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A framework for understanding your private equity client’s business in order to help protect their interests. This course discusses what PE clients are concerned with during three stages of an investment—the acquisition phase, the holding period, and the divestment phase. It looks at valuing a target, maximizing returns, operational improvements, and exit strategies.

An outline of the main services investment banks offer, including financial advisory services, underwriting, corporate finance and more. This course also details the different fee structures and other ways investment banks earn revenue.

An introduction to balance sheets, including an explanation of the balance sheet equation and descriptions of assets, liabilities and shareholders’ equity.

Explains what assignment provisions do, why certain language is included, and how change of control relates to assignment.

A discussion of techniques for managing time and workload, including planning your day, working efficiently, and juggling multiple assignments. Covers how to address timeline conflicts, manage expectations, and communicate proactively under pressure.

This course covers the main things to know about printing in Excel. Includes selecting the print area, repeating rows and columns, adding headers and footers and fitting data onto a single page.

An advanced look at trial practice. Includes how to create and use a master trial plan, run a trial team, set yourself up well for an appeal, and make sure your witnesses are ready.

This track introduces the main documents involved in commercial lending deals. It includes walk throughs of the documents and their main provisions, covers key legal and business points, as well as strategic considerations for drafting, reviewing, and filing the documents. Documents covered include commitment letters and other preliminary documents, UCC-1 financing statements, UCC-3s, payoff letters, security agreements, and credit agreements.

The basics of taking a deposition. This track includes how to notice or subpoena a deposition, draft a deposition outline, and select documents to use in the deposition; plus effective questioning techniques and strategies for dealing with a difficult witness or opposing counsel.

An introduction to finance and accounting basics including valuation, statistics, data visualization, and where to find financial information about a company. This track also provides an introduction to Excel and explains how to perform present and future value calculations.

Rules, procedures, tips and strategic considerations for taking and defending expert depositions. This track covers qualifying as an expert, expert and rebuttal reports, witness prep, questioning techniques, attorney-client privilege, and more.

This program covers the structure of private equity funds, key deal types, how PE firms approach transactions, and the differences between strategic M&A and Private Equity M&A.