Investment Banking and Private Equity

  1. Introduction to Private Equity
    1. Role and Function of Private Equity Firms
      1. Capital Formation
        1. Fundraising from Limited Partners
          1. Investor Relations Management
            1. Fund Marketing
            2. Investment Activities
              1. Deal Sourcing and Origination
                1. Due Diligence and Analysis
                  1. Transaction Execution
                  2. Value Creation
                    1. Operational Improvements
                      1. Management Enhancement
                        1. Process Optimization
                          1. Technology Implementation
                          2. Strategic Initiatives
                            1. Market Expansion
                              1. Product Development
                                1. Add-On Acquisitions
                                2. Financial Engineering
                                  1. Capital Structure Optimization
                                    1. Dividend Recapitalizations
                                      1. Tax Optimization
                                    2. Portfolio Management
                                      1. Board Representation
                                        1. Performance Monitoring
                                          1. Strategic Guidance
                                          2. Exit Execution
                                            1. Strategic Sale Process
                                              1. Financial Buyer Sale
                                                1. IPO Preparation and Execution
                                              2. Private Equity Fund Structure
                                                1. General Partners (GPs)
                                                  1. Fund Management Responsibilities
                                                    1. Investment Decision Making
                                                      1. Portfolio Company Oversight
                                                      2. Limited Partners (LPs)
                                                        1. Types of Limited Partners
                                                          1. Pension Funds
                                                            1. Endowments and Foundations
                                                              1. Insurance Companies
                                                                1. Sovereign Wealth Funds
                                                                  1. Family Offices
                                                                    1. Fund of Funds
                                                                    2. LP Rights and Obligations
                                                                      1. Capital Commitment
                                                                        1. Advisory Committee Participation
                                                                      2. Fee Structure
                                                                        1. Management Fee
                                                                          1. Calculation Methodology
                                                                            1. Fee Step-Downs
                                                                            2. Carried Interest
                                                                              1. Carry Percentage
                                                                                1. Hurdle Rate Requirements
                                                                                  1. Catch-Up Provisions
                                                                                  2. Transaction Fees
                                                                                    1. Monitoring Fees
                                                                                    2. Fund Terms and Provisions
                                                                                      1. Fund Life and Extensions
                                                                                        1. Investment Period
                                                                                          1. Clawback Provisions
                                                                                            1. Key Person Provisions
                                                                                              1. No-Fault Divorce
                                                                                            2. Private Equity Investment Lifecycle
                                                                                              1. Fundraising Phase
                                                                                                1. Fund Strategy Development
                                                                                                  1. Marketing Materials Preparation
                                                                                                    1. LP Meetings and Due Diligence
                                                                                                      1. Fund Closing Process
                                                                                                      2. Investment Period
                                                                                                        1. Deal Sourcing
                                                                                                          1. Proprietary Deal Flow
                                                                                                            1. Intermediated Transactions
                                                                                                              1. Industry Relationships
                                                                                                              2. Initial Screening
                                                                                                                1. Investment Criteria Application
                                                                                                                  1. Preliminary Analysis
                                                                                                                  2. Due Diligence Process
                                                                                                                    1. Commercial Due Diligence
                                                                                                                      1. Market Analysis
                                                                                                                        1. Competitive Positioning
                                                                                                                          1. Customer Analysis
                                                                                                                          2. Financial Due Diligence
                                                                                                                            1. Historical Performance Analysis
                                                                                                                              1. Quality of Earnings
                                                                                                                                1. Working Capital Analysis
                                                                                                                                2. Operational Due Diligence
                                                                                                                                  1. Management Assessment
                                                                                                                                    1. Operational Efficiency
                                                                                                                                      1. IT Systems Review
                                                                                                                                    2. Investment Committee Process
                                                                                                                                      1. IC Memorandum Preparation
                                                                                                                                        1. Investment Committee Presentation
                                                                                                                                          1. Approval Process
                                                                                                                                        2. Ownership Period
                                                                                                                                          1. Post-Acquisition Integration
                                                                                                                                            1. Management Team Assessment
                                                                                                                                              1. Operational Improvements
                                                                                                                                                1. Strategic Planning
                                                                                                                                                2. Value Creation Execution
                                                                                                                                                  1. Growth Initiatives
                                                                                                                                                    1. Margin Enhancement
                                                                                                                                                      1. Add-On Acquisitions
                                                                                                                                                      2. Portfolio Monitoring
                                                                                                                                                        1. Board Meetings
                                                                                                                                                          1. Performance Reporting
                                                                                                                                                            1. Strategic Reviews
                                                                                                                                                          2. Exit Phase
                                                                                                                                                            1. Exit Planning
                                                                                                                                                              1. Exit Strategy Development
                                                                                                                                                                1. Company Preparation
                                                                                                                                                                2. Exit Execution
                                                                                                                                                                  1. Process Management
                                                                                                                                                                    1. Buyer Identification
                                                                                                                                                                      1. Negotiation and Closing

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                                                                                                                                                                3. Investment Banking Division Deep Dive

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                                                                                                                                                                5. Private Equity Investment Strategies