Cultivating High-Output Performance for the M&A Community

Upskilling deal professionals and deal teams through hands-on bootcamps, seminars, and online trainings.

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Transformative Training for Deal Success

Success and longevity in the M&A world require continually learning and mastering new skills. Our in-person seminars and library of online trainings help firms upskill their deal teams to maintain a competitive edge. 

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Closing Knowledge Gaps & Maximizing Transaction Outcomes 

Private Equity Primer’s trainings deliver the knowledge M&A professionals need to maximize their impact on transaction outcomes. Here is how we help deal teams level up and deliver more. 

Keep Your Talent Focused on Deal Activity

Keep deal professionals focused on sourcing and executing transaction work, and let our team of seasoned instructors deliver consistent, engaging, high-output training.  

Upskill Talent at All Levels of Experience

Success and longevity in the M&A world require continual mastery of new skills. Our in-person and online trainings help professionals upskill throughout the lifecycle of their career.

Close Knowledge Gaps Across Teams

Knowledge gaps cost time and increase reputational risk for your firm. Private Equity Primer’s hands-on trainings upskill your teams, reduce risk and rework, and increase confidence.

Participants Report Increased Confidence

(1) Confidence level scored on a 1 – 5 basis (1 = no confidence and 5 = high confidence) across the following trained topics both before and after PE Primer’s training. Based on client sample of several hundred M&A professionals trained in a 12-month period.

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What Clients Are Saying

“These instructors were the real deal. In my opinion, this was the perfect model of training: two guys whose job is actually teaching FDD instead of just knowing how to work in FDD—this was largely different from the internal training I’ve received in FDD in the past during my internship and so much more helpful.”

FDD Bootcamp Participant
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What Clients Are Saying

“I think this course was the most value-adding training I’ve ever had. It was the best balance of being challenging but not overwhelming, the instructors were patient and kind, the content had so much detail, and the concepts were so clearly explained. I got a lot out of it, especially being able to zoom out and see the bigger picture, and the impact of our work.”

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What Clients Are Saying

“Both presenters were phenomenal! This was the most simplified and direct introduction to PE investors I’ve encountered. Would highly recommend this course to all coworkers!”

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Contact us at to see how Private Equity Primer can support your professional development initiatives and cultivate high-output performers across your firm. 

Register to see how PE Primer steals back time in our Productivity in OneNote for FDD Professionals Webinar on July 24th at 12PM Eastern.
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