Family Office Directory Now Available

We recently added a database of Family Offices to our affiliated website, www.InvestmentAdvisorSearch.com. You may download a list of these Family Offices, their contact information, as well as the key executives at these firms on a pay-per-record basis.

Explore the new Family Offices Database:
• 450 + Family Offices
• 2,100 Key executives - includes email addresses

Private Equity Info Surpasses 30,000 Portfolio Companies

Private Equity Info (www.PrivateEquityInfo.com) surpasses 30,000 portfolio companies in our Private Equity data module. We track private equity-owned portfolio companies’ business description, location, web address, investment & exit dates and any associated transaction comments.

Through our Private Equity data module, customers may keyword search portfolio company business descriptions as well as filter search results by region and investment date to quickly find those firms that may present a strategic fit.

Private Equity Info - View PE Firm Holdings

Private Equity Info (www.PrivateEquityInfo.com) expands data views by allowing Platinum subscribers to view the portfolio company holdings of the individual private equity firms.

Private Equity Info - Portfolio Transaction Dates & Comments

Private Equity Info (www.PrivateEquityInfo.com) expands its data offering by tracking portfolio company transaction dates, exit dates and transaction comments for the portfolio companies owned by private equity firms.

Why is this interesting?

Suppose you wanted a list of portfolio companies that are owned by a private equity firm, located in your state, that have been held by the private equity firm for more than 4 years… or for more than 2 years but less than 5 years. You can now perform those searches.

Searching and viewing portfolio company transaction dates and comments is only available to our Platinum subscribers.

Private Equity Info - Download-to-Excel Now Offered

Private Equity Info (www.PrivateEquityInfo.com) now offers subscribers the ability to download search results.

The “Download Results” feature is only available to our Platinum subscribers.

Private Equity Info Announces New Public Company Data Module

Private Equity Info (www.PrivateEquityInfo.com) has launched a new data module of Public Companies.

The new public company data module allows subscribers to keyword search the business profiles of the largest 4,000 publicly traded companies on the NYSE, NASDAQ and AMEX exchanges.

The key benefit of the keyword search is the ability to quickly find those firms that present a match for a very targeted search term. Why search by SIC, NAICS or other industry codes when you can search on exactly the terms that interest you?

Access to the Public Company data module is only available to Platinum level subscribers.

Private Equity Info - New Platinum Subscription Service

Private Equity Info (www.PrivateEquityInfo.c0m) announces data and search functionality expansions with a new Platinum subscription option.

Exclusive Platinum Subscription Features:

  • Download Search Results (NEW!)
  • Filter Private Equity Portfolio Companies by Investment Date (NEW!)
  • View Private Equity Portfolio Transaction Comments (NEW!)
  • View Each Private Equity Firm’s Portfolio Holdings (NEW!)
  • Search Public Companies (NEW!)
  • Search Senior Lenders
  • Access to the Bronze, Silver and Gold Level Data Modules, including:

- Private Equity Firms
- Hedge Funds
- Mezzanine Investors
- Small Business Investment Companies
- Valuation Firms
- M&A Advisory Firms
- Institutional Real Estate Investors

Private Equity Info Launches New Website Design

Private Equity Info has upgraded its website with a more intuitive navigation, better visual appeal and faster load times.

A subscription to www.PrivateEquityInfo.com provides access to the entire data suite which consists of eight data modules:

  • Private equity
  • Hedge funds
  • Mezzanine
  • Small business investment companies
  • Valuation
  • M&A advisory
  • Senior lenders
  • Institutional real estate investors

Private Advisor Registration Bill Passes House Committee

Yesterday, The House Financial Services Committee passed H.R. 3818, the Private Fund Investment Advisers Registration Act.

H.R. 3818 passed by a vote of 67-1 and was introduced by Congressman Paul E. Kanjorski (D-PA), Chairman of the House Financial Services Subcommittee on Capital Markets, Insurance, and Government Sponsored Enterprises.

H.R. 3818 would amend the Investment Advisers Act of 1940 and place new registration and reporting requirements on hedge funds, private equity firms, single-family offices, and other private pools of capital. The bill, however, does exempt funds of less than $150 million (previously $30 million).

Although this new piece of legislation garnered early bipartisan support, it is is still pending a House floor vote.

The Committee is expected to vote on additional pieces of legislation such as H.R. 3817, the Investor Protection Act and H.R. 3890, the Accountability and Transparency in Rating Agencies Act later today.

Bulge Bracket Investment Banks - Where Are They Now?

Bulge-bracket is a term used in corporate finance to describe the largest and often most prestigious investment banks. Although there is no strict metric for this classification, bulge-bracket investment banks typically represent clients with transaction values in excess of $50 million. [NOTE: www.PrivateEquityInfo.com segregates investment banking firms by the enterprise value of the firms’ typical clients. See Corporate Finance Firms article for further details].

Prior to the 2007-2008 sub prime mortgage crisis, bulge-bracket firms dominated Wall Street. However, many of the largest investment banks were highly leveraged, having borrowed sums of money that were too large relative to their cash or equity capital. This borrowing essentially leverages (amplifies) a firm’s  returns (up or down), making the firms particularly vulnerable to market movements. The sub prime crisis, therefore had far reaching effects and served as a cleansing of sorts for the financial markets. As the value of mortgage-backed securities in the investment banks’ leveraged portfolios declined, so did the banks’ solvency, which begs the questions: “What happened to the Bulge Bracket firms and where are they now?”

During the sub prime mortgage crisis, major financial institutions failed, merged or were bailed out by governments. Here’s what happened to the five largest U.S. investment banks (not in order of size):

  • Lehman Brothers: went bankrupt
  • Bear Stearns: taken over by JPMorgan Chase
  • Merrill Lynch: taken over by Bank of America
  • Goldman Sachs: bailed-out by the U.S. government
  • Morgan Stanley: bailed-out by the U.S. government

Visit www.privateequityinfo.com/advisory-firms.php to learn more about our database of bulge bracket investment banks, middle market investment banks and business brokers. The directory is comprehensive, up-to-date and includes fully-searchable key executive biographies for each firm.