An Overview of the Lincoln Middle Market Index

Feb 2019

The Lincoln Middle Market Index is a first-of its kind quarterly index that tracks the enterprise value of more than 1,300 privately held, mid-market portfolio companies for  approximately 100 sponsors and lenders. New for this quarter, the index also includes equity values of mid-market companies.

View the Q4 2018 LMMI | View the Q4 2018 LMMI Press Release | View the LMMI Methodology

In this interview with Bloomberg TV, Ron Kahn, Managing Director and Head of Valuations and Debt Advisory Groups, covers private company performance, enterprise and equity values and the LMMI.

Q3 2018 LMMI Report

Q2 2018 LMMI Report

Summary

  • Quarterly index provides a unique measurement of changes in enterprise value of private middle market companies.
  • Provides a key benchmarking tool for private equity sponsors and institutional investors.
  • The Lincoln MMI shows high correlation to public U.S. stock markets but less volatility.

Contributors


Chris Gregory has joined the firm as a Managing Director in the Valuations & Opinions Group

Chris will lead the firm’s efforts in providing Fairness and Solvency Opinions to its clients. He will be based in the firm’s New York office. Chris brings a wealth of experience in […]

Lincoln International Releases Q4 Middle Market Index, Private Middle Market Companies Generated Greater Equity Returns Than The S&P

Private middle market companies generated greater equity returns than the S&P and proved less volatile than public markets Lincoln International released the Q4 2018 issue of its Lincoln Middle Market Index (Lincoln MMI). The Lincoln […]

2018 Record Results

We are pleased to share with you a snapshot of our 2018 results, which reflect another record year at Lincoln International. While the numbers are one indicator of our continued growth, we […]

Lincoln International Releases Third Quarter Middle Market Index, Shows Tenth Consecutive Quarter of Enterprise Value Growth

Lincoln MMI demonstrates that privately held middle market companies are generating returns comparable to major public stock market indices, but with less volatility Lincoln International, a leading global, mid-market investment bank, today […]