US Private Equity Mid-Market Monitor: Q1 2022 - References

Overview: 

[1] ‘U.S. Economic Comment’ Daiwa Capital Markets, March18 , 2022

[2] ‘U.S. Economic Comment’ Daiwa Capital Markets, March 18, 2022

[3] ‘U.S. Data Review’, Daiwa Capital Markets, April 29, 2022

[4] ‘U.S. Economic Comment’, Daiwa Capital Markets, March 11, 2022

[5] ‘US PE Breakdown’, Pitchbook, April 11, 2022

[6] ‘US PE Breakdown’, Pitchbook, April 11, 2022

[7] ‘Consumer Price Index Summary’, US Bureau of Labor Statistic, April 12, 2022

[8] ‘US PE Breakdown’, Pitchbook, April 11, 2022

[9] ‘US PE Breakdown’, Pitchbook, April 11, 2022

[10] ‘US PE Breakdown’, Pitchbook, April 11, 2022

[11]  ‘US PE Breakdown’, Pitchbook, April 11, 2022

[12] ‘Q1 2022 Venture Monitor’, Pitchbook, April 13, 2022

[13] ‘Q1 2022 Venture Monitor’, Pitchbook, April 13, 2022

[14] ‘Q1 2022 Venture Monitor’, Pitchbook, April 13, 2022

[15] ‘Q1 2022 Venture Monitor’, Pitchbook, April 13, 2022

[16] Mergermarket, April 4 2022
Search criteria - Target Geography: USA, Buyer Geography: Japan (region), 1/1/2021 - 12/31/2021 and 1/1/2022 - 12/31/2022

[17] ‘Murata Completes Acquisition of Resonant Inc.’, Murata, March 29, 2022

[18] ‘Purchase of Cement and Related Business Assets (hereinafter, “Business Assets”)

in the Western United States from Martin Marietta Materials, Inc.’, Taiheiyo Cement, March 1, 2022

[19] ‘The Sekisui House Group has Expanded to Oregon and Washington;

Holt Homes Becoming a Wholly Owned Subsidiary of Sekisui House US Holdings’, Sekisui House, January 20, 2022

[20] ‘Yen hits 7-year low after Bank of Japan sticks to stimulus’, Financial Times, March 28, 2022

[21] ‘Official: Japan hopes to lead Asian zero-emissions push’, AP News, January 18 2022

Sector commentary

[1] ‘Biden signs FY-22 omnibus spending bill into law’, Inside Defense, March 15, 2022

[2] ‘The Department of Defense Releases the President's Fiscal Year 2023 Defense Budget’, US Department of Defense, April 21, 2022

[3] ‘2023 budget negotiations start soon, WH expected to propose small Defense increase’, Federal News Network, March 2, 2022

[4] Mergermarket, April 1 2022

Search criteria: Target Sector – Restaurants/Pubs, Target Geography – USA, Announced date range - Last 5 years (3/31/2017 — 3/31/2022)

[5] Mergermarket, April 1 2022

Search criteria: Target Sector – Restaurants/Pubs, Target Geography – USA, Announced date range - Last 5 years (3/31/2017 — 3/31/2022)

[6] ‘Houghton Mifflin Harcourt to be Acquired by Veritas Capital’, HMH, February 22, 2022

[7] ‘Clearlake Capital to Acquire Discovery Education from Francisco Partners’, Discovery Education, March 9, 2022

[8] ‘Elemy reaches unicorn status boosted by $219M investment from SoftBank, Chelsea Clinton and Ashton Kutcher’. Firece Healthcare, October 8, 2021

[9] ‘Brightline Raises $105M in Series C Funding’, Finsmes, April 1, 2022

[10] ‘New York Times Co. to Buy The Athletic for $550 Million in Cash’, New York Times, January 6, 2022

[11] ‘The Times hits its goal of 10 million subscriptions with the addition of The Athletic.’, New York Times, February 2, 2022

[12] ‘The Times hits its goal of 10 million subscriptions with the addition of The Athletic.’, New York Times, February 2, 2022

[13] ‘Axel Springer Completes Acquisition of POLITICO’, Axel Springer, October 19, 2021

[14] ‘Nexstar Acquires The Hill, a Leading Independent Political Digital Media Platform, for $130 Million’, Nexstar, August 20, 2021

[15] ‘Russo Bros.’ AGBO Sells 38% Stake To Video Game Firm Nexon For $400M In Embrace Of Virtual Worlds’, Deadline, January 5, 2022

[16] ‘Russo Bros.’ AGBO Sells 38% Stake To Video Game Firm Nexon For $400M In Embrace Of Virtual Worlds’, Deadline, January 5, 2022

[17] ‘Amazon Finally, Officially Owns MGM. Now What?’, Wired, March 18, 2022

[18] ‘Sony’s Funimation Global Group Completes Acquisition of Crunchyroll from AT&T’, Sony Pictures, August 9, 2022

[19] ‘Reese Witherspoon’s Hello Sunshine to Be Sold to Media Company Backed by Blackstone’, Wall Street Journal, Aug 2, 2021

[20] ‘Moonbug Entertainment to Be Acquired by Next Generation Media Company Backed by Kevin Mayer, Tom Staggs and Blackstone’, Businesswire, November 4, 2021

[21] ‘Global private equity delivers groundbreaking 2021’,  White & Case, January 13, 2022

[22] ‘Take a deeper look at the dry powder of private equity firms’, Bloomberg Professional Services, December 08, 2021

[23] ‘US PE Breakdown’, Pitchbook, April 11, 2022

[24] ‘State of Cybersecurity Report 2021’, Accenture, 16 March 2022

[25] Pitchbook, April1, 2022

Search criteria: Deal size: >$5M, Deal Types: Growth/Expansion, All VC Stages, Verticals: Cybersecurity, Geography: USA

[26] Pitchbook, April1, 2022

Search criteria: Deal size: >$5M, Deal Types: Growth/Expansion, All VC Stages, Verticals: Cybersecurity, Geography: USA

[27] Aggregated data from: 451 research, Pitchbook, CapIQ and public press releases, 31 March 2022

Search criteria: Deal size: >$5M, Deal Types: Growth/Expansion, All VC Stages, Verticals: Cybersecurity, Geography: Global

[28] Aggregated data from: 451 research, Pitchbook, CapIQ and public press releases, 31 March 2022

Search criteria: Deal size: >$5M, Deal Types: Growth/Expansion, All VC Stages, Verticals: Cybersecurity, Geography: Global

[29] Stock prices as of 31 March 2022 for the following cybersecurity companies; cybersecurity companies include ABST, CHKP, CRWD, CYBR, DARK, FORG, FTNT, IRNT, KNBE, MIME, OKTA, OSPN, PANW, PING, QLYS, RPD, SAIL, S, SPLK, SUMO, TENB, TMICY, TUFN, VRN, ZS

[30] ‘Cyber Threats: How C-Suite Leaders can Improve Risk Management’, AESC, May 5, 2022

[31] ‘Statement by President Biden on our Nation’s Cybersecurity’, The White House, 22 March 2022

[32] ‘Budget of the U.S. Government’, Office of Management and Budget, 16 March 2022

[33] ‘Managed Security Service Provider Deals Nearly Triple in 2021’, MSSP Alert, February 11, 2022