Private Equity Firms
SIC 6726 | NAICS 525990
The following guide provides sources for industry research and analysis including
statistics, market research and analysis, financial ratios, salary surveys, and more.
the following sections listed below to view available resources by category:
industry analysis, trends, statistics, and
statements and financial ratios;
compensation and salary surveys;
and business valuation resources.
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
Merchant Banking / Private Equity, Bridge & Mezzanine Financing
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. Topics addressed in the reports include:
- Market size, product segments, and major markets
- Key industry trends, statistics, and financial ratios
- Operating conditions and current performance
- Competitive landscape and environment
- Major company profiles and market shares
- Five-year outlook and growth forecasts
Sample reports are available online.
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
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
Bain & Company
Private Equity Global Report
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
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.
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 Statements and Financial Ratios
Industry Financial Ratios
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 including:
- 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
Sample reports are available online.
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.
Compensation and Salary Surveys
Glocap Search, LLC
Glocap PE Compensation Report
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 Private Equity Consultants | MM&K Ltd. | Buyouts Insider
Holt-MM&K-Buyouts PE/VC Compensation Report
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.
Business Valuation Resources
International Private Equity and Venture Capital Valuation Guidelines
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
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.
Private company sales transaction data for over 800 industries.
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