PRIVATE EQUITY FINANCE INSTITUTE

Established in 2000, The Private Equity Finance Institute (PEFIN) is one of the oldest and most sophisticated financial training programs in the world, offering specialized instruction in the areas of principal investing and investment banking. Our team of training instructors has an average of 20 years of work experience and a minimum of 10 years of teaching experience in the banking and finance industry. In the past, PEFIN has worked with a number of individuals, professionals, students, and corporate clients; in providing them with the technical knowledge and practical expertise necessary to originate, structure, and execute a typical buy-side investment (LBO) or sell-side transaction (M&A). PEFIN also offers the longest and most comprehensive selection of training programs available today on Wall Street (40-hours, 80-hours, or 120-hours in total); covering all aspects of the deal process; including financial modeling and valuation analysis, deal sourcing and fund raising, in addition to portfolio management and asset monetization.

▪ Financial Modeling (Cash Flow & Leverage Maximization)

▪ Valuation Analysis (Purchase Price & Capital Diversification)

▪ Pre and Post-Money Valuation Techniques (Venture Capital)

▪ Security Pricing (Equity, Mezzanine, Convertibles, Preferred)

▪ Financial Accounting (U.S. GAAP and International Reporting)

▪ Equity Kickers (Stock, Options, Warrants, Royalties & Dividends)

▪ Relative and Absolute Return Optimization (% IRRs and/or $ NPVs)

▪ Fund Formation (Type, Size, Focus, Returns, Holding, Funding & Deals)

▪ Asset Classes (Buyout, Mezzanine, Venture, Distressed & Reverse LBOs)

▪ M&A Analysis & Business Combinations (Carve-Outs, Split-Ups & Spin-Offs) 

▪ Due Diligence Analysis (Accounting, Business, Financial, Legal, and Taxation)

▪ Deal Sourcing & Fund Raising (Retail, Financial, and Institutional Relationships)

▪ Portfolio Management (Financial, Operational and Strategic Investment Support)

▪ Exit Strategy & Liquidity Event (Buyout, Recap, M&A, IPO, 144A, Chapter 7 & 13)

▪ Fund & Investment Vehicles: Off-Shore SPV's (HoldCo) and On-Shore LLC's (OpCo)

▪ Industry Analysis (Consumer, Industrial, Healthcare, Transportation, Utilities & Media)

▪ Investment Research (Sovereign, Market, Industry, Sector, Segment & Company Data)

▪ Drafting of Deal Documentation (Purchase Agreements, Term Sheets, Engagement Letters)

▪ Drafting of Fund Documentation (L.P. Agreements, G.P. Agreements & Claw-Back Provisions)

▪ Drafting of Public Documentation (Corporate By Laws, Credit Agreements, Merger Agreements)

▪ 40-Hour Training Program (5+ Years of Investment Experience) *

▪ 80-Hour Training Program (2-5 Years of Investment Experience) *

▪ 120-Hour Training Program (0-2 Years of Investment Experience) *

▪ One-On-One Training Program (0+ Years of Investment Experience) *

▪ PEFIN Career Newsletter (Exclusive Job Listings Publication for PEFIN Students)

▪ MS Excel Training (Financial, Statistical, Logical, Mathematical & Lookup Functions)

▪ Financial Research and Database Training (Bloomberg Terminal, Thompson Financial)

▪ Financial Library with Access to Investex, SDC Platinum, LexisNexis, Dunn & Bradstreet

▪ Academic References & Certificate of Completion Provided to PEFIN's Registered Students

* PEFIN's Training Materials include an extensive collection of books, manuals, cases, and templates. Please note that at the time of registration those individuals registered for any of our training programs listed above, will receive completely free-of-charge PEFIN's Training Materials.

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▪ Course #36: August 2, 2010 (M/W 6:00p-11:00p) - Deadline: July 9, 2010 (Open)

▪ Course #37: August 3, 2010 (T/R 6:00p-11:00p) - Deadline: July 2, 2010 (Closed) **
  Product Focus: Buyout | Industry Focus: Real Estate | Case Study: Homex (HXM)

  Training Location: 42nd Street @ Madison Avenue | Class Size: 5 Students and 2 Instructors

▪ Course #38: August 7, 2010 (S-F 12:00p-6:00p) - Deadline: July 7, 2010 (Closed) **

  Product Focus: Distressed | Industry Focus: Supermarket | Case Study:  Pathmark  (PTMK)

  Training Location: New York University | Class Size: 5 Students and 2 Instructors

▪ Course #39: August 7, 2010 (S/D 1:00p-6:00p) - Deadline: July 9, 2010 (Open)

