Private Equity and LBO Modeling Training Course

Private Equity and LBO Modeling Training Course

Are you planning to interview for private equity jobs in the near future and are nervous or anxious about the LBO modeling test during the interview?

Private equity firms typically require candidates to take a financial modeling test as part of the interview process, where candidates are asked to build a working LBO model under time pressure, analyzing a company / potential investment opportunity.

The stakes are high, because compensation for private equity associate positions can be very lucrative — often ranging from $200,000 – $350,000 or more annually. That’s 4 – 7x the national household median income by the time you are 24 or 25 years old.

The good news is nailing the LBO modeling test is a highly trainable skill. Unfortunately, many Wall Street LBO modeling courses cost thousands of dollars for a couple days of classroom instruction. 

But our Private Equity Training Videos provide the same hands-on, step-by-step training — at a fraction of the price — on how to build both complex and rapid-form LBO models that the live classes offer. Moreover, there’s no risk of “falling behind” in our course, because you can watch and learn at your own pace and review our examples as many times as you need to develop a strong understanding of how to model PE transactions.

Our LBO modeling course provides tactical knowledge and training on how to nail your LBO modeling test, making it the perfect solution for candidates who have no previous private equity experience, as well as candidates who are looking for a PE modeling refresher.

Our videos will show you how to:

  • Think intuitively about the mechanics of LBO finance
  • Model leveraged buyouts efficiently in Excel
  • Communicate your results effectively with a PowerPoint presentation

All of our training video packages grant you access to all the videos in that package for 1 full year.

 

Check out our course syllabus below and watch the first training video here!

We also offer LBO + DCF discount combo packages.

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New 3 Statement and Discounted Cash Flow (DCF) Financial Modeling Online Training Videos

New 3 Statement and Discounted Cash Flow (DCF) Financial Modeling Online Training Videos

 

Looking to break into investment banking? Anxiously preparing for corporate finance interviews? Want to jump start mastering financial modeling so you can hit the ground running in your new job?

The stakes are high, because salaries for entry-level analysts and associates in banking and finance are lucrative — often $110,000 – $230,000 or more annually when combining base and bonus. That’s 2 – 5x the national household median income coming straight out of college or grad school.

Succeeding in finance requires strong analytical skills in analyzing and valuing companies. This demands a strong understanding of the mechanics and business judgment involved in modeling financial statements and discounted cash flows.

The good news is: financial modeling and discounted cash flow (DCF) analysis are highly trainable skills. The bad news is: Wall Street modeling classes can cost thousands for just a one-day class.

That’s where our training videos come in. 

Using a well-known public company as our case study — Chipotle Mexican Grill — our 3 Statement and DCF Modeling Video Training Course provides hands-on, “roll-up-your-sleeves,” step-by-step training — at lower cost than competing courses.

We teach you how to build fully integrated financial and valuation models, just like the live classes. But there’s no risk of “falling behind,” because you can learn at your own pace and watch our examples as many times as you need to master financial modeling.

Our training videos focus on critical tactical knowledge and skills, making it the perfect solution for fast learners with no prior finance experience, or experienced candidates who need a financial modeling refresher.

We will teach you how to:

  • Build a fully integrated 3 statement financial model in Excel
  • Build a DCF analysis using both perpetuity growth and EBITDA multiple methods
  • Build detailed supporting schedules linking back to the 3 statements
  • Analyze a public company 10-K filing to efficiently extract data needed for your model
  • Troubleshoot your model accurately and efficiently when accounts don’t balance or reconcile
  • Understand key concepts related to depreciation, amortization, goodwill, circularity, unlevered vs. levered cash flow, terminal value, weighted average cost of capital, capital asset pricing model, and enterprise vs. equity value
  • Think intuitively about financial statement mechanics, analysis, and corporate valuation
  • Model very efficiently using Excel shortcuts

Check out our course syllabus below and watch the first financial modeling training video here for free! We’ve now also made our second training video free as well.

We also offer DCF + LBO discount combo packages.

