Private Equity & LBO Modelling

Become a Private Equity financial modelling expert and set yourself apart from the competition.

Occurs:

Twice every year

Duration:

6 weeks part-time

Mode:

Live online instructor-led sessions, 12 hours

Certificate fee:

€1,200 (by application only)

Instalment payment plan available

Pay in 6 x monthly instalments using your credit or debit card with Paythen.

Weekly:

2 hours per week live classes (plus additional study time)

Class size:

Max. 20 students for personalised 1‑to‑1 attention

Enrolment is by application or if you have completed our Financial Modelling & Valuation course. Only candidates with advanced financial modelling skills will be considered.

Leap Finance Academy’s ‘Private Equity & LBO modelling’ course teaches advanced Private Equity specific modelling to advanced participants. This course is only open to students who have completed our ‘Financial Modelling & Valuation’ course or by application. When applying, you will have to submit your CV and/or LinkedIn profile.

Financial modelling is a critical skill to have in Private Equity as it forms the basis on which decisions are taken – it is very detailed and it builds on the techniques used in Investment Banking. These financial models are applied to multiple levels of an investment: from setting the purchase price of a target, to forecasting the underlying Fund or even the embedded remuneration received by Private Equity managers (carried interest).

You will undergo rigorous training that will equip you with the key skills to perform the following:

  • Build Leveraged Buy-out models with complex debt waterfalls (LBO modelling)
  • Implement corporate structuring and tax simulations
  • Build fund models & calculate carried interest

This instructor-led certified course consists of 7 subject modules.

Download the course brochure and detailed schedule.

Advance your career in Private Equity

LFA provides the training and the skills that will deliver the most commercial impact for employers. Our instructors are the top in their fields and are practicing professionals so you will always have access to their market knowledge, professional experience and the key developments currently happening in the Private Equity industry.

The annual cash* compensation can reach on average up to the following:

US$150,000

Analyst (1–3 years)

US$300,000

Associate (4–7 years)

US$500,000

Vice-president (8–12 years)

Source: mergersandacquisitions.com (2021)
* Base salary and annual cash bonus. Excludes annual carried interest allocations.

Who is the course for?

Pre-requisites

Advanced financial modelling skills, as evidenced by your CV or LinkedIn profile or if you have completed our Financial modelling & valuation course. Access to Microsoft Excel in English and a broadband Internet connection. Using a PC over a Mac is preferable.

Program topics

Private Equity & LBO Modelling

Module 1: Discover the Private Equity industry: understand the job market, main players, and recent developments

Understand and explore the Private Equity industry space and learn about the different segments within it. Gain awareness of recent developments and trends. Discover the variety of job roles within the Private Equity industry.

Module 2: Understand Private Equity return drivers & the role of leveraged debt corporate structuring

Learn what drives the returns of a Private Equity investment. Understand the main Corporate Structuring strategies and modelling implications. Discover leveraged finance instruments and techniques.

Module 3: Master debt structure and capital stack modelling

Master the modelling of complicated debt structures (or capital stacks) with preferred waterfalls. Understand the complex debt instruments such as PIK/Mezz etc. Learn to build bankruptcy remote models.

Module 4: Real life corporate taxation

Understand how corporate taxation really works and implement corporate structures into Financial Models. Learn to build a real taxation model that can be applied to any company.

Module 5: Build the Leveraged Buyout model

Learn to build an advanced Leveraged Buyout model that incorporates complex debt structures and real life taxation into it.

Module 6: Fund level modelling

Learn to put multiple deals together into a fund model. Understand the life phases of a Private Equity fund and learn how to model management fees and fund level expenses.

Module 7: Carried interest & promote waterfall

Understand the main types of carried interest and asset manager promote in Private Equity. Learn to model these into your forecast.

27th May 2024 – 1st Jul 2024

Length: 6 weeks (excluding holidays)

Days: Monday

Time: 8pm – 10pm (CET),

7pm – 9pm (UK)

Students: Max. 20

Mode: Live online

Cost: 1,200

27th May 2024 – 1st Jul 2024

Length: 6 weeks (excluding holidays)

Days: Monday

Time: 8pm – 10pm (CET),

7pm – 9pm (UK)

Students: Max. 20

Mode: Live online

Cost: 1,200

Your training expert

Nikhil Gupta

CFO, Kadens Capital, Private Equity (current)
Managing Director, Peakside Capital Advisors, Private Equity (past)
M&A Investment Banker, Rothschild & Co., Investment Bank (past)

Nikhil Gupta is a seasoned Private Equity and Investment Banking Senior Executive. He is currently the CFO of Kadens Capital, a Private Equity firm. Prior to this, Nikhil was a Managing Director at Peakside Capital Advisors, where he completed more than $3 billion in real estate transactions.

For the past several years, Nikhil has shared his knowledge and expertise gained over the last 15 years in Private Equity and Investment Banking, through coaching and teaching students.

Nikhil is an External Lecturer at ESSEC Business School, France where he teaches Private Equity financial modelling to Master’s in management and Master’s in finance students. He also teaches the MBA students at IMD Lausanne, Switzerland and at the University of St. Gallen, Switzerland.

Certification

Upon successful completion of the course and the Capstone project, Leap Finance Academy grants a verified digital certificate to its participants. You will also receive a digital badge that can be posted on social media sites like LinkedIn.

Your digital certificate and badge will be tied to your identity information. We may request for official identification information before issuing your certification. All images are for illustrative purposes only and may be subject to change at the discretion of Leap Finance Academy.

Download the course brochure and detailed schedule.

Apply now to enroll in the 'Private Equity & LBO Modelling' course

Please upload your CV and fill out the form below.
We will review your application and get in touch with you.

*If you have completed LFA’s Financial Modelling & Valuation course, then please state so in this form.

Thank you

Please fill check your inbox shortly for the course syllabus.