FDD Bootcamp – Live Virtual

Yes. Both versions cover substantially the same material. The primary difference is the delivery format.

In the Live Virtual course, the first part of the course (M&A Bootcamp) is provided as asynchronous digital content that must be completed before the first live session. The remaining content is delivered through scheduled live sessions on Microsoft Teams.

Both versions use multiple instructional methods: lecture, group work, case studies, and hands-on Excel analysis.

Participants should expect the following time commitments:

• Asynchronous Digital Content (M&A Bootcamp): Approximately 10–12 hours to complete. This must be finished prior to the first Live Virtual session.
• Pre-Reading of Preliminary Deal Documents: Participants must review a set of preliminary deal documents (e.g., CIM, sell side QofE, LOI) before the Live Virtual sessions begin. This typically takes 1–3 hours, depending on familiarity with the materials.
• Live Virtual Sessions: The course includes six (6) scheduled Live Virtual sessions delivered over several weeks. Each session lasts approximately 3–5 hours, depending on the specific content covered.

The course is designed for professionals new to financial due diligence (“FDD”) or transaction advisory services (“TAS”), as well as early-career FDD/TAS professionals with up to a few years of experience. However, sometimes we have entire FDD deal teams take this course together. 

Yes. Each participant must register and purchase their own seat and must join using their own computer. Shared seats, screen sharing, projecting, relaying, recording, or any other form of shared or distributed access are strictly prohibited.         

Yes. Anyone may purchase a seat, but each must have their own registered seat and participate from their own device.

There are no formal prerequisites, but participants must complete the asynchronous digital M&A Bootcamp material before the first live virtual session.

Recommended (but not required): Participants should have a solid working knowledge of Microsoft Excel. If you are not proficient with functions such as SUMIFS, XLOOKUP, EOMONTH, anchoring, paste special, filtering, sorting, etc., we recommend completing PE Primer’s M&A Excel Essentials asynchronous course beforehand.

Spacing the sessions provides participants time to absorb the material and reduces videoconferencing fatigue. It also allows participants to maintain progress on active client engagements rather than being away from work for several consecutive days.

Yes. Participants receive a hard copy workbook before the course begins. Shipping outside the continental U.S. or expedited shipping may incur additional fees. Digital copies will not be provided.

Live sessions are group-based. While we understand that the urgency of client work, illness, or other emergencies occur, we cannot plan around all parties’ schedules. Attendance is a personal decision and responsibility. Missing any session may cause you to fall behind, and we cannot adjust the schedule for individual conflicts. There is no make-up mechanism for missed sessions.

No. Sessions are not recorded for subsequent participant use or consumption, and participants are strictly prohibited from recording audio or video. Recording constitutes a violation of the terms of service.

In its sole discretion, if PE Primer suspects a participant or participant’s firm of violating any of the terms of service, including but not limited to broadcasting, projecting, relaying, recording, saving screen shots, or having any non-registered party view or listen in on any part of the course, PE Primer may terminate access to the course without refund.

Substitutions may occur before the first live session if:

1. The replacement is a full-time employee of your firm, and
2. They complete the asynchronous digital content (M&A Bootcamp) before the course begins.

If the original participant started the digital content, additional fees apply. Additional workbook printing/shipping may also incur fees.

Cancellations are not allowed, and seats are not transferable to future sessions.