2012贝恩-全球私募

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2012 Bain _Global_Private_Equity_Report_.pdf

1. The PE market in 2011: What happened  . . . . . . . . . . . . . . . . . . . . . . . . . pg. 1
Investments: Coping with climate change . . . . . . . . . . . . . . . . . . . . . . . . . pg. 2
  –A false spring
  –A late-summer frost
  –Some warmth in emerging markets
Exits: The recovery stalls  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . pg. 13
Fund-raising: The rebound falls ﬂ  at . . . . . . . . . . . . . . . . . . . . . . . . . . . . pg. 16
Returns: Facing a moment of truth . . . . . . . . . . . . . . . . . . . . . . . . . . . . . pg. 21
  –Unlocking the alchemy of alpha
Key takeaways . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . pg. 26
Buy-and-build: An investment theme for challenging times . . . . . . . . . . . . . pg. 27

2. What is happening now: Dynamics for 2012 and beyond  . . . . . . . . . . . . . pg. 31
Investments: Rewinding the clock . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . pg. 31
  –A question of supply and demand
  –Looking for a breakthrough in emerging markets
  –The Southeast Asia opportunity
Exits: Animal spirits are dormant . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . pg. 42
Fund-raising: Knocking on a locked door . . . . . . . . . . . . . . . . . . . . . . . . pg. 45
Returns: Making an alpha bet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . pg. 49

Key takeaways . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . pg. 56
Will sovereign wealth funds be PE’s “white knight”? . . . . . . . . . . . . . . . . pg. 57

3. PE hits a new inﬂ  ection point  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . pg. 59
Identify growth opportunities others don’t see . . . . . . . . . . . . . . . . . . . . . pg. 59
Vigorously test the investment thesis . . . . . . . . . . . . . . . . . . . . . . . . . . . . pg. 60
Make sure management is on board from the start . . . . . . . . . . . . . . . . . pg. 60
Retool the ﬁ  rm with a repeatable model for success . . . . . . . . . . . . . . . . . pg. 61