This Private Equity Value Creation course by CFA Steve Balaban explores the core strategies and practices that drive investment success. Learners begin by understanding how private equity firms identify opportunities for value creation through operational improvements, strategic oversight, and board governance. The course highlights lessons from high-profile deals, including the Carlyle Group, Beats, Apple, Sacramento Kings, and Giannis Antetokounmpo’s investment in the Milwaukee Brewers, demonstrating how value is generated in diverse sectors.

Participants learn how to build effective relationships with management, maintain trust, and apply discipline in capital allocation to maximize returns. The course explains how private equity principles can guide public equity boards to improve decision-making. Emphasis is placed on technology transformation, illustrating how operational efficiencies and innovative processes increase portfolio company value. Additionally, the course explores the role of private equity in sports franchise valuation, highlighting the impact of strategic investment decisions on market performance.

Through real-world examples and actionable insights, learners gain a comprehensive understanding of value creation frameworks, portfolio management strategies, and decision-making techniques that maximize returns. By the end of this course, participants will be equipped to analyze, plan, and implement value creation initiatives in private equity investments, improving both operational performance and long-term portfolio outcomes.