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Analyst NoteInvesting in AI and Datacenters
October 22, 2026This analyst note identifies the most promising datacenter-exposed segments across chips, energy, construction, and logistics, and examines how AI-driven capital is flowing into them.Research
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Healthcare Services Public Comp SheetHealthcare Services Public Comp Sheet: Payers and VBC Hand Back Some of the Q2 Rebound
October 19, 2026Our Healthcare Services Public Comp Sheet tracks stock performances, valuations, and market caps of key publicly traded healthcare services companies.Research
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Food & Beverage CPG PE First LookFood & Beverage CPG PE First Look
October 6, 2026The Food & Beverage CPG PE First Look is a preliminary release of top-line PE industry figures for the food & beverage CPG sector, intended as a first-to-market source of key datasets and findings.Research
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Healthcare Funds ReportHealthcare Funds Report
October 1, 2026The H1 2026 Healthcare Funds Report offers a comprehensive guide to healthcare and life sciences specialist managers across both private equity and venture capital.Research
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Oil & Gas QuarterlyOil & Gas Report: PE Retreats as Strategics Drive Consolidation Amid War Uncertainty
September 21, 2026The Q2 2026 Oil & Gas 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.Research
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Analyst NoteMachine Economy Rising: How Payments Unlock New Agent Markets
September 17, 2026This analyst note examines how new payment infrastructure and protocols are emerging to enable AI agents to transact, and where investors should focus within this market.Research
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Construction & Engineering QuarterlyConstruction & Engineering Report: Datacenters Take Center Stage
August 28, 2026The Q2 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.Research
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Aerospace & Defense QuarterlyAerospace & Defense Report: More Deals, Smaller Check Sizes
August 20, 2026The 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.Research
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Pharma Services QuarterlyPharma Services Report: Finding a Floor
August 17, 2026The 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.Research
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Analyst NoteHealthcare IT PE Update: Deal Counts on Pace to Surpass 2021 Record
August 17, 2026The H1 2026 Healthcare IT PE Update highlights recent PE deal activity and dominant trends in healthcare IT.Research
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Healthcare Services ReportHealthcare Services Report: Gusting Macroeconomic Headwinds Impede Progress
August 14, 2026The 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.Research
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Logistics QuarterlyLogistics Report: Iran War Fallout Drives Disruption, Opportunities Across Supply Chains
August 13, 2026This 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.Research
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Food & Beverage CPG QuarterlyFood & Beverage CPG Report: Capital Concentrates at the Ingredient Layer
August 7, 2026The 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.Research
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Manufacturing QuarterlyManufacturing Launch Report: Now Is the Time to Jump-Start US Manufacturing
July 29, 2026The 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.Research
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Clean Energy QuarterlyClean Energy Report: Datacenter Energy Demand Powers a Strong Deal Pipeline
July 29, 2026The 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.Research
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Analyst NoteMachine Economy Rising: The Market of Limitless Cognition
July 21, 2026This 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.Research
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Healthcare Services Public Comp SheetHealthcare Services Public Comp Sheet: Robust Q2 Rebound After Being Left for Dead
July 15, 2026Our Healthcare Services Public Comp Sheet tracks stock performances, valuations, and market caps of key publicly traded healthcare services companies.Research
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Advanced Software QuarterlyAdvanced Software Launch Report: Investing in the Great AI Margin Super-Cycle
July 1, 2026The 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.Research
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