{
  "docId": "019dd923-5ca1-7489-b635-efee526b2162",
  "docSlug": "6ebe7bc3c470921e",
  "documentTitle": "Global Private Equity Report 2015",
  "authorId": "Bain",
  "authorName": "Bain",
  "documentKindSlug": "consulting-deck",
  "documentKindLabel": "Consulting deck",
  "sourceTypeSlug": "strategy_consulting",
  "sourceTypeLabel": "Strategy consulting",
  "presentationDate": null,
  "orientation": "portrait",
  "aspectRatio": 0.773,
  "pageNumber": 49,
  "pageCount": 68,
  "prevPage": 48,
  "nextPage": 50,
  "slideType": "data_table",
  "function": "analyze_data",
  "density": "dense",
  "nDataPoints": 36,
  "notes": "Page 43 of the Global Private Equity Report 2015.",
  "elementsJson": [
    "bar_chart_grouped",
    "other"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-5ca1-7489-b635-efee526b2162/49",
  "deckHref": "/decks/019dd923-5ca1-7489-b635-efee526b2162",
  "deckJsonHref": "/decks/019dd923-5ca1-7489-b635-efee526b2162.json",
  "deckAnchorHref": "/decks/019dd923-5ca1-7489-b635-efee526b2162#slide-49",
  "components": [
    {
      "bbox": null,
      "kind": "callout",
      "text": "Even in the mature PE market in the US, investors can still spot good opportunities and not pay full price.",
      "attrs": null,
      "subkind": null,
      "toolName": "Visual emphasis",
      "toolSlug": "visual-emphasis",
      "confidence": null,
      "componentId": "019dd951-b48c-7655-b2ff-c7b4d04e58db",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.3,
        "w": 0.764,
        "x": 0.118,
        "y": 0.18
      },
      "kind": "chart",
      "text": "PE-backed companies as a percentage of all US companies (by enterprise value category)",
      "attrs": null,
      "subkind": "bar-grouped",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "d3691701-0814-4fa3-bbb6-f8613f40f059",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.3,
        "w": 0.764,
        "x": 0.118,
        "y": 0.59
      },
      "kind": "chart",
      "text": "EBITDA CAGR, post acquisition",
      "attrs": null,
      "subkind": "box",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "a56caa4b-bd3e-43ad-8dfb-32eb166923be",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "metric",
      "text": "PE-backed companies as a percentage of all US companies",
      "attrs": null,
      "subkind": "primary",
      "toolName": "Quantification",
      "toolSlug": "quantification",
      "confidence": null,
      "componentId": "019dd951-b48c-7655-b2ff-c857dd21dffb",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.02,
        "w": 0.2,
        "x": 0.118,
        "y": 0.895
      },
      "kind": "source-note",
      "text": "Source: CEPRES PE.Analyzer",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "48985103-a901-43a1-a60c-2fa1b9b2b5fc",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.02,
        "w": 0.35,
        "x": 0.118,
        "y": 0.485
      },
      "kind": "source-note",
      "text": "Sources: PitchBook; Internal Revenue Service; Bain analysis",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "5c5bff38-0872-42a5-a03c-4aef53d0d4d5",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.04,
        "w": 0.764,
        "x": 0.118,
        "y": 0.125
      },
      "kind": "title",
      "text": "Figure 2.16: PE ownership of US companies has increased over time, particularly among middle-market businesses",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "06395b35-9dad-42ee-8b57-cbf6ccacaefc",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.04,
        "w": 0.764,
        "x": 0.118,
        "y": 0.535
      },
      "kind": "title",
      "text": "Figure 2.17: Even in the mature PE market in the US, investors can still spot good opportunities and not pay full price",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "3842c000-fe30-4caf-ae43-797f43459d82",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [
    {
      "name": "Action Titles",
      "slug": "action-titles",
      "agent": "Architect",
      "layer": "slide",
      "matchId": "019dd95a-173e-703c-8768-4955b647d3ed",
      "evidence": "Title: 'PE ownership of US companies has increased … particularly middle-market'",
      "confidence": 85
    },
    {
      "name": "Small Multiples",
      "slug": "small-multiples",
      "agent": "Designer",
      "layer": "slide",
      "matchId": "5cebd8a0-850d-4438-8413-b089370a0595",
      "evidence": "chart/bar-grouped: PE-backed companies as a percentage of all US companies (by enterprise value category)",
      "confidence": 0.8
    }
  ],
  "frameworks": [],
  "arcBeats": [
    {
      "to": 51,
      "from": 29,
      "beatId": "019dd95a-07a4-702a-b0b2-8d12c1cef02c",
      "arcName": "The Consultant's Gambit",
      "arcSlug": "consultants-gambit",
      "beatName": "Solution & Approach",
      "beatSlug": "consultants-gambit-solution-approach",
      "evidence": "Section 2 four forces: capital superabundance, shadow capital, US, Europe",
      "position": 3,
      "confidence": 82,
      "parentBeatName": "Turn",
      "parentBeatSlug": "turn"
    },
    {
      "to": 58,
      "from": 29,
      "beatId": "019dd95a-07a5-761b-9143-8438c4caf57f",
      "arcName": "The Triple Take",
      "arcSlug": "triple-take",
      "beatName": "The Implications (So What)",
      "beatSlug": "triple-take-the-implications-so-what",
      "evidence": "Section 2: dynamics that will shape PE in 2015+",
      "position": 2,
      "confidence": 70,
      "parentBeatName": "Reflection",
      "parentBeatSlug": "reflection"
    }
  ],
  "loops": [
    {
      "to": 49,
      "from": 45,
      "name": "Tale Two Worlds",
      "slug": "04-tale-two-worlds",
      "bestFor": "Competitive analysis, benchmarking, case for change",
      "matchId": "019dd95a-088c-724c-b312-4299b62239a2",
      "evidence": "US captures 56–63% of buyout capital, deeper pool, top performers — contrasted implicitly with rest of world.",
      "position": 7,
      "objective": "Position the US as the relatively superior PE market vs alternatives",
      "structure": "Current State -> Desired State / Benchmark -> The Gap & Implication",
      "confidence": 78,
      "description": "Show the gap between two states to drive urgency or highlight opportunity"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}