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May 12, 2017 No Comments Author: Andy Jones

Private Equity – Investing in Public Companies

Although private equity firms normally invest in privately held companies, on occasion, some firms will invest in publicly traded companies… or will retain shares in portfolio companies that are now publicly traded.

A quick study of the www.PrivateEquityInfo.com database in late November showed 306 private equity firms collectively held 560 publicly traded-companies in their portfolios.

From these 560 publicly-traded companies, I created an equally-weighted basket of stocks (PE-basket) to track through time. Now that several months have passed, let’s check the performance (thus far) of this PE-basket relative to several benchmark ETFs.

April 28, 2017 No Comments Author: Andy Jones

Most Active Private Equity Firms

If you are considering financial buyers to close your deal, odds are, it won’t be one of the larger private equity firms at the closing table.

In 2016, we consistently added 450 – 500 new private equity portfolio companies to the database every month. While the most acquisitive private equity firms were those brands we all recognize, there was something fundamentally interesting in the data.

Top 25 Most Active Private Equity Firms

(in order of number of investments made in 2016):

April 27, 2017 No Comments Author: Andy Jones

Save Searches & Alerts – New Feature

We recently added list building, a tool to more efficiently import contacts into your CRM. We are now excited to announce two more features designed to help you keep your lists updated.

Save Searches – easily recall favorite filtered searches with new results highlighted.

Create Alerts – receive weekly email notifications when new investments, firms or executives match your saved searches.

March 31, 2017 No Comments Author: Andy Jones

Portfolio Company Holding Periods Trending Down

Holding periods for PE-owned portfolio companies correlate with macro-economic events – lengthening during recessionary periods and shortening during growth & recovery years.

The most recent data from www.PrivateEquityInfo.com shows median portfolio holding periods (4.9 years) trending down as PE firms capitalize on enhanced valuations. The peak was 5.7 years in 2014.