What is private equity?

Get an insider's overview of the buy-outs, secondaries and fund of funds sectors, as well as the working environment and what it's like to work as an investor in each of these sectors.

How to get a job in private equity

This is a complete guide to help you improve your understanding of the private equity recruitment process and the techniques you need to adopt to get a job in this market.

LBO financial modelling training

Build a full LBO model from scratch, using our unique step-by-step excel model, in the same way that a Private Equity professional would do on the job.

Financial modelling tests

Prepare for the modelling test and practice by reading this guide and taking our real modelling test examples from private equity interviews.

Private Equity Workshops

Get personalised feedback on your CV, background and career prospects in private equity, as well as an insight into the industry and recruitment process.

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What is private equity video presentation
Format: Video eBook

Presented by Rupert Bell a Consultant at Private Equity Recruitment and former private equity investor. Rupert has over 13 years private equity / growth capital experience in the UK and European mid-market, with 3i, Sand Aire and Octopus. This presentation is an insider's overview of the private equity sector and focuses on direct investments.

This presentation is an excellent complement to the news and textbook exposure you will have had to the private equity industry. You will gain practical insight into:

• What it's like to work in Private Equity
• Who invests in Private Equity
• What Private Equity firms do
• The investment process
• How leverage generates higher returns for the investor
• What types of businesses Private Equity firms buy           
• How Private Equity firms time their fund raising and why
• Compensation in Private Equity
  

What are secondaries
Format: eBook

In this eBook we’ll give you a practical perspective on what it’s like to join a secondaries team. You may have come across text book definitions of secondaries and read about the sector in the news, but until now there was nothing to tell you what you would experience as a secondaries team member. We’ve spoken to investors with several years experience in secondaries and have combined their opinions to give an overview of what you can expect.

The eBook covers:

• Background to the secondaries market
• The attractions of a role in secondaries
• Types of secondaries transaction
• Secondaries investors
• What to expect when you join
• On the job training
• How your time will be split
• Knowledge and experience required
• How to develop within the role
• The interview process: what to expect

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How to get a job in private equity video presentation
Format: Video eBook

Presented by Gail McManus, head of Private Equity Recruitment and former private equity investor. This is a unique video presentation highlighting the recruitment process and requirements in the private equity industry.

This presentation will add value to you if you are already in a role in banking, consulting, transaction services or accounting. In the presentation Gail will explain:

• The different roles in private equity and venture capital and the skills required
• Matching your skills to the right firm 
• Psychology behind the recruitment process 
• What private equity firms are looking for 
• Top tips on how to illustrate these skills 
• Answering the key questions 
• Selling yourself successfully

Getting onto a shortlist
Format: eBook

Before you can get a job in private equity you have to get on the shortlist. Getting on the shortlist needs good understanding of the selection process that recruiters go through to identify candidates for interview. Your CV is also an important factor to secure an interview with a Private Equity house. To be successful you must be able to present information succinctly and clearly and your CV will show if you are able to do this. This guide will aid you with the Dos and Don’ts for a successful CV and will give you insight into what Private Equity firms look for when selecting candidates.

Download our free CV template and use it to create the ideal CV for private equity roles.

Interviewing successfully for private equity
Format: eBook

Prepare and excel in your Private Equity job interview with our in depth interview guide. This guide will help you prepare for and perform well during your interview, plus highlighting the key questions you may be asked during the interview process and how to answer them.

Case study and modelling techniques
Format: eBook

Case studies and modelling tests are extremely valuable in helping the recruiter choose between the final few candidates. They're liked because they simulate the work environment. You may have been terrific at interviewing throughout the process, but if you don't do well enough in the case study – or someone else does it better than you – you won't get the offer. The Case Study and Modelling Techniques Guide will provide you with the inside knowledge on how to prepare your Private Equity case study and how to practice before your test.

How to get a job in private equity eBook package – Pack of three eBooks
Format: eBook pack

Save money and buy the complete package of 3 guide books.

• Getting Onto a Shortlist 
• Interviewing Successfully for Private Equity 
• Case Study and Modelling Techniques 

We run early morning interactive workshops for a limited number of people on how to get a job in private equity. The workshops take place at our London office as well as various locations around Europe.

The workshop is presented by Gail McManus, head of Private Equity Recruitment and former private equity investor. Gail has an MBA from London Business School and has been involved in private equity for more than 20 years. She started her career with 3i in a regional office investing in some of the UK’s earliest management buy–outs. She later became 3i’s UK business development manager. Gail then moved into recruitment and started PER and has been recruiting for private equity funds for the past 11 years.

In the workshops Gail will cover:  

• The different roles in private equity and venture capital and the skills required
• Matching your skills to the right firm 
• Psychology behind the recruitment process 
• What the private equity firms are looking for 
• Top tips on how to illustrate these skills 
• Answering the key questions 
• Selling yourself successfully 

Additionally, at the end of the session, you will have

• A personalised Q&A session
• Feedback on your CV, background and career prospects

Available dates are:

People who attended the workshop said:

“PEC’s workshop has given me real insight into the PE industry, and I am confident of using my learning from the workshop to enhance my chances of getting a suitable role at a leading PE firm. With several years of solid experience in PE recruitment, Gail clearly identified strengths and weakness in my CV, and suggested several improvements which would be helpful for me to emerge as a winner in rigorous PE selection procedure. I really enjoyed every minute spent in workshop, and looking forward to PER recruitment team’s assistance in finding a suitable PE role.”

"Investment Banking Associate, Goldman Sachs"

"Dear Gail, I wanted to thank you again for the workshop last Friday morning. It was most definitely a huge insight into the industry and really illustrated to me exactly where I need to improve and develop in order to be successful in private equity. If I'm able to present myself in the right way then getting the interview will provide the opportunity to demonstrate my capabilities at least. With that in mind I have re-written my CV based on your advice."

"FX Trades Consultant, London"

After your payment has been processed, we will send you a detailed confirmation email within 24 hours. In case you are not able to attend, please inform us at least 72 hours prior to the workshop and we will arrange for you to attend on a different date.

Intermediate to Advanced LBO Modelling Training
Format: Video eBook

The LBO Financial Modelling course will allow the user to build a full LBO model from scratch, using our unique step-by-step excel model, in the same way that a Private Equity professional would do on the job.

Whether you are a student interested in entering the Private Equity market, or a professional looking to improve your financial modelling skills, look no further. This is the course that will boost your profile!

We cover all the principles of financial modelling, as well as detailed explanations of what is involved in an LBO, and how to approach the spreadsheet. Our course is 100% focused on excel, and it has been developed by a team of highly experienced financial modellers from Private Equity and Corporate Finance backgrounds.

The course is delivered as a set of downloadable videos that complement an excel model, which means that you can work anywhere, anytime and at your own pace.

We will also give you 6 months access to an experienced financial modeller who will be able to answer any questions related to the model.

Course Contents*

Chapter 1- Principles of Financial Modelling
Chapter 2- What is an LBO?
Chapter 3- Operating Model and EBITDA
Chapter 4- Revenues and Cost of Goods Sold
Chapter 5- Other Operating Expenses
Chapter 6- Depreciation
Chapter 7- Other Current Assets
Chapter 8- Financial Model - Sources and Uses of Cash
Chapter 9- Senior Debt
Chapter 10- Mezzanine Debt
Chapter 11- Shareholder Loan
Chapter 12- Revolver and Waterfall
Chapter 13- Equity
Chapter 14- Exit Event and LBO Returns

*The course assumes that the user has a basic understanding of accounting and excel

Modelling Test Training Guide
Format: Excel eBook

It’s becoming increasingly common for the private equity recruiter to include a financial modelling test as part of the assessment, this will always be in Excel. This guide provides practical examples on concepts that are often missed by candidates when facing a modelling test and will give you the confidence to stand out in this stage of the interview process.

This guide is suitable for those preparing for an interview with a private equity fund or currently in an interview process.

It will cover a number of techniques you’ll find useful in putting together an LBO financial model during the interview including*:

• How the financial statements are integrated
• How to create sensitivity tables using the Excel TABLE function
• Compound interest and inflation as a concept
• How to convert any rate to annual, quarterly or monthly according to the timeline of the model
• Compound Annual Growth Rate
• Calculation of the Internal Rate of Return; and Net- Present- Value using the IRR, XIRR, NPV and XNPV Excel formulas
• A very simple LBO example

This guide also includes two full financial modelling tests based on real examples from private equity interviews, one for an LBO and one for a real estate investment, both with detailed solutions.

We’ll also give you six months access to an experienced financial modeller who will be able to answer any questions related to the modelling concepts and tests in this guide.

*The guide assumes that the user has a basic understanding of financial modelling and excel.

Financial modelling full training package
Format: Video and Excel eBooks

Save money and buy the LBO Financial Modelling Course and the Financial Modelling Test Training Guide in one package.