Learning Pathway:
Private Equity and LBO

  • Author:
    Geoff Robinson
  • Level: 
    Intermediate to advanced
  • Study time:
    4-5 hours
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Course overview
This learning pathway introduces investment analysts to private equity as an asset class and the art of LBO modeling. We'll begin with the fundamentals of private equity, covering its evolution, strategies, and role in modern portfolios. You'll explore PE transaction mechanics, from deal sourcing to value creation.

The pathway then focuses on leveraged buyouts, teaching you to construct and analyze LBO models. Starting with basic structures, we'll progress to advanced topics like debt tranches, covenant analysis, and waterfall structures. Throughout, you'll apply your knowledge to real-world case studies and exercises.

By the end, you'll have a comprehensive understanding of private equity dynamics and the ability to build sophisticated LBO models. This practical, hands-on approach will equip you with skills directly applicable to PE firms or broader investment analysis roles.

Available as part of our Premium and Premium Plus subscription tiers.

What's included?

  • 50+ videos
  • Understand how private equity works as an asset class and how to construct LBO models
  • Insights from a #1 ranked data-driven analyst

Who should watch this playlist? 

This learning pathway is ideal for investment analysts seeking to deepen their understanding of private equity and enhance their financial modeling skills. It's particularly suited for those working in investment banking, asset management, or corporate finance who want to transition into private equity roles or improve their ability to evaluate PE opportunities. Analysts with a solid foundation in finance and accounting will benefit most, as the course builds on these fundamentals to explore complex PE strategies and LBO modeling techniques.

 While primarily targeted at early to mid-career professionals, the pathway can also serve as a valuable refresher for experienced analysts looking to update their knowledge of current PE practices and advanced modeling approaches.

Why TheInvestmentAnalyst.com?

We are the only training house that is able to bring top-ranked analyst experience into your classroom. We buck the trend. Most training businesses recruit junior ex-bankers to become their trainer. Our instructors cut their teeth teaching and then gain senior experience with investment banks.

We believe, you could not be in better hands.

Geoff Robinson
FCA FMVA MFM

Thought leader, instructor, writer, financial influencer, Former UBS Managing Director and 8x #1 ranked analysts EMEA Institutional Investor Survey
ABOUT Geoff
Geoff has had a varied career. He was a Managing Director within UBS Equity Research, leading their Global Fundamental Analytics franchise. During this time, he was #1, ranked 9x in the EMEA Institutional Investor Survey. Before UBS, he was a material equity investor and LBO co-investor in two market exited training consultancies. Geoff has a passion for learning and is well-known for his ability to break down complex subject matter and distil it to an audience in a digestible and engaging manner. He brings this passion to TheInvestmentAnalyst.com. 
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