Public Training

Private Equity Masterclass

Location: Kuala LumpurDates: 20-21 Feb 2018

The objective of this program is to provide knowledge and detailed understanding of equity investments followed in the private equity industry. This course will help participants to improve their knowledge and develop their professional skills required in the private equity industry or dealing with private equity professionals.

Overview

The Course curriculum includes complete investment, due diligence, monitoring, and negotiation processes from the owners’ as well as investors’ perspectives.

Upon completion of this course, participants will have a clear understanding of the key processes, challenges and issues faced in the industry as well as be able to differentiate between various transaction structures, their implications and provide explanation on how to analyse and negotiate term sheets.

A case study discussion will be included in this program detailing the complete process of private equity investments which will provide participants with greater and valuable knowledge that will be useful in their business and profession.

Who should attend

All individuals who want to improve their knowledge and further develop their professional skills in the private equity space.

  • Professionals who are seeking a career in private equity
  • CEOs, head of business units, departments and decision making personnel – who want to deal or currently dealing with private equity firms
  • Middle to senior managers from any industry
  • Analysts/ investment bankers/ finance professionals with CPA, CFA, MBA etc
  • Candidates who want to set up private equity business

                  

Methodology & Trainer

Non-theoretical methodology which includes interactive discussions, case studies, interactive games and assignments to understand the concepts and their applicability in current economic and financial environment.

All our trainers are carefully chosen by us and possess a rich and vast experience in the financial sector. This course will be conducted by an experienced training consultant having more than 15 years of industry experience with some of the world’s leading financial institutions, specializing in corporate finance, investment banking and private equity.


                  

Duration

2 days


                  

Course Content

Module – 1

Private equity industry structure and importance

  • Industry structure and overview
  • Different types of private equity funds and their strategy
  • Overview of private equity processes – due diligence and investments, documentation, monitoring and exits

Module – 2

Company analysis process

  • Company analysis including competitive positioning and its mapping in the industry
  • How to analyse financial models of the investee companies
  • Evaluate promoters and management team
  • Study the capital structure
  • How to run the valuation exercise (DCF, Comparables, NAV, multiple-based, operational metrics etc)
  • Identify key pitfalls
  • Sensitivity analysis and its impact on overall returns

Module – 3

How to prepare investment proposal and Investment Committee presentation

  • Structure of Investment proposal
  • Keys points to be inserted in the proposal
  • Importance of return and exit information
  • Preparation for Investment Committee presentation
  • Points to remember for presenting to Investment Committee
  • Information to be prepared for Investment Committee meeting

Module – 4

Due Diligence

  • How to create your due diligence plan
  • How to balance role of external and internal service providers
  • Key focus areas
    • Financial models
    • Business
    • Legal
    • Accounting
    • Management due diligence
  • How to resolve post due diligence observations
  • How to identify keys risks

Module – 5

Documentation (commercial overview)

  • Keys terms and their impact on business
  • How to negotiate effective terms sheets
  • Key points to focus while negotiating shareholders agreement

Module – 6

Investment structures

  • What are the various structures for investments
  • Direct Equity – private market, public market, listed and unlisted market
  • Equity linked debt – mezzanine funding, convertible securities etc
  • Debt funding – bridge funding, subordinated debts, securitization and structured finance

Module – 7

Monitoring investments and value add

  • How to help the investee company develop a common business goal and plan
  • How to support the business on various operational and strategic areas
  • Common restructuring activities that can be carried out
  • Financial engineering to improve shareholders’ return and reduce riskiness
  • Manage the risks highlighted during due diligence process

Module – 8

Exit process

  • How to prepare the investee company for exits
  • Analyse various exit options and their pitfalls
  • How to do exit valuation
  • Determining the target price and exit returns
  • Important concepts – Gross and net IRR, cash multiple and its relevance

Module – 9

Case Discussions

  • Case discussions based on past private equity transactions to explain the entire process and its implications


                  

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