Private Equity Info Custom Research: Accurate, Actionable, Deal-Ready

High-quality data alone doesn’t drive good decisions. The real advantage comes from how that data is interpreted, refined, and applied. Private Equity Info’s custom research bridges that gap, turning raw information into clear, actionable insight.

Why Firms Choose Custom Research

Clients turn to custom research when time, resources, or complexity stand in the way of doing it themselves. Some need help identifying the right buyers. Others want to uncover overlooked opportunities or refine a market they don’t fully understand. In every case, the goal is the same: save time, reduce risk, and improve outcomes.

More Than a Data Pull

Custom research isn’t just about delivering lists. It’s a collaborative process. We work closely with clients to define the right criteria, challenge assumptions, and refine results until the output is both accurate and usable. That partnership often means:

• Identifying gaps or inconsistencies early
• Clarifying criteria before research begins
• Adjusting direction when assumptions change
• Delivering more targeted, higher-confidence results

Expertise That Prevents Missed Targets

Small research errors can lead to missed opportunities and wasted time. Our team brings deep familiarity with the data, strong industry context, and proven processes focused on accuracy and speed. The result is clean, complete output that can be used immediately, without second-guessing.

No One-Size-Fits-All Output

Every project is tailored to the client’s objectives. Whether the focus is a niche industry, specific geography, financial profile, ownership type, or unfamiliar market segment, the approach and deliverables adjust accordingly.

Clear, Actionable Deliverables

Each project concludes with a decision-ready Excel file, which typically includes:

• PE Firms: Potential platform investors based on industry, revenue, EBITDA, and other criteria
• Portfolio Companies: Potential add-on targets and their PE owners

Each entry includes a simple match score (best, close, or possible fit), along with a master contact list ready for CRM upload. Projects are typically delivered within 3–5 business days.

Built on Trust and Discretion

All research is handled with complete confidentiality. Client goals, criteria, and output remain private, recognizing the sensitivity of strategy-driven research.

The Bottom Line

Custom research isn’t just about better data; it’s about better decisions. With a tailored approach and a collaborative mindset, PEI helps clients move from raw information to strategic insight with clarity and confidence.

Learn more about our custom research service.