Private Equity Foundations Bootcamp

Live, Instructor-Led Program Focused on Private Equity Deal Evaluation Fundamentals

This instructor-led 5-session live program is designed for participants seeking a structured introduction to how lower middle market private equity transactions are evaluated in practice.

Participants gain exposure to the early stages of the deal process through instructor-led walkthroughs, institutional investment frameworks, and case-study-driven examples drawn from real private equity workflows.

Session Focus Includes:

• How private equity firms review and interpret Confidential Information Memorandums (CIMs)
• Investment memo fundamentals and framing an investment thesis
• Core drivers of LBO returns and introductory leveraged buyout concepts
• Key diligence considerations in lower middle market transactions
• How deals progress from initial screening through IOI and LOI positioning
• Strategic planning and post-close value creation concepts

The emphasis is on building practical deal literacy, investment judgment, and analytical confidence through applied learning.

What’s Included

• Five live 90-minute instructor-led sessions
• Structured study guide materials
• Applied private equity case studies and transaction examples
• Investment memo and mini-LBO frameworks
• Deal evaluation templates and reference materials
• Certificate of Completion from GEX Private Equity Academy

Additional Mentorship Support

Participants who demonstrate strong engagement and commitment throughout the program may, at the discretion of the instructor, receive limited one-on-one mentorship support focused on strengthening financial modeling, investment analysis, and transaction evaluation skills.

The objective is to help participants develop the practical analytical foundation necessary to engage effectively with private equity transaction analysis in real-world settings.