How The Program Works

 Enrollment

Enrollment is open to participants who want to build foundational fluency in lower-middle-market private equity.

 Program Structure:

• 5 live sessions
• Instructor-led walkthrough of key private equity concepts
• Applied examples drawn from lower-middle-market transactions

Sessions focus on developing a clear understanding of how deals are evaluated in practice.

 After Enrollment, Participants Receive:

•  Enrollment confirmation
• Scheduled 1:1 assessment session
• Structured study guide materials
• Access details for upcoming live sessions

Program Curriculum

Session 1 – CIM Analysis & Opportunity Framing

Introduction to lower middle market private equity and how investors evaluate opportunities in practice. Students will learn how to analyze Confidential Information Memorandums (CIMs), assess business quality, industry dynamics, financial performance, and key risks through an investor lens. The session includes a live walkthrough of the ProCare Health case study to develop foundational investment judgment and opportunity assessment skills.

Session 2 – Investment Memo & Preliminary Analysis

Focuses on how investors translate diligence and analysis into a structured investment perspective. Students will learn how to build a preliminary investment thesis, evaluate risks and return drivers, interpret high-level LBO outputs, and communicate an investment recommendation. The session continues the ProCare Health case study through practical investment memo development and underwriting discussion.

Session 3 – Pre-IOI Diligence, Management Meetings & LOI Readiness

Covers how investors conduct targeted diligence, prepare for management meetings, and position transactions in competitive processes. Students will learn how to use diligence trackers and checklists, evaluate management narratives, structure key diligence questions, and understand how findings influence valuation, deal positioning, and IOI strategy within a real-world transaction process.

Session 4 – Diligence, Structuring & Closing Execution

Focuses on transaction structuring, capital structure considerations, and the closing process in lower middle market private equity. Students will gain exposure to debt and equity structuring concepts, seller rollover dynamics, purchase agreements, and closing coordination. The session emphasizes how investors move from negotiated terms to executed transactions while managing execution and diligence risks.

Session 5 – Strategic Planning & Post Close Value Creation Execution

Focuses on how private equity investors transition from acquisition to operational execution and long-term value creation. Students will learn how sponsors and management teams align on post-close priorities, implement strategic initiatives, establish KPI tracking and reporting structures, and drive operational improvements across portfolio companies. Through practical examples and case studies, students will gain insight into how disciplined execution and operational planning contribute to revenue growth, scalability, margin expansion, and overall investment performance in a real-world private equity environment.

Additional Mentorship Support

Participants who enroll in the bootcamp and demonstrate strong commitment to the learning process may, at the discretion of the instructor, receive limited one-on-one mentorship support to help strengthen their understanding of core financial modeling concepts and deal evaluation frameworks.

Depending on each participant’s starting level and technical background, some individuals may require additional time beyond the four-week program to fully develop these skills.

The objective is to ensure that participants build the practical analytical confidence necessary to engage effectively with private equity transaction analysis.