Skip to main content
All CollectionsExample SearchesPrivate Equity Search Examples
How to look up the current portfolio companies of an individual investor
How to look up the current portfolio companies of an individual investor
Updated over a week ago

For individual investors, we track their investment criteria, portfolio companies, M&A activity, as well as advisors, team members, and offices. In this search example we'll look-up the current portfolio for an investor.

Search Example

Step 1

Locate the search field in the upper left-corner of the Member area of Mergr. This search field is located across all Member pages once signed into your account.

Step 2

Enter the name of the investor you're interested in. If there is a match, a dropdown will appear with a list of choices. Selecting from the dropdown will take you to the profile.

If you don't select from the dropdown, you can also enter your query.

With either method, once you've located the appropriate investor, select the entry.

Step 3

By default, whenever a record is selected, you'll be taken to its Profile page. For an investor, the profile page lists an overview of its investment criteria, recent deals, as well as a portfolio breakdown.

Once on the investor's page - select the Profile tab.

Step 4

The Profile tab lists all portfolio companies we have for the investor. This includes the target company involved, and who the company was acquired form (or sold to).

By default, the most recently acquired Current portfolio companies are listed first. You can filter for exited companies as well as by country and sector.

Did this answer your question?