Private Equity Course - Recognized Finance Certification

View purchase options

From understanding the key funding instruments to advanced LBO modeling, this course will teach you everything you need to succeed at PE dealmaking. Plus, our updated certification now includes 3 new modules at no additional cost.

14 reviews Star Rating

Buy The Private Equity Deal Maker

Get lifetime access to this course, plus expert instructor support through Felix.

£249

Add to cart

Get all courses with a Felix Boost or Pro plan

Single Course

Lifetime access to a single course

£249

One-time payment.

Start learning

All Courses Access

3,784 videos across 427 playlists in our Boost plan.

£449

Billed annually.

Expand skills

All Courses & Company data

Advanced analytical tools for 7,000 firms in our Pro plan.

£699

Billed annually.

Maximize potential

30-Day Money-Back Guarantee T&C apply

3000+ students enrolled

Hours to Complete

Topics

Practical exercises

The Private Equity Deal Maker includes

The Private Equity Deal Maker

| skills-certificate

The Private Equity Deal Maker

| Skills Certificate

Hours

Practical exercises

Exam

This skills certificate has been designed by five industry experts who share 14 years of experience in private equity and leveraged finance.

Debt Products - Financing Instruments

13 video minutes

0 excel exercises

Video minutes 13

Excel Exercises 0

Types of debt: senior debt – revolving credit facility, term loan A-C / subordinated debt – 2nd lien term loan, HY bond, mezzanine
Preferred stocks and equity injection
Management rachet
Debt providers / holders: banks, insurance corps, CLOs, hedge fund, pension fund
Covenants
Collateral: 1st vs 2nd, all assets or bifucated
Financing fees: upfront fee, commitment fee, interest rate, PIK, OID, etc.
Key considerations: interest rate (PIK, OID), typical term (1 year, 5 years, 7 years), repayment (bullet, amortization)

Debt Products - Documentation

10 video minutes

0 excel exercises

Video minutes 10

Excel Exercises 0

Typical contracts:
- Credit agreement
- Indenture
- Regulatory Documents
- Collateral contracts
Typical clauses:
- Cashsweep clauses
- Cross default clauses: Trigger event
- Pari-passu
- Repayment / redemption

Debt Products - Financing Consideration Process

11 video minutes

0 excel exercises

Video minutes 11

Excel Exercises 0

Financing consideration: process overview
Addressing existing debt
Evaluating debt capacity
Analyzing collateral base
Considering minimum equity contribution
Simulating expected ratings outcome
Analyzing financial ratios

Debt Products - Credit Committee in Banking

10 video minutes

0 excel exercises

Video minutes 10

Excel Exercises 0

What is credit committee
Composition of credit committee materials
Transaction background / deal summary
Company overview
Sponsor company overview
Financial analysis
Risk analysis and mitigants

Private Equity Acquisition Analysis

67 video minutes

18 excel exercises

Video minutes 67

Excel Exercises 18

LBO – definition
Internal Rate of Return (IRR) and value analysis
LBO analysis models
- LBO analysis model map
- Assumptions
- Sources and uses of funds
- Sources of funds
- Operating forecasts and cash sweeps
- Model outputs
- Levered valuation

Acquisition Finance and Debt Capacity

30 video minutes

5 excel exercises

Video minutes 30

Excel Exercises 5

Multiple based debt capacity analysis
Dangers of using multiples
Cash flow based debt capacity analysis
Calculating free cash flows
Debt tranching
Seniority and subordination

Advanced LBO Modeling

120 video minutes

26 excel exercises

Video minutes 120

Excel Exercises 26

Sources and uses of funds
Original issue discount
Fees (arrangement and commitment)
Creating the opening balance sheet
Stub period three statement model
Deal adjustment including amortization of debt issuance fees
Pro-forma balance sheet
Cash flows available for debt service
Minimum cash balance
Term loans and revolving credit facilities, including cash sweep
Mezzanine financing and PIK interest
Returns to mezzanine holders
Returns to common equity holders

Completion Mechanisms

49 video minutes

8 excel exercises

Video minutes 49

Excel Exercises 8

Completion accounts introduction
Completion accounts calculations
Issues with the completion accounts mechanism
Locked box mechanism introduction
Locked box mechanism calculations
Completion accounts and locked box mechanisms

New - LBO Modeling Complexities

147 video minutes

26 excel exercises

Video minutes 147

Excel Exercises 26

Sources and uses of funds
Original issuer discount
Fees (arrangement and commitment)
Pro-forma balance sheet
Term loans and revolving credit facilities
Bond issues (senior and junior)
Mezzanine financing and PIK interest and more
Returns to mezzanine holders
Leveraging the equity via preference shares
Returns to common equity holders

