Private Equity: Financing, Investing, and Value Creation

This DIXONTECH course provides a comprehensive understanding of the private equity (PE) industry, covering the complete investment cycle—from fundraising and deal sourcing to value creation and exit strategies. Participants will gain insights into financial structuring, valuation, performance measurement, and portfolio management, learning how private equity firms generate superior returns through strategic investment, operational excellence, and disciplined exit planning.

TRAINING TOPICS

• Private equity structures, strategies, and investment models
• Fundraising, capital commitment, and investor relations
• Deal sourcing, screening, and due diligence process
• Valuation methods and deal structuring
• Portfolio management and value creation levers
• Exit strategies, performance measurement, and reporting

BY THE END OF THIS TRAINING COURSE, DELEGATES WILL BE ABLE TO:

•   Understand the private equity investment process end to end
•   Evaluate and structure private equity transactions
•   Apply valuation and financial modeling techniques
•   Assess operational value creation strategies
•   Manage and monitor portfolio performance effectively
•   Align investment decisions with risk return objectives
•   Design effective exit and liquidity strategies
•   Communicate with investors and stakeholders confidently

TRAINING IS TAILORED TO

•   Investment and portfolio managers
•   Corporate finance and M&A professionals
•   Financial analysts and consultants
•   Private equity and venture capital associates
•   Institutional investors and fund managers
•   Risk management and compliance officers
•   Strategic planners and CFOs
•   Professionals preparing for careers in private equity

TRAINING METHODOLOGY

This DIXONTECH program blends theory with practice through deal simulations, valuation modeling, and case based discussions. Participants will analyze real private equity transactions, perform financial modeling exercises, and engage in group projects that simulate fundraising, investment decisions, and value creation plans, ensuring deep comprehension of both financial and strategic aspects.

DAY 1

INTRODUCTION TO PRIVATE EQUITY AND INVESTMENT STRUCTURES

•   Overview of the global private equity landscape
•   Types of PE funds: buyout, growth, venture, and mezzanine
•   PE firm structures, investors, and limited partnerships
•   The fundraising process and investor relations management
•   Lifecycle of a private equity fund
•   Regulatory frameworks and fund governance models
•   Key roles: GP, LP, fund managers, and portfolio companies
•   Case study: analyzing the structure of a PE fund

DAY 2

DEAL SOURCING, DUE DILIGENCE, AND INVESTMENT SCREENING

•   Identifying target sectors and investment opportunities
•   Deal origination channels and relationship networks
•   Preliminary screening and investment committee evaluation
•   Financial, operational, and strategic due diligence
•   Risk assessment and mitigation in investment selection
•   Market and competitive landscape analysis
•   Developing investment memos and proposals
•   Workshop: designing a due diligence checklist

DAY 3

VALUATION AND DEAL STRUCTURING IN PRIVATE EQUITY

•   Key valuation methods: DCF, comparables, and precedent transactions
•   Adjusted valuation techniques for private companies
•   Leveraged buyouts (LBOs): structure, leverage, and returns
•   Capital structure optimization and sources of financing
•   Equity and debt instruments used in PE deals
•   Negotiating deal terms and shareholder agreements
•   Sensitivity analysis and IRR modeling
•   Practical session: building a private equity valuation model

DAY 4

VALUE CREATION AND PORTFOLIO MANAGEMENT

•   Post investment monitoring and operational improvement
•   Strategic and financial value creation levers
•   Corporate restructuring, turnaround, and growth strategies
•   Performance measurement and KPI frameworks
•   Governance, board oversight, and management incentives
•   ESG integration in private equity portfolio management
•   Exit readiness and long-term performance tracking
•   Case study: value creation strategy in a portfolio company

DAY 5

EXIT STRATEGIES, PERFORMANCE EVALUATION, AND MARKET TRENDS

•   Exit options: IPOs, secondary buyouts, and trade sales
•   Timing and market conditions for exits
•   Valuation of exit scenarios and return maximization
•   IRR and multiple on invested capital (MOIC) analysis
•   Fund performance benchmarking and reporting standards
•   Investor communication and performance transparency
•   Global private equity trends and future outlook
•   Final simulation: structuring a complete private equity deal