Lincoln’s Middle Market Valuations Database Request
Every quarter, Lincoln’s Valuations & Opinions Group values between 1,600 to 1,800 privately held companies owned by private equity groups. At the end of every quarter Lincoln anonymizes and aggregates a wide array of company level financial information and creates two measures of current financial performance for U.S. middle market companies, the Lincoln Middle Market Index and the Lincoln Valuations & Opinions Group Database.
Starting in 2011, Lincoln has measured the quarterly change in revenue and earnings, in aggregate and by industry, as well as profitability trends including the impact to earnings of EBITDA adjustments, leverage, and pricing of senior and subordinated debt. This information is presented in Lincoln’s Valuations & Opinions Group Database. While providing different fair value information, on a combined basis, this database and Lincoln MMI enable investors and analysts to better understand and benchmark performance in two opaque asset classes – private debt and private equity – against peers and the public markets.
To request a copy of Lincoln’s Valuations & Opinions Database, please fill out the form below:
Valuation trends in the middle market
- Complete this form to receive a copy of Lincoln International's most recent Middle Market Database Report
Meet our Senior Team in Valuations & Opinions
From Corporate Social Responsibility to PE Impact Funds: Investor Interest in ESG and Sustainability Gains Pace
Institutional investors are increasingly accountable for how they deploy capital. More so than the widespread divestment from fossil fuels over the last decade, some capital allocators today are seeking to… Read More
Private Debt Investor | Loan Note: Defaults Still Loom in Consumer Sector; CIP Preps Renewables Debt Offering
Originally published by Private Debt Investor on September 23, 2021. Richard Olson, Managing Director at Lincoln’s Valuations and Opinions Group discusses with Private Debt investor on consumer sector performance over… Read More
An Overview of the Lincoln Senior Debt Index
The Lincoln Senior Debt Index is a quarterly index that tracks the fair market value of 500+ middle market, direct lending credit investments every quarter across approximately 100 fund clients.… Read More
Q2 2021 Lincoln Senior Debt Index
The two primary risks in this asset class are interest rate risk and credit risk. For the quarter ending June 30, 2021 the Lincoln Senior Debt Index return was 2.0%… Read More