Private Equity Foundations Bootcamp

Live, Instructor-Led Program Focused on the Fundamentals of Private Equity Deal Evaluation.

This instructor-led  4 session live program is designed for participants who want a structured introduction to how lower-middle-market private equity transactions are evaluated in practice.

Participants develop practical exposure to the early stages of the deal process through instructor-led walkthroughs and applied examples drawn from real private equity workflows.

 Session focus includes:

• • How private equity firms review and  interpret Confidential  Information  Memorandums (CIMs)
• • Investment memo fundamentals and framing an investment thesis
  • Core drivers of LBO returns and basic leveraged buyout mechanics
  • Key diligence considerations in lower-middle-market transactions
  • How deals progress from initial screening toward a letter of intent

The emphasis is on building practical deal literacy and analytical confidence, not memorization. 

What’s Included 

• Four live 90-minute instructor-led sessions
  • Structured study guide materials
  • Applied private equity case examples
  • Investment memo and mini-LBO frameworks
  • Deal evaluation templates and reference materials
  • Certificate of completion from GEX Private Equity Academy

Additional Mentorship Support

Participants who enroll in the bootcamp and demonstrate strong commitment to the learning process may, at the discretion of the instructor, receive limited one-on-one mentorship support to help strengthen their understanding of core financial modeling concepts and deal evaluation frameworks.

Depending on each participant’s starting level and technical background, some individuals may require additional time beyond the four-week program to fully develop these skills.

The objective is to ensure that participants build the practical analytical confidence necessary to engage effectively with private equity transaction analysis.