Insights

Showing 7–12 insights out of 23 results
Chart of the week

Middle market at the center of U.S. job growth

With employment data in focus, the middle market has shined, outpacing job growth in small and large-cap firms by more than double.

Note

Separating bargains from busts: Five steps to evaluate private equity secondaries

Investors have flocked to private equity secondaries driven by the allure of deep discounts. We outline the five considerations an investor should keep in mind when assessing secondaries.

Strategy note

Going for growth: Middle market private equity secondaries

If you are going for growth, what has a better risk/reward profile than middle market private equity secondaries?

Chart of the week

Middle market private equity outperforms amid elevated rates

Middle market private equity has outperformed mega cap PE amid the elevated rate environment since Q2 2022. It remains well-positioned today.

Column chart showing middle market private equity funds’ annual out- or underperformance each quarter since Q1 2019. Middle market PE funds notably outperformed after the Fed ended it’s zero interest-rate policy (ZIRP). This sector has historically shown less interest rate sensitivity and relied more on organic growth (improving earnings, growing margins, expanding product lines) to drive value creation than large- and mega cap funds.
Playbook

Mapping the markets: Q3 2024

We synthesize the latest analysis on macroeconomics, public markets and alternative strategies.

Chart of the week

U.S. middle market: At the sweet spot of private equity

Private equity fundraising has far outpaced transaction volume among large-cap sponsors, while the middle market has been more closely aligned to the opportunity set, leading to more attractive valuations.

Showing 7–12 insights out of 23 results

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