Private equity investment is based on negotiation, exit, and investor activism. Private equity assets are about five percent of total funds managed but have a disproportionate influence on companies. Seven thousand private equity firms worldwide employ some one hundred thousand people. The performance of private equity as an asset class is notoriously difficult to measure and generates debate. Participants will develop a good understanding of all the aspects which make the asset class unique. Many case studies will be based upon real deals that the Trainer was involved in as a fund manager.

Private equity has evolved into an asset class which has become quite widely understood by many members of the financial and business community. At the same time the industry is evolving, becoming more important as well as more specialised. New areas of venture investment such as Cleantech have emerged, Emerging Markets private equity continues its structural growth, Impact Investment is coming of age, and LPs are evolving more specialised investment strategies. This course reflects the fact that training in the areas needs to reflect the market trends and elevate knowledge to a higher level than an old generic course. This course will appeal to everybody who is involved in private equity as an investor, manager, service provider, or regulator. It will cover some technical aspects, but these are subordinated to the wider conceptual topics. Delegates will come out of the course with a confident knowledge of both the permanent key value drivers of private equity, as well as the important topics of the current times. The instructor can deliver both the solid foundation of knowledge-based upon his long experience as a PE fund manager, as well as the latest trends from his later work as a specialised PE consultant operating in multiple regions with their different realities.

• See the way private equity investors selectively originate and screen potential investments
• Work through a detailed private equity term sheet and walk through the typical deal terms
• Appreciate the private equity approach to due diligence and its special emphasis on precision and cost/benefit management
• Master the exit driven approach to private equity valuation and become familiar with IPEV valuation guidelines for the industry
• Understand the typical obstacles faced by private equity investors to closing successful deals and how they mitigate these
• Learn how to structure complex private equity deals which manage risk and deal with uncertain outcomes
• Follow in detail the activist approach to portfolio management of private equity investors
• See what it means to act as a private equity appointed company board member or operating partner in an investee company
• Demystify the exit driven strategy as it influences deal structuring and managing company metrics
• Get to know how private equity firms are set up, managed and how their economics work