- The program is designed and directly instructed by seasoned Private Equity (PE) – Investment Banking (IB) professional with over 20 years of experience working for and with international investment funds
- The content is developed on the basis of real-world tasks of associate-level dealmakers at international standards.
- Training is conducted through a combination of theory and feedback from the training expert on simulated investment deal and M&A case studies.
- Simulation pratice includes presentation and defense the investment case to Investment Committee and negotiation between PE investors and sell-side investment bankers
- Participants of the PE-IB Analyst Program: Individuals enrolled in the Private Equity (PE) – Investment Banking (IB) Analyst program.
- Analysts who have worked or are currently working at a private equity fund or in investment banking advisory for at least one year.
- Finance professionals with 4 – 5 years of relevant experience: Finance professionals with a minimum of 4-5 years of applicable experience.
- Level 3 CFA candidates (passed Level 2)
- Note: For candidates who have not completed the Analyst program, the Center will review each case individually and reserves the right to reject applications if the candidate is deemed to lack sufficient knowledge and work experience.
| Module | Contents | Contents highlights |
| Module 1: Foundation | Key contents of Analyst level revisited | Review of key contents of Analyst level
Detailed process of PE – M&A Transaction |
| Module 2:
Core knowledge
|
Key knowledge on Finance, Accounting, Laws, and Business Management revisted | Most used equations in Accounting, Corporate Finance and Quantitative methods
Legal framework: Enterprise Law, Securities Law and Corporate Governance revisited |
| Module 3: Analysis | Applying company analysis in simulation case study | Conduct research and write professional report on macro environment
Conduct research and write professional report on an industry or sector Analyse financial statements in practice Target company analysis Identiy risks and prepare mitigation plan |
| Module 4: Report | Preparing key reports in a transaction | Prepare professional Screening report
Prepare due diligence report |
| Module 5: Modeling | Develop key sections of a financial model | Forecasting revenue and costs of goods sold
Forecasting CAPEX and Depreciation Forecasting Debt and Equity statements Develop financial model with the proposed structure |
| Module 6: Transaction | Introduction to and implementation of key steps in a transaction by an Associate-level Dealmaker | Introduction of deal simulation case study
Structure a transaction: a multi-dimensional view Draft a Term Sheet / LOI Due diligence process Prepare due diligence checklist and plan Identify the right services providers and coordinate with these partners Negotiation process, strategy and tactics Key transaction legal documents (SPA, SHA) Review condition precedents for disbursement Value-creation strategy and post-transaction action plan Action plan and portfolio company monitoring |
| Module 7: Attitude-Soft skills | Introduction of key soft skills required for conducting tasks of Associate level dealmakers | Collecting company information: Interviewing, asking questions and listening
Leadership and delegation skills Networking and business development skills Preparing presentation slides for IC approval Simulation: Presenting the investment opportunity to Investment Committee Simulation: Negotiating the terms of transaction
|
- Fee: VND12,900,000
- Format: Online
- Class schedule: Saturday and Sunday, from 14:00 to 17:00
- Register: https://forms.gle/D63psT3PdNe1jagd6
