Boston University Bentley University Boston College Babson University Drexel University Florida International University George Washington University Massachusetts Institute for Technology Northeastern University New York University Penn. State University Suffolk University Umass Angerst Baruch University Fordham University

February 2018
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The Leverage Academy Advisory team provides capital raising and consulting services to middle market businesses & non-profit organizations. In addition to assisting in the business planning phase, the team provides access to experienced entrepreneurs and financiers at all stages of a project's life cycle. The team also specializes in Valuations, Fairness opinions, and Capital raising for transactions with enterprise values between $5 and $100 million.

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Learning Programs

University & Corporate Learning

Leverage Academy instructors also provide custom learning solutions for universities and corporations. The team requires class sizes above thirty for these seminars.

Below is an example of a custom offering for Bentley University that focuses on Private Equity & Restructuring. Just call 617-858-1882 to inquire about similar programs for your university.

The “LBO” or Leveraged Buyout model will be taught in extensive detail using examples of actual Fortune 1000 companies that are good candidates for leveraged buyouts.

Each type of analysis will be explained thoroughly and template models will be provided for practice and application. Nuances such as PIK interest, convertible preferred securities, and warrants will be incorporated into the model building aspect of the course, preparing students very well for long term careers in private equity, distressed debt hedge funds, mezzanine funds, insurance companies (investment arms), sovereign wealth funds, fixed income mutual funds, pension funds, and fund of funds.

Securitization Topics Covered

  • Securitizations
  • CDOs, CLOs
  • ABS: CMBS, RMBS, Other

Capital Structure Topics Covered:

  • High Yield Bonds
  • Leveraged Loans
  • Mezzanine Securities
  • Analytical Cash Flow Statement
  • Debt Maturity Schedules
  • Waterfall Analysis
  • Levering Up in Private Equity Environment

Private Equity Topics Covered:

  • Leveraged Buyout Analysis
  • Core LBO Statements
  • Modeling an LBO
  • Leveraged “Recap” Accounting

Transaction Structures

  • Deal Structure
  • Stock vs. Asset
  • Forward & Reverse Subsidiary Mergers
  • Auction Process
  • Representations & Warranties
  • Offering Memorandum
  • Covenants
  • Indemnification
  • Due Diligence
  • Letter of Intent
  • Acquisition Agreement
  • Purchase & Sale Agreement
  • Stockholder’s Agreement

Distressed Debt & Restructuring

  • Mortgage backed Securities
  • Obligations and Entitlements
  • Secured vs. Unsecured
  • Covenants
  • Distressed Credit
  • Capitalization
  • Cash Flows
  • Covenant Testing
  • Absolute Priority & The Fulcrum Security
  • In-Court vs. Out-of-Court
  • Bankruptcy Reorganization
  • Chapter 7 Liquidation Analysis
  • Priority of Payments
  • Chapter 11 Reorganization
  • Post-Petition Financing
  • Confirmation of a Plan
  • Creditor Classes and Voting Thresholds
  • Absolute Priority & Cram-Down
  • Recovery Analysis
  • Section 363 Asset Sales
  • Credit Bidding

Fixed Income & Credit Trading

  • Interest Rates: LIBOR, Prime, Broker
  • Trading Styles: Cash Neutral, Duration Shortener Barbell, Butterfly, Riding the Yield Curve Spread Trading, Relative Value
  • Sources of Risk: Credit, Inflation, Yield Curve, Volatility, Market, Liquidity
  • Rating Agencies
  • Prefunding, Refunding
  • Convexity, Duration, Yield Curve
  • Macaulay Duration, Modified Duration
  • Pure Expectations, Liquidity Theory, Market Segmentation