  Product Focus: Buyout | Industry Focus: Supermarket | Case Study: Weis Markets (WMK)

  Training Location: 42nd Street @ Madison Avenue | Class Size: 5 Students and 2 Instructors

▪ Course #40: August 23, 2010 (M-F 10:00a-6:00p) - Deadline: July 23, 2010 (Closed) ** ***

  Product Focus: TBD | Industry Focus: TBD | Case Study: To Be Determined (TBD)

  Training Location: Wall Street Area @ Battery Place | Class Size: 5 Students and 2 Instructors

  Product Focus: Buyout | Industry Focus: Healthcare | Case Study: Integramed (INMD)

  Training Location: 42nd Street @ Madison Avenue | Class Size: 5 Students and 2 Instructors

▪ Course #42: September 4, 2010 (S/D 1:00p-6:00p) - Deadline: August 4, 2010 (Open)

  Product Focus: Mezzanine | Industry Focus: Restaurant | Case Study: Pizza Inn (PZZI)

  Training Location: 57th Street @ Park Avenue | Class Size: 5 Students and 2 Instructors

▪ Course #43: September 6, 2010 (M/W 6:00p-11:00p) - Deadline: August 6, 2010 (Closed) **
  Product Focus: Mezzanine | Industry Focus: Barging: Case Study: Int'l Shipping (ISH)

  Training Location: Harvard Business School | Class Size: 5 Students and 2 Instructors

▪ Course #44: September 7, 2010 (T/R 6:00p-11:00p) - Deadline: August 7, 2010 (Open)
  Product Focus: Buyout | Industry Focus: Supermarket | Case Study: Village (VLGEA)

  Training Location: 42nd Street @ Madison Avenue | Class Size: 5 Students and 2 Instructors

▪ Course #45: September 21, 2010 (M-F 10:00a-6:00p) - Deadline: August 21, 2010 (Open) ***

  Product Focus: TBD | Industry Focus: TBD | Case Study: To Be Determined (TBD)

  Training Location: Wall Street Area @ Battery Place | Class Size: 5 Students and 2 Instructors

* Web-based training also available through WebEx (Real-Time Visual & Voice Feed).

** Course is past registration deadline (see above) and/or full at this time (waiting list).

*** Training is reserved for corporate clients; others must register for a different course.

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In the past, some of our most distinguished graduates, have included professionals from a number of well-known investment, financial and corporate firms, including KKR, Forstmann Little, Carlyle Group, Blackstone Group, Texas Pacific Group, W.L. Ross, Warburg Pincus, Clayton Dubilier, Bain Capital, Thomas Lee, JPMorgan Partners, Hicks Muse, and Kleiner Perkins, among others. As a value-added service, PEFIN also provides professional staffing assistance for corporate clients; in addition to career counseling for students enrolled in accredited colleges and universities, looking for a permanent, part-time or internship position in principal investing, investment banking, or corporate finance (interview preparation, resume appraisal and career guidance). In general, PEFIN's student-body is comprised of industry professionals (75% or more), as well as university students, entrepreneurs, and people in career transition (25% or less); with prior professional and/or academic experience in one or more of the following areas:

▪ Principal Investing (Buyout, Mezzanine, Venture, Hedge Fund, and Proprietary Investing)

▪ Investment Banking (M&A, Corporate Finance, Capital Markets, Research, Sales & Trading)

▪ Corporate Sectors (Business, Finance, Consulting, Law, Accounting, Management, Marketing)

▪ Non-Corporate Sectors (Graduate Students, College Students, and Non-Working Professionals)

PEFIN's lecturing staff (training instructors and teaching assistants) is composed of a small team of seasoned professionals with a combined experience of nearly 100 years in the banking and finance industry. Our training instructors have credentials from the leading investment and financial firms on Wall Street, as well as from the top business schools around the country. In addition, and as part of our corporate policy, we require all of our training instructors to have a minimum of 10 years of teaching experience; in addition to a considerable amount of buy-side and sell-side transactional work and leadership record, acting as principals and/or agents. PEFIN also maintains a high-degree of quality control in its classrooms, by monitoring our teaching staff in order to ensure the highest level of education, training, and transfer of knowledge. The Private Equity Finance Institute (PEFIN) was formed by two highly regarded investment professionals, who first pioneered the principal investing training industry in the year 2000. Shortly thereafter, in 2001 PEFIN acquired Wall Street Education Corp (WSEC), a small but reputed investment banking training firm based in New York. Since then, PEFIN has worked with thousands of clients, and over the years, has become a household name among the investment and financial community. For more information, please contact any of our training centers (PEFIN Contact Information Tab).