 

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Welcome to the Official Private Equity Interview Guide

Welcome to the Official Private Equity Interview Guide

Our new Private Equity Interview Guide teaches you step-by-step strategy, technique, and mindset of the distinctive private equity / venture capital job interview candidate. It provides a clear step up in comprehensiveness and quality over typical finance careers websites and buyside investing blogs because of its focus on:

  • Recruiting at the hardest, most elite private equity firms in the world: Bain Capital, TPG, Blackstone, Carlyle, GS Capital Partners, KKR, Warburg Pincus, Apollo, Clayton Dubilier & Rice, Huntsman Gay, Golden Gate, Silver Lake
  • Candidates with no previous buy-side experience, with or without investment banking experience, or no formal finance training at all
  • Hard, complex investment scenarios / questions – not vanilla questions found in commercial corporate finance prep guides
  • How to think flexibly on your feet in difficult interview situations
  • Key insights about the mindsets and motivations of private equity interviewers
  • In-depth breakdown of structure, format, and questions asked by brand-name, blue-chip LBO firms, and general advice for venture capital / growth equity interviews

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What are Bain Capital pre-MBA private equity associate interviews like?

What are Bain Capital pre-MBA private equity associate interviews like?

I often respond to questions from readers on the private equity interview process. Here is a question I recently responded to:

 

Q: What are Bain Capital pre-MBA private equity associate interviews like? 

A: I worked for a Bain Capital PE spinout previously, which was basically a huge “team liftout” from Bain Capital and Bain & Company, including the head of worldwide HR at Bain Capital and the former chairman of the Bain Capital management committee. They adopted a lot of the same screening, hiring, and training techniques that Bain Capital did, and here is what I encountered in my interviews.

The process was structured over 3 rounds, with the type of people at each step and the kinds of questions asked varying between rounds. It consisted of a heavy combination of case interviews, technical finance questions, modeling tests, and personal fit interviews to test 6 things:

1. Financial modeling
2. Operational modeling
3. Macro / market due diligence
4. Strategic analysis (as tested through case interviews)
5. Creating slide presentations
6. Personality fit

Be sure to check out our PDF guide “How to Nail Your Private Equity Interview (whether you have finance training or not)” for in-depth tips and strategies on how to successfully interview for associate jobs at top PE firms like Bain Capital.

Also be sure to check out our step-by-step Private Equity LBO Modeling Training Videos for walk-through tutorials on how to build an LBO model, navigate Excel with ruthless efficiency, and rapidly create an LBO PowerPoint deck to present to your PE interviewers.

Top Private Equity Firms in New York City

Top Private Equity Firms in New York City

New York City is a major hub for private equity activity so here is a list of the top private equity firms located in New York.

Top 15 Private Equity Firms in New York by assets raised over last 5 yrs (billions).
  1. Goldman Sachs Principal Investment Area = 49.05 billion
  2. Kohlberg Kravis Roberts = 39.67 billion
  3. Apollo Management = 32.82 billion
  4. Blackstone Group = 23.3 billion
  5. Warburg Pincus = 23 billion
  6. Cerberus Capital Management = 14.9 billion
  7. AIG Investments = 14.22 billion
  8. Fortress Investment Group = 14 billion
  9. Clayton Dubilier & Rice = 11.38 billion
  10. Lehman Brothers Private Equity = 10.22 billion
  11. J.C. Flowers & Co. = 7 billion
  12. New Mountain Capital = 6.69 billion
  13. MatlinPatterson = 6.67 billion
  14. W.L. Ross & Co. = 6.65 billion
  15. Welsh Carson Anderson & Stowe = 5.88 billion

(excerpted from the blog Private Equity Blogger)

 

Be sure to check out our PDF guide “How to Nail Your Private Equity Interview (whether you have finance training or not)” for in-depth tips and strategies on how to successfully interview for jobs at top private equity firms!

Also be sure to check out our step-by-step Private Equity LBO Modeling Training Videos for walk-through tutorials on how to build an LBO model, navigate Excel with ruthless efficiency, and rapidly create an LBO PowerPoint deck to present to your PE interviewers.