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Private Equity Firms

SIC 6726 | NAICS 525990


The following guide to industry information, research, and analysis provides sources for industry trends and statistics, market research and analysis, financial ratios and salary surveys, and more.



For guides to other industries, see our index of over 400 industries.





Industry Analysis, Trends, Statistics, and Forecasts


Private Equity Funds, Hedge Funds & Other Investment Vehicles  (view report)
Merchant Banking / Private Equity, Bridge & Mezzanine Financing  (view report)

Comprehensive market research reports provide in-depth industry analysis and five-year forecasts, with special focus on the underlying structure and external forces and relationships that affect industries and their performance. Report contents include:

  • Market size and characteristics
  • Key statistics and ratios
  • Current performance
  • Competitive landscape
  • Major firms and market share
  • Key risk and success factors
  • Five-year growth forecast


PEC
Research
http://www.pegcc.org/research/
Research section includes articles, white papers, and case studies which address various aspects of the PE industry, with topics covered including investment trends and statistics, industry performance, impact on capital markets, top states and Congressional districts, and more. All information is available free online.


Asset Management
http://www.firstresearch.com

First Research profiles cover key aspects of an industry's size, scope, and operations and include a five-year growth forecast. Profile contents include:

  • Industry overview
  • Recent developments
  • Critical issues and challenges
  • Business trends and opportunities
  • Executive insights
  • Financial benchmarking data
  • Five-year growth forecast


Thomson Reuters
Buyouts Magazine
http://privatemarkets.thomsonreuters.com/buyouts/
Bimonthly publication features news, data, and trend analysis for industry professionals, with editorial content categories including top news and analysis, featured cover stories, market intelligence, fund news, deal news, and more. Publication is available by subscription only, with trial access provided to qualified parties.

Bain & Company
Private Equity Global Report
http://www.bain.com/publications/
Annual study examines trends and events which impacted the PE industry over the past year and looks ahead at expectations for the coming year and beyond, with major topical categories covered including investments, exits, fundraising, and returns. Study can be downloaded and viewed online with registration.

Frost & Sullivan
Private Equity and Venture Capital Investment Trends
http://www.frost.com/
Extensive selection of market research reports provides in-depth coverage, analysis, and forecasts for the private equity and venture capital investment trends on a global basis, with individual reports covering specific industries such as packaged foods, chemicals and materials, financial services, and aerospace and defense. Report overview and extended table of contents for each study can be viewed free online.

More Resources ››



Financial Statements and Financial Ratios



Industry Financial Ratios
Investment Funds
https://www.bizminer.com  Search for "5259"

Five-year financial statement analysis includes income statements, balance sheets, and key financial ratios, with data available by sales size range on a national, state, and metro area level.

  • Income and expense detail in dollars and percentages
  • Balance sheets in dollars and percentages
  • Cash flow analysis
  • Liquidity and working capital ratios
  • Profitability and return on investment ratios
  • Asset turnover and efficiency ratios
  • Capital structure and debt service ratios


IBISWorld
Private Equity Funds, Hedge Funds, & Other Investment Vehicles
(see links for individual reports)

Cost structure benchmarks section of these reports provide an analysis of industry costs and profits as a percentage of revenue by income and expense category (e.g., purchases, wages, depreciation, marketing, rent and utilities, other expenses, and earnings before interest and taxes) and includes commentary on trends and expectations for specific categories. Sample report can be downloaded and viewed online.


More Resources ››



Compensation and Salary Surveys


Glocap Search, LLC
Glocap PE Compensation Report
http://www.glocap.com/
Comprehensive report provides base salary and bonus information by firm size and asset class for investment, management, and administrative personnel employed by PE buyout/growth equity funds, venture capital funds, fund of funds, and real estate funds, and also includes additional analysis and commentary for each job title concerning year-over-year changes in compensation and the factors that affect compensation.

Holt/Thomson Reuters
North American PE/VC Compensation Report
http://investmentbenchmarks.com/
Annual study provides compensation data (e.g., salary, bonus, carried interest, and carry-dollars-at-work allocations) for investment, management, and administrative personnel by firm type and size (assets under management of less than $400 million; $400 - $999 million; and $1.0 billion or more), and also includes information on firm-wide compensation practices (e.g., bonus, carried interest, and co-investment plans). Selected excerpts from the study including summary table of contents can be viewed online.

More Resources ››



Business Valuation Resources


IPEV
International Private Equity and Venture Capital Valuation Guidelines
http://www.privateequityvaluation.com/
International private equity and venture capital valuation guidelines provide guidance and recommendations for use by these funds in determining fair value measurements for financial reporting purposes which are in compliance with both the International Financial Reporting Standards (IFRS) and U.S. Generally Accepted Accounting Principles (US GAAP). Publication can be downloaded and viewed online.

GF Data Resources
M&A Middle Market Valuation Database
https://gfdata.com/
Subscription service provides valuation data for PE-sponsored transactions in the $10 million to $250 million range, with valuation data broken out industry, deal size, and type of transaction. Subscribers receive quarterly reports which provide summary data and also have access to detailed valuation data through the online database. Sample reports and screenshots from the database are available online.







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