US Private Equity Mid-Market Monitor: Q2 2022 - References

Overview

[1] Fed Should End Tightening After One More Rate Hike, Yardeni Says - Bloomberg 3 October 2022, Lu Wang and Tom Keene Author

[2] US Inflation Hits 40-Year High of 8.6%: CPI Report - Bloomberg, 10 June, Olivia Rockeman

[3] Dealmaking drops in H1 but shows resilience (privateequitywire.co.uk), 31 August 2022

[4] Renminbi falls to lowest level since 2008 as dollar strengthens | Financial Times (ft.com), 28 September, Hudson Lockett and Thomas Hale

[5] JFE SHOJI CORPORATION TO ACQUIRE CALIFORNIA EXPANDED METAL PRODUCTS CO. (CEMCO®), MARKET LEADING PROVIDER OF STEEL FRAMING PRODUCTS (prnewswire.com), 18 August

[6] CalPortland to acquire Tehachapi cement plant - Cement industry news from Global Cement, 10 August, Global Cement staff

[7] Louisiana-Pacific closes deal to sell EWP plants (euwid-wood-products.com), 17 August

[8] DC Advisory advised JX Nippon Mining & Metals on its acquisition of eCycle Solutions – Deal announcements – News, Deals & Insights – DC Advisory, 4 August – Bill Kohr, Satoshi Gotoh, Matt Storkman, Satoshi Ishiguro

Sector commentary

[9] 1 Year to date as of September 6, 2022; sector valuations based performance of the following selected companies:BA., BAH, CACI, GD, HII, ICFI, J, LDOS, LHX,

LMT, MANT, NOC, PSN, RTX and SAIC); S&P 500 reflects broader market performance

[10] https://spacenews.com/house-of-representatives-passes-2023-defense-authorization-bill, 14 July 2022, Sandra Erqin

[11] https://www.armed-services.senate.gov/press-releases/reed-and-inhofe-file-fiscal-year-2023-national-defense-authorization-act, 18 July, 2022

[12] https://www.defensenews.com/industry/2022/01/25/lockheed-says-planned-aerojet-acquisition-faces-federal-antitrust-roadblock/, 25 January 2022, Joe Gould

[13] Justice Department Sues to Block Booz Allen Hamilton’s Proposed Acquisition of EverWatch | OPA | Department of Justice, 29 June, 2022

[14] https://www.globenewswire.com/en/news-release/2022/06/21/2466261/0/en/Futuris-Company-Announces-the-Acquisition-of-Savantis-Staffing-Division.html , 21 June 2022

[15] https://www.workgenius.com/en-us/workgenius-acquires-us-based-jbc-a-staffing-company/ - 8 June 2022

[16] https://insight.factset.com/u.s.-ipo-activity-drops-dramatically-in-the-first-half-of-2022 - 14 July 2022, Sara B.Potter

[17] U.S. Retail Sales - 1992-2021 Historical - October Forecast (tradingeconomics.com), September 2022, U.S Census Bureau

[18] Roper Technologies to Acquire Frontline Education (yahoo.com) , 30 August

[19] 360training Announces Equity Recapitalization from GreyLion and Vestar Capital Partners - Vestar Capital Partners, 19 July 2022

[20] https://www.cornerstoneondemand.com/uk/company/news-room/press-releases/clearlake-capital-backed-cornerstone-completes-acquisition-of-sumtotal/ , 16 August

[21] Codecademy Acquired by Skillsoft for $525M - AlleyWatch, December 2021, Reza Chowdhury

[22] Guild Education Reaches $4.4B Valuation with $175M Series F Funding - E Point Perfect, 9 June 2022, Stephan Soulunii

[23] Scoop: Charlesbank scoops up NexPhase-backed Action Behavior Centers (axios.com), 17 August 2022, Sarah Pringle

[24] Enhanced Healthcare Partners Adds Autism Therapy Provider Howard J. Chudler & Associates as Platform Investment — Enhanced Healthcare Partners, 24 May

[25] DC Advisory advised Rebecca School and Aaron School on their sale to New Story – Deal announcements – News, Deals & Insights – DC Advisory, 12 September, Justin Balciunas and Michael Kreman

[26] Snap shares plummet 24% over effect of Apple privacy changes | Financial Times (ft.com), 21 October 2021

[27] Roku Stock is Not Down and Out Yet. - MarketWatch, 23 September 2022, Okoro Chinedu

[28] Liberty Media Leads $100 Million Funding Round For Gen-Z Sports Leagues Owner Overtime As Bezos, Morgan Stanley Up Stakes (forbes.com) , 9 August 2022, Jabari Young

[29] Industry Dive to be acquired by Informa PLC, 19 July, Suzanne Struglinski

[30] Axios - Press Releases - Cox Enterprises Acquires Axios Media Inc., 8 August 2022,

[31] Palo Alto Networks Completes Acquisition of The Crypsis Group - Palo Alto Networks, 17 September 2020, Santa Clara

[32] Google Completes Acquisition of Mandiant | Mandiant, 12 September 2022,

[33] Thales signs an agreement with Sonae Investment Management to acquire S21sec and Excellium, reinforcing its cybersecurity activities | Thales Group, 17 May 2022,

[34] HelpSystems to Acquire Alert Logic to Enable Customers to Address Cybersecurity Skills Shortage with Hybrid IT Approach - Alert Logic, 9 March 2022

[35] ReliaQuest to Buy Digital Shadows for $160 Million (wsj.com), 1 June 2022, James Rundle

[36] Kroll Acquires Crisp, Trusted Provider of Real-time Risk Intelligence | Press Release, 31 May 2022, Jacob Silverman

[37] Kroll Acquires Resolver, A Leader In Risk Intelligence Technology | Resolver, 30 March 2022,

[38] BlueVoyant Acquires 202 Group | BlueVoyant | BlueVoyant, 28 October 2021

[39] Warburg Pincus-backed eSentire buys CyFIR | PE Hub, 9 July 2021, Iris Dorbian

[40] Record-Breaking Start to 2022 for U.S. Multifamily Market | CBRE, 11 May 2022

[41] Record-Breaking Start to 2022 for U.S. Multifamily Market | CBRE, 11 May 2022