Global Private Equity Report 2015

Bain
arc beats above · slides in the middle · loops below · scroll → 10 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 5
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Deck intelligence map

5
coverage by narrative range · generated from this deck JSON

Slide inventory

68
every slide · same image gating as the playbook
01
Slide 1
The image is a visual metaphor for global capital/investment.front_matter
02
This is a standard corporate profile slide often found in the appendix of consulting decks.summarize
03
front_matter
04
This is a partial view of a table of contents page, specifically showing the middle section of the document structure.front_matter
05
This is a formal letter/foreword from a report.summarize
06
This is a blank page from a Bain & Company report.filler
07
The slide uses a three-part bar chart to compare Exits, Fund-raising, and Investments from 2010 to 2014.summarize
Open slide detailBeat · Situation & ContextLoop · Pattern Hunter
08
This is a text-heavy page from a consulting report, functioning as an executive summary or introduction.summarize
Open slide detailBeat · Situation & ContextLoop · Pattern Hunter
09
Figure 1.2 shows exit value (bars) and count (line) by region. Figure 1.3 shows exit holding periods as a percentage of total exits.analyze_data
Open slide detailBeat · Situation & ContextLoop · Pattern Hunter
10
The chart combines a stacked bar chart for exit value and a line chart for exit count.analyze_data
Open slide detailBeat · Situation & ContextLoop · Pattern Hunter
11
Source: Dealogic; Preqin. Notes: Initial entry year is based on deal's close date; deal value includes debt and is as reported by Dealogic as of January 2015.analyze_data
Open slide detailBeat · Situation & ContextLoop · Pattern Hunter
12
Page 6 of a Bain & Company report.summarize
Open slide detailBeat · Situation & ContextLoop · Segmentation Split
13
The slide includes a detailed breakdown of fund types and their respective CAGR for 2013-2014 and 2009-2014.analyze_data
Open slide detailBeat · Situation & ContextLoop · Segmentation Split
14
The slide uses a combination of bar charts for contributions/distributions and line charts for net cash flows, supplemented by a ratio table.analyze_data
Open slide detailBeat · Situation & ContextLoop · Segmentation Split
15
The chart illustrates the supply-demand imbalance in the private equity fundraising market.analyze_data
Open slide detailBeat · Situation & ContextLoop · Segmentation Split
16
The slide uses stacked bar charts to segment fund-raising performance by time-to-target.analyze_data
Open slide detailBeat · Situation & ContextLoop · Segmentation Split
17
The chart combines a stacked bar chart for deal value by region and a line chart for total deal count.analyze_data
Open slide detailBeat · Situation & ContextLoop · Zoom In
18
Source: Preqin. The chart illustrates the accumulation of capital in various PE asset classes over time.analyze_data
Open slide detailBeat · Situation & ContextLoop · Zoom In
19
The chart shows a stacked bar breakdown of deal sizes over time, with a supporting table showing CAGR for different deal size segments.analyze_data
Open slide detailBeat · Situation & ContextLoop · Zoom In
20
This is a text-heavy slide summarizing industry trends from a Bain & Company report.summarize
Open slide detailBeat · Problem & Complication
21
This is a text-heavy slide from a Bain & Company report, functioning as an executive summary of a specific market.summarize
Open slide detailBeat · Problem & Complication
22
This is a page from a Bain & Company report. It contains two distinct sections: one on Brazilian PE market dynamics and one on global PE returns.summarize
Open slide detailBeat · Problem & ComplicationLoop · Benchmark Gap
23
The chart illustrates the performance of Buyout, Growth equity, Venture capital, Distressed, Mezzanine, and Real estate funds.analyze_data
Open slide detailBeat · Problem & ComplicationLoop · Benchmark Gap
24
Includes hand-drawn red arrows indicating the market dip in 2009-2010 and subsequent recovery.analyze_data
Open slide detailBeat · Problem & ComplicationLoop · Benchmark Gap
25
Source: Cambridge Associates. Vintage year is determined by year of fund's first cash flow; return data for all vintages is global.analyze_data
Open slide detailBeat · Problem & ComplicationLoop · Benchmark Gap
26
The slide provides a detailed analysis of PE performance benchmarks using mPME methodology.analyze_data
Open slide detailBeat · Problem & ComplicationLoop · Benchmark Gap
27
Data source: Cambridge Associates. Methodology: mPME (modified Public Market Equivalent).analyze_data
Open slide detailBeat · Problem & ComplicationLoop · Benchmark Gap
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Report title: Global Private Equity Report 2015 | Bain & Company, Inc.summarize
Open slide detailBeat · Problem & Complication
29
This is a text-heavy section divider/introductory page from a Bain & Company report.transition
Open slide detailBeat · Solution & Approach
30
The chart uses a waterfall-style visualization to show growth increments between decades.establish_context
Open slide detailBeat · Solution & ApproachLoop · Why Now
31
This is a text-heavy page from a report, functioning as a narrative summary of industry trends.summarize
Open slide detailBeat · Solution & ApproachLoop · Why Now
32
The chart illustrates the yield spike during the 2008-2009 financial crisis and the subsequent stabilization.analyze_data
Open slide detailBeat · Solution & ApproachLoop · Why Now
33
Contains two distinct figures (2.3 and 2.4) on one page.analyze_data
Open slide detailBeat · Solution & ApproachLoop · Why Now
34
This is a text-heavy page from a Bain & Company report, focusing on historical deal performance and future market risks.summarize
Open slide detailBeat · Solution & Approach
35
Page 29 of the report. Contains Figure 2.5 (realization status) and Figure 2.6 (unrealized gains distribution).analyze_data
Open slide detailBeat · Solution & Approach
36
The chart illustrates the cyclical nature of the US economy, highlighting the need for GPs to account for potential downturns during long holding periods.analyze_data
Open slide detailBeat · Solution & Approach
37
The slide discusses the shift from market beta to active value creation and introduces the concept of 'shadow capital'.illustrate_case
Open slide detailBeat · Solution & Approach
38
This is a page of text from a consulting report, not a typical slide deck slide.summarize
Open slide detailBeat · Solution & ApproachLoop · Cost Of Inaction
39
Contains two distinct figures: Figure 2.8 (bar chart of PE allocation by institution) and Figure 2.9 (stacked bar chart of co-investment/direct investment exposanalyze_data
Open slide detailBeat · Solution & ApproachLoop · Cost Of Inaction
40
This is a page of text from a report, not a typical slide. It contains qualitative analysis and some quantitative data points embedded in the text.summarize
Open slide detailBeat · Solution & ApproachLoop · Cost Of Inaction
41
Source: Preqin, 'The State of Co-Investments,' Private Equity Spotlight, March 2014analyze_data
Open slide detailBeat · Solution & ApproachLoop · Cost Of Inaction
42
The slide discusses the shift in LP investment strategies, specifically the rise of co-sponsorships versus solo direct investments.analyze_data
Open slide detailBeat · Solution & ApproachLoop · Cost Of Inaction
43
The slide discusses the competitive landscape of direct investing by LPs and the operational challenges they face compared to traditional PE firms.establish_context
Open slide detailBeat · Solution & ApproachLoop · Cost Of Inaction
44
This is a page from a Bain & Company Global Private Equity Report, containing narrative analysis rather than visual charts.summarize
Open slide detailBeat · Solution & ApproachLoop · Cost Of Inaction
45
This is a text-heavy page from a Bain & Company report, functioning as an executive summary or editorial piece.summarize
Open slide detailBeat · Solution & ApproachLoop · Tale Two Worlds
46
The slide discusses the historical performance and market penetration of US-focused private equity funds.analyze_data
Open slide detailBeat · Solution & ApproachLoop · Tale Two Worlds
47
Page 41 of the report.analyze_data
Open slide detailBeat · Solution & ApproachLoop · Tale Two Worlds
48
Page 42 of a Bain & Company report. Discusses PE penetration, market efficiency, and the Bojangles case study.summarize
Open slide detailBeat · Solution & ApproachLoop · Tale Two Worlds
49
Page 43 of the Global Private Equity Report 2015.analyze_data
Open slide detailBeat · Solution & ApproachLoop · Tale Two Worlds
50
The slide is a text-heavy page from a Bain report, focusing on European macro-economic risks.establish_context
Open slide detailBeat · Solution & ApproachLoop · Pre Mortem
51
The slide is a text-heavy page from a report, outlining potential Eurozone instability and its implications for PE investment strategies.summarize
Open slide detailBeat · Solution & ApproachLoop · Pre Mortem
52
Page 46 of the Global Private Equity Report 2015 by Bain & Company.summarize
Open slide detailBeat · Evidence & ProofLoop · So What Cascade
53
The chart shows TVPI (Total Value to Paid-in ratio) for global buyout funds by vintage year from 1990 to 2010.analyze_data
Open slide detailBeat · Evidence & ProofLoop · So What Cascade
54
The chart displays three lines representing different vintage periods (1990-1999, 2000-2004, 2005-2009) against Net IRR ranges.analyze_data
Open slide detailBeat · Evidence & ProofLoop · So What Cascade
55
The slide uses two stacked bar charts to illustrate the volatility of fund performance quartiles over time.analyze_data
Open slide detailBeat · Evidence & ProofLoop · So What Cascade
56
Figure 2.21 compares top vs bottom quartile funds over time. Figure 2.22 compares successor fund performance based on predecessor vintage.analyze_data
Open slide detailBeat · Evidence & ProofLoop · So What Cascade
57
Page 51 of a Bain & Company report.summarize
Open slide detailBeat · Evidence & ProofLoop · So What Cascade
58
filler
Open slide detailBeat · Evidence & Proof
59
The slide uses two stacked bar charts to illustrate the 'say-do' gap in PE operating models.diagnose
Open slide detailBeat · Impact & Next StepsLoop · Quick Win Big Bet
60
Page 54 of a Bain report. Discusses the transition from deal-making to value creation.diagnose
Open slide detailBeat · Impact & Next StepsLoop · Quick Win Big Bet
61
The slide uses a numbered list format to present strategic recommendations, supported by a specific case study example (StarBev) and a quantitative benchmark (3summarize
Open slide detailBeat · Impact & Next StepsLoop · Quick Win Big Bet
62
Page 56 of a Bain & Company report. Contains two numbered sections (4 and 5) detailing management strategies and portfolio optimization.summarize
Open slide detailBeat · Impact & Next StepsLoop · Quick Win Big Bet
63
The slide serves as a diagnostic tool for PE firms to assess their internal processes for value creation.diagnose
Open slide detailBeat · Impact & Next StepsLoop · Quick Win Big Bet
64
This appears to be a diagnostic checklist slide from a Bain & Company report.diagnose
68
This is a standard Bain & Company boilerplate slide often found at the end of their presentations.summarize