Dates and location
Pricing
Hours
Dates and location
Pricing
Hours
Description
This two-day course explains the working of the PE industry including VC & LBO transactions with practical knowledge in analysing and structuring such transactions including buy-outs and buy-ins. This will be an interactive session focused on reviewing, discussing and analysing role played by VC and PE firms in acquiring, re-structuring and re-sale of start-ups, mezzanine and semi-mature companies across a wide range of economic sectors and market segments.
An explanation of the working of the venture capital and private equity industry, this course gives practical instructions on analysing and structuring transactions, including buy-outs and buy-ins.
Basic understanding of financial concepts and financial statement analysis is helpful but no prior experience of VC or PE asset class investing is necessary.
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Schedule
| Date/Time | Topic | Location |
|---|---|---|
|
December 10, 2024 9:00 a.m. - 5:00 p.m. |
Venture Capital & Private Equity: Introduction (Part 1)
[Refer Key Takeaways for more details] |
Virtual on Zoom |
|
December 12, 2024 9:00 a.m. - 5:00 p.m. |
Venture Capital & Private Equity: Introduction (Part 2)
[Refer Key Takeaways for more details] |
Virtual on Zoom |
Key Takeaways
During this course, participants will learn about:
- Fund raising and structures using an example fundraising document.
- Transaction types – VC, growth capital & LBO.
- Risk analysis and mitigation.
- Management team assessment.
- Business plan assessment.
- Due diligence - types and typical outputs.
- VC deals – pre & post money valuation.
- Exit routes and exit planning.
- Overview of LBO structuring & the use of leverage to increase IRR.
- Senior, mezzanine, loan stock and other debt – characteristics & use.
- Ordinary, preference and other share capital – sweet & sweat (management) equity.
- Other sources of finance.
- Ratchets.
- Determining an appropriate deal structure.
- Overview of key legal documents using model VC documents.
- Key terms such as liquidation preference, drag along & tag along, anti-dilution, board rights, permitted matters.
Earn a Digital Badge
Our new collection of digital badges can be earned through the completion of any of our certificate programs offered in our professional development catalogue. Collect these digital badges to add to your website, social profiles, email signature and more. These badges are an easy way to visually communicate your skills and accomplishments to your peers and network. Digital badges will be awarded based on course completion requirements.
Who Will Benefit
This program is designed for and will be of benefit to:
- Financial advisors
- Accountants
- CFOs
- Directors of Finance
- Treasury Analysts
- Senior Financial Analysts
It will also be of benefit to those working in PE backed firms.
Prerequisite(s)
It is helpful to have a basic understanding of financial concepts and financial statements. No prior experience of VC or PE is assumed.
Need Approval to Attend
Attendance Requirements
To earn your CPD hours and Digital Badge, you must attend all live sessions. We understand that sometimes unplanned absences happen. Please reach out to our Operations Team if you're unable to attend a session as scheduled.
How to Access the Course
This CPA Ontario course is a live certificate program, delivered over two, full-day, sessions. We recommend you join five minutes prior to the scheduled starting time of each session. Recordings of all sessions will be available to all registrants.
To access the course please visit our BlackBoard site, and log-in using the same login and password used for the Registration Portal.
Please allow up to 15 minutes after registration for the certificate program to appear on your BlackBoard page.
Registration, cancellation, withdrawal and all other CPA Ontario PD policies can be found here.
Speaker(s)
Jonathan Norton is a high-level Banking/Finance Director with a background that covers corporate treasury, financial markets, project finance, export finance, asset-based lending and relationship management. Over the last decade, he has transferred his extensive industry knowledge for the benefit of upcoming corporate executives, leading lectures and workshops. With a broad understanding of credit markets, developing specialisms in working capital, asset-based lending and corporate finance, he has successfully led debt refinancing in multiple businesses, including pan-European firms. He has a strong record of experience that translates well for executive education, offering real viable case studies and tested theories to underpin learning.