Course overview
Led by renowned industry practitioners, our flagship course provides the fundamentals to private equity, covering the lifecycle of a deal including investment returns and exits. The course utilises real life case studies whilst creating a great opportunity to network and build relationships with peers as you network at dinner and drinks receptions throughout the week.
Key topics include
- Due diligence
- Deal structuring and investment returns
- Transaction structuring (early stage, growth capital, MBOs)
- Managing the portfolio
- Management assessment
- Exits and more
What will delegates take away?
- A fundamental understanding of the deal cycle
- Insight from industry experts
- New contacts within the industry
What else is included?
- 4.5 days of accommodation at the renowned De Vere Latimer Estate (Chesham), offering a professional and productive work environment free from distractions inside 30 acres of picturesque grounds and views of the Chess Valley
- Access to the on-site gym, indoor swimming pool and sauna throughout your stay
- Breakfast, lunch and dinner will be provided for the duration of the course
- Social and networking activities hosted by the BVCA
Venue
De Vere Latimer Estate
Church Lane, Latimer, Chesham HP5 1UG
Our venue
De Vere Latimer boasts an incredible history with the first mention of a manor house at Latimer recorded as early as 1194 AD. The estate was then passed down through families of English nobility, before becoming a top secret centre for military intelligence during World War II, where it gained its name as one of Britain's most secret homes.
The estate features 30 acres of grounds, with sweeping views of the Chess Valley as well as a fully equipped gym and indoor swimming pool, and sauna available daily for guests to use.
The estate is situated just five miles from Junction 18 of the M25, close to Heathrow and Luton Airports and the Metropolitan line into central London.
Course Directors
Jon Andrew
Jon works alongside investment teams to support operational value creation within investee companies. He shares best practice across the portfolio supporting management teams as they develop growth strategies and helps them monitor performance.
After gaining a degree in Molecular Biology & Biochemistry at Durham University, Jon qualified as a chartered accountant with PwC and held roles within the Training, Transaction Services and Consulting teams. During this time, Jon designed and rolled out PwC’s inaugural Due Diligence Training Programme across Europe in 1997.
In 2005, Jon joined LDC to focus on performance improvement in its portfolio companies. Over his 15-year private equity career Jon has gained significant experience in a wide range of value creating activities and has particular expertise in driving change through complex integrations, IT implementation programmes, as well as 100-day planning initiatives.
Jon was born in Middlesbrough and because he believes the team chooses you, is a long-suffering Boro fan. He is also an ardent Yorkshire Cricket Club follower and enjoys running and tennis. When not trying to keep in shape, Jon likes to spend time with his three daughters.
Mark Freer
Mark Freer has over 25 years investment experience in both the private equity and growth capital markets, most notably with LDC and BGF. During that time, Mark had the privilege of working alongside a variety of owners and management teams across many different sectors, supporting them in accelerating and achieving their own growth plans.
Since leaving BGF in 2021, Mark continues to work with small and medium sized businesses, both as Chair and in an advisory capacity. Alongside this, he also pursues his passion for training, working with several organisations, such as the BVCA, to share some of the lessons he has learnt over his 25-year investment career.
At other times, you might find Mark sitting at his piano playing some familiar tunes.
Past attendees
Previous attendees include:
Alcuin Capital Partners, Aliter Capital LLP, Amadeus Capital Partners Limited, Aon, August Equity LLP, Baird Capital, Big Society Capital, Blue Water Energy, BP Ventures, Bridgepoint, Caledonia Investments plc, CBPE Capital, Charles Russell Speechlys LLP, Circularity Capital, CVC Advisers Limited, ECI Partners, Equistone, Innovate UK, LDCm Lincoln International LLP , Livingbridge EP LLP, Mobeus Equity Partners, NorthEdge Capital, NVM Private Equity, Oakley Capital Limited, Palatine Private Equity, Permira Advisers (London) Ltd, Phoenix Equity Partners, Sovereign Capital Partners YFM Equity Partners
Course testimonials
"A fantastic course and one of the best I have attended. Across the board the content was engaging and useful, the speakers were first rate."
"I had high expectations and they were exceeded - thank you!"
"Really impressed by the course director, Jon, he has some great experience; very passionate about this which very much showed."
CPD accreditation
This course is CPD accredited by the CPD Certification Service for 26 hours. By attending this course, you will receive a digital certificate from Diplomasafe. This certificate allows you to share and save your new CPD accredited qualification on LinkedIn, adding instantly verifiable credentials and strengthening your professional profile.
