The private equity course that gets you an offer
Outcompete other candidates to lock down your seat at a top firm.
The private equity course that gets you an offer
Created by Professionals from Top Firms
Wanted to pass along an update, received a verbal offer last week! Walked me through the full offer and I'm happy with it. He said my model was one of the best ones he saw, but blew me shit for that balance sheet mistake. Thank you again SO much for all of the help. Feel like you’ve really gone above and beyond on all fronts.
Associate
Accepted Offer
May, 2023
Ridiculous ROI from this and just happy I found it. Thanks again for all the work you put into creating everything. I'll for sure rec it to everyone I know that's recruiting soon.
Associate
Accepted Offer
September, 2022
200
Open large-cap associate seats per year *
3,000
Investment banking and consulting candidates
7%
Success rate
One
Opportunity for a successful interview
* Estimate based on Cambridge Associates data
Investing in Preparation Pays Off
Build Your Private Equity Foundation
Understand the theory behind PE investing with video lessons and interactive Excel-based LBO modeling tutorials.
Select Student Offers
The Complete Private Equity Interview Prep Toolkit
Hi Sam — got two different offers from some of my top choices!! Haha honestly after all the prep the hardest question I faced from the whole thing was which one to go with. Awesome content and thanks for helping me get it done!
Associate
Accepted Offer
January, 2023
This is hands down the best course I've seen. It's incredibly accessible for those without a strong background, but also dives deep into all of the advanced topics I needed for my interviews. I felt very, very confident during every model test I had to take.
Associate
Accepted Offer
April, 2022
When I went through it, private equity interview prep was a nightmare. Everything happened so quickly, and it felt like I'd taken a dive into the ocean without knowing how to swim (mostly because I'd done about three LBOs in my life and had never even seen a case study).
I was pretty determined and sat down to grind it out, ultimately landing a seat. But, I definitely missed out on some incredible firms because I wasn't where I should've been.
Now, after a number of years in PE, there still aren't many great interview prep courses to help candidates get ready. Most of what's out there is surface level and doesn't get at the root of the problem: PE recruiting requires you to master skills you've never had a chance to learn before.
We launched the Transacted private equity interview prep package to fill that gap in the market. Our #1 goal is to get you an offer, and everything we've put together is focused on achieving top outcomes.
Check it out, and let's get you over to the buy-side. You'll be sending diligence request lists to your old MD before you know it.
- Sam at Transacted
About Transacted
Copyright © 2024 - Transacted | All Rights Reserved
• How to maximize your headhunter meetings
• Overview of on-cycle and off-cycle processes
• Tactics to get interviews as a non-traditional candidate
• Target Co. purchase & transaction assumptions
• Treasury stock method and full public company enterprise value build
• Build a correct sources & uses
• Primer on debt and equity financing sources, plus key assumptions
• Income statement & financial projections
• How to build to Free Cash Flow, including working capital drivers and NWC projections
• Simplify your purchase price allocation pro forma balance sheet
• Methods for balance Sheet projections
• Learn the proper approach for debt schedule and waterfall builds
• Mechanics of the revolver, mandatory amortization, ECF sweep, and optional prepayment
• Breakdown of the interest schedule, fixed vs. floating rates, and circularity toggles
• Amortization of financing fees and non-cash interest expense
• Understand the investment exit and proceeds waterfall
• Correct returns analysis and sensitivities
• Dividend recapitalizations
• Add-on acquisitions
• Payment-in-kind (PIK) interest
• Rollover equity & Preferred stock
• Multiple model cases & scenarios
• Asset write-ups & deferred tax liabilities
• Management incentives & options pool
• Original issue discount (OID) & revolver commitment fees
• Behavioral questions and framework for successful answers
• Technical questions across PE-specific accounting, valuation, financial statements, and LBOs
• Preparation and guidance for deal experience discussions
• Framework for successful investment and LBO pitches
• Introduction to paper LBOs, including key steps and technique
• Set of five paper LBOs with answer keys, spanning easy to advanced difficulty
• Set of eight full-length Excel model tests, from easy to advanced difficulty
• Full answer keys and completed models included for each test
• Additional supplemental model tests from prior megafund and UMM interviews
• All advanced topics incorporated to ensure full preparation for any topics encountered in an interview process
• Case study intro & tactics for each format
• Crafting an investment thesis and characteristics of good targets
• Learn to leverage the Porter's Five Forces framework
• Determine, outline, and discuss your business diligence plan
• How to determine correct inputs & assumptions for your case studies
• Proper techniques for case study financial projections and model drivers
• Full set of megafund and UMM case studies from prior processes
Course Curriculum
Pricing
Video Lessons and Excel Modeling Tutorials
Paper LBOs
Full-Length Model Tests
Megafund & UMM Case Studies
Advanced LBO Modeling Topics
Deal Experience Interview Prep
Behavioral and Technical Questions
Investment Pitch Preparation
Become a Rockstar Modeler
Become technically advanced and ensure LBO modeling tests are 'check-the-box,' not a stumbling block.
Master the Art of Case Studies
Elevate your case studies to the level of a private equity associate, and differentiate yourself from other inexperienced candidates.
