Customized Training

Customized training solutions developed to address the unique challenges that your team and organization face. Leverage our existing course portfolio and resources or work with us to create a solution specific to your needs.

THE MOST TAILORED SOLUTIONS ON THE MARKET

We are committed to providing real skills and knowledge, acquired over time, utilizing methods including in-person training, live streaming sessions, coaching and mentoring, and online learning. Our customized training solutions are the most tailored on the market. 

WHY ENGAGE PIVOTAL180

There are many reasons why we stand out from other firms, but the following is what makes us particularly unique:

  • Pivotal180 is focused exclusively on teaching. Institutional and human capacity building is not a side business. It is core.
  • Daniel Gross and Haydn Palliser (both Ivy League Professors) personally lead all Pivotal180 training courses.
  • We have led deals. Our understanding is from practical transactional experience, not from reading about it or hearing about it from senior people on our team.
  • We have trained the top advisors, developers, lenders, and funds across the world.
  • We tailor our courses more than anyone else in the market, to meet your needs.
  • Our blended solution includes 12 months of access to our online courses, such that your team can review concepts AND dive deeper into topics we do not have time to cover in class.

THE PIVOTAL180 DIFFERENCE

Dedicated to Training

Our team is differentiated from other firms in that it is anchored by finance professionals with decades of experience leading transactions as principal investors and advisors. We can teach transaction and market structures, policy and incentives, financial modeling, and deal management because we have actually done deals. We are intimately familiar with the transaction execution process as well as how to view transactions from the perspectives of the various parties, including developer, equity investor, and lender.

Over the course of our careers, Haydn and Dan have:                      

  • raised billions of dollars in debt and equity
  • bought and sold operating companies and infrastructure assets
  • advised government and private sector entities on financial transactions, investments, and market structures globally
  • served on boards of directors of companies, both public and private
  • served as adjunct professors at Ivy League universities in the USA



The most tailored courses on the market

We tailor course content more than any other training organization. We enhance learning by customizing the training to emulate your approach to risk management, and preferred financial structure. Courses can be tailored to be based on real deals within your portfolio, including incorporation of the actual transaction documents and country-specific tax regime.

Experience to focus on what matters

The people teaching your class have taught more students than anyone else. Haydn led the largest specialist financial modeling and training team in the world at Corality, and in addition, Haydn and Dan have taught over 600 Masters Degree students over the last 3 years. We have learned what it takes to create engagement and to teach concepts.

Our online platform enables continuous and deeper learning

Learning should not stop when class ends. All participants in our training programs receive 12 months of free access to our self-paced online training platform. This enables students to review concepts covered in class, dive deeper into items we do not have time to broach in class, and to ask questions of the trainers and other students.

It is not just about modeling. We teach you how to transact.

No other training organization goes this deep. Our training solutions include lessons on how to read legal documents, the key provisions of the major Agreements, and items such as how to forecast wind.

FLEXIBLE AND BLENDED DELIVERY OPTIONS

Instructor Led Training

Instructor-led

Participants will develop a full financial model together with the instructors, with the ability to ask questions and seek individual support and feedback. The courses include all of the benefits of live classroom training.

Wind Energy Renewable energy

Online self-paced

Using videos and downloadable excel templates our online programs take participants through how to build a model line by line. Online content is modularized, meaning participants can develop sections of a model or a complete model from scratch.

Project Finance and Infrastructure Modeling

Hosted content

Our online content can be hosted on your internal learning management system, providing your team members with quick and easy access to high quality learning content at the moment they need it most.

Methodology

1. Needs analysis

We consult individually with our clients to determine the skills and knowledge required to drive their team forward. We take the time to listen, making sure we know exactly why and what training is required to deliver the best results. We take the guess work out of training needs analysis by using proven tools to help determine current skills gaps and priority needs.

 

2. Solution design

Based on detailed training needs analysis we then customize the curriculum to fit your needs and develop a training model for your review and comment. Based upon your input, we would ensure that the training model closely resembles the output required by your team in their respective job functions. The underlying assumptions and drivers of the model will be customized to match a specific deal of your choosing (based on term sheets you provide).

3. Course delivery

Pre-course

Often is the case that current skills and knowledge and modeling experience can vary across individuals and teams. As such, we provide access to online pre-course lessons and a pre-course assignment on agreed topics such that people with less experience will have a chance to prepare and hit the ground running in class.

Delivery

You do not learn modeling by watching. You learn by doing. Our courses require students to complete exercises and develop a full financial model themselves with our guidance. We explain the concepts, provide students some time to start tackling the problem themselves, and we complete and walk through each line of the model together. We use real-life examples from our experience to bring concepts to life.
Some training organizations introduce complex concepts entirely (or mostly) within a large quarterly Excel spreadsheet. Instead, we believe that many concepts are best introduced using 5-year annual examples that can fit onto a single computer monitor. These simple standalone demos enable students to master concepts before implementing them into a full project finance model in which it may be difficult to “see the forest for the trees.”

4. Knowledge transfer

The ultimate measure of success for any training program is how effectively learners can apply their new skills and knowledge to their work. As learning professionals, we know this knowledge transfer occurs over time and requires practice and reinforcement. To support this process and to aid continuing development we provide course participants with 12 months of free online access to our learning management system which includes hours or content and learning resources. The content included online provides far more detail than what we can often teach in-person. Course slides are available through the platform as is an online discussion board in which students can ask additional questions of the instructors.

5. Assessment

We are committed to ensuring our programs deliver the results that we promise, and work with you to ensure we have the right mechanisms in place to assess the outcomes associated with our training courses. Using the Kirkpatrick evaluation model, we have systems in place to assess our training programs across the following:

  • Level 1 – Reaction. Did the learners feel the training was valuable?
  • Level 2 – Learning. What is it that the learners can do differently as a result of the training?
  • Level 3 – Behavior. Have behaviors changed enabling learners to apply their new skills and knowledge to their work?
  • Level 4 – Results. Can we demonstrate a good return on investment?

Leverage our existing course portfolio and resources to tailor a course or work with us to create a solution specific to your needs.

Course Customization Tools

Download Pivotal180’s course customization tool to help you prepare your own tailored course from our list of topics.

Project Finance and Infrastructure Training
Renewable Energy Project Finance Training

Testimonials

Clients our team have worked with

Get in touch to discuss our instructor-led training, online courses or advisory services