Private Equity Primer


Happier employees, improved customer service levels, and higher revenues take root with a culture of learning.


Firms that invest in professional development on average experience:

  • Higher levels of employee engagement,
  • Better customer service, and
  • Higher profits.

Private Equity Primer empowers deal teams to summit the next level of performance. 


Private Equity Primer supports the professional development efforts of  

Investment Banks & Private Equity Firms

Law Firms

Accounting Firms


The Workshops

  • Valuation for Practitioners
  • Identifying Desirable Businesses & Operational Risks
  • Mastering the CIM Through Quantitative Storytelling
  • Building a Prospective Buyers List
  • Modeling for the Private Equity Interview
  • Setting, Negotiating, & Documenting Working Capital Mechanisms
  • Purchase Agreement: Purpose, Structure, & Negotiation
  • The Associate Attorney's Role in the Diligence Process



Prior Experience


Private Equity Primer's Deal Sherpas have previously lead trainings for:

  • Katz, Barron, Squietro, Faust LLP
  • Matrix Capital Markets Group
  • Thompson Hine
  • And More
  • B2B CFO
  • Echo Health Ventures
  • Harris Williams & Co.
  • Kaufman Rossin & Co.

        "The breath and depth of knowledge provided by Private Equity Primer was evident in              the first 20 minutes of their presentation. The insights I've learned have been                        invaluable. I still reach out to the guys at Private Equity Primer on occasion as trusted resource on certain deal situations."      

  - Drew Saito, CNL Bank



The Deal Sherpa Roster

Richard Grosshandler

Richard Grosshandler - Curriculum & Training Director

Prior to joining Private Equity Primer, Richard spent over a decade in investment banking and private equity, where he completed transactions totaling more than $1 billion. He started his career at the leading middle market investment bank Harris Williams & Co. before joining Primus Capital, a growth equity fund. Most recently, Richard led investment teams and due diligence efforts at Harren Equity Partners, another lower middle market private equity firm.

In addition to his rich background in capital raising and mergers and acquisitions, Richard was CEO of a healthcare SaaS company called MxManage. Under his management, MxManage was grown and sold to a strategic buyer and is now part of Cerner Corporation's long-term care product suite.  

He holds a BA from Case Western Reserve University.


Will Henry

Will Henry - Deal Sherpa & Content Contributor

Will spent the first part of his career working at a large international law firm exclusively advising private equity funds and portfolio companies. His work involved advising clients on platform companies. His work involved advising clients on platform companies prior to exit. Subsequently, Will joined Thompson Hine LLP, where his scope of work expanded to include representing public and private companies, both in the strategic acquirer role and in connection with the negotiation of various commercial agreements and regular outside counsel advisory matters. Will brings almost a decade of experience as a legal advisor in the M&A world, advising companies in a broad array of industries including healthcare, manufacturing and advertising. 

Will holds a BA from Case Western Reserve University and a JD from The University of Texas. 

Jessica Brecker

Jessica Brecker- Deal Sherpa & Content Contributor

Jessica brings over a decade of deep financial advisory and finance experience to Private Equity Primer. Jessica started her career working as an investment banker at Harris Williams & Co., where she advised leading middle market healthcare companies. She gained valuable buy-side experience working for LLR Partners, a leading middle market private equity group, before returning to her investment banking advisory role. Jessica has the unique experience of "going to work for the client." Six years ago, Jessica left the investment banking world to head the financial planning and analysis function for Pentec Health, a specialty infusion services company owned by a private equity group Jessica previously advised in the sell-side mandate. During her tenure at Pentec, Jessica subsequently helped lead the organization through a sell-side diligence process when the business was sold to another private equity firm. 

She holds a degree from the Robbins School of Business at the University of Richmond. 


Jacob Grosshandler

Jacob Grosshandler - Marketing & Program Director

Prior to Private Equity Primer, Jacob worked as a management consultant, lender, and equity analyst. As a consultant, Jacob supported the due diligence of several billion dollar private equity and debt funds producing market viability studies and conducting competitive analysis. While working in banking, he led the analytics on a $200 + million debt recap of a private equity-backed portfolio company and worked as an equity analyst for two actively managed mutual funds with a billion dollars of combined AUM. 

Jacob is a member of The University of Chicago Booth D.C. Entrepreneur's Advisory Group and is a career advisor for The University of Chicago's The Resume Exchange.  He holds a BA from Miami University and a MA from The University of Chicago. 


Deal Sherpa Jeremy's picture was taken while he was manning base camp. 

Jermey Kath- Deal Sherpa & Content Contributor

Jeremy brings a variety of finance experiences and perspectives to Private Equity Primer. In addition to investment banking and private equity, Jeremy has significant experience in asset management of publicly traded securities. After working at the mergers and acquisitions advisory firm, Harris Williams & Co., Jeremy worked for FdG Associates, a middle market private equity group. He then gained valuable public equities experience, working as a hedge fund analyst for two long/short funds. One fund followed a global momentum strategy and the other utilized a deep fundamental approach. Leveraging this diverse financial skill set, Jeremy most recently became an investment officer for Equitable Trust, a Nashville-based investment adviser and trustee for high net worth families and institutions. 

He holds degrees from Vanderbilt University and The University of California at Berkeley. Jeremy also is a Chartered Financial Analyst.