Industry Studies
RECENT STUDIES
Grant Thornton: Increased Deal Volume on the Way
The latest survey from Grant Thornton reveals that private equity professionals are forecasting a rise in transaction volume, despite the uncertainty surrounding the upcoming U.S.
OLDER STUDIES
Bain & Company: Private Equity Finds a Footing
According to Bain & Company’s 2024 Private Equity Midyear Report, the two-year long slump in
Life Outside the Forties: Navigating Political Risk
If you studied corporate finance or portfolio management 20 years ago, “political risk” tended to
Capstone: Middle Market Participants are Optimistic for a Recovery in 2024
Capstone Partners has released its 2023 Middle Market M&A Valuations Index which shows that while
Lincoln Private Market Index Closes 2023 at a Record High
The Lincoln Private Market Index (LPMI), which tracks changes in the enterprise value of US
Grant Thornton Sees Big Capital Need in Tech Sector
Grant Thornton’s new Tech CFO Survey reveals how chief financial officers at technology companies plan
Lincoln’s Private Market Index Increases Marginally on Higher Fundamental Performance
The Lincoln Private Market Index (LPMI), which tracks changes in the enterprise value of US
U.S. Middle Market Shows Strongest Earnings Growth in Two Years
Golub Capital has reported that its middle market private company index has shown the strongest
Middle Market M&A Persists Amid Volatile Conditions
Capstone Partners has published its first quarter Capital Market Update and reports that total middle
Cool Intentions – the Actual State of ESG
On many episodes of Middle Market Musings, the podcast I co-host with Charlie Gifford, the
The Changing Face of M&A
I’ve been an investment banker since 1995. Over this period, a handful of trends have
