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Aerospace & Defense Quarterly

Aerospace & Defense Report: More Deals, Smaller Check Sizes

August 20, 2026

The Q2 2026 Aerospace & Defense Report provides in-depth analysis of industry trends and evolving PE investment strategies, including deals data and maps of key PE-backed companies and investors.

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Pharma Services Quarterly

Pharma Services Report: Finding a Floor

August 17, 2026

The Q2 2026 Pharma Services Report provides in-depth analysis of industry trends and evolving PE investment strategies, including deals data and maps of key PE-backed companies and investors.

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Analyst Note

Healthcare IT PE Update: Deal Counts on Pace to Surpass 2021 Record

August 17, 2026

The H1 2026 Healthcare IT PE Update highlights recent PE deal activity and dominant trends in healthcare IT.

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Healthcare Services Report

Healthcare Services Report: Gusting Macroeconomic Headwinds Impede Progress

August 14, 2026

The Q2 2026 Healthcare Services Report provides in-depth analysis of industry trends and evolving PE investment strategies, including deals data and maps of key PE-backed companies and investors.

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Logistics Quarterly

Logistics Report: Iran War Fallout Drives Disruption, Opportunities Across Supply Chains

August 13, 2026

This report provides analysis of industry trends and evolving PE and VC investment strategies, including deals data and maps of key PE- and VC-backed companies and investors.

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Food & Beverage CPG Quarterly

Food & Beverage CPG Report: Capital Concentrates at the Ingredient Layer

August 7, 2026

The Q2 2026 Food & Beverage CPG Report provides in-depth analysis of industry trends and evolving PE investment strategies, including deals data and maps of key PE-backed companies and investors.

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Manufacturing Quarterly

Manufacturing Launch Report: Now Is the Time to Jump-Start US Manufacturing

July 29, 2026

The Q2 2026 Manufacturing Launch Report provides in-depth analysis of industry trends and evolving PE investment strategies, including deals data and maps of key PE-backed companies and investors. This report spotlights the major Manufacturing PE segments.

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Clean Energy Quarterly

Clean Energy Report: Datacenter Energy Demand Powers a Strong Deal Pipeline

July 29, 2026

The Q2 2026 Clean Energy Report provides in-depth analysis of industry trends and evolving PE investment strategies, including deals data and maps of key PE-backed companies and investors.

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Analyst Note

Machine Economy Rising: The Market of Limitless Cognition

July 21, 2026

This analyst note explores the emerging machine economy, sizing its potential value and examining why AI agents are not yet priced in as autonomous economic actors.

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Healthcare Services Public Comp Sheet

Healthcare Services Public Comp Sheet: Robust Q2 Rebound After Being Left for Dead

July 15, 2026

Our Healthcare Services Public Comp Sheet tracks stock performances, valuations, and market caps of key publicly traded healthcare services companies.

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Advanced Software Quarterly

Advanced Software Launch Report: Investing in the Great AI Margin Super-Cycle

July 1, 2026

The 2026 Advanced Software Launch Report provides in-depth analysis of industry trends and evolving PE investment strategies, including deals data and maps of key PE-backed companies.

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Analyst Note

QXO Paid $17.3 Billion for a Roofing Company. Have You Paid Attention to the Roofing Sector?

June 29, 2026

This analyst note examines PE investment dynamics in the roofing sector, covering deal activity, market fragmentation, sourcing targets, a due-diligence framework, and current cost pressures.

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Emerging Technology

Bit by Qubit: Global Quantum Computing Funding Hits New Records and Is Accelerating

June 25, 2026

Quantum computing VC hit a record $3.9 billion across 127 deals in 2025, with venture-growth investment surging from 1% to 27.5% of deal value. We examine regional trends and policy competition.

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Clean Energy Quarterly

Clean Energy Report

June 15, 2026

The Q1 2026 Clean Energy Report provides in-depth analysis of industry trends and evolving PE investment strategies, including deals data and maps of key PE-backed companies and investors.

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Construction & Engineering Quarterly

Construction & Engineering Report

June 5, 2026

The Q1 2026 Construction & Engineering Report provides in-depth analysis of industry trends and evolving PE investment strategies, including deals data and maps of key PE-backed companies and investors.

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Oil & Gas Quarterly

Launch Report: Oil & Gas

May 26, 2026

The Q1 2026 Launch Report: Oil & Gas provides in-depth analysis of industry trends and evolving PE investment strategies, including deals data and maps of key PE-backed companies and investors.

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Analyst Note

NextEra’s Acquisition of Dominion: A Precedent-Setting AI Power Deal

May 21, 2026

This analyst note examines how the largest power transaction on record signals a strategic shift toward grid infrastructure control in the AI datacenter build-out.

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Consumer Retail & Services Quarterly

Consumer Retail & Services Report

May 19, 2026

The Q1 2026 Consumer Retail & Services Report provides in-depth analysis of industry trends and evolving PE investment strategies, including deals data and maps of key PE-backed companies and investors.

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