This course provides students an in-depth simulation of the private equity deal process. The course leverages a single (real-life) confidential information memorandum (CIM) supplied by a PE firm and works through all the major steps to get to the final IC meeting. Students will work in groups to prepare the documents and models required for the final IC memo and have the opportunity to conduct deep diligence through interactions with management and industry experts. Guest speakers will be brought to class to recreate the diligence process, management presentation, plan value creation, and finalize investment committee documents.
Division: Finance
Center/Program: Private Equity Program
Curriculum Pathway: Private Equity
Prerequisite
Complete ANY of the following Courses
Fall 2025
B8417 - 001
Part of Term
MBA - B Term
Section Syllabus
Download Syllabus
Section Notes
Attendance at the first class is mandatory for all CBS students who are enrolled, on the waitlist, or hoping to add the course during Add/Drop.
Format
B Term
Day(s)
Date(s)
Start/End Time
Room
-
Tuesday 10/20/2025 - 12/05/2025 9:00AM - 12:15PM Geffen 520