FDD Associate Capstone
Elevate your understanding and thinking by assuming responsibilities beyond your day-to-day role through a real deal simulation, where participants lead and execute a buy side financial due diligence (FDD) engagement. Teams work through a virtual data room, lead diligence sessions with the Target management, conduct financial analysis, produce a client deliverable, and present their findings to the client in a 30-minute read-out call. It is recommended participants have at least 6 – 12 months of FDD deal experience.
FDD Associate Capstone Course Overview
FDD Bootcamp Review
*Note: While the FDD Associate Capstone is designed for participants to have first taken the FDD Bootcamp course, it is not required. Depending on background and experience level, PE Primer may suggest some additional pre-work prior to the course.
Acme Case Study
- Pre-work: Review Preliminary Data Package (CIM, LOI, and related documents) Using Active Reading and Active Notetaking Skills
- Acme Case Study Foundational Questions©
Acme Case Simulation
- Spin Up Deal in Teams of 4 – 6 Participants
- Initial Data Package Review
- Complete & Discuss Foundational Questions©
- Scope Review
- Internal Team Kick-off Call
- Prepare, Update, & Manage IRL
- Prepare Client and Target Meeting Agendas and Email Correspondence
- Manage the Data Room & Data Requests
- Trial Balance Analysis
- Customer Transaction Level Database Analysis
- Identifying EBITDA and NWC Adjustments
- Identifying Debt & Debt-Like Items
- Price, Volume, Mix Analysis
- Preparing the Databook & PowerPoint Slides
- Write Up Adjustments and Key Findings
- Leading Multiple Management Meetings / Calls
- Simulated Client Communications
- Simulated Director Check-ins
- Present Findings in a Client Read Out Call
- Real Time Feedback
