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Event: CPES™ - Certified Private Equity Specialist
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CPES-Certified Private Equity Specialist

  Benefits Of Attending:

·The ability to use the designation CPESTM on your business card and resume.

·2-years membership to the AAFM professional body.

·Access to the AAFM network and body of information online.

·Being taught by a leading expert from the American Academy of FinancialManagement.

·Membership to the only professional body recognised by the AACSB, the world's leading collection of business schools.

·Preferred access to education centres in USA, UK, Europe, Asia, Middle-East and Latin America.

·Access to the AAFM international journal published online.

·Gold Embossed Certificate with your name and designation as a MAAFM (Member of the American Academy of Financial Management).

·Full accreditation fees included in the course fees.

·Certificate of Attendence from MFTC.

·Membership of MFTC.

Programme Objectives:

This comprehensive training programme will provide you with an in-depth understanding of private equity markets and the techniques required to conduct an effective and profitable private equity deal from inception to exit.

You will also learn the steps required to build a viable private equity business and best practices to sustain it.

 
Programme Methodology:

This five day training programme is comprised of presentations,illustrations, worked examples, exercises and discussions.
 

Who Should Attend?

This training programme has been specifically designed to benefit professionals with an interest in the methodology required to conduct a profitable private equity deal.

Those that will benefit are:

-Finance professionals working in private equity firms.

-Investment companies.

-Banks.

-Law firms.

-Accountancy firms.

-Advisories.

-Government bodies and family owned businesses.
 

Programme Timings:

Attendance will begin at 08.30 AM on Day One, The programme will begin at 09.00 AM each day and continue until 12.00 PM when lunch will be served.

There will be two refreshment breaks at appropriate intervals.
 

Course Certification:

Participants will receive a Certified Private Equity Specialist certificate awarded by the AAFM

Participants will receive a Certificate of Attendence from MFTC.

For those wishing to obtain certification, all five days must be completed with active participation in group and individual exercises during the course. 
 

Programme Outline 
 

Day One 

The Markets, Business structures and access to Market.

Private Equity Markets Globally:

Market structure, stages, nature geographies • Deal flows and centres of excellence


Trends And Outlook:

Investor and investee perceptions • The future of private equity.

Exercises:

Designing the ideal characteristics of a target private equity Company.

Defining the ideal macro framework conditions for private equity markets.
 

Deal And Funding Sources:

·Finding deal opportunities.

·Accessing the funding market.


Investing And Funding:

·Conceptual and economic differences.

·Corporate finance considerations in private equity.


Day Two

Working A Potential Deal To The Point Of Decision

Core Concepts Of Business Strategy And Operating Risk:

·Valid strategic positions.

·Risk and rewards of core strategies.

·Operating risk models and assessments.
 
Due Diligence:

·Company accounts and realities.

·Documentation and legalities

·Third party advisors.

Deal Evaluation And Planning:

·Traditional models.

·Uncertainty models and approaches.

·Private equity anomalies.

·Restructuring plans - good business plans.
 
Exercises:

Valuation exercises for companies with and without assets/cash flows

Developing a restructuring plan for "xyz" company Developing a financing plan to take over "abc" company
 

Day Three

Closing And Taking Ownership Or Control Of A Deal

Deal Structures:

·Pure equity deals.

·Hybrid structures

·Joint venture investments.

·Risk considerations.
 
Deal Negotiations:

·MOUs, LOis, pre-contracts.

·Investor requirements.

·Last mile approach.

·Principles of negotiations.

Closure And Completion:

·Contracts, side letters, agreements.

·Documentation and validation.

Exercises:

Define the essential contract elements for a private equity investment

Develop options for mitigating key risks in minority/ majority investments


Investing And Funding:

·Conceptual and economic differences.

·Corporate finance considerations in private equity.


Day Four

Running A Private Equity Business

First 90 Days:

·Evolution of an investee company.

·Management activities and Financing activities.

Exercises:

Develop a management restructuring plan for "efg" company

Develop a self assessment of capabilities and ideal role in a private equity investment scenario

Three Years:

·Performance management

·Second round financings

·Recovery planning

·Preparing for exit

Exit Strategies:

Listings, Trade sales, Others


Day Five

Developing A Sustainable Private Equity Business

Private Equity Portfolios:

·Industry and size composition.

·Management complexities and control.

·Optimal portfolios.

Building A Private Equity Business:

·Targets and strategies.

·Staff and rewards.

·Capital and deals.

·Issues in private equity.


Exercises:

Defining the key industries and parameters to seek target investments in MENA

Creating a business plan for a MENA private equity business


Performance And Benchmarks :

·Targeting performance.

·Measuring performance.

·Benchmarking performance.


Course Review And Discussion:

·Topics to be covered in more depth - participants selection.

·Review of material, secondary sources, research aids and related practical applications.


Course Examination:

·80 multiple choice questions (2 hours max).

·Course assessment by participants.

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