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February 17, 2009 No Comments Author: Andy Jones

Real Estate Investors – 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, by location and specific investment focus.

January 11, 2009 No Comments Author: Andy Jones

Contacting Private Equity Firms

If an M&A professional experiences difficulty getting good response rates 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.

January 07, 2009 No Comments Author: Andy Jones

Search Tip – use root word only

If you are keyword searching the private equity portfolio companies or the professional bios, it is usually best to leave off the suffixes in your search terms. This way, your search results will contain all occurrences of the root form of the word that is important to you.

For example, if you are interested in searching for “commercial printers”, it would be better to search for “commercial print”. This way your search results will also include:

  • commercial print
  • commercial printer
  • commercial printers
  • commercial printing
  • commercial prints

This approach allows you to still be targeted in your keyword choice, but broader in matching to the specific content within the database.

January 07, 2009 No Comments Author: Andy Jones

Keyword Search Tip – Root Word Searching

If you keyword search the private equity portfolio companies or the professional bios, it is usually best to leave off the suffixes in your search terms. This way, your search results will contain all occurrences of the root form of the word that is important to you.

For example, if you are interested in searching for commercial printers,  it would be better to search for commercial print. This way your search results will also include: print, printer, printers, printing, prints, etc.

This approach allows you to be targeted in your keyword choice, but broader in matching to the specific content within the database.

January 07, 2009 No Comments Author: Andy Jones

Hedge Fund Database

There have been a number of articles recently surrounding the SEC filing requirements for hedge funds. However, I have yet to see hedge fund industry statistics that are accurately reported. Hopefully, the metrics below will help present a clearer picture of the SEC registered hedge fund advisors.

January 06, 2009 No Comments Author: Andy Jones

Targeted Searching – Private Equity Firms

For middle market investment bankers, finding the right private equity group, rather than just a private equity group is paramount. Further, contacting the right person at the right firm is also important. Most investment bankers who have done deals with private equity firms know that contacting the wrong person at the right PE firm often leads to the wrong answer.