Lower Middle Market Private Equity: Comprehensive Reading and Resource Guide
Written By: Gerald O’Dwyer IIThe PE Guru — Blackmore Partners, Inc | December 10th, 2024
This curated list includes books and publications with website links where available, offering insights into private equity (PE). Topics cover investment strategies, deal-making, governance, operational efficiency, and value creation, ideal for lower middle market professionals.
Books on Private Equity
- Private Equity: History, Governance, and Operations
By Harry Cendrowski, James P. Puth, and Jessica A. Peterson
Overview of private equity history, governance models, and operational strategies.
Buy on Wiley
- Private Equity Operational Due Diligence: Tools to Evaluate Liquidity, Valuation, and Documentation
By Jason Scharfman
A guide to assessing operational risks in PE deals and conducting thorough due diligence.
Buy on Wiley
- The Private Equity Playbook: Management’s Guide to Working with Private Equity
By Adam Coffey
Practical guidance for executives working with private equity firms.
Buy on Amazon
- Private Equity at Work: When Wall Street Manages Main Street
By Eileen Appelbaum and Rosemary Batt
Examines the impact of private equity ownership on companies and employees.
Buy on Amazon
- The Masters of Private Equity and Venture Capital
By Robert Finkel and David Greising
Insights from top PE and VC professionals on strategies, leadership, and deal-making.
Buy on Amazon
- Investment Strategies of Hedge Funds and Private Equity Firms
By S.L.W. Walker
Analysis of portfolio management and risk-handling strategies in PE and hedge funds.
Buy on Wiley
- The New Tycoons: Inside the Trillion Dollar Private Equity Industry That Owns Everything
By Jason Kelly
A deep dive into the power and influence of the private equity industry.
Buy on Amazon
- Private Equity: Value Creation and Investment Opportunities
By Joseph W. Bartlett
Insights into how PE firms drive value creation.
Buy on Amazon
- Private Equity: The Art of Valuation and Deal Structuring
By C.P. Pradeep
Guidance on deal valuation, structuring, and negotiation techniques.
Buy on Amazon
- Private Equity: Financial Engineering, Venture Capital, and Buyouts
By Peter J. Neumark
Detailed look at financial engineering and strategies for venture capital and buyouts.
Buy on Amazon
Key Industry Reports and Publications
- PitchBook’s Annual Global Private Equity & Venture Capital Report
Analysis of trends in deal-making, fundraising, and market performance.
Read more
- Preqin’s Global Private Equity & Venture Capital Report
Data-rich insights into fundraising and performance trends in PE.
Read more
- McKinsey & Company Private Equity Insights
Research on challenges, opportunities, and strategies in PE.
Read more
- Private Equity International (PEI)
In-depth analysis of global private equity markets.
Visit PEI
- Bain & Company’s Private Equity Insights
Reports on value creation and market trends in private equity.
Read more
- Deloitte’s Private Equity Reports
Insights on mergers, acquisitions, and growth strategies.
Read more
- EY’s Global Private Equity Survey
Analysis of investor priorities and strategic challenges.
Read more
- PwC’s Private Equity Insights
Publications on deal-making and market performance in PE.
Read more
- KPMG’s Private Equity Market Reports
Reports on investment trends and regulatory impacts in PE.
Read more
- CB Insights – Private Equity Newsletter
Data-driven insights into PE investment trends and firm performance.
Read more
- AltAssets
News and analysis on global private equity and venture capital activity.
Visit AltAssets
- S&P Global Market Intelligence
Reports on PE transactions, fund performance, and industry trends.
Read more
Additional Publications
- Harvard Business Review (Private Equity Topics)
Articles on leadership, governance, and private equity’s role in industries.
Visit HBR
- The Wall Street Journal (Private Equity Section)
Covers news and developments in the PE space.
Visit WSJ
- The Economist (Private Equity Focus)
Explores the impact of PE on global industries and economies.
- Venture Deal’s Blog and Resources
Insights into deal-making, valuations, and legal considerations.
Visit VentureDeal
- The Alternative Investment Analyst Review
Research on alternative investments, including private equity.
Visit CAIA
This guide serves as a comprehensive resource for executives, investors, and professionals in the lower middle market to explore private equity. From practical guides and deep-dive reports to industry news and market analysis, these resources will help you navigate the complexities and opportunities in the PE industry.