Industry Research Trends for Financial Firms in 2025

Industry research proves critically important for financial firms like private equity (PE), venture capital (VC), investment banking, and management consulting. In 2025-as global markets evolve and radically redesign business models. It is through technology-strong industry data and analysis. They now underpin smarter investments, risk management, and strategic advisory. Here is how present, accurate data continues to carry the value of industry research for these firms.

Market Size and Growth: The Numbers Behind the Opportunity

The Market size and Growth for various financial institutions is as follows:

Industry Research – Market Size & Growth

Private Equity (PE):

• The global PE market is valued at $593.28 billion in 2025 and is expected to reach $1,349.95 billion by 2034, with a 9.58% CAGR.
• North America has by far the largest market, but growth is accelerating worldwide due to a vibrant start-up culture and demand for capital diversification.

Venture Capital (VC):

• The global venture capital investment market will grow from $301.78 billion in 2024 to $364.19 billion in 2025 at a CAGR of 20.7%.
• By 2029, the VC market is expected to hit $764.78 billion, with a sustained CAGR of 20.4%.
• The main growth drivers will be e-commerce, healthcare innovation, and cross-border investments.

Investment Banking:

• As for the global investment banking market, it is estimated to grow from $201.37 billion in 2025 to $433.84 billion by 2034, at a CAGR of 8.9%.
• The growth is propelled by having to seek expert guidance in complex transactions while broadening financial issues.

Management Consulting:

• The world’s management consulting market has been valued at $510.65 billion in 2025, and it is anticipated to reach $897.44 billion by 2034; thus, indicating a compound annual growth rate (CAGR) of 6.56%.
• There is strong demand among SMEs, who formed almost 358 million in number in 2024.

Financial Advisory:

• The financial advisory market is expected to reach $218.96 billion in 2025, growing to $273.67 billion by 2029 at a CAGR of 5.7%.
• The growth has been brought about by increasing numbers of high-net-worth individuals (HNWI), digital transformation, and an increasingly complex global finance system.

Why Industry Research Matters for Financial Firms

Industry research is important for identifying potential opportunities here is the list of financial institutions that achieve success through industry research:

Why Industry Research Matters for Financial Firms

Identifying and Evaluating Opportunities

Private Equity and Venture Capital: Industry research is an essential part of identifying high-potential industry sectors and companies, evaluating their positioning and growth against market benchmarks. Health care innovation and fintech take off like never before in new VC and PE allocations worth billions.

Investment Banking: Latest sector Industry research allows banks to identify M&A opportunities as well as optimize deal timing. Along with these, evaluation of regulatory environment is also critical when the market grows on to $433.84 billion by 2034.

Management Consulting: Consultants referring to industry data benchmarking client’s operations for inefficiencies could suggest improvement strategies that fit emerging market trends.

Reducing Risks, Increasing Return

Risk Assessment: It is too important now in definition to assess both macroeconomic risks and shifting regulