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

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