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Track

Private Equity Financing and Investment Strategies

This track explores how private equity deals are financed, how management incentives are structured, and the strategies funds use to create value.

CLE Available

CLE credit details

  1. Alabama

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    General
    Credit hours:
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    Approved
  2. Alaska

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    Credit hours:
    0.9
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    Available for Credit
  3. Arizona

    State category:
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    Credit hours:
    1.0
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    Available for Credit
  4. California

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    Credit hours:
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    Status:
    Approved
  5. Colorado

    State category:
    General
    Credit hours:
    1.0
    Status:
    Applied for upon completion
  6. Connecticut

    State category:
    General
    Credit hours:
    0.75
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    Available for Credit
  7. District of Columbia

    State category:
    General
    Credit hours:
    0.9
    Status:
    Non-MCLE
  8. Florida

    State category:
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    Credit hours:
    1.0
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    Approved
  9. Hawaii

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    Credit hours:
    0.75
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    Approved
  10. Idaho

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  26. Ohio

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    Applied for upon completion
  1. still frame from Debt Financing in Private Equity 8 min

    Debt Financing in Private Equity

    A discussion of the different types of debt financing used in private equity, including senior debt, subordinated debt, and high-yield debt.

  2. still frame from Equity Commitment Letters 13 min

    Equity Commitment Letters

    A walkthrough of an equity commitment letter, as well as an examination of their role in securing financing commitments and their specific implications in private equity mergers and acquisitions.

  3. still frame from Management Incentives in Private Equity Deals 14 min

    Management Incentives in Private Equity Deals

    Management incentives used in private equity mergers and acquisitions, covering both equity and non-equity incentives, and looking at how the various incentives motivate key personnel in portfolio companies after the acquisition. The course discusses incentive units, RSUs, rollover equity, deferred compensation, SARs, phantom units, and change of control bonuses.

  4. still frame from Private Equity Fund Investment Strategies 6 min

    Private Equity Fund Investment Strategies

    An overview of common private equity fund investment strategies such as growth equity and leveraged buyouts (LBOs). The course also covers alternative strategies including private debt, real assets, and funds of funds.