Deal Execution

Key topics include:

• Due diligence
• Deal structuring and investment returns
• Transaction structuring (early stage, growth capital, MBOs)
• Exits and more

Format
In-person residential course in Chesham, Buckinghamshire

Course overview:
The BVCA's flagship Foundation workshop equips delegates with the expertise to succeed as a private equity or venture capital fund manager. They’ll learn from some of the industry's most respected practitioners and gain a thorough understanding of the entire deal life cycle and portfolio management.


 

Key topics include:

• Business plans
• Structuring the transaction
• VC modelling
• Due diligence, exits and more

Format
In-person, London

Course overview:
The ultimate introduction for those new to the VC industry. Led by highly respected practitioners, delegates will receive best practice advice and get up to speed on essential knowledge, trends and skills to set their VC career on the path to success.


 

Key topics include:

• Fund due diligence
• Planning your portfolio
• Portfolio monitoring
• Regulation, legal agreements, terms and more

Format
In-person, London

Course overview:
The LP Foundation workshop develops the vital knowledge and skills needed to succeed as an investor in private equity and venture capital funds. Led by some of the industry's most respected practitioners, delegates gain the expertise to make more informed investments and manage a portfolio.


 

Key topics include:

• Concept of value creation
• What to do pre-deal and day 1–100
• Initiatives for short term cash generation
• Strategic actions and more

Format
In-person, London

Course overview:
Designed for experienced dealmakers looking to boost value creation, this one day course will help delegates discover how to capitalise on those crucial first 100 days after acquisition when investee companies are most receptive to change.


 

Key topics include:

• How digital can disrupt any business and how to assess a portfolio's digital health
• The technologies, services and business models reshaping today's markets
• Harnessing the potential of AI
• Interpreting key insights and analytics
• How to implement effective digital business strategies and more

Format
In-person, London

Course overview:
This one-day course will enable you to equip your portfolio companies with cutting-edge digital strategies needed to unlock value creation, with a special emphasis on the transformative power of Artificial Intelligence (AI). Whether it be digital due diligence, understanding the value of data, correctly navigating today’s digital marketing landscape, or harnessing the potential of AI – this course provides a toolkit to understand the digital health of your portfolio companies and mitigate future risks.


 

Key topics include:

• The purpose of due diligence
• What to focus on during vendor, commercial, financial and management due diligence
• Analysing the achievability of forecasts
• Risk management and more

Course overview:
This highly interactive course uses real case studies to help you conduct thorough due diligence exercises more efficiently. Delegates will learn exactly what to look for and how to analyse the information to make an informed decision.


 

Key topics include:

• Setting up the model
• Scenario management
• Creating the working sheet/sub-models/outputs and more

Format
In-person, London

Course overview:
This course is designed to help delegates develop their understanding of accounting and Excel to create rigorous financial models, integrated balance sheets and cash flow forecasting models that work more efficiently, flexibly and effectively.

Key topics include:

• Key constituents of a business strategy
• Good strategy/bad strategy
• Demystifying the main concepts portrayed in signature strategic texts
• Competitive and customer positioning - Building your value landscape
• Linking strategy to the value creation plan and more

Format
In-person, London

Course overview:
The two day course takes delegates on a journey through key strategic concepts drawn from well-known authors and knits together a coherent narrative around creating and shaping a good strategy. Participants will receive a playbook and tools that help them define, develop, refine, or re-shape the strategy for their business.


 

Key topics include:

• Introduction to the importance of exit planning
• The concept of reverse 100 day planning
• Understanding your value drivers
• The key stages of an exit process
• Getting data room ready and more

Format
In-person, London

Course overview:
This one day course is aimed at investment directors considering an exit for the first time. It covers everything from what to consider to get the timing right to how to manage the exit process to maximise value. The course also utilises case studies to provide a road map of how to navigate the pitfalls that will come your way during an exit process.

Key topics include:

• Investor relations role in private equity
• Key concerns of LPs
• Relationship management and more

Format
In-person, London

Course overview:
This course focuses on the key issues in investor relations, examining what institutional investors really want and how to prepare for and execute successful fundraising. From reporting to communication, explore how to establish and maintain better investor relationships.


 

Key topics include:

• Key LBO concepts and terminology
• Leveraged Buyout Deals
• Building the Model: Sources and Uses of Funds
• Building the Model: Debt Schedules and Debt Modelling
• Building the Model: Implementing Return and Credit Metrics - Scaling the Bid to Fit the Fund Return Targets

Format
In-person, London

Course overview:
This new course will develop your understanding of Leveraged Buyouts (LBOs) from a quantitative perspective, including the fundamentals behind LBOs and the processes involved in a successful deal. The fundamentals in structuring the transactions will be covered, including the choice of financial instruments, including equity, debt, or mezzanine finance. The inputs to the model will start from the operating cash flows of a business alongside some typical debt constraints, subject to a sensitivity analysis. The course will conclude with the analysis of the deal, using a value creation analysis at various exit valuations.

 

Key topics include:

• The legal structure of transactions
• Warranties and indemnities
• Pricing and deal structuring
• Exits issues and more

Format
In-person, London

Course overview:
Presented by leading industry practitioners, this course provides delegates with a deeper understanding of the documentary processes, legalities and commercial issues surrounding private equity transactions and explores the most efficient ways to communicate with legal teams.


 

Key topics include:

• Terms, investment agreement and articles
• Loan agreements
• Tax and management incentives and more

Format
In-person, London

Course overview:
This course delivers an extensive overview of the documentary processes, legalities and commercial issues surrounding venture capital transactions and provides delegates with invaluable advice from some of the best VC lawyers in the field.


 

Key topics include:

• Defining and planning an effective negotiation
• Persuasion techniques
• Manage body language and more

Format
In-person, London

Course overview:
Master effective negotiation techniques to close even the most complex deals. Through interactivity and real industry case studies, delegates will discover how to plan negotiations, counter objections and persuade with skill and confidence.