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Private Equity Firms – Industry Analysis, Statistics, Trends, and Forecasts

SIC 6726  |  NAICS 523920

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

See the following sections listed below to view available resources by category:

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

Industry Analysis, Statistics, Trends, and Forecasts

Private Equity Funds & Other Investment Vehicles  (view report)
Portfolio Management Firms  (view report)
Comprehensive industry 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. Topics addressed in the reports include:
Sample industry research report and selected industry statistics including market size, five-year average growth rate, number of businesses, and total employment are available free online.

PEI Media Group Ltd.
PEI Magazine / PEI-300-rankings

Monthly magazine features news and information for the private equity industry, with special features including the annual "PEI 300" list which ranks the 300 largest firms based on how much capital they have raised over the last five years and provides additional information on each firm's operations via links to its online database. Current and archived digital editions can be viewed free with registration.

American Investment Council
AIC Research

Free PE research reports available in this section include "PE Trends" which provides an overview of investment volume, equity contributions, fundraising, callable capital reserves, and exits each quarter, "PE Investments" which analyzes changes in industrial-sector-specific investments each quarter, and "Performance Update" which evaluates PE returns each quarter relative to the public market indexes.

Preqin Ltd.
Global Private Equity & Venture Capital Report

Comprehensive annual report provides a detailed analysis of this financial sector, with report content sections including industry overview, fundraising, management, secondaries, investors, performance, deals and exits, league rankings, strategies, regions, and outlook and predictions. Selected excerpts from the report which include the executive summary and table of contents can be viewed free online.

Bain & Company
Global Private Equity Report

Annual report examines trends and events that impacted the PE industry over the past year and how these affected PE investments, exits, fundraising, and performance on a global basis, and then looks ahead at expectations for the coming year and beyond and the key strategies that PE firms are using to find higher returns and more productive ways to invest their capital. Report is available free online.

Portfolio Management Firms Market Analysis  Search for "523920"

Market analysis report provides industry statistics for a user-defined area on a national, state, county, metro area, or zip code level, with data provided including number of companies, market volume and sales trends, average company sales, sales per employee, staffing and employment trends, average employee wage, and business start up activity and failure rates. Sample report can be viewed online.

More Resources
For more industry research reports and other resources, see the following resource guide.

Financial Statements and Financial Ratios

Industry Financial Ratios
Portfolio Management Firms  Search for "523920"
Five-year financial statement analysis reports provide income statements, balance sheets, and key industry financial ratios for companies of all sizes, with financial data available by sales size range on a national, state, and metropolitan area level including:
Sample reports on a national and metropolitan area level are available free online.

Portfolio Management Firms
(see links for individual reports)

Financial benchmarking section of this report provides an analysis of industry income and expenses as a percentage of annual revenues for organizations that actively manage equity, fixed income, and alternative investment asset portfolios for clients and generate revenues through fees that are based on the size of the portfolio and/or overall portfolio performance. Sample report is available free online.

Compensation and Salary Surveys

Holt PE Consultants | MM&K Ltd. | Buyouts Insider
Holt-MM&K-Buyouts PE/VC Compensation Report

Annual report provides compensation data (e.g., base salary, bonus, carried interest distributions) for forty-seven job positions, with compensation data broken out by investment strategy (e.g., leveraged buy-out/growth equity firms, venture capital firms, mezzanine firms, funds of funds, secondary funds, co-investments, debt funds, institutional PE firms) and firm size based on assets under management.

Preqin Ltd.
Preqin Private Capital Compensation and Employment Review

Annual publication provides information on compensation practices for over eighty job positions, with compensation data (e.g., base salary, annual incentive award value, total annual cash compensation, long-term incentive award value + promote/carried interest award value, total remuneration) reported for each position broken out by total assets under management, geographic market, and type of fund.

Business Valuation Resources

International Private Equity and Venture Capital Valuation Guidelines

IPEV valuation guidelines provide guidance and recommendations for use by private capital funds in deriving fair value measurements for private capital investments and financial instruments commonly held by such funds which are compliant with both International Financial Reporting Standards (IFRS) and U.S. Generally Accepted Accounting Principles (US GAAP). Guidelines are available free online.

GF Data Resources LLC
GF Data Online Valuation Database

Online database provides valuation metrics for PE-sponsored middle market transactions in the $10 million to $250 million range, with data broken out NAICS industry code, deal size, revenue, revenue growth, adjusted EBITDA margin, and TEV to adjusted EBITDA. Quarterly reports that provide high- level M&A valuation data and more detail on leverage and capital structure trends are also available.

Private company sales transaction data for over 800 industries.

Related Industries:
Financial Planners and Investment Advisors
Hedge Funds
Real Estate Investment Trusts
Venture Capital Firms


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