Reports and Research
The Reports and Research section provides comprehensive access to research papers, financial analyses, and industry outlooks produced by Bocconi Students for Alternative Investments. Our publications adhere to professional standards and offer data-driven insights relevant to current business and financial landscapes. All publications are produced by BSAI members following the highest standards of accuracy and analytical rigor.
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European Venture Capital & Startup Database: A Unified View
BSAI developed a European VC and startup database to address fragmented, unreliable market data. Combining automated extraction with manual validation, it standardizes information on startups, investors, and deals. The result is a comprehensive, accurate, and user-friendly dataset supporting investment analysis and strategic decision-making across Europe’s diverse and decentralized ecosystem.
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Equity Research: ServiceNow
In Hedge FundsServiceNow is a U.S. based cloud software company that helps large organizations automate internal workflows across IT, HR, customer support, and security. Its Now Platform serves over 8,000 clients, including 85% of the Fortune 500, and increasingly embeds AI to drive enterprise efficiency and digital transformation.
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Centrus Energy Corporation Equity Research Report
In Hedge FundsCentrus Energy, the only U.S. company licensed to produce High-Assay Low-Enriched Uranium (HALEU), is positioned for significant growth in the nuclear sector. With strong profitability metrics, strategic partnerships, and a DCF valuation suggesting 52% upside to $112.73, analysts recommend investment despite some geopolitical risks.
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Bain & Aquila: Expanding ESG-Driven Investments
Bain Capital acquired 80% of Aquila Group’s data center subsidiary AQ Compute in October 2024. The partnership combines Bain’s financial strength with Aquila’s sustainability focus to expand AI-ready, net-zero data centers across European markets including Oslo, Barcelona, and Milan.
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Marc Rowan and Apollo: Redefining Private Credit
Under Marc Rowan’s leadership, Apollo Global Management has transformed from a private equity firm into a dominant force in private credit, now representing 70% of its $700 billion AUM. Strategic partnerships like the $25 billion Citigroup deal exemplify Apollo’s innovative approach to filling gaps left by traditional banks.
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Charting the Starts: Venture Capital Emerging in Space Exploration
Venture capital investment in space exploration is surging in 2024, with approximately $120 billion invested over the past four years. While US companies dominate with 55% market share, European firms are gaining ground. Major trends include increased accessibility, marketplace development, and government-led growth, despite challenges from high costs and lengthy…
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BlackRock’s acquisition of Global Infrastructure Partners
In January 2024, BlackRock acquired Global Infrastructure Partners (GIP) for $12.5 billion, combining BlackRock’s $50 billion infrastructure platform with GIP’s $100 billion portfolio. The strategic acquisition creates the world’s second-largest infrastructure investment manager, positioning BlackRock to capitalize on growing private infrastructure investment demand worldwide
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Electrified Transportation: Shaping the future of sustainable mobility
Electrified transportation has become the top green investment category, reaching $634 billion in 2023. While the sector faces challenges including supply chain disruptions, falling battery prices, and regional market variability, projections indicate EVs will constitute 100% of new passenger vehicle sales by 2034.
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Kering’s strategic Acquisition of Via Montenapoleone 8
In Real EstateFrench luxury group Kering acquired an historic building at Via Montenapoleone 8 in Milan for €1.3 billion, marking Europe’s largest single-asset property deal since 2022. The strategic purchase secures Kering’s presence on the world’s most expensive retail street, enhancing brand prestige and providing long-term operational stability.
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The Rise of the Secondary Market: Unlocking Liquidity and Growth opportunities
The private equity secondary market is experiencing unprecedented growth despite broader PE market declines. This trend provides liquidity solutions for LPs and extended value creation opportunities for GPs, while presenting challenges including information asymmetry, valuation complexities, and regulatory hurdles.
Division Specific Reports: