
Section 13: Risks and Returns in Private Equity
Lecture 78 Assessing Risk in Private Equity Investments
Lecture 79 Management Equity in Leveraged Buyouts
Section 14: Understanding Exit Options in Private Equity Transactions
Lecture 80 What Drives an LBO?
Lecture 81 Exit Options for LBOs
Lecture 82 What is a Recapitalisation?
Section 15: Trade Sales and Mergers and Acquisitions
Lecture 83 LBO Exits - Company Sales
Lecture 84 M&A Transaction Structures
Lecture 85 More M&A Issues You Need to Know
Section 16: Initial Public Offerings
Lecture 86 LBO Exits: Initial Public Offerings
Lecture 87 LBO Exits: IPO Process
Lecture 88 LBO Exits: IPO Pros and Cons
Section 17: Why Startups Fail
Lecture 89 Why Do Startups Fail?
Lecture 90 Why Do Startups Fail? Strategic Pre-Investment Issues
Lecture 91 Why Do Startups Fail? Post Investment External Issues
Lecture 92 Why Do Startups Fail? Internal Operational Issues
Lecture 93 Why Do Startups Fail? Key Management Issues
Lecture 94 Why Do Startups Fail? Financial Issues
Lecture 95 Why Do Startups Fail - Summary
Section 18: Private Equity Fund Returns
Lecture 96 Understanding Private Equity Fund Returns
Lecture 97 Defining Private Equity Fund Returns
Lecture 98 Private Equity Return Ratios
Lecture 99 Evaluating Private Equity Fund Performance
Section 19: Summary and Wrap Up
Lecture 100 Course Summary and Wrap Up
Lecture 101 Bonus Lecture - Learn more from us
Any Entrepreneur seeking to master the basics of Entrepreneurship Fundamentals,Any Entrepreneur or Potential Wall Street Analyst who wishes to expand their knowledge of Finance Fundamentals,Any prospective Investment Banking analyst who wishes to broaden their knowledge about Private Equity, LBO and MBO 's,Anyone undertaking Wall Street Prep in advance of applying for a Job or a business degree,Anyone considering applying for a job in a Private Equity firm