This course is intended to give a practical and theoretical understanding of the Private Equity (PE) industry as well as a deep dive into a simulated private equity transaction.

Overview

A working knowledge of PE is a critical skill in the finance profession, which many misunderstand. Participants will be exposed to lecturers and guest speakers who are active in the industry. Guest speakers will be allied professions that feed into, and are utilised by PE. The course design will be underpinned by a strong theoretical and concept based teaching approach.

It will focus on established, later-stage investments and explore the eco-system that surrounds the industry.

Key themes covered will include:

  • How to source and select good businesses using the 1% rule of thumb
  • How to value businesses and manage the risk of that value being eroded, by utilising structuring, due diligence and active management
  • How to select and focus on value creation strategies, with the approach analogous to the cricketing analogy of a test match versus a 20/20 strategy
  • How to build and incentivise management teams around effective strategies.

Download the Private Equity Program e-Brochure here.

Who Will Benefit

Entrepreneurs, finance professionals, executives and finance students will all benefit and add skills to their knowledge base that will set them apart in the corporate environment.

Content

This course explores the full set of tools, processes and thinking required by the PE industry to significantly improve investment decision-making. The PE history, industry landscape, key players, fundraising process, deal dynamics (sourcing, negotiation and structuring), and post investment value adding activities will all be covered in this comprehensive course.

  • This course provides both a strategic and practical perspective to the increasingly complex and evolving PE industry from active industry participants
  • Group work throughout the course provides hand-on experience
  • Greatly improved investment decision-making.

Learning Outcomes

  • An understanding of how PE funds are established, the key processes, objectives and how they differ
  • A sound knowledge of how PE players source, value and make investments, and manage risk
  • An understanding of how value can be created within PE-owned businesses
  • The ability to apply PE principles to other investment/corporate firms
  • An understanding of PE’s role in the overall economy.

About the presenters

Mark Dutton

Mark has over 20 years in PE around the world and has served on over 30 PE backed company boards and a similar number of PE fund committees and company committees. Mark is presently a Director at a local PE fund, Banksia Capital.


Dr Shane Lavagna-Slater

Shane is a full time faculty member of the UWA Business School where he teaches on the Masters of Business Administration and Masters of Applied Finance courses in topics such as Venture Capital and Strategic Corporate Finance. Shane also has finance industry experience working with banks and financial services companies across Africa.

In addition to the two presenters, there will be circa 10 professionals (director/partner level) presenting from firms in corporate finance, law, headhunting, banking, plus CEOs and other PE and Venture Capital investors.

Assessment

Alignment with UWA’s MBA Flexible Program


This course aligns with UWA’s flexible MBA program, with an optional assessable component in this course. Participants who qualify to access this articulation pathway, and who successfully complete the course and pass the assessments, will receive credit (to the value of one optional unit) towards their UWA MBA Flexible degree.

Course Number
008
Dates
    Make a Booking
    Duration

    5 Days (1 day per week for 5 weeks)

    May 6, 13, 20, 27 and June 3, 2021

    Time
    Location

    * Minimum numbers are required for course to proceed

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