Calm Markets, Confident PE Executives: Private Equity Earnings Calls Refle

Stable public markets are the secret to private equity (PE) optimism. An NLP analysis of publicly-traded PE firms’ Q1'24 earnings call transcripts reveals a significant rebound in PE confidence over the last two years. After peaking in Q3'21, PE executives' sentiment declined in 2022 as inflation, geopolitics and fed-driven volatility ended a post-COVID calm. However, with rate...

Deal Sourcing: A Data Science Approach - Impact of Financial Characteristic

Deal sourcing is hard. Finding a target for acquisition has been likened to finding ‘a needle in a haystack’. Firm financials are a valuable starting point for systematic identification of acquisition targets. This publication provides actionable insights and a detailed blueprint on how practitioners can leverage computational finance for deal sourcing. Specifically, five firm-...

2023 Private Equity Outlook