private equity origination

How to read OSHA 300A data for industrial target screening in 2026: who must submit, establishment matching, TCR and DART formulas, BLS benchmarks, and four screen outcomes.

How to read the FCC Form 499 filer database in 2026: 499 Filer ID vs FRN vs 498 ID, DBA and affiliate names, BDC common-control names, a join worksheet and a fictional three-record example.

A 2026 guide to Schedule R taxable affiliates for PE research, covering control tests, reported percentages, filing lag, current operator checks, and a field-to-claim ownership worksheet.

A 2026 PE research protocol for matching PACER bankruptcy hits to legal entities, separating affiliates, checking case stages, and recording accepted, rejected or unresolved results in a debtor-match worksheet.

A 2026 guide to USDA Organic Integrity Database company searches: map Handling operations to legal entities, separate sites from mailing addresses, verify parent links, and calculate extract-level research yield.

How to turn an FSIS establishment number into a company: 2026 MPI directory fields, HACCP size limits, state-inspected gaps and a crosswalk template with evidence statuses.

A 2026 protocol for turning Google Maps discovery into acquisition research: classify profiles, verify establishments and operators, preserve ownership uncertainty, and measure resolution without overstating market coverage.

A 2026 contractor license lookup by state report for PE teams, with official routes for 50 states and D.C., checked field limits, bulk-data options, and a license-to-legal-entity evidence protocol.

A 2026 decision worksheet for private equity market sizing: compare firm and establishment definitions, release years, NAICS vintages and coverage ranges across CBP, QCEW and SUSB.

A 2026 guide to FDD Item 20 for private equity research, with an item-by-item extraction template, state filing-access matrix, outlet-movement bridge, and strict limits on ownership and growth inferences.

A 2026 field guide to SEC Exhibit 21 subsidiary lists for PE origination: read the omission rule, retain filing dates and footnotes, verify legal entities, and track unresolved family links.

A 2026 guide for PE research teams tracking entity continuity through name amendments, conversions, mergers, and brand transfers, with an event ledger, decision tree, and duplicate-quality metrics.

A 2026 guide to estimating private-company headcount from Form 5500 active participants, with field definitions, filing-lag controls, a reconciliation worksheet, and pass, fail, or pending tests.

A 2026 audit sampling worksheet for target-research batches, with exact zero-defect sample sizes, acceptance numbers, field-risk controls, and accept, expand, remediate, or reject rules.

A 2026 field guide to resolving a brand, DBA, trademark, domain, or storefront to the correct legal entity, with official registry links, a crosswalk template, and review rules.

A 2026 guide to verifying employee ownership with Form 5500, including codes 2O, 2P and 2Q, entity matching, percentage evidence and PE screening rules.

A 2026 verification matrix for official business registries in all 50 states, including searchable fields, filing images, certificates, fees, and an acquisition-research evidence workflow.

A 2026 guide to estimating private company revenue for M&A screens, with an evidence ladder, metric translations, proxy ranges, and threshold rules.