Masterclass: Excellence in Deal Structuring
*Terms & Conditions apply
Course Overview
Private equity and venture capital transactions involve the investment of millions or billions of dollars. It is the fiduciary responsibility of investors and fund managers that this risk capital is invested in a prudent, economic, and efficient manner with due care. The capital and potential gains need to be protected on behalf of investors. All parties, including shareholders of portfolio companies, need to realise their fair share of the transaction.
Deal structuring is all the more important in the private equity and venture capital space, given the long-term nature of this asset class. Deal structures should be able to withstand the test of time.
Robust deal structuring leads to a number of benefits such as:
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Capturing upside
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Protecting downside
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Complying with relevant regulations
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Influencing the right behaviors of portfolio companies
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Creating the right incentives for the parties involved
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Achieving tax optimality
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Limiting liability
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Exit Structures
Deal structuring is not a one-time affair. It is a skill set that is needed at all stages of the lifecycle of a fund beginning with fund structures, carry design, term sheet conditions, covenants, corporate restructuring, and exit structure options.
Outcome and Benefits
The course will lay a strong foundation, enabling delegates to:
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Learn how private equity & venture capital funds are structured and how carried interest is designed
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Examine how alternative instruments are employed to capture upside
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Analyse structures that ensure upside capture
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Understand downside protection including the related techniques and instruments
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Discuss case studies highlighting a range of structuring techniques
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Understand how buyouts are structured
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Gain knowledge of SPAC structures and related issues
Who Should Attend?
CEOs, CFOs, Corporate Treasurers, and Board Members of Companies
Angel and Impact Investing and Fund Managers
Investment Bankers
CFA, CA, CAIA & CS
Commercial Bankers
Lawyers
Private Equity and Sovereign Wealth Fund Managers
Ultra HNI, Private Bankers and Wealth Managers
Limited Partners
Alternative Investment Fund Managers
Capital Market Regulators
Consultants and Advisory Firms
Course Director
Arvind has rubbed shoulders with the world's leading venture capital and private equity funds like KKR, Apax Partners, Carlyle, Sequoia, ACCEL Partners, and many others. Arvind has held a variety of positions, including Head of Capital Markets at the Asian Development Bank, Vice President, Citibank, and Senior Adviser, Citi. He was the President of the Indian Private Equity & Venture Capital Association, reporting to the CEO of KKR in India and to an Executive Committee including leading private equity and venture capital fund managers, such as Carlyle and the Canada Pension Plan.
He has structured and invested in over 30 private equity funds, including venture capital funds. He has worked on funds with LPs such as CalPERS, La Caisse de Depot et Placement du Quebec, the Prudential Insurance Company of America, and other large institutional investors. He has engineered several IPOs and has successfully negotiated an exit of a financial services startup with the CEO of a US-based MNC in New York.
He has promoted corporate governance in many funds, particularly those involving CalPERS. He has played a key role in the creation, structuring, and placement of a nearly $ 1 billion Infrastructure Fund. He has co-invested and partnered with some of the world's largest institutional investors including pension funds and sovereign wealth funds.
Arvind P. Mathur, CFA, FRM, has taught complex financial topics to fund managers and senior executives in Singapore and other countries for the past 12 years, including venture capital, private equity, M&A, valuation, and negotiation techniques. He has delivered a lecture on Asian buyouts at the Harvard Business School and has delivered more than 100 masterclasses in complex financial disciplines such as private equity, venture capital, and term sheet negotiations in several countries. He has also advised a start-up woman entrepreneur under a Goldman Sachs startup program.
Arvind has attended executive management courses at the Columbia School of Business and Cornell University, and an investment management workshop at the Harvard Business School.
Certification Provided by PEPP
