Financial Modelling for Private Equity

This practical, exercise driven training course is aimed at professionals responsible for the modelling and analytical aspects of private equity transactions.

The course is focused on enabling delegates to build robust, transparent models that demonstrate clear linkage of outputs to inputs and enable comprehensive and informed negotiations. It provides an invaluable toolkit and skills that can immediately be put into practice. As well as building models from scratch, exercises will also include understanding, improving and customising existing models to solve real business problems that practitioners face. Key topics include investment structuring, company valuation, financial forecasts and fund performance modelling.

A high quality and practical learning experience, led by a first class faculty of seasoned specialists and industry practitioners. Our course is highly practical and interactive, involving: case studies, group work, exercises and presentations, designed to ensure you and your colleagues at all levels are fully equipped to fulfil their responsibilities.


Garry Sharp has 25 years’ experience as a practitioner, consultant and adviser in the private equity and venture capital markets, and has provided training in the industry since 1990. He joined independent venture capital company Baronsmead in 1985, becoming a director and shareholder following Baronsmead’s own Management Buy Out in 1989. During the early 1990’s the company grew to become one of the UK’s largest independent private equity firms and was acquired by fund manager Ivory & Sime in 1996. Shortly thereafter Garry left to co-found Independent Direction, a specialist consultancy to the private equity industry. He sold Independent Direction in 2005 to concentrate on training and writing, although he continues to work in an advisory capacity in private equity. He is an independent director of a bank owned PE fund in Mauritius, Executive Editor of the UK Institute of Chartered Accountants’ Corporate Finance manual, non-executive director of a privately owned recruitment company in the UK and adviser to a PE fund manager in Cairo.

Garry has delivered private equity and related courses in Western and Eastern Europe, Dubai, Bahrain, South Africa, Zimbabwe, Ghana, Nigeria, Zambia and Tanzania. He has also had 7 books published on the topics of private equity, management buy outs and mergers and acquisitions.