The Effects of Private Equity on Performance of European Companies

This dissertation investigates the effects of private equity (PE) financing on performance of target companies. The analysis is based on a sample of 1,014 European buyouts between 2005 and 2014 and a control sample of non-buyouts constructed using propensity score matching methodology. The endogenou...

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Main Author: Epuri, Vladimir
Format: Dissertation (University of Nottingham only)
Language:English
Published: 2015
Subjects:
Online Access:https://eprints.nottingham.ac.uk/30196/
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author Epuri, Vladimir
author_facet Epuri, Vladimir
author_sort Epuri, Vladimir
building Nottingham Research Data Repository
collection Online Access
description This dissertation investigates the effects of private equity (PE) financing on performance of target companies. The analysis is based on a sample of 1,014 European buyouts between 2005 and 2014 and a control sample of non-buyouts constructed using propensity score matching methodology. The endogenous nature of PE buyout decision is taken into consideration by using instrumental variable approach. The study investigates three dimensions of firm performance – profitability, growth, and productivity – that are theorized to be positively affected by distinct changes in governance, capital structure and incentive system introduced by PE providers. In addition, PE buyouts are disaggregated into management buy-outs (MBOs) and management buy-ins (MBIs) and analyzed using subsamples of European countries with most active PE markets. After controlling for endogeneity, aggregated sample results indicate that buyouts register 3.6% lower sales growth and a 3.7% lower productivity growth compared to a matched sample of non-buyouts. Country-level analysis suggests both similarities and differences between countries and buyout types. Further, MBOs achieve slightly higher sales growth than MBIs with no evidence of differences in profitability, employment, and productivity. Country level analysis suggests some heterogeneity in performance across countries and buyout types. In particular, French MBOs showed 15.6% higher return on capital employed and higher productivity growth while Italian MBIs delivered 11.9% lower profitability and lower productivity growth compared to a control sample of companies.
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spelling nottingham-301962017-10-19T14:53:14Z https://eprints.nottingham.ac.uk/30196/ The Effects of Private Equity on Performance of European Companies Epuri, Vladimir This dissertation investigates the effects of private equity (PE) financing on performance of target companies. The analysis is based on a sample of 1,014 European buyouts between 2005 and 2014 and a control sample of non-buyouts constructed using propensity score matching methodology. The endogenous nature of PE buyout decision is taken into consideration by using instrumental variable approach. The study investigates three dimensions of firm performance – profitability, growth, and productivity – that are theorized to be positively affected by distinct changes in governance, capital structure and incentive system introduced by PE providers. In addition, PE buyouts are disaggregated into management buy-outs (MBOs) and management buy-ins (MBIs) and analyzed using subsamples of European countries with most active PE markets. After controlling for endogeneity, aggregated sample results indicate that buyouts register 3.6% lower sales growth and a 3.7% lower productivity growth compared to a matched sample of non-buyouts. Country-level analysis suggests both similarities and differences between countries and buyout types. Further, MBOs achieve slightly higher sales growth than MBIs with no evidence of differences in profitability, employment, and productivity. Country level analysis suggests some heterogeneity in performance across countries and buyout types. In particular, French MBOs showed 15.6% higher return on capital employed and higher productivity growth while Italian MBIs delivered 11.9% lower profitability and lower productivity growth compared to a control sample of companies. 2015-09 Dissertation (University of Nottingham only) NonPeerReviewed application/pdf en https://eprints.nottingham.ac.uk/30196/1/Epuri%20Dissertation.pdf Epuri, Vladimir (2015) The Effects of Private Equity on Performance of European Companies. [Dissertation (University of Nottingham only)] private equity LBO MBO MBI Europe performance
spellingShingle private equity
LBO
MBO
MBI
Europe
performance
Epuri, Vladimir
The Effects of Private Equity on Performance of European Companies
title The Effects of Private Equity on Performance of European Companies
title_full The Effects of Private Equity on Performance of European Companies
title_fullStr The Effects of Private Equity on Performance of European Companies
title_full_unstemmed The Effects of Private Equity on Performance of European Companies
title_short The Effects of Private Equity on Performance of European Companies
title_sort effects of private equity on performance of european companies
topic private equity
LBO
MBO
MBI
Europe
performance
url https://eprints.nottingham.ac.uk/30196/