Portfolio Management Research & Reports

Secure the business of moving ahead with forward-thinking insights, industry updates and in-depth research brought to you by Merrill.

  • 07/14/2016

    Report

    The PitchBook 2Q 2016 US Private Equity Breakdown Report

    Capital Transactions | M&A, Reorganizations & Exchanges | Portfolio Management | Merrill DataSite®

    The PitchBook 2Q 2016 US Private Equity Breakdown Report provides a review of all U.S. private equity investment, exits and fundraising activity in the first quarter of 2016.

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  • Report

    US Deal Flow Hits Speed Bump in Q1 2015

    Capital Transactions | Portfolio Management | Merrill DataSite®

    PitchBook 2Q 2015 Private Equity Breakdown reveals US deal volume declines 26% in Q1 2015 following historic highs in 2014.

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  • White Paper

    How to Add Value to Your Portfolio Companies

    Portfolio Management | Merrill DataSite®

    Value Creation: The Private Equity Lifecycle, Part 3 helps identify your firm’s top opportunities to maximize portfolio value and outlines a multidimensional approach to appeal to today’s sophisticated investors and reach your valuation goals.

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  • Report

    PE Deal Flow Lowest in Europe since 2011, While Capital Invested Spikes

    Capital Transactions | M&A, Reorganizations & Exchanges | Portfolio Management | Merrill DataSite®

    PitchBook 2015 Annual European PE Breakdown covers 2014 private equity and venture capital trends, activity and emerging opportunities for Europe.

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  • Report

    VC Value Hits Record in EU Despite Low Deal Flow in 2Q 2015

    M&A, Reorganizations & Exchanges | Capital Transactions | Portfolio Management | Merrill DataSite®

    Capital investment hits a €3.3 billion all-time high despite uncertainty in the EU, reveals PitchBook 3Q 2015 European Private Equity Breakdown.

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  • White Paper

    Key Elements to Consider for a Successful Fundraising Plan

    Capital Transactions | Portfolio Management | Merrill DataSite®

    Trends in Fundraising: The Private Equity Lifecycle, Part 1 gives an overview of new fund-marketing regulations and outlines best practices to help your firm gain an advantage.

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  • Brochure

    Choose Merrill DataSite Secure Virtual Data Room for Your Financial Transactions

    M&A, Reorganizations & Exchanges | Capital Transactions | Intellectual Property Management | Portfolio Management | Due Diligence | Merrill DataSite®

    Merrill DataSite VDR provides significant benefits across multiple transaction types requiring extensive document sharing—from M&A advisory and venture capital due diligence to biotech licensing, bankruptcies and asset purchases.

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  • Report

    US Investment-to-Exit Ratio Hits 10-Year Low in H1 2015

    Capital Transactions | Portfolio Management | Merrill DataSite®

    Private equity deals in the US slowed to 1.7 investments per exit, reveals PitchBook 3Q 2015 US Private Equity Breakdown.

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  • White Paper

    How to Identify, Compete for and Win Acquisition Targets for M&A Success

    M&A, Reorganizations & Exchanges | Portfolio Management | Merrill DataSite®

    The Investment Period: The Private Equity Lifecycle, Part 2 provides practical advice to help you stay ahead of the competition in the current market by aligning due diligence and other acquisition processes with successful strategy.

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  • Report

    PE Total Deal Value Flies Historically High at US$522.6 Billion

    Capital Transactions | M&A, Reorganizations & Exchanges | Portfolio Management | Merrill DataSite®

    PitchBook 2015 Annual U.S. PE Breakdown gives a closer look at U.S. private equity activity in 2014 and factors that made it a record-breaking year, predicting more of the same for 2015.

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  • White Paper

    Capitalize on Growing Real Estate Opportunities with Improved Portfolio Management

    M&A, Reorganizations & Exchanges | Portfolio Management | Merrill DataSite®

    Staying in Control of Today’s Dynamic Real Estate Market gives market opportunity insights as well as guidance on how to leverage advanced technologies to better identify and manage your investment portfolio.

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  • Case Study

    Real Estate Firm Transforms Business Communication with Merrill DataSite

    Portfolio Management | Merrill DataSite®

    A leading real estate investment management firm chose Merrill DataSite virtual data room (VDR) to manage and track the secure exchange of information—a move that streamlined appraisals, sales, property transfers, fundraising, audits and compliance.

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  • White Paper

    Optimize Your Exit Strategy When Selling Your Portfolio Companies

    Portfolio Management | Merrill DataSite®

    Preparing for a Successful Exit The Private Equity Lifecycle, Part 4 establishes five critical strategies that leading private equity firms deploy to achieve more profitable results when they sell their portfolio companies.

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