New - Earnouts

15 video minutes

1 excel exercises

Video minutes 15

Excel Exercises 1

Contingent consideration – structures
Accounting for deferred consideration
Examples of earnouts

New - Carried Interest and Promotion Modeling

75 video minutes

6 excel exercises

Video minutes 75

Excel Exercises 6

Overview of the “2 and 20%” concept for fund managers
Management fees
Return of capital (US/EU style waterfalls)
Preferred returns (pari-passu/true preferred)
Carried interest
Catch-up provisions and more
Promotes for real estate transaction
Annual distributions in real estate (hurdles and overall returns)

Learn from our expert instructors

Alastair Matchett

–

Ex-J.P. Morgan

Andrea Ward

–

Ex-Lehman Brothers

Gerard Kelly

–

Ex-Ernst & Young

Deborah Taylor

–

Ex-Barclays director

Petter Ljunggren

–

Ex-Goldman Sachs

Jonathan Rugg

–

Ex-Lloyds private banking

Andrew Jones

–

Ex-Standard Bank

Learn more about our full faculty

Wall Street Recognized Certification

Established on Wall Street, Financial Edge has taught at the biggest bulge-bracket firms since 2016, and now we offer that very same training online for you. It’s no secret that banking is fiercely competitive, which is why our Wall Street recognized certification is designed to let your employers know you have the skills to succeed.

Learn more about our certification

What Our Students Say

Get The Private Equity Deal Maker Skills Certificate

Single Course

Get lifetime access to this course!

£249

Single purchase

Start learning

Single purchase includes:

Lifetime access
Expert instructor support

Boost Plan

Includes full access to all certified courses.

£449

Billed annually

Expand skills

Boost includes:

266+ hours of instructor-led learning
Search across 480+ playlists, 4000+ videos and Q&As
Role-focused pathways
Expert instructor support

Pro Plan

Full Felix access including all learning content and data features.

£699

Billed annually

Maximize potential

Pro includes:

Everything in the Boost plan
Streamlined company data
Current and historic filings for over 7000 companies
Market and industry data
Ready-to-use sector and transaction models

Compare plans

	Single Course	Boost Plan	Pro Plan

Completion certificates		38	38
Skills certificates	1	51	51
Micro-degrees		12	12
Lifetime access to course
Expert instructor support
Practical exercises to work alongside videos and quick quizzes to test your understanding
Searchable library of 480+ playlists, 4000+ videos and Q&As
12 role-based learning pathways, including Investment Banking, Equity Research, Sales and Trading and more
Weekly live webinars
Streamlined company data (WACC. & EV bridge calculator, custom comparables)
Current and historic filings for over 7000 firms globally
Current and historic filings for over 4000 US firms
Link to, label and share data points in filings (limited to 10 for Free and Boost users, unlimited for Pro)
Regional and industry data sets
Ready-to-use sector and transaction models

	Single course £249 Start learning	Boost £449/year Expand skills	Pro £699/year Maximize potential

Frequently Asked Questions

What tech do I need?

Access your course across desktop, laptop, tablet or phone; either via our web portal or the dedicated mobile app. While we have optimized our video quality and size, we recommend a broadband connection to enable uninterrupted video playback. A PDF reader and spreadsheet application are required to open the supporting resources.

Is it right for me?

Our online courses reflect the training new analysts receive at the leading financial organizations. They're challenging, but if you want to demonstrate you are as good as the best in the industry then this is the course for you. The top investment banks will recognize our micro-degree certifications, making them perfect for graduates looking to land a job or a professional preparing for a new role.

Are Financial Edge's courses credible?

The leading investment banks, as rated by the FT, hire us to train their incoming analysts. If you are looking to join the best analysts in the world, why not challenge yourself with the same content and certification with the same Wall Street instructors ready to answer your questions.

Will the Private Equity Deal Maker help me get a job?

Absolutely. Develop practical skills you can use to impress at interviews, whether you’re looking to break into finance or change roles.

How long do I have to complete the Private Equity Deal Maker ?

Everyone works at their own pace so there's no restrictions, all you need is an active Felix plan for the course you are completing. All Felix plans renew annually.

Are there any hidden costs?

No. Everything you need is included, from instructor-led videos and Excel exercises to the exams.

What support will I get along the way?

Our expert instructors are standing by to answer questions and help you develop a detailed understanding of finance complexities. Our technical support team are also ready to help with any system problems.

What is the difference between a Felix subscription and buying a single course?

Purchasing a single course gives you lifetime access to that one program. Purchasing a yearly Boost or Pro Felix subscription gives you access to our full library of 50+ certifications for the duration of your subscription. With a Pro plan, you’ll also be able to access our streamlined company and market data alongside productivity tools.

Visit our FAQ page for more