Tools commonly used in the Private Equity Companies industry for day-to-day tasks and operations.

• Deal sourcing platforms
• Financial modeling software
• Due diligence checklists
• Valuation tools
• Portfolio management software
• CRM software
• Data analytics tools
• Legal document templates
• Capital raising platforms
• Exit planning tools

Common products and services typical of NAICS Code 523910-04, illustrating the main business activities and contributions to the market.

• Leveraged buyouts
• Growth equity investments
• Distressed debt investing
• Mezzanine financing
• Management buyouts
• Recapitalizations
• Secondary market purchases
• PIPE transactions
• Special situations investing
• Turnaround investing

The specific certifications, permits, licenses, and regulatory compliance requirements within the United States for this industry.

• Series 7: A license that allows individuals to sell securities products such as stocks, bonds, and mutual funds. It is issued by the Financial Industry Regulatory Authority (FINRA).
• Series 63: A license that allows individuals to sell securities products within a state. It is issued by FINRA.
• Certified Private Equity Professional (CPEP): A certification that provides knowledge and skills in private equity and venture capital. It is issued by the Institute for Private Capital.
• Chartered Financial Analyst (CFA): A certification that provides knowledge and skills in investment analysis and portfolio management. It is issued by the CFA Institute.
• Certified Investment Management Analyst (CIMA): A certification that provides knowledge and skills in investment consulting and portfolio management. It is issued by the Investments & Wealth Institute.

A concise historical narrative of NAICS Code 523910-04 covering global milestones and recent developments within the United States.

• The Private Equity Companies industry has a long history dating back to the early 20th century. The industry started to gain momentum in the 1940s when American Research and Development Corporation (ARDC) was founded, which is considered the first private equity firm. In the 1970s, the industry experienced significant growth, and the first leveraged buyout (LBO) was completed by Kohlberg Kravis Roberts & Co. (KKR) in 1979. In the 1980s, the industry continued to grow, and the first mezzanine financing was completed by KKR in 1982. The 1990s saw the rise of mega-buyouts, and the industry continued to expand globally. In recent years, the industry has faced increased scrutiny from regulators and the public, but it remains a significant player in the global financial market. In the United States, the Private Equity Companies industry has a more recent history. The industry started to gain momentum in the 1980s, and the first LBO was completed by KKR in 1984. In the 1990s, the industry continued to grow, and the first mezzanine financing was completed by KKR in 1990. The 2000s saw the rise of mega-buyouts, and the industry continued to expand globally. In recent years, the industry has faced increased scrutiny from regulators and the public, but it remains a significant player in the US financial market.

The anticipated future trajectory of the NAICS 523910-04 industry in the USA, offering insights into potential trends, innovations, and challenges expected to shape its landscape.

• Growth Prediction: Stable

  Private equity companies in the USA are expected to continue to grow in the coming years. The industry is expected to benefit from the increasing demand for alternative investments, as investors seek higher returns in a low-interest-rate environment. Additionally, the industry is expected to benefit from the growing number of companies seeking private equity funding, as well as the increasing number of mergers and acquisitions. However, the industry may face challenges from increased regulation and scrutiny, as well as from the potential for economic downturns. Overall, the private equity industry is expected to remain a significant player in the US financial sector in the coming years.

Recent groundbreaking advancements and milestones in the Private Equity Companies industry, reflecting notable innovations that have reshaped its landscape.

• Blackstone's Acquisition Of Ancestry.com: In December 2020, Blackstone acquired Ancestry.com for $4.7 billion, marking one of the largest deals in the genealogy industry. The acquisition is expected to help Ancestry.com expand its offerings and reach new customers.
• Kkr's Acquisition Of Global Atlantic Financial Group: In July 2020, KKR acquired Global Atlantic Financial Group for $4.4 billion, marking one of the largest deals in the insurance industry. The acquisition is expected to help KKR expand its offerings and reach new customers.
• Apollo's Acquisition Of Tech Data: In March 2020, Apollo acquired Tech Data for $6 billion, marking one of the largest deals in the technology industry. The acquisition is expected to help Tech Data expand its offerings and reach new customers.
• Carlyle's Acquisition Of a Majority Stake In Medrisk: In February 2020, Carlyle acquired a majority stake in MedRisk, a provider of managed physical medicine services. The acquisition is expected to help MedRisk expand its offerings and reach new customers.
• Blackstone's Acquisition Of a Majority Stake In Healthedge: In January 2020, Blackstone acquired a majority stake in HealthEdge, a provider of healthcare technology solutions. The acquisition is expected to help HealthEdge expand its offerings and reach new customers.