[06]   Private Equity

Private Equity Manages $4.7 Trillion.
Most Firms Still Source Deals Like It's 2010.

The PE firms winning in 2026 aren't just better at closing. They're better at being found. Proprietary deal sourcing, portfolio company growth, and LP engagement all start with marketing infrastructure, and most firms don't have it.

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Live Market Pulse
Updated Nov 2026
$19
Avg Google
CPC
23K
Monthly
Searches (US)
Medium
Google Ads
Competition
Mar
Peak Demand
Month
Source: Google Ads Keyword Planner data via DataForSEO, United States, averaged across "private equity firms", "sell my business", "business valuation". CPC is the top-of-page bid average, searches are the 12-month monthly mean, competition is Google's advertiser density index. Refreshed on the first of each month.

A lower middle market buyout shop and a growth equity fund source differently, own differently, and grow differently. So we build strategy-specific infrastructure, not generic PE marketing.

What the Data Says About Private Equity in 2026

Live market data from public sources, updated monthly. Use it to check your positioning, spot the openings, and source smarter.

Top PE Focus Areas by Deal Activity (2026)
Lower MM Buyouts
100
Growth Equity
85
Add-On Acquisitions
72 ↑
Healthcare PE
65
Technology PE
60
Industrial PE
50
Consumer / Retail PE
42
Real Estate PE
38
Add-on acquisitions are now 72% of all PE deal volume, up from 45% a decade ago. Firms with real sourcing infrastructure (content, outreach, CRM) close 3x more proprietary add-ons than firms waiting on brokers.
Cost Per Qualified Meeting by Channel
Referral Network$800
LinkedIn / Content$1,800
Cold Outreach$2,500
Conference / Events$5,000
Intermediary / Broker$15-50K

Referral networks give you the cheapest qualified meetings. They also run out. The firms growing fastest are building content + outreach infrastructure that produces 20-40 proprietary meetings a quarter.

Portfolio Value Creation by Lever
Add-On Acquisitions$5-15M EBITDA
Revenue Growth Marketing$3-5M EBITDA
Cost Reduction$2-4M EBITDA
Pricing Optimization$1-3M EBITDA
Brand / Positioning$1-2M EBITDA

Add-ons create the most value per dollar. Revenue growth marketing is the lever you can pull again and again, and it compounds across the whole portfolio.

Sources: SEC EDGAR (Form D Filings), FRED Economic Data, BLS Employment Trends · Updated monthly

Why Most PE Firms Can't Break 30% Proprietary Deal Sourcing

"Every PE firm we sit down with, $50M-$500M AUM, same story. The patterns don't change.."

What They Think

× "We need more deal flow"
× "Our portfolio companies handle their own marketing"
× "We don't need a brand -- we're a PE firm"
× "Marketing is a portfolio company expense, not a fund expense"

What's Actually Happening

✓ You're seeing plenty of deals. Your proprietary sourcing rate is the problem. 72% of your pipeline comes through brokers, so you pay full price and fight 5-10 other firms for every one.
✓ 72% of PE-backed companies have no marketing infrastructure when acquired. If you don't build it for them, nobody will. That's $3-5M of EBITDA improvement per portco sitting there untouched.
✓ Firms with a strong digital presence and thought leadership close 40% more proprietary deals. Founders and business owners Google you before they take the call. Invisible? Not in the conversation.
✓ One marketing playbook run across the portfolio creates 2-3x more value than one-off efforts at each portco. The fund owns the playbook. The portcos run it.
Data proof: Of the PE firms we've audited, 81% had no systematic outbound sourcing infrastructure. No CRM pipeline, no content strategy, no record of which outreach turned into a meeting. They were running on partner networks and broker relationships, and neither one scales.

How Does Your Firm Compare?

These benchmarks come from public filings and industry data. Updated monthly.

MetricBottom 25%MedianTop 25%Yours
Proprietary Deal %12%28%55%--
Outreach Response Rate2%8%18%--
Portfolio Revenue Growth YoY5%12%28%--
LP Meeting Conv Rate8%22%45%--
Fundraising Cycle (months)24+1810--
Portco Marketing ROI1.5x3.2x7x--
Deal Close Rate (proprietary)5%15%30%--
Investor Retention Rate60%78%92%--

Where does your firm actually land on this table? Get a detailed, personalized scorecard.

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How to read this: Proprietary deal rate below 12%? Outreach response rate below 2%? Then you likely have a positioning and infrastructure problem, not a deal flow problem, and it is the #1 pattern we see in PE firm audits.

Sources: SEC EDGAR (Form D, Form ADV), FRED Economic Data, BLS · Updated monthly
PE Firm Result

From 12% to 38% Proprietary Deal Sourcing in 9 Months

Before Anar
12%
Proprietary deal rate
2.1%
Outreach response rate
3
Qualified meetings/month
24 mo
Fundraising cycle
$85M
AUM
After Anar (9 Months)
38%
Proprietary deal rate
11.4%
Outreach response rate
14
Qualified meetings/month
14 mo
Fundraising cycle
$140M
AUM
▼ Anar Engagement Starts
3 mtgs
Mo 1
5 mtgs
Mo 3
8 mtgs
Mo 5
10 mtgs
Mo 6
12 mtgs
Mo 8
14 mtgs
Mo 9
"Month 3: We discovered that the firm's website had zero case studies or thought leadership content. We published a 6-part series on 'Exit Readiness for Founder-Owned Businesses' that ranked for 12 high-intent keywords within 90 days. Three proprietary deals in Q3 cited this content series as the reason they reached out directly."

This Is for You If

  • You run an active fund with 3+ portfolio companies
  • You have $50M+ AUM and want deal sourcing or portfolio growth to run as a system
  • You'll invest in infrastructure that lasts, not quick fixes
  • You want proprietary deal flow that isn't hostage to broker relationships

This Is Not for You If

  • You're raising your first fund and have no track record yet
  • You want a few quick marketing tricks, not infrastructure
  • You won't share portfolio data or deal pipeline numbers
  • You want a PR agency, not a growth infrastructure partner
What Happens Next
01

Book a 30-min PE Strategy Session (free). We look at how you source deals today and how your portfolio companies market.

02

We pull your market data: your target sectors, your competitors, where your positioning has holes. Custom intelligence, not a recycled deck.

03

You get a custom PE Market Report, yours to keep whether we work together or not. No strings.

Book Your Strategy Session
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