Private Equity Primer provides hands-on finance and legal training to investment banks, law firms, private equity groups, and accounting firms. Our professional development offerings empower transaction-focused firms to cultivate a culture of learning that fosters improved employee engagement, better client services, and higher profits

1. Start the ascent at www.pe-primer.com
WHAT WE DO
Private Equity Primer provides hands-on finance and legal training to investment banks, law firms,
private equity groups, and accounting firms. Our professional development offerings empower
transaction-focused firms to cultivate a culture of learning that fosters:
TRAININGS & WORKSHOPS
 Identifying Desirable Businesses &
Operational Risks
 Mastering the CIM Through Quantitative
Storytelling
 Valuation for Practitioners
 Modeling for the Private Equity Interview
 Setting, Negotiating, & Documenting
Working Capital Mechanisms
 Purchase Agreements: Purpose &
Structure
 The Associate’s Role in Diligence
 And More
WHO WE SERVE
Improved Employee
Engagement
Better Client
Service
Higher
Profits
EMPOWERING DEAL TEAMS TO SUMMIT THE
NEXT LEVEL OF PERFORMANCE
Law
Firms
Accounting
Firms
Investment
Banks & Private
Equity Firms

2. OUR APPROACH
Our performance focused training empowers deal teams to summit the next
level of performance through hands-on transaction and finance training.
Partner with Private Equity Primer to enhance your firm’s performance
and improve employee engagement through skill development.
Start the ascent at www.pe-primer.com
ASSESS
Private Equity Primer will lead your firm’s development and training decision makers
through a 60-minute assessment to establish your firm’s training objectives and priorities.
SCOPE
Only if we are certain we can be a true supporting partner to your firm will Private Equity
Primer provide you with a statement of training (proposed scope).
TRAINING
Our on-demand trainings and in person workshops arm your deal teams with the
knowledge needed to deliver outstanding client service and support firm wide results.
SUPPORT
Because learning and development goes far beyond a few hours in a classroom, Private
Equity Primer provides on-going development support and a 30-day post training check-up.
QUANTIFIED PERFORMANCE
From our 30-day check-up, we provide team and individual report cards that track progress
and enable firms to build individual performance plans
ENHANCED RESULTS
Firms that invest in training and development on average experience greater levels of
employee engagement, higher customer service marks, and higher profits.