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.
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.
Report contents include:
- Market size and characteristics
- Key statistics and trends
- Current performance
- Competitive landscape
- Major firms and market share
- Key risk and success factors
- Five-year growth forecast
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.
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
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
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.
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.
- Income and expense detail in dollars and percentages
- Balance sheet detail in dollars and percentages
- Sources and uses of funds cash flow analysis
- Profitability and return on investment ratios
- Liquidity and working capital ratios
- Asset turnover and efficiency ratios
- Capital structure and debt service ratios
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.
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.
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.