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featured report

4Q 2017Analyst Note: Is the Risk Worth the Wait?
Analyst Note: Is the Risk Worth the Wait?
This analyst note utilizes a simple methodology to gauge the risk/ return profile of buyout funds by analyzing the dispersion of fund returns over a 12-year period between 2000 and 2012. To do this we take the Sharpe ratio, which is generally used to analyze risk-adjusted returns of an individual fund, and apply that to groups of funds across different strategies, sizes and vintages. The analysis begins with a comparison of risk/return profiles between buyout funds and other private market strategies, then focuses solely on buyout funds across different vintages and sizes.
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Analyst Note: A More Holistic View of VC Valuations

4Q 2017

Analyst Note: A More Holistic View of VC Valuations

The concept of VC valuations breaks down when subjected to significant equity structure complexity. This PitchBook Analyst Note includes a primer on a few of the most common valuation influences.

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Analyst Note: Investors Just Don't Wanna Have Funds-of-Funds

4Q 2017

Analyst Note: Investors Just Don't Wanna Have Funds-of-Funds

In recent years, alternative asset managers have spent considerable time rethinking the channels through which limited partners (LPs) access private capital funds. Highly sophisticated institutional investors have been the targets of many of these initiatives. At the same time, asset managers have continued innovating to make private capital markets more accessible for the masses. As investors have gravitated towards one side or the other, more traditional access options—namely FoFs—have suffered. PitchBook's latest research note unpacks the drivers behind the decline in FoF, as well as important points regarding their potential pathway forward.

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US PE Lending League Tables

3Q 2017

US PE Lending League Tables

The 3Q 2017 US PE Lending League Tables is the second-ever lender-specific publication of rankings that PitchBook has ever released.

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RSM US & PitchBook Spotlight on B2B

3Q 2017

RSM US & PitchBook Spotlight on B2B

Revamped with brand-new datasets expanded in scope and depth, the latest RSM US Quarterly Industry Profile for the business products and services industry is now available. Powered by the PitchBook Platform, the report offers in-depth insight and analysis of M&A and private equity activity, exits and performance in the industry. It also includes greater, more in-depth analysis of key datasets for PE investment, comparing trends in North America versus those of Europe.

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RSM US & PitchBook Spotlight on IT

3Q 2017

RSM US & PitchBook Spotlight on IT

Revamped with brand-new datasets expanded in scope and depth, the latest RSM US Quarterly Industry Profile for the IT industry is now available.

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RSM US & PitchBook Spotlight on HC

3Q 2017

RSM US & PitchBook Spotlight on HC

Revamped with brand-new datasets expanded in scope and depth, the latest RSM US Quarterly Industry Profile for the healthcare industry is now available. Powered by the PitchBook Platform, the report offers in-depth insight and analysis of M&A and private equity activity, exits and performance in the industry. It also includes greater, more in-depth analysis of key datasets for PE investment, comparing trends in North America versus those of Europe.

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RSM US & PitchBook Spotlight on B2C

3Q 2017

RSM US & PitchBook Spotlight on B2C

Revamped with brand-new datasets expanded in scope and depth, the latest RSM US Quarterly Industry Profile for the consumer products industry is now available. Powered by the PitchBook Platform, the report offers in-depth insight and analysis of M&A and private equity activity, exits and performance in the industry. It also includes greater, more in-depth analysis of key datasets for PE investment, comparing trends in North America versus those of Europe.

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US PE & VC IPO Trends Report

2017

US PE & VC IPO Trends Report

Despite being marked by frequent record highs in public equity markets and remarkably low volatility, 2017 has observed relatively few new initial public offerings. Debuts by portfolio companies of private equity and venture capital firms scarcely differ. In the 2017 US PE & VC IPO Trends Report, sponsored by Deloitte and Donnelley Financial Solutions, PitchBook analysts delve into why IPO activity remains low, parsing historical datasets for key trends and taking current macroeconomic indicators into account.

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Fintech Analyst Note: A Brazilian Boom

4Q 2017

Fintech Analyst Note: A Brazilian Boom

The structure of the incumbent Brazilian banking system makes it uniquely susceptible to disruption by fintech innovation. According to research by Charles Calomiris of Columbia University and Steven Haber of Stanford, Brazilian banks have historically been a tool of populist policies and government largesse rather than an engine to fuel private sector growth and household wealth. The political influence on banks has led to overstaffing and inefficient back-office processes. On top of these inefficiencies, Brazilian megabanks typically offer a poor customer service experience; visitors to retail branches are typically greeted by heavily armed private guards and bulletproof glass. In our latest fintech research note, we analyze how the Brazilian fintech scene is best poised to take advantage of these openings.

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US PE Middle Market Report

3Q 2017

US PE Middle Market Report

The 3Q 2017 US PE Middle Market Report examines private equity investment in the US middle market as the year comes to a close. Ongoing pricing pressures from substantial sums of dry powder on top of competition continue to push deals into the upper middle market, while median M&A multiples for the middle market have risen to their highest level on record. Sponsored by Madison Capital Funding and developed in partnership with ACG, the report also covers PE exit and fundraising activity to provide a comprehensive overview of PE activity in all segments of the middle market.

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