Private Equity Primer supports the professional development efforts of

Investment Banks & Private Equity Firms

Law Firms

Accounting Firms

Our courses combat common errors on document production, improve efficiency, and enhance the understanding of the client’s legal and business needs. Our workshops focus on the material and concepts that impact certainty to close the most.

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

  • B2B CFO
  • Echo Health Ventures
  • Harris Williams & Co.
  • Katz, Barron, Squitero, Faust
  • Kaufman Rossin
  • Matrix Capital Markets Group
  • Thompson Hine
  • and more...

The breadth 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 a trusted resource on certain deal situations.
— Drew Saito, CNL Bank
Building an LBO model for
the private equity interview can make or break landing a job with a PE firm of your choice. Richard [my Private Equity Primer Deal Sherpa] drilled and skilled the concepts critical to building a model quickly and accurately. The impact went far beyond the interview, improving how I approach building financial models in general.
— Andrew Durlak, Former Private Equity Associate
Private Equity Primer’s training on working capital opened my eyes to new ways professional investors drive up or down the actual purchase price. Anyone looking for transaction related insights to better serve their customers should go through Private Equity Primer’s trainings.
— Greg Leonard, B2B CFO of Central Florida