Rollover and Incentive Equity Terms Middle Market Survey

Our Rollover and Incentive Equity Terms Middle Market Survey, originally published in 2013, covers terms of rollovers and incentive equity in middle market buyouts and majority recaps. Our initial survey was prompted by the lack of studies or data on these topics. We found this particularly striking given the importance of these topics to private equity investors, entrepreneurs and managers alike, especially in light of the existence of exhaustive studies on other matters such as M&A terms for private acquisitions.

2018 Rollover Survey

Access our full 2018 Rollover Survey to learn more about the latest survey trends.

Survey Overview

Expand the drop-down sections below to learn more about our survey.

Top 2018 Takeaways

Watch Goodwin partner Jon Herzog discuss some of the results of the 2018 Rollover and Incentive Equity in Middle Markets Survey.