Wall Street Prep
Wed Oct 19 - Fri Oct 21, 2022 (ET)

Breaking Into Private Equity: LBO Modeling and PE Deal Process Masterclass

3-Day Virtual Boot Camp
Format: Live Virtual
Date: Oct 19-Oct 21, 2022
Times: 9a-5p Daily (ET)
CPE Credits: 27
Date doesn't work? Start Learning Now Online

The PE Masterclass: Crushing the paper LBO is just the beginning

This job-focused training program is ideal for Private Equity associates, MBAs and investment bankers looking to break into PE.
  • LBO Modeling & the PE Deal ProcessThe Private Equity Boot Camp teaches trainees how to construct comprehensive LBO models used to support real transactions. But effective PE professionals must also understand the nuances of the private equity deal process and the non-modeling day-to-day responsibilities of a PE professional.
  • Led by PE ProfessionalsThis boot camp is NOT an academic exercise. It is taught by PE professionals who have been involved in some of the most high-profile private equity deals in the last 10 years.
  • Learn from the Private Equity's #1 Trainer4 of the Top 5 Private Equity firms globally use Wall Street Prep to train their incoming PE Analysts and Associates. Attending this program gives you access to the same virtual training.
FREE access to our Online LBO Modeling CourseAttending this program gets you a lifetime learning resource: Refresh your modeling skills at any time with our step-by-step LBO Modeling Course.


This event is in Eastern Time (ET). Each day runs from 9a-5p.
Day 1
LBO and PE Overview, LBO Modeling The boot camp begins with a discussion of the private equity deal process. Participants will learn about the PE roles and responsibilities at each phase of a deal, from the review of teasers and first round bids to the due diligence process and LOI phase through deal closing. The second half of the day focuses on LBO concepts, typical deal structures and current industry dynamics.
Day 2
LBO Modeling/PE Deal Process Trainees begin the LBO modeling process, paying special attention to the most common and challenging issues that emerge when modeling buyouts. We will focus the modeling on various equity and debt tranches, perform scenario and sensitivity analyses and finish with the modeling of advanced functionality and purchase price allocation.
Day 3
LBO Modeling/PE Deal Process Trainees continue the LBO modeling process. By the end of Day 3 trainees will have built a comprehensive LBO model.
Pre-Seminar Excel training

This boot camp assumes proficiency in Excel. Enrollment includes access to our popular Excel Crash Course for those who need an Excel refresher.

Post-Seminar Online Access

Enrollment includes access to the following online course(s): Financial Statement ModelingLBO Modeling

Show More Show Less

Wall Street Prep training is used at ...

clients clients

Who is this boot camp for?

This PE Masterclass is targeted specifically for the following audience:

  • Investment banking analysts planning to or actively interviewing for PE
  • MBAs and undergraduates pursuing private equity
  • Current private equity professionals seeking to improve their skill set
  • Leveraged finance and credit professionals seeking a better understanding of their PE clients’ process

Boot Camp Details

Revisit what you learn This virtual seminar will be recorded and available for you to review any time from your Wall Street Prep learning dashboard.

Led by former private equity professional with applied expertise in LBO modeling methodologies, this seminar begins with a deep dive into the Private Equity deal process and the day-to-day responsibilities of a PE professional. The boot camp then turns to modeling, where participants will learn how to build a real, complex LBO model the way it’s done on the job.

What’s Included?

Comprehensive training materials (manuals and online exercises), Detailed reusable modifiable Excel model templates, Unlimited e-mail support for content-related questions for 12 months post-seminar.

What You’ll Need

Laptop, Notepad, and Calculator.


This seminar presumes knowledge of financial accounting (at least 1 semester or equivalent). Participants without this background must enroll in and complete the Accounting Crash Course prior to attending the seminar. In addition, it is strongly recommended that attendees complete the Financial Statement Modeling online course that comes with enrollment ahead of the seminar.

CPE Credit

CPE logoWall Street Prep is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

Cancellation Policy

Participants may cancel up to 3 weeks prior to the event for a full refund. A 20% cancellation fee will apply up to 1 week prior to the event. No refunds will be granted for cancellations made within 1 week of the event. Wall Street Prep reserves the right to cancel the seminar if enrollment is insufficient. Trainees will be refunded in full in the event of a cancellation.

Show More Show Less

Trainee Reviews

"Definitely recommend! Provides an extremely thorough exposure to an LBO model with a detailed understanding of its fundamentals. Great to get hands-on experience as the side by side walk through the model with the instructors makes it more intuitive."
Amrata M.
"I definitely picked up a lot of useful tricks and knowledge, both through the prep-work and the virtual training, despite having prior knowledge of financial modeling and Excel use. There’s always more to learn and the instructor quality as well as all the learning resources that you provide made this really useful."
Sam O.
"It is comprehensive and gives you a good snapshot of the job. It definitely gave me a great view into the full deal process and parts that I had missed. I was able to ask a lot of questions. Also, the materials are very useful for future reference. Thank you so much for the course today."
Maria Luisa E.
"Great overview of the softer points of working in PE, especially for people without a finance background. Typically, you get a lot about modelling etc., but this part of the job is important as well. Both teachers were great. I think having two is much better than one, given how different deals/work experiences can be."
Jamal C.
"The course covered really helpful and relevant content about the deal process, beyond just running the valuation. I thought the general overview of the process was nuanced and helpful. Other courses I’ve taken were more focused on the modeling mechanics."
Iris R.
"The training covers technical points with examples and exercises. Training is suitable for wanting to acquire technical know-how in LBOs. Also has useful tips for Excel that are taught throughout."
Ali R.

Why attend a boot camp?

  • We train the world’s largest PE firms

    PE firms hire us to deliver their incoming Analysts and Associates. Now you can get access to the same quality training.

  • LBO Modeling

    You’ll learn how to build a fully integrated LBO model and gain the knowledge go way beyond just crushing your Paper LBO and LBO Modeling Test. You’ll learn by working through real LBO case studies building the LBO model step-by-step from scratch.

  • PE Deal Process

    While most junior PE professionals focus on the LBO Model, this Masterclass doesn’t stop at LBO modeling.  You’ll go from learning how to evaluate the teaser to the key provisions to understand in APAs and SPAs and everything in between.  Learn what the actual deal process looks like.

  • Virtual networking opportunity

    This Masterclass provides an opportunity to virtually network with other attendees – usually MBAs and professionals either currently in or pursuing a career in PE.

  • Experienced instructors

    Our instructor-practitioners are experienced private equity professionals who give real-world context by connecting training to their own experience on the desk.

  • LBO Modeling Course Online ($199 value)

    Enrollment in the PE Masterclass includes access to our hugely popular LBO Modeling Online Course so you can brush up / build on the skills you learned in the Masterclass on your own time.

Online Training: Build a full-scale LBO Model

Want to go further than the Paper LBO? Learn how to build a fully integrated comprehensive LBO model.

  • Build a full LBO model from scratch
  • 12 hours of step-by-step modeling training
  • Real-world LBO Model template included
  • Used at top PE firms, investment banks and MBA programs
CPE logo

Earn 27 CPE Credits for this Seminar

CPE logo Wall Street Prep is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Questions? We're standing by.

To learn more about this boot camp, fill out the form below or call us at: 617-314-7685

I agree to the Terms and Privacy Policy

The Wall Street Prep Quicklesson Series

7 Free Financial Modeling Lessons

Get instant access to video lessons taught by experienced investment bankers. Learn financial statement modeling, DCF, M&A, LBO, Comps and Excel shortcuts.