M&A Bootcamp – Virtual

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M&A Bootcamp

“Everyone interested in banking or private equity should take this course. It breaks down complicated concepts into easy to understand examples – I would’ve come into [investment banking] far more prepared and wish I had this then.” – Former Investment Bank Analyst & PE Associate

Duration:~ 8 Hours

CPE Credits:9

Experience Level:Emerging M&A Pros

What I will learn?

  • Gain a clear understanding of deal stages, key players, and how to add value to every step of the transaction.
  • Identify and differentiate the roles on the buy side vs. sell side to navigate M&A dynamics with confidence.
  • Analyze how investor types, capital sources, and deal stages shape M&A priorities and due diligence.
  • Build practical business habits that help you tackle complex transaction challenges and stand out on deal teams.
  • Develop an intuitive understanding of leveraged buyout (“LBO”) math and basics of valuation.
  • Apply proven frameworks to structure analysis, improve outcomes, and deliver insights that drive better deals.

About The Course

Gain a 360-degree view of the overall M&A process, so you can anticipate next steps and be more effective managing the deal process. Participants leverage case studies and frameworks to understand how different diligence workflows fit together, identify patterns, and begin to think more like an investor. 

Course Curriculum

M&A Professions

  • Financial Due Diligence
  • Investment Banking
  • Leveraged Lending
  • Private Equity
  • Universities

CPE Credits

  • Last Updated                                     November 2024
  • CPE Credit                                          9
  • Field of Study                                     Finance (6.0 CPE) / Management Services (2.0 CPE)                                                                                  / Personal Development (1.0 CPE) 
  • Instructional Delivery Method        Group Live
  • Knowledge Level                               Basic
  • Prerequisites                                     None
  • Advanced Preparation                     None

For more information regarding refunds, concerns, and program cancellation policies, please contact the Private Equity Primer Support Team via email at help@pe-primer.com.

For any complaints or issues with course materials or delivery, please email the Private Equity Primer Support Team at help@pe-primer.com.

Private Equity Primer is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org      

Course Requirements

To ensure an effective learning experience for all participants, the following requirements must be met:

  • Personal Computer Running Microsoft Excel (PC required). We strongly advise against using a Mac. Excel hotkeys differ on Macs, and Mac-specific commands and will not be taught as part of this course.
  • Full-Sized Keyboard Recommended. Keyboards with single-function F-keys and a full ten-key number pad greatly improve efficiency for Excel-based exercises.
  • Two (2) Computer Monitors are Required. This allows participants to simultaneously view the instruction screen and complete exercises in Excel or other tools as directed.
  • Functioning Computer Camera. Cameras must remain on throughout all live sessions. Failure to comply may result in removal from the course without refund.
  • Reliable High-Speed Internet. Reliable, high-speed internet connection that supports continuous video and audio streaming.
  • Ability to Log into a Microsoft Teams. Access to Microsoft Teams videoconference (or similar service as may be used by PE Primer from time to time).
  • Timely Completion of Asynchronous Material. Participants must complete the asynchronous digital M&A Bootcamp material before the first live virtual session.

Environment & Participation

  • Quiet, Professional, Non-Public Workspace. Make sure your workplace is a quiet, professional, and non-public location without visual or auditory distractions. Headphones with a microphone may be necessary based on your setup.
  • Active Participation is Required. Participants are expected to:
    • Ask and answer questions,
    • Offer perspectives during discussions,
    • Contribute meaningfully to group work, and
    • Engage fully during case studies and Excel exercises.

Help us prioritize the next cohort.

Join the interest list and receive early access when we announce dates.

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Benefits Obtained :

  • Master the M&A Process
  • Excel in Deal Execution
  • Learn Alongside Other M&A Professionals
  • CPE Credit

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Private Equity Primer is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBAregistry.org. 

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