FUNDAMENTALS OF PRIVATE EQUITY
Understanding the Structure, Strategies, and Value Creation Mechanisms of Private Equity Investing
Course Schedule
| Date | Venue | Fees |
|---|---|---|
| 13 – 14 Feb 2025 | Kuala Lumpur, Malaysia | USD 1995 per delegate |
Course Introduction
Private equity (PE) plays a transformative role in global capital markets, offering investors high returns and portfolio companies the opportunity for accelerated growth. However, the PE model is complex—requiring a clear understanding of investment structures, value creation strategies, and exit mechanisms.
This intensive 2-day course provides a practical foundation for professionals looking to enter or work alongside the private equity sector. Participants will explore how PE firms raise funds, evaluate deals, structure investments, manage portfolio companies, and deliver returns to investors. The program combines global best practices with real-world insights to demystify the mechanics of private equity.
Course Objectives
By the end of this course, participants will be able to:
• Understand the private equity ecosystem and key players
• Analyze how PE funds are structured and capital is deployed
• Assess investment opportunities using standard PE methodologies
• Explore how value is created, managed, and monetized in portfolio companies
• Learn exit strategies including IPOs, trade sales, and secondary buyouts
Key Benefits of Attending
• Gain an end-to-end understanding of how private equity works
• Learn deal evaluation and structuring techniques used by leading PE firms
• Understand the lifecycle of a PE fund and investor expectations
• Build fluency in key PE terms, metrics, and governance models
• Explore how private equity drives operational and strategic transformation
Intended Audience
This program is designed for:
• Finance and investment professionals exploring PE markets
• Corporate strategists and M&A professionals
• Startup founders and business owners seeking PE capital
• Legal, compliance, and advisory teams supporting private deals
• Analysts, associates, and early-career professionals targeting private equity careers
Individual Benefits
Key competencies that will be developed include:
• Knowledge of fund structures, LP-GP dynamics, and fee models
• Practical tools for evaluating investment targets and building deal models
• Understanding of how PE firms add value through governance and operations
• Familiarity with exit strategy planning and performance measurement
• Insight into due diligence and risk mitigation processes
Organization Benefits
Upon completing the training course, participants will demonstrate:
• Improved ability to interact with private equity stakeholders
• Stronger deal support and risk analysis capabilities
• Enhanced access to and readiness for private capital investment
• Alignment of business growth plans with investor expectations
• Contribution to value creation during ownership and exit
Instructional Methdology
The course follows a blended learning approach combining theory with practice:
• Strategy Briefings – Fund structures, investor dynamics, and transaction flows
• Case Studies – Real PE-backed deals and exit outcomes
• Workshops – Deal screening, valuation modeling, and value-creation planning
• Peer Exchange – Sector-specific PE challenges and success stories
• Tools – Investment memos, scorecards, due diligence checklists
Course Outline
DETAILED 2-DAY COURSE OUTLINE
Training Hours: 07:30 AM – 03:30 PM
Daily Format: 3–4 Learning Modules | Coffee breaks: 09:30 & 11:15 | Lunch Buffet: 01:00 – 02:00
Day 1: Foundations and Deal Structuring
- Module 1: Introduction to Private Equity (07:30 – 09:30)
• PE vs. other asset classes
• Fund lifecycle, fundraising, and investor types
• LP-GP relationship and economic incentives - Module 2: Deal Origination and Evaluation (09:45 – 11:15)
• Sourcing and screening investment opportunities
• Industry and company analysis
• Investment criteria and IRR expectations - Module 3: Valuation and Capital Structure (11:30 – 01:00)
• Entry valuation methods (DCF, comparables, precedent deals)
• Leverage, capital stack, and term sheet basics
• Preferred equity and convertible instruments - Module 4: Workshop – PE Deal Screening Simulation (02:00 – 03:30)
• Teams assess sample deal pitches and select targets
Day 2: Value Creation and Exit Strategies
- Module 1: Managing Portfolio Companies (07:30 – 09:30)
• Governance rights and board representation
• Strategic, operational, and financial levers
• Performance tracking and key metrics - Module 2: Exit Planning and Execution (09:45 – 11:15)
• IPOs, trade sales, recapitalizations, and secondary buyouts
• Exit readiness and value maximization
• Holding period dynamics and timing strategies - Module 3: Risk Management and Due Diligence (11:30 – 01:00)
• Types of due diligence (financial, legal, operational)
• Risk allocation and mitigation clauses
• Case-based red flags and failure factors - Module 4: Workshop – PE Investment Thesis (02:00 – 03:30)
• Teams create and pitch an investment strategy for a hypothetical company
Certification
Participants will receive a Certificate of Completion in Fundamentals of Private Equity, confirming their understanding of private equity principles, structures, and strategies to evaluate, support, and benefit from private market transactions.