Module 3
Deal Process
How PE deals flow from initial sourcing through screening, due diligence, and closing.
Lessons
Lesson 1
Deal Sourcing
Proprietary vs. auction processes and how PE firms build their deal pipeline
~20 min
Lesson 2
Screening & Initial Assessment
How PE firms quickly filter hundreds of opportunities down to a short list
~15 min
Lesson 3
CIM Analysis
How to read, evaluate, and think critically about the Confidential Information Memorandum
~20 min
Lesson 4
LOI & Indication of Interest
How buyers express interest and structure preliminary offers in a competitive process
~15 min
Lesson 5
Due Diligence
The comprehensive investigation that turns assumptions into verified facts before committing capital
~25 min
Lesson 6
Closing Mechanics
From signed LOI to funds transfer: the legal and financial steps that complete a PE acquisition
~20 min