The Investor/Private Equity Search interface is comprised of over 20 different search options and is organized into four sections.
Select 'More Options' to view all search parameters.
While you can combine search options, if the results you get appear limited, try reducing the search parameters selected.
Investor Criteria (green section below) - Search PE Firms/Investors based on top-level firm characteristics (such as size or location).
Firm Investment Criteria (orange section below) - Search PE Firms based on a Firm's stated investment preferences.
Firm Investment Activity (blue section below) - Search PE Firms based on actual M&A investment activity.
Firm Portfolios (blue section below) - Search PE Firms based on portfolio holdings.
Section 1 - 'Investor Criteria' Search Options
The 'Investor Criteria' search options are designed to help users identify investors using non-investment related criteria, such as size or location.
The 'Keyword' field searches investor descriptions and names. If you wish to look-up a specific firm, you can enter its name here. Eg. 'Vista Equity'.
2. Investor Type
We categorize all investors based on primary type. Examples include 'Private Equity Firm', 'Infrastructure', 'Growth Capital Firm', etc. Most direct investors fall into the 'Private Equity Firm' category, however there are a variety of other direct investor types and you can select alternative options with this criteria.
3. Firm Size
Firm size is based on a combination of funds under management and the general size of targeted companies.
Small - Unsponsored or have up to $250M USD under management.
Middle-Market - Between $250M and $1B USD under management.
Large - Between $1B and $5B USD under management.
Mega - Greater than $5B USD of capital under management.
If an investor specifically mentions that they are only interested in a particular industry (or industries), we separate these investors out as 'Specialist'.
Generalist - Investors that are sector agnostic (or list a wide range of sectors of interest).
Specialist - Investors that are sector focused.
Examples of Specialist private equity firms include Francisco Partners (technology and software), VMG Partners (consumer goods), and Greenbriar Equity Group (transportation).
Funded - PE Firms that have a dedicated PE fund or investment vehicle.
Unfunded - PE Firms that are unsponsored or do not list having an investment fund.
6. HQ Region
The HQ Region dropdown is a quick way of filtering firms based on an expanded geographic area.
For example, select Scandinavia to deliver all private equity firms based in Norway, Finland, Denmark, and Sweden. Given the majority of investors reside in the US, we separate the US into 4 regions - East US, West US, Midwest US, and South US.
7. City / State / Country
The City/State/Country location fields allow you to search firms based on their primary office location.
8. Main Office
By default, searching firms by location only references an investor's primary location. However, as we also collect secondary office locations, you can alter your geographic searches to include or only reference secondary office locations.
Section 2 - Firm 'Investment Criteria' Search Options
The 'Investment Criteria' section is designed to allow users to search investors based on their stated investment preferences and deal values.
1. Industry Interest
The Industry Interest dropdown lets you filter PE Firms based on the sectors that Firms will consider investing in. There are 60 sectors to choose from. If you select more than one sector, for example Software and Information Technology, your result set will deliver Firms with interest in either sector.
2. Geographic Preference
The Geographic Preference dropdown lets you filter PE Firms based on the geographic regions that a Firm has stated it will consider investing in.
3. Acquisition Type
The Acquisition Type dropdown is a listing of deal types. Example deal types include Buyouts, Recapitalizations, and Divestitures. You can filter PE Firms based on stated deal types of interest using this dropdown.
4. 5. Target Company Revenue, EBITDA
If you would like to filter PE Firms based on the stated revenue or EBITDA ranges that interest an investor - enter the appropriate figures here.
For example, entering '10' for Revenue will yield all Firms where 10M USD falls within a Firm's Min/Max Revenue range.
6. 7. Target Transaction Investment Size, Enterprise Value
If you would like to filter PE Firms based on transaction-related figures - enter the appropriate figures here. Investment Size refers to the equity/subordinated debt figures and Enterprise Value refers to the value of the entire transaction.
For example, entering '10' for Investment Size will yield all Firms where 10M USD falls within a Firm's Min/Max range for its equity investment size.
Section 3 - Firm 'Investment Activity' Search Options
The 'Investment Activity' section is designed to allow users to search investors based on their actual M&A activity and deal types.
1. M&A Activity Past 'X' months
If you'd like to isolate PE Firms that have bought and/or exited within a recent period of time (6, 12, 24, or 36 months), you can do so with this filter.
2. Has Co-Invested
If you'd like to isolate PE Firms that have invested alongside other PE Firms (or Companies) on at least 1 transaction - select 'Yes' under 'Has Co-Invested'.
3. Deal Value
If you'd like to isolate PE Firms that have completed transactions within a certain size range - select from the Deal Value dropdown. For example, selecting 'USD 1 B to USD 10B' will yield all PE Firms that have acquired at least 1 company within this value range.
4. Transaction Type
If you'd like to isolate PE Firms that have completed specific types of transactions - select from this dropdown. For example, selecting 'Divestiture' will return all PE Firms that have completed a non-core divestiture from a Company.
Section 4 - Firm 'Portfolios' Search Options
The 'Portfolios' section is designed to allow users to search investors based on their portfolio holdings.
Select from the Industry dropdown if you'd like to isolate PE Firms that have invested in certain sectors.
The Keyword field searches the descriptions of all past and current portfolio companies.
For example, entering 'vending' will deliver all private equity firms with a portfolio company that has 'vending' within company descriptions. This field can be particularly helpful in identifying investors that have invested in very specific types of companies.
3. City / State / Country
Isolate PE investors based on geography by selecting or using the City, State/Province, and Country fields. For example, selecting 'Canada' will yield all PE Firms that have made at least one investment in Canada.
4. Apply to Current Investments Only
If you're interested in searching PE Firms based on their Current investments only - select Apply to Current Investments Only.