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.
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.
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.
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.
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.
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.
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.
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.
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.
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.