Interested in private equity investing?
You've come to the right place.
This course will cover the fundamental concepts of LBO valuation, analysis and modeling. Learn the industry standard approach used by the largest PE companies in the world.
Learning resources include:
- 13 instructional videos (ranging between 3 and 8 minutes in length)
- Downloadable PDF slides and Excel files that are yours to keep
- Key terminology of private equity and leveraged buyouts
- Logical basis of LBO investment
- Typical target companies
- Measuring IRR, MOC and performance attribution
- Building an LBO model for an example company
- Examining the outputs of the LBO model
- Building an LBO cash flow statement starting with EBITDA
- Dealing with circular calculations safely
Course curriculum
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1
Welcome
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A message from the instructor
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How to use this course
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Before we begin...
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3
LBO modeling
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Excel materials to download
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LBO model logic & operating model overview
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Operating model review
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LBO assumptions overview
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LBO assumptions review
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Leveraged model overview
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Leveraged model review
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Outputs overview
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Outputs review
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LBO debt and equity specifics
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Completed Excel materials
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4
Next steps
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Thank you
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More resources for you
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Feedback
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Instructor
Trainer
Pete Mazzarese
Pete Mazzarese has been delivering large analyst training programs for the top bulge bracket investment banks in Europe, Asia, and North America since 2010. He also designs and leads smaller groups at banks, law firms, MBA programs, and consulting firms. Peter is a specialist in corporate finance and investment banking. His course range includes: Accounting, Valuation, M&A modeling, and LBO modeling as well as corporate credit analysis, and private equity investing.
Peter has an extensive working knowledge of the North American, European and Asian regions and has delivered technically advanced material to all levels of audiences in Europe, Asia, the Middle East and North America. Peter has actively engaged regularly with top global investment banks in the design of new and tailored class room based courses, webinars and e-learning material. Peter’s ability to simplify and illustrate even the most complex of topics, results in him receiving consistently excellent feedback from participants and corporate clients.
Prior to becoming a financial trainer, Peter worked in banking and finance in the US and London, gaining more than 10 years of experience. He has led a turn-around effort at a technology firm, advised HNW individuals and small corporates on investment strategies, and, after attending London Business School, worked as an analyst at Barclays in London.
Peter holds a Masters in Finance from London Business School and is a CFA Charterholder. Peter has held FINRA series 6, 63, 7, 9 & 10 securities licenses