Private Equity Foundations Bootcamp

The introductory live program within the GEX Private Equity Academy.

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

Participants gain exposure to the early stages of the private equity investment process through instructor-led instruction, practical frameworks, and applied examples drawn from real-world transaction workflows.

Session Focus Includes

• How private equity investors analyze Confidential Information Memorandums (CIMs)

• Investment thesis development and investment memo fundamentals

• Core drivers of leveraged buyout returns and introductory LBO concepts

• Preliminary diligence frameworks and risk assessment

• How transactions progress from opportunity screening through LOI readiness

• Transaction structuring concepts and value creation planning

The emphasis is not memorization or theoretical discussion, but building practical deal literacy, analytical confidence, and a structured understanding of how private equity investors evaluate acquisition opportunities.

What's Included

• Five live 90-minute instructor-led sessions

• Structured study guide materials

• Applied exercises and practical examples

• Investment memo and introductory LBO frameworks

• Deal evaluation templates and educational resources

• Certificate of Completion from GEX Private Equity Academy

Learning Objective

The objective of the Bootcamp is to help participants develop the foundational knowledge, analytical framework, and deal literacy necessary to understand how private equity investors evaluate businesses, assess opportunities, identify risks, and make investment decisions.

The Bootcamp serves as the foundation for participants seeking deeper exposure through the GEX Private Equity Foundations Practicum and other Academy programs.