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

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Industry Analysis, Statistics, Trends, and Forecasts

• Market size and major product and service segments
• Key industry statistics, trends, and financial ratios
• Operating conditions and current performance
• Competitive landscape and environment
• Major company profiles and market shares
• Five-year outlook and growth forecasts

PEI Media Group Ltd.
PEI Magazine
https://www.privateequityinternational.com / 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
https://www.investmentcouncil.org/

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
https://www.preqin.com/

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
https://www.bain.com/

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.

BizMiner Market Analysis Reports
Portfolio Management Firms
https://www.bizminer.com  Search for "523920" to see available reports

Market analysis reports provide 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.

Financial Statements and Financial Ratios

BizMiner Industry Financial Ratios
Portfolio Management Firms
https://www.bizminer.com  Search for "523920" to see available reports

• Income and expenses in dollars and percentages
• Balance sheets in dollars and percentages
• Profitability and return on investment ratios
• Liquidity and working capital ratios
• Asset turnover and efficiency ratios
• Capital structure and debt service ratios

IBISWorld Research Reports
Industry Financial Ratios
(see links for individual reports)

Key statistics section of these reports provides detailed income statements and balance sheets on a common-size basis and an array of industry financial ratios, with the financial ratio data presented on an annual basis for the four most recent years for which data is available and on a historical average basis over three-year, five-year, and ten-year time periods. Sample report can be viewed free online.

Compensation and Salary Surveys

Holt PE Consultants | MM&K Ltd. | Buyouts Insider
Holt-MM&K-Buyouts PE/VC Compensation Report
https://www.privateequityinternational.com/

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
https://privateequitycompensation.com/

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.

BV Guides and Databases

 »   Search M&A databases with free "Visitor Search" to find private company sales transaction data.

IPEV
International Private Equity and Venture Capital Valuation Guidelines
https://www.privateequityvaluation.com/

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
https://gfdata.com/

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.

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