Certified Private Equity Specialist (In-House)

Day One
The Markets, Business Structures and Access to Market Private Equity Markets globally Market structure, geographies stages, nature

Deal flows and centers of excellence Trends and Outlook Investor and investee perceptions

The future of private equity Exercises: Designing the ideal characteristics of a target private equity Company; Defining the ideal macro framework conditions for private equity markets Deal and Funding Sources Finding deal opportunities

Accessing the funding market Investing and Funding Conceptual and economic differences

Corporate finance considerations in private equity

Day Two
Working A Potential Deal to The Point of Decision

Core Concepts of Business Strategy and Operating Risk
Valid strategic positions

Risk and rewards of core strategies

Operating risk models and assessments Due Diligence Company accounts and realities

Documentation and legalities

Third party advisors Deal Evaluation and Planning Traditional models

Uncertainty models and approaches

Private equity anomalies

Restructuring plans – good business plans Exercises: Valuation exercises for companies with and without assets/cash flow; Developing a restructuring plan for "xyz"company; Developing a financing plan to take over "abc" company

Day Three

Closing and taking Ownership or Control of A Deal

Deal Structures Pure equity deals

Hybrid structures

Joint venture investments

Risk considerations Deal Negotiations MOUs, LOIs, pre-contracts

Investor requirements

Last mile approach

Principles of negotiations Closure and Completion Contracts, side letters, agreements

Documentation and validation Exercises: Define the essential contract elements for a private equity investment; Develop options for mitigating key risks in minority/majority investments

Day Four

Running A Private Equity Business
First 90 days Evolution of an investee company

Management activities activities and Financing Exercises: Develop a management restructuring plan for "efg" company; Develop a self assessment of capabilities and deal role in a private equity investment scenario
Three Years Performance management

Second round financing

Recovery planning

Preparing for exit Exit Strategies Listings; trade sales, Others Developing A Sustainable Private Equity business
Private Equity Portfolios Industry and size composition

Management complexities and control

Optimal portfolios Building A Private Equity Business Targets and strategies

Staff and rewards

Capital and deals

Issues in private equity Exercises: Defining the key industries and parameters to seek target investments in MENA; Creating a business plan for a MENA private equity business

Day Five
WRAP UP

Performance and Benchmarks
Targets and strategies

Measuring performance

Benchmarking performance
Course review and Discussion
Topics to be covered in more depth – participants selection

Review of material, secondary sources, research aids and related practical applications