
Private Equity Monthly Newsletter – May 2024
Read the latest blog entry to uncover the newest topics and trends shaping the Private Markets industry. Gain valuable insights and maintain a strategic edge with updates that influence the market.

Read the latest blog entry to uncover the newest topics and trends shaping the Private Markets industry. Gain valuable insights and maintain a strategic edge with updates that influence the market.

In Q1’24, the financial services sector witnessed broad-based recovery which was majorly driven by the confidence of a “soft landing” for the global economy with moderate inflation with minimal probability of a recession.

Dive into the Q1 update on Investment Banking trends, featuring insights on M&A activities, debt and equity capital markets, and the impact of global market conditions.

In Q1 2024, investors continued to view the healthcare sector in terms of its historical status as a “go-to” market amidst uncertainty and engaged in ‘big ticket’ deals, highlighting the industry’s resiliency and value creation.

Read how Evalueserve empowered a leading private equity firm to streamline operations, driving sustainable growth and success. Dive into our case study to uncover the strategic insights and transformative impact of our tailored solutions.

Transform your business intelligence system to ensure actionable and successful results.
Now more than ever, data-driven intelligence is a methodology worth spending time and money…

Explore how Evalueserve helped a leading global bank elevate its Index Management Process by implementing a complex governance framework and integrating technology and custom automations into its operations.

Read how Evalueserve has established itself as the trusted transition partner for a global bank, leading a highly technical indices transition project integral to a critical merger.

Explore Asset Based Lending (ABL), a flexible financing solution for businesses, offering short-term capital for operations and aiding businesses in financial distress.

Explore the impact of inflation, interest rates, and central bank actions on the stock market over 25 years, and learn how these factors can influence your investments.

Explore the robust recovery of the cruise industry, driven by strong customer demand, record revenues, and strategic growth plans, set to continue into FY24.

Explore the challenges facing the US banking sector, including high inflation, regulatory measures, and geopolitical tensions, and understand how these factors impact profitability and asset quality.

Read the newest blog entry to uncover the latest news and trends shaping the Private Markets landscape. Gain valuable insights and stay strategically ahead with news that impacts the market.

Explore the critical role of deal marketing in the investment banking deal life cycle, and discover how Evalueserve’s expertise can navigate its complexities for successful M&A transactions.

Explore the impact of anticipated rate cuts by Fed on the US economy, including record highs in equities, surge in bond issuances, and changes in consumer loan interests.

The D3 Framework is our strategic model focusing on diagnosing key business challenges, designing customized solutions, and delivering effective, actionable results.

Explore FDA’s requirements on CAR-T Therapy, as it mandates black box warnings for six approved therapies, prioritizing patient safety in the evolving market landscape.

Explore our recent blog entry for in-depth insights into the current state of Private Markets. Dive into noteworthy developments and stay abreast of the latest news shaping this dynamic market.

Explore the global economic outlook of 2023, marked by resilience, restrictive policies, and a decline in APAC’s M&A activity, amidst the slow, challenging path to pre-COVID levels.

Read our latest blog post, providing insights into the current landscape of Private Equity. Delve into significant developments and stay updated on the news shaping this dynamic market.

Explore the global financial landscape of FY’23, marked by a slowdown in M&A activity, robust debt capital markets, and a surge in equity capital markets, amidst challenging conditions for investment banks and advisory firms.

In 2023, the financial system was again put to the test by the ripple effects of the regional banking crisis and the tightening of financial conditions, with pockets of growth arising from the resurgence of investor interest spurred by the possibility of lower interest rates

Explore the dynamic landscape of Global Healthcare M&A in 2023, marked by a surge of deals, innovative structures, and a focus on complex partnerships, setting the stage for a transformative 2024.

Explore the 2023 global IPO landscape, understand the factors contributing to its decline, and gain insights into regional performance and the forecast for 2024.

Stay in the know with our latest blog post shedding light on the current landscape of Private Equity. Dive into key developments and stay updated on the news influencing this dynamic market.