The course is structured to build your fundamental LBO knowledge as efficiently as possible. You’ll master the core concepts needed to succeed in any private equity interview.
40+ Lessons
10 LBO Tests
8 Case Studies
$397
Full Course
Video Lessons and Excel Modeling Tutorials
40
5
Paper LBOs
10
Full-Length Model Tests
8
Megafund & UMM Case Studies
Advanced LBO Modeling Topics
Deal Experience Interview Prep
Behavioral and Technical Questions
Investment Pitch Preparation
* Estimate based on Cambridge Associates data
Outcompete other candidates to lock down your seat at a top firm.
Created by Experts from Top Firms
One-time fee for lifetime access.
Convert your interviews into private equity offers
Previously Secured Offers...
Secure offers at your preferred firms
Convert on critical interview opportunities at the firms you most want to join.
Differentiate yourself from other candidates
Stand out from the crowd in highly competitive processes with preparation that goes a step further.
Remove recruiting stress and make things easy on yourself
Everything you need, without digging around for extra resources or wondering if you're studying the right things.
10 Three-Statement LBO Model Tests
progressing from easy to advanced, covering everything you could possibly see in a PE interview (PIK note, add-on acquisition, write-ups & DTLs, mgmt. options, dividend recap, dynamic equity valuation, convertible preferred)
4 Paper LBO Model Tests
and video guide on the best approach to tackle the common high-pressure model-based interview question.
8 Private Equity Case Studies from Prior Interviews
including CIM-based and public company prompts from a range of megafund and UMM firms. Plus, video walkthroughs of correct model builds and case solutions.
40+ Lesson Advanced LBO Modeling Course
to quickly get you ramped up to the level of a PE associate. A breakdown of core concepts and Excel-based sessions that you can model along to. Everything you need to know for private equity recruiting and interview prep.
Frequently Asked Questions
Secure offers at your preferred firms
Convert on critical interview opportunities at the firms you most want to join.
Differentiate yourself from other candidates
Stand out from the crowd in highly competitive processes with preparation that goes a step further.
Remove recruiting stress and make things easy on yourself
Everything you need, without digging around for extra resources or wondering if you're studying the right things.
10 Three-Statement LBO Model Tests
progressing from easy to advanced, covering everything you could possibly see in an interview (PIK, add-on acquisition, write-ups & DTLs, mgmt. options, dividend recap, dynamic equity valuation, convertible preferred, etc.)
4 Paper LBO Model Tests
and video-based guide on the best approach to tackle the common high pressure model-based interview question.
8 Case Studies from Prior Interviews
including CIM-based and public company prompts from a range of megafund and UMM firms. Plus, video walkthroughs of correct model builds and case solutions.
40+ Lesson Advanced LBO Modeling Course
to quickly get you ramped up to the level of a PE associate. A breakdown of core concepts and Excel-based sessions that you can model along to. Everything you need to know for private equity recruiting and interview prep.
Hey Sam - been a minute since I last checked in but wanted to let you know that I'll be headed to Platinum! HUGE thanks for everything you helped me with over the past few months. Beers on me if you're ever in town.
Associate
Accepted Offer
June, 2022
I realized I didn't know what I was getting myself into after a couple painful super days. I wasn't trying to strike out and decided to start going hard on the prep. The course was exactly what I needed and I should've just gotten it earlier.
Associate
Accepted Offer
June, 2022
Instant Lifetime Access
One-time payment, use it forever.
1-Year Returns
No questions asked. If Transacted didn't help you get an offer, send it back.
Get Personalized Support
Have questions? Reach out and we'll get you on track with individualized support.
Unlike your MBA associate, we've got your back.
Instant Lifetime Access
One-time payment, use it forever.
1-Year Returns
No questions asked. If Transacted didn't help you get an offer, send it back.
Get Personalized Support
Have questions or need more guidance? Reach out and we'll get you on track with tailored content additions or individualized support.
• No other guide provides the level of in-depth preparation that you get from Transacted.
• Other courses are fine for a cursory overview and LBO basics, but fall short when it comes to advanced model topics and rigorous case study prep.
• Given how competitive recruiting has become, it's important that you truly understand modeling mechanics and investment evaluation. Other courses may be easier to complete, but there's no point short-changing yourself when you only ever get one window to successfully recruit.
• No, you can absolutely prepare with things like the free Transacted LBO model, Multiple Expansion, or various YouTube options.
• That said, many, many candidates end up purchasing a specialized resource. It provides a dramatic improvement in level of preparation (and therefore much greater likelihood of a successful outcome).
• If a paid program isn't right for you, we're happy to help you find solid free resources or provide financial assistance for Transacted. Just reach out.
• Forever. You'll have lifetime access because we think it's lame to cut you off from something you paid for.
• It generally takes 1 - 2 months to work through the entire course, though it's certainly possible to condense this into a more aggressive timeline.
• As with anything in finance, you just need to get your reps in. That means it's important to give yourself ample time. Don't try to cram everything into the week before your interview - it's better than nothing, but it won't be fun.
• We're here to make you successful, and if you don't think we can do that then you can just send back the course whenever you want.
• The "official" policy is a full refund, no questions asked, for any return within 1-year of purchase.
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