Investment Banking and Finance: Private Equity Finance

Investment Banking and Finance: Private Equity Finance Masterclass: Fundraising, Valuation, PE Deals from Entry to Exit

4.49 (1856 reviews)


9 hours


Apr 2021

Last Update
Regular Price

Exclusive  SkillShare  Offer
Unlimited access to 30 000 Premium SkillShare courses

What you will learn

Discover the core concepts in Private Equity, a core Investment Banking skill required by any Wall Street analyst

Understand How Private Equity Funds work

Discover and understand the Key Terminology in our Glossary and Definitions

Gain an Investment Banking perspective on the Key Characteristics of Private Equity Firms

Discover how to identify the right Private Equity firm for your business

Understand how Private Equity Firms identify and source their deals

Discover how to Structure a Private Equity Finance transaction

Understand Deal Value Creation and Key Private Equity Metrics

Understand the Private Equity Deal Process, step by step

Discover the importance of Deal Due Diligence

Understand Private Equity Deal Valuation and Pricing

Work through the comprehensive LBO Modelling structure and framework

Discover how to evaluate Risks and Returns in Private Equity Deals

Understand Exit Scenarios, Trade Sales, M&A, IPOs, Liquidations and Recapitalisations

Discover why some Startups fail

Understand how to measure Private Equity Fund returns


Jan 2021 Update :This course has undergone a transformational update adding over 7 hours of new and exclusive content!

This content is exclusive to Udemy and UFB.


At the core of Investment Banking and Finance Fundamentals is the world of Private Equity Finance

This is how many on Wall Street and CEO's of companies make millions of dollars every year.

If you seeking to master Entrepreneurship Fundamentals or considering a career in Investment Banking or Private Equity, then this is a topic you need to master!

I have been working with Private Equity firms since 1988 and have done dozens of deals raising millions of dollars.  I have been involved in deals where the principles walked away with hundreds of millions of dollars - each!

The objective of this Investment "Banking and Finance: Private Equity Finance" course is to share that insight into what Private Equity is all about!

In this course:

  • Discover the core concepts in Private Equity, a core Investment Banking skill required by any Wall Street analyst

  • Let me explain to you how Private Equity funds work

  • Discover the detailed Glossary of Terms and Definitions to help you master the terminology

  • We cover the Key Characteristics of Private Equity Firms

  • And help you to understand how you can find the right Private Equity Firm for your business

  • Of course, we cover how Private Equity Firms find their own deals too!

  • We discuss the Structuring of Private Equity deals

  • And Deal Value Creation and Key Metrics in Private Equity Finance

  • Understand what is meant by EBITDA and how to calculate it - Finance Fundamentals 

  • Understand the difference between a Leveraged Buyout ( LBO ) and a Management Buyout ( MBO )

  • Understand the Private Equity Deal Process, step by step

  • And we walk through the critical issue of Due Diligence in Private Equity Deals

  • Valuation and Deal Pricing is covered

  • Discover how LBO Models are constructed in our comprehensive section (almost a course in its own right!)

  • We review Risks and Returns in Private Equity

  • The Exit Options for Private Equity Portfolio Companies are discussed

  • Then we dive into Trade Sales and M&A in the context of Private Equity Exits

  • And follow this up with a discussion of Initial Public Offerings or IPOs

  • We discuss the downside risk in Liquidation scenarios

  • And have a detailed discussion about "Why Startups fail?"

  • Finally we discuss how you measure Private Equity Fund Returns

This NINE hour course has over 100 lectures and over 90 downloadable resources

Don't walk into that interview under prepared!  Do you homework on Private Equity first by enrolling and completing this course.  Plus if you have any questions - post them in the course - I always do my best to answer them.

With 30 years experience of Investment Banking, you won't find a better qualified instructor to help you!

Not sure yet? Scroll down and watch the Free Preview Lectures!

Enroll with Confidence! 

See you inside the Course!


Investment Banking and Finance: Private Equity Finance
Investment Banking and Finance: Private Equity Finance
Investment Banking and Finance: Private Equity Finance
Investment Banking and Finance: Private Equity Finance



Introduction and Welcome to this Course

An Overview of Private Equity

Advantages and Disadvantages of VC and PE Funding

An Introduction to Private Equity Firms

Categorising Private Equity Firms

Deal Stages - The Difference between Private Equity and Venture Capital

Lifecycle of a Private Equity Firm

How do Private Equity Firms Create Value?

Private Equity Measurement and Compensation

Types of Funding

Private Equity Deal Screening

Private Equity Deal Funnel

How to Find The Right Private Equity or Venture Capital Firm

How to Find The Right Investor

Phases of a Financing Transaction

What is EBITDA?

What is meant by a Buyout?

What is a Management Buyout?

What is a Leveraged Buyout

Dispelling MBO Myths

Summary and Wrap Up

Course Summary and Wrap Up



Shantanu16 September 2020

John has a lot of knowledge of what he is teaching and this course has helped me to get a good base idea about investment banking. Thanks

Robbie12 August 2020

Very informative introductory course to Investment Banking. Will definitely recommend it to other Udemy students

Poojitha28 July 2020

I have started this course with zero knowledge on private equity,now i have good understanding of the topic and can comfortably have a conversation on private equity :)

Ravishankar22 July 2020

This is a very good course explaining about Private Equity business at a high level. Please add more about roles of General Partner, Limited Partner and co-investments by Limited Partners in the next version upgrade. It would be great if you can also cover about co-underwriting which is an emerging theme.

Robert30 June 2020

Even though it is a 101 course, I believe it can go in a little more details with a couple of additional cases for example.

Carlos22 February 2020

The instructor has knowledge but there is a lot of text reading and explanations that do not seem to be for beginner level. Could use more examples from the real world! The summary slides and resources for each section are a plus!

Elizma21 January 2020

It was my first introduction to private equity, it was very insightful, but not overwhelming. It triggered me to learn more. The course did exactly what it said it would do.

Chris2 December 2019

Fast paced, few animations, but good content. After finishing, I understand the basics of private equity and it is definitely worth the price

Shobhendra15 September 2019

First 2 -3 chapters assume a lot of pre-requisite understanding. A bit of the financial jargon could be reduced or explained better. I have the background so it was fine for me, but it could be a bit difficult to someone who wants introduction to this topic. After that the course explains things making the basics very clear. Extremely helpful

Thendralpriya.s25 August 2019

This course gave a wide knowledge about PE.. This quite useful for my further studies related to this topic

Nkrumah10 July 2019

Great experience, John is articulate, easy to understand and relevant. If you are a beginner I would highly recommend this course.

Quynh8 January 2019

yea. Some parts, especially about EBITDA calculation, were really quick and confusing for someone with a humanities background

Todd20 December 2018

Could have spent more time on EBITDA section. Add another example and use a table for better display of how numbers flow.

Inmaculada3 December 2018

Fantastic course, straight to the point. I am a beginner and the explanations were given in a way that it all resonates very easily with me. It made me understand the framework and the basic language of Private Equity. Highly recommended.

Pavan24 September 2018

not much activities all are orally explained but explained in better way if we get some points to note that will be great


Udemy ID


Course created date


Course Indexed date
Course Submitted by