US Private Equity Mid-Market Monitor: Q2 2021 - References

Overview 

References

[1] “Q2 2021 US PE breakdown”, Pitchbook, 9 July 2021

[2] “Q2 2021 US PE breakdown”, Pitchbook, 9 July 2021

[3] “Q2 2021 US PE breakdown”, Pitchbook, 9 July 2021

[4] “Q2 2021 US PE breakdown”, Pitchbook, 9 July 2021

[5] “Q2 2021 US PE breakdown”, Pitchbook, 9 July 2021

[6] “Q2 2021 US PE breakdown”, Pitchbook, 9 July 2021

[7] “Q2 2021 US PE breakdown”, Pitchbook, 9 July 2021

[8] “Mall Owner Washington Prime Seeks $950 Million Debt Cut in Bankruptcy”, Wall Street Journal, 14 June 2021

[9] ‘Global Market Intelligence’, S&P, 8 July 2021

Search criteria measured as the last twelve month dollar volume of loans defaulted divided they the total loans outstanding

[10] ‘Global Market Intelligence’, S&P, 8 July 2021

Search criteria measured as the last twelve month dollar volume of loans defaulted divided they the total loans outstanding

[11] ‘Global Market Intelligence’, S&P, 8 July 2021

Search criteria measured as the percentage of loans priced below 80%.

‘Global Market Intelligence’, S&P, 8 July 2021

Search criteria measured as the percentage of loans priced below 80%.

[13] “Oil touches six-year high after OPEC fails to get deal, then turns negative”, CNBC, 5 July 2021

[14] ‘NVCA Venture Monitor Q2 2021’, Pitchbook, 13 July 2021

[15] ‘NVCA Venture Monitor Q2 2021’, Pitchbook, 13 July 2021

[16] ‘Panasonic Accelerates the Autonomous Supply Chain with Acquisition of Blue Yonder’, Blue Yonder, 23 April 2021

[17] ‘CAI International, Inc. Enters into Definitive Agreement to be Acquired by Mitsubishi HC Capital Inc.’, Business Wire, 17 June 2021

Sector commentary 

References

[1] ‘Biden Announces Full U.S. Troop Withdrawal From Afghanistan by Sept. 11’, U.S. Department of Defense, 14 April 2021

[2] ‘Executive Order on Improving the Nation’s Cybersecurity’, The White House, 12 May 2021

[3] “Topic No. 409 Capital Gains and Losses”, IRS, 12 March 2021

[4] ‘ASGN Announces Agreement to Sell Oxford Global Resources’, Businesswire, 1 July 2021

[5] ‘PRO Unlimited Enters New Phase of Growth by Partnering With EQT’, Businesswire, 28 June 2021

[6] ‘What Does A Worker Want? What The Labor Shortage Really Tells Us’ Forbes, 8 July 2021

[7] ‘Transactions data’, Pitchbook, 29 June 2021

[8] ‘Transactions data’, Pitchbook, 29 June 2021

[9] ‘U.S. Emerges as Unlikely Growth Hub for These Travel Sectors’, Skift, 21 May 2021

[10] ‘TSA Checkpoint Travel Numbers’, TSA, 27 July 2021

[11] ‘Are U.S. Airline CEOs Too Optimistic About the Business Travel Recover?’, Airline Weekly, 11 June 2021

[12] ‘U.S. Travel’s Great Summer of Shortage’, Skift, 23 June 2021

[13] ‘U.S. Road Trippers Logged 249 Billion Miles in April’, Skift, 17 June 2021

[14] ‘U.S. Car Rental Prices Could Double by August Amid Nationwide Shortage’, NY Post, 16 June 2021

[15] ‘U.S. Road Trippers Logged 249 Billion Miles in April’, Skift, 17 June 2021

[16] ‘U.S. Road Trippers Logged 249 Billion Miles in April’, Skift, 17 June 2021

[17] ‘TSA Checkpoint Travel Numbers’, TSA, 27 July 2021

[18] ‘U.S. Road Trippers Logged 249 Billion Miles in April’, Skift, 17 June 2021

[19] ‘TSA Checkpoint Travel Numbers’, TSA, 27 July 2021

[20] ‘Dawn of the age of digital learning’, Michael Moe, GSV, 6 May 2020

[21] ‘New global data reveal education technology’s impact on learning’ 12 June 2020

[22] ‘The American rescue Plan’, The White House, 11 March 2021

[23] ‘‘Total number of deals completed by sector’, Mergermarket, YTD 30 June 2021

[24] ‘S&P Capital IQ’, S&P Global, 30 June 2021

Search criteria - DC Advisory Information Services Composite: ERM, FDS, INFO, MCO, MORN, MSCI, SPGI, TRI, VRSK

[25]  ‘S&P Capital IQ’, S&P Global, 30 June 2021

Search criteria - DC Advisory Information Services Composite: ERM, FDS, INFO, MCO, MORN, MSCI, SPGI, TRI, VRSK

[26] ‘Transactions data’, Pitchbook, 30 June 2021

Search criteria - Announced and completed ‘Database Software’ M&A and LBO transactions under $3 billion in deal value

[27] ‘Transactions data’, Pitchbook, 30 June 2021

Search criteria - Announced and completed ‘Database Software’ M&A and LBO transactions under $3 billion in deal value

[28] ‘JPMorgan to buy ESG-focused fintech startup OpenInvest’ Reuters, 29 June 2021

[29] ‘Nasdaq Launches ESG Data Hub’, Reuters, 29 June 2021

[30] ‘CoreLogic Enters into Definitive Agreement to Be Acquired by Stone Point Capital and Insight Partners for $80 Per Share in Cash’, Stone Point Capital, 4 February 2021

[31] ‘2021 Vertical snapshot real estate tech’, Pitchbook, 19 July 2021

[32] “Where Have All the Houses Gone?”, The New York Times, 26 February 2021

[33] “Unicorn founders hold court on proptech’s resi revolution”, The Real Deal, 11 June 2021

[34] ‘Seven Ways Technology Is Disrupting Real Estate’, Forbes, 12 July 2021

[35] “Marc Ganzi on Colony Capital’s digital transformation”, The Real Deal, 4 June 2021

[36] ‘Seven Ways Technology Is Disrupting Real Estate’, Forbes, 12 July 2021

[37] ‘Twilio to Acquire Zipwhip, a Trusted Partner to Carriers & a Leading Provider of Toll-Free Messaging in the United States’, Twilio, 17 May 2021

[38] ‘Returning market confidence prompts surge of H1 M&A activity in tech, digital, media and marketing’, Private Equity Wire, 7 June 2021

[39] ‘Returning market confidence prompts surge of H1 M&A activity in tech, digital, media and marketing’, Private Equity Wire, 7 June 2021

[40] ‘Market Share: Customer Experience and Relationship Management, Worldwide, 2020’, Gartner, 29 April 2021

[41] ‘M&A KnowledgeBase’, 451 Research, 1 July 2021

Search criteria - Announced Date Start: January 1, 2011. Target Primary Sector: Application Software / Business Intelligence / Corporate Performance Management, Application Software / Business Intelligence / Web Analytics, Application Software / Customer Relationship Management, Application Software / Speech Recognition, Enterprise Networking / Enterprise VoIP & telephony / Speech Technology / IVR, Enterprise Networking / Unified Communications, IT Outsourcing / Customer Care, Information Management / Collaboration / General, Information Management / Collaboration / Real-time Collaboration, Information Management / Collaboration / Social Software, Information Management / Collaboration / Team Collaboration, Information Management / Info Retrieval / Text Analytics, Mobility / Applications / Workforce

[42] ‘Microsoft accelerates industry cloud strategy for healthcare with the acquisition of Nuance’, Microsoft, 12 April 2021