Archive for the ‘Search Tips’ Category

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 [...]

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 [...]

Private Equity Transaction Types

Private equity investors employ various transaction strategies to acquire and grow profitable portfolio companies. The categories that www.PrivateEquityInfo.com tracks - acquisition capital, buyouts, consolidations, corporate divestitures, ESOPs, growth capital, recapitalization, shareholder liquidity and turnarounds - are described below:
Acquisition Capital - capital provided to operating companies intended for growth via acquisitions. This capital is normally provided [...]

Corporate Finance Firms - Bulge Bracket, Middle-Market or Business Broker

Corporate finance advisory firms may be broadly classified  into three main categories:

Bulge Bracket
Middle Market
Business Broker

Although there is no strict metric for these classifications, Private Equity Info segregates the firms by the enterprise value of the firms’ typical clients as follows:

Bulge-bracket investment banks generally represents clients with transaction values in excess of $50 million (unless there [...]

Private Equity Info Launches New Data Module – Senior Lenders

Private Equity Info announces the launch of its data module of U.S. senior lender firms. Subscribers can now search and filter 4,700 senior lender firms by location, loan types & purposes, and number of office locations.
Senior lenders are typically commercial banks or other institutional lending firms that provide senior debt to corporations for a variety [...]

M&A Investment Bankers: Buy-Side vs. Sell-Side

Investment bankers represent either the seller or the buyer in a given transaction. However, the vast majority of middle market investment bankers and business intermediaries represent the sell-side.
Why are Most Middle Market M&A Firms on the Sell-Side?
The majority of the compensation that an investment banker receives is tied to a success fee, payable upon the [...]

Real Estate Financial Securities

A real estate investment firm is categorized as having an investment interest in Financial Securities if the firm makes equity and/or debt investments in financial securities backed by real estate assets. Common examples of this would be collateralized debt obligations and mortgage-backed securities.
www.PrivateEquityInfo.com tracks institutional real estate investors, primarily in the United States and categorizes [...]

Contacting Private Equity Firms - protocol

If an M&A professional experiences difficulty getting a good response rate from the private equity firms, it’s likely because he or she has yet to establish a solid working relationship with key contacts at these firms. Below is a best practice to contact the private equity firms about potential deal opportunities.
For best results (also the [...]

Search Tip - Using Quotes

Our keyword search engines use an exact text string matching method. That is, when you keyword search the portfolio companies business descriptions or the professional bios, by default, the search engine will find all occurrences that exactly match the text in your search query.
For example, searching for the word print will result in printing, printer, [...]