Private equity is a dynamic, growing part of the global economy and an important driver of economic progress. It touches almost every industry, geography and market and affects every business segment in which it competes. Yet many highly experienced professionals do not truly understand what the private equity industry is — how it works, how it changes the competitive landscape, why it can be an asset for growing companies or how it drives business value and generates investor returns.
This program provides practical insights into the private equity industry through the lens of private equity investment professionals. We combine Kellogg faculty members’ cutting-edge thought leadership with the perspective from experienced practitioners to explore key concepts and illustrate how they are put into action to create strategies, differentiation, business value and investor returns.
The curriculum incorporates lectures, breakout sessions, group projects and interactive activities to explore important elements of the private equity industry. The learning experience fosters an understanding of the various segments of the private equity asset class, fund formation, transaction processing, the development and execution of value-creation strategies, the sale process, investor returns and fund economics.
Participants will gain a deep understanding of the concepts learned by applying them via case work and breaking up into teams. The teams will develop an investment strategy; select, analyze and value a company; create a letter of intent and present the opportunity to an investment committee at the program’s conclusion.
Francesca Cornelli / Dean of the Kellogg School of Management; Donald P. Jacobs Chair in Finance
Private Equity as an Asset Class
The Anatomy of a Deal
Key Legal Matters
Financial Analysis and Valuation
Value Creation Strategies through the M&A Process
Creating Value through Active Ownership
Change Management as a Key Element of Successful M&A
The Eyes of a Limited Partner
Keys to Fund Performance
Tom Turmell - Academic Director; Director, Corporate Partnerships, Executive Education, Kellogg School of Management; Managing Director, TMT Capital Partners, LLC.
Robert Apatoff - Clinical Professor, Executive Director of the Kellogg Executive Leadership Institute Former Chief Executive Officer, FTD Companies, Inc., Former Chief Executive Officer, Rand McNally & Company
Bernie Banks - Associate Dean for Leadership Development; Clinical Professor of Management
Francesca Cornelli - Dean, Kellogg School of Management; Donald P. Jacobs Chair in Finance; Professor of Finance
Harry M. Kraemer - Clinical Professor of Management & Organizations; Former Chairman & CEO, Baxter Intl.; Executive Partner, Madison Dearborn Partners
Thomas O'Toole - Associate Dean of Executive Education; Clinical Professor of Marketing
Mitchell A. Petersen - Glen Vasel Professor of Finance; Director of the Heizer Center for Private Equity and Venture Capital
Sergio Rebelo - MUFG Bank Distinguished Professor of International Finance; Professor of Finance
David Stowell - Clinical Professor of Finance
Please contact us to schedule an advising session