Explore the intricate landscape of M&A deal closure, its challenges, key considerations, and strategic approaches for a successful outcome with Evalueserve’s comprehensive assistance.

A recent publication by our team discusses the value creation achieved through management reporting and creating efficiencies during the holding period of the a Portfolio company.

Gain insights into the latest happenings in Private Equity by reading our recent post, spotlighting the key developments and news shaping the market.

Explore how Evalueserve’s experienced team navigates deal execution, mitigating risks through comprehensive due diligence, ensuring successful transactions and protecting stakeholders.

Amidst the dynamic P&U landscape in YTD Sep 2023, disruptions like the war in Ukraine and supply chain disruptions posed challenges, while advancements like the EU’s energy independence opened doors to new deal opportunities.

Explore the impact of China’s Q3 2023 GDP growth on research operations, investment opportunities, and the potential for increased demand in the Chinese stock market.

Discover the vital role of project evaluations in capital projects, ensuring economic viability and risk management while sharing industry best practices for success.

Companies in the Education and EdTech sector faced a pivotal year in 2023. The industry thrived during the COVID-19 pandemic, with a spike in remote learning, generous VC investments, and sustained government support.

Explore the challenges and digital transformation in the US mortgage market, and discover how Evalueserve’s solutions enhance operational efficiencies for lending institutions.

The North American consumer and retail sector wrapped up Q3 2023 on a positive note, marked by robust retail sales, noteworthy M&A activities, and ongoing challenges.

Discover the latest trends in M&A, debt capital markets, and equity capital markets, as global deal-making slows, green bond issuances rise, and IPO activity declines in 9M’23.

Explore the challenges faced by the financial services industry in 2023 Q3, with a focus on M&A trends, ESG, and the impact of technology on key sub-sectors like banking, insurance, and FinTech.

Explore the global economic outlook in 2023, with a focus on APAC M&A activities, key market drivers, and the impact of inflation & borrowing costs on growth prospects.

The real estate industry is at a crossroads, with technological advancements, evolving consumer preferences, and post-pandemic priorities shaping its future.

Discover the latest private equity updates, including industry trends, market opportunities, AI’s impact, and ESG developments shaping the investment landscape.

Discover the essentials of corporate valuation and financial modeling, key methodologies, and best practices for investment banking decision-making.

The Securities and Exchange Commission (SEC) has adopted new rules and amendments on August 23, 2023, to the Investment Advisers Act of 1940, which will impact private fund advisers in the US.

Published by All Things Talent

In Q3’23, investors continued to view the healthcare sector in terms of its historical status as a “go-to” market amidst uncertainty and engaged in ‘big ticket’ deals, highlighting the industry’s resiliency.

A London-based family office that manages the wealth of an ultra-high-net-worth individual (UHNI) engaged Evalueserve to provide a comprehensive assessment of the current and prospective stocks in its portfolio to determine their viability and fitment based on their investment ideology.

Saudi Arabia’s digital transformation (DX) initiatives are focused on promoting Industry 4.0, smart city, and smart metering solutions. DX is enabling the expansion of IT services, enhancing digital infrastructure, and fueling the exploration of emerging technologies, all of which are driving the demand for IoT in the kingdom.

Explore the growing climate tech investment landscape, its challenges, and the importance of strategic approaches for achieving sustainable financial and environmental benefits.

Explore industry trends, market opportunities, ESG incorporation, and growth drivers in private equity, venture debt, and private credit.

Discover the factors driving private equity and venture capital firms’ interest in the EV industry, including surging demand, policy environment, and tech advancements.

Enhance Investment Banking operations with Evalueserve’s comprehensive support, including deal execution, market analysis, and process optimization.

Discover Presentation & Design services by Evalueserve, offering investment banking and private equity clients tailored solutions, pitchbook creation, and 24×7 global support.

Discover Evalueserve’s expert support services for Investment Banking & Private Equity clients, offering CRM support and data-driven insights for enhanced efficiency & decision-making.

Discover Evalueserve’s business information services, combining domain expertise and automation for faster turn-around time, and cost optimization.

Explore the pressing need for cybersecurity talent, the role of education in addressing this gap, and the rise of EdTech platforms in upskilling the workforce.

Discover how India’s recent lithium discovery fuels the electric vehicle revolution, transforming the country’s green energy sector and boosting self-sufficiency in battery production.

While geopolitical instability is holding back the oil and gas (O&G) industry, automation and digital innovation are being increasingly considered strategic to process optimization, asset tracking, and data management. In this scenario, M&A activity across the industry is expected to remain muted in FY 2023.

Explore the world of fiduciaries in retirement plans, their responsibilities, and how Evalueserve’s domain experts empower firms with actionable insights and competitive intelligence.

This report assesses the Transportation, Tourism, Logistics & Infrastructure (TTL/I) industry in H1 2023, covering the current and future state, as well as industry trends.

Discover how process re-engineering revolutionized marketable fund comparisons for a global asset manager, reducing turnaround time and boosting sales team efficiency.

Discover how a leading asset & wealth management firm gained insights into its digital tools positioning, identified gaps, and leveraged existing capabilities for competitive advantage.

Discover how Evalueserve’s Content Management System migration and Knowledge Solutions streamlined a leading asset manager’s website, enhancing user experience and reducing compliance workload.

Leveraged lending is financing extended to companies with pre-existing leverage on their balance sheet and a speculative-grade credit history or rating. Leveraged financing carries a significant risk in comparison to traditional financing.

Oil and gas industry shifts focus from M&A to resilience amid COVID uncertainty. Embracing low-carbon and capital discipline, external factors like the economy, rates, geopolitics, and regulations shape future M&A decisions.

Discover how the focus of Wealth Management has shifted from information availability back to the quality of advice with the advancement of data analytics in the industry.

Explore the importance of financial statement analysis in deal execution, its objectives, and the key types of analysis that drive informed strategic decisions for businesses and bankers.

Published by Economic Times

Evalueserve provides credit review and underwriting support to a multinational bank, leading to efficiencies across the credit research spectrum.

Evalueserve, leveraging its expertise and automation capabilities, supports the wealth management division of a global bulge bracket bank. The partnership with Evalueserve ensured the timely and accurate delivery of crucial tasks and unlocked opportunities for the client to focus on strategic growth.

In the Power & Utility sector, M&A activity has declined due to inflation, high-interest rates, geopolitical uncertainties, and volatile commodity prices. Despite this, a rebound is expected in near future fuelled by available capital, energy transition, supply chain security, and value opportunities in the current macroeconomic setting

Explore the latest insights on global investment banking in our detailed H1’23 review. Learn about M&A, ECM, and DCM markets amidst economic uncertainty and pent-up demand for deals.

Q2 2023 ended with mixed results for the North American consumer and retail sector. Although, the worries stemming from regional banks were addressed, headline inflation dipped to 4%, and the US debt ceiling concern were finally resolved, the sector continued to face macroeconomic headwinds, such as high-interest rates, ongoing geopolitical tensions, tightening labor market, and increasing raw material costs. Despite these challenges, the sector showcased resilience with moderate spending growth and positive financial market performance.

M&A deals in Asia Pacific region dropped to the lowest levels since the onset of COVID-19 pandemic, affected by economic volatility coupled with monetary tightening. Despite some relief given by domestic-level market resilience from major regional emerging economies, the overall sentiment for 2023 continues to be subdued and guided by key economic elements such as inflation and financial markets instability

Our latest blog dives into the current state of the Over-the-Top Streaming market and what to expect from the industry in the second half of this year.

The US retirement sector is witnessing a transformative shift as new trends begin to emerge. In this dynamic landscape, innovative practices and approaches are reshaping the way employees plan for their retirement.

A recent blog by our team digs deep into factors influencing real estate valuation which is required for a variety of purposes like financing, sales listing, investment analysis, property insurance, and taxation. Evalueserve provide valuable services to investment banks catering to real estate investors. Read more to find out some ways Evalueserve assists in real estate valuation.

In H1’23, the financial system was put to the test by the ripple effects of the regional banking crisis and tightening of financial conditions, with some pockets of growth resulting from the resurgence of investor interest spurred by competitive valuations.

Explore the H1’23 capital market landscape, highlighting trends in M&A, debt, and equity capital markets, as well as the impact on investment banks and advisory firms.

Discover how Evalueserve’s financial analytics support transformed a top 10 global investment bank’s decision-making process and operational efficiency. With 110 skilled professionals covering 10+ sectors across 15 client offices, they achieved a 26% increase in volumes and saved over 1,000 hours/year, delivering high-quality insights for data-driven decisions.

Explore the trends and factors impacting the global IPO market, including macroeconomic headwinds, investor sentiment, and regional performance in this comprehensive analysis.

In H1’23, investors continued to view the healthcare sector in terms of its historical status as a “go-to” market amidst uncertainty and engaged in ‘big ticket’ deals, highlighting the industry’s resiliency.

Discover the benefits of a consultant database for asset and wealth management firms, enhancing efficiency, data accuracy, and streamlining investment decisions.

Explore the rising trend of private equity partners acquiring and partnering with insurance companies to access permanent capital, transforming the industry landscape and creating value for investors.

During this year’s Risk Americas event, we had the honor of moderating a panel discussion featuring esteemed panelists from Blackrock, Mizuho, and Columbia University. The conversation centered around the new weaknesses in model governance and potential solutions.

Explore the power of forecasting stock prices using ARIMA and Reinforcement Learning models to construct high-performing portfolios.

Discover how our comprehensive competitor benchmarking study in the advice market empowered a large institutional asset manager to make well-informed decisions and enhance their strategy.

Explore the growth and future of Telehealth, as it transforms healthcare delivery, offering convenience, cost savings, and innovative solutions.

SS 1/23, Model Risk Management Principles for Banks, is bringing sweeping change to Model Governance in the UK. Our blog dives deeper into the requirements, what it could mean for your firm, and how Evalueserve can help.

Explore the rapidly evolving world of clear aligners and their integration into digital dental workflows. Learn about top dental companies, workflow compatibility, and the benefits of seamless integration for dentists and patients.

Discover the importance of identifying ideal M&A targets and overcoming common challenges in the target identification process for successful deal execution.

2023 YTD bankruptcies in the US are on a 13-year high, led by rolling back of easy monetary policy by the US Fed to combat high inflation.

Discover the ongoing regional banking crisis in the US and its potential impact on the financial sector. Explore the lack of regulations and the risks of a full-blown crisis.

Discover the highlights of ASGCT Annual Meeting 2023, featuring breakthroughs in biotechnology, novel approaches, and innovative technologies in the CGT space. Stay updated on the latest advancements and industry trends.

POV on Clear Aligners: Current & Future Trends Get My Publication Overview Traditionally, orthodontists used to treat malocclusion cases among kids,

Discover how our deep-dive analysis helped a leading asset and wealth management firm revamp its fee schedule, align with industry norms, and encourage positive consumer behavior, ultimately enhancing revenue and client retention.

Despite rising inflation and tightening credit measures, private credit is expected to remain strong. Discover 6 reasons why private credit is the future.

Discover how Evalueserve revolutionized a leading asset manager’s distribution process by optimizing the Seismic platform, resulting in improved data quality, reduced time to market, and a comprehensive knowledge repository.

Despite global instability, prioritizing optimization, asset tracking, and data management through automation and innovation offers a path to recovery for the Oil and Gas industry.

Discover the key factors in choosing a hearing aid, from severity of hearing loss to warranty and trial periods. Explore the latest technological advancements and growing demand for OTC products.

Discover the latest trends in global M&A deals, green bond issuance, and ECM activity. Learn how investment banks are navigating the current economic landscape in Q1’23.

With the consistent success of cell and gene therapies (CGTs), bioprocessing and the manufacturing facilities have taken centre-stage to meet global demands.

Discover how the North American consumer and retail sector navigated through macroeconomic headwinds in Q1 2023, including inflation, rising interest rates, bank runs, geopolitical risks, labor shortages, and raw material costs

In Q1’23, the financial system was put to the test by the ripple effects of the regional banking crisis and the tightening of financial conditions, with some pockets of growth resulting from the resurgence of investor interest spurred by competitive valuations

PE firms are investing billions in ProSports franchises given the scarcity and strong returns delivered by the asset class. Despite many challenges, stakeholders are willing to work with PE funds for growth prospect.

The whitepaper explores the evolving landscape of private credit markets, highlighting emerging trends and opportunities for investors seeking alternative fixed income assets. It provides insights on the increasing role of technology and data analytics in shaping private credit investment strategies.

Digital technology, such as AI, big data analytics, wearables, and robotics, has revolutionized healthcare in the past decade with surgical robotics, improving accessibility, efficiency, and equity.

Seismic postings were managed by multiple piece owners without any standard practice which resulted into pieces appearing in incorrect folders with incorrect meta data and hence was creating multiple issues in the front-end for stakeholders.

Evalueserve’s white paper examines the recent US Banking Crisis from a regulatory and lending decision lens.

Companies rebrand themselves to re-energize their business. Rebranding is a very important strategic direction that a company undertakes. While there may be different reasons a company goes for rebrand however the objective is purely to tell the world what the new brand stands for showcasing its direction.

The Global Healthcare Industry witnessed a surge of deals in Q1 2023 as investors continued to view the sector in terms of its historical status as a “go-to” market during uncertain times.

The art of deal execution in investment banking is a delicate process of taking a potential M&A transaction from idea to completion. The process can be complex and requires knowledge & experience, with confidentiality being a key component to a successful transaction. Evalueserve offers an unmatched deal execution support, with particular focus on live M&A deal mandates, through its vast experience of working with large, mid-market investment and boutique advisory firms.

M&A deal volumes drop lower in Q1 2023 due to economic uncertainties, with APAC contributing just 30% of global M&A. Improved volumes in Japan were the bright spot. Expectations are for a more normalised level of M&A activity resembling pre-2021 levels.

Discover why WhatsApp Pay is trailing behind its peers according to a Quick Byte Research study. Security concerns and limited interest due to current payment options are among the factors hindering its adoption.

Explore the role of Small Business Administration (SBA) in supporting American small businesses through systemic crises. Learn how the SBA has been standing firm behind small businesses and keeping them afloat in challenging times.

In the rapidly evolving field of ophthalmic surgery, staying at the forefront of technological advancements and understanding the competitive landscape is crucial for success. With increasing demands for better patient outcomes and cost-effective solutions, market players are constantly striving to innovate and outperform their competitors. Our medtech team has expertly curated a comprehensive analysis, delving into the strategic perspectives of key competitors, emerging trends, and future outlook across four essential pillars shaping the ophthalmology landscape.

Evalueserve’s investment banking experts put together an in-depth review of how the industry fared in FY 2022 and where it’s expected to go in FY 2023. This report includes a round-up of the activities and performances of many major investment banks and M&A advisory firms.

In this article, we discuss how our automation efforts have brought exemplary gains in Investment Research using a data-extraction tool developed by the Emerging Markets (EM) team as a reference case.

Almost 80-85% of the post-menopausal women population in the world suffer from vasomotor symptoms (VMS) such as hot flashes, night sweats and other associated symptoms. However, due to the stigma and misinformation associated with women’s health and especially menopause, it still remains an area that is understudied in research, often misunderstood by healthcare providers and patients, and unaddressed by most healthcare policies.

Asia-Pacific (APAC) has not been immune from the global macroeconomic headwinds that built steadily throughout 2022. Now, the region is also

The OTT market, which was riding high on the analysts’ expectations pushed by the pandemic, remained subdued as pandemic restrictions were uplifted. The market is still growing but the growth rates do not match the previously announced expectations. It is anticipated to take another surge with the introduction of 5G services and 4K content, especially in emerging countries such as India.