Digital Foundation (Online Workshop)

Course overview

Lead by renowned industry practitioners, our flagship digital course provides the fundamentals to private equity, covering the lifecycle of a deal including investment returns and exits. The course utilises real life case studies whilst creating a great opportunity to network and build relationships with peers.

The course utilises the zoom platform to offer multiple networking opportunities, building strong relationships with peers from other PE houses throughout the course:

    - Breakout rooms for case studies during every session
    - Lunchtime drop in sessions with course directors for one to one discussion
    - Evening social activities, cocktail making and wine and cheese pairing

Session 1 (15 January): Introduction to the course and Due Diligence
    - Growth and key drivers
    - Focus your diligence
    - Types of diligence
    - Case study

Session 2 (18 January): Structuring 1 - Overview

Session 3 (22 January): Structuring 2 - Early Stage
    - Key considerations for early stage investing
    - Enhancing upside/protecting downside
    - Funding instruments
    - Case study

Session 4 (26 January): Structuring 3 - Growth Capital
    - What is growth capital?
    - Working with entrepreneurs and owner managers
    - Comparison with PE
    - Deal pricing

Session 5 (29 January): MBOs

Session 6 (01 February): Restructuring

Session 7 (02 February): Portfolio 1
    - Different approaches
    - Time management
    - Your role
    - Information flow and reporting
    - The Chairman and CEO

Session 8 (05 February): Portfolio 2
    - Board performance
    - Non-Executive Directors
    - Case study

Session 9 (08 February): Management and Executive Performance

Session 10 (12 February): Exits and Wrap Up
    - Why are they so important
    - Exit routes and themes
    - The current market - implications

What will delegates take away?

• A fundamental understanding of the deal cycle
• Insight from industry experts
• New contacts within the industry

Course Director

Jon Andrew

Jon works alongside investment teams to support operational value creation within investee companies. He shares best practice across the portfolio supporting management teams as they develop growth strategies and helps them monitor performance.

After gaining a degree in Molecular Biology & Biochemistry at Durham University, Jon qualified as a chartered accountant with PwC and held roles within the Training, Transaction Services and Consulting teams. During this time, Jon designed and rolled out PwC’s inaugural Due Diligence Training Programme across Europe in 1997.

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Course testimonial

"A fantastic course and one of the best I have attended. Across the board the content was engaging and useful, the speakers were first rate."

Aaron Lawson-Clark, NVM PE LLP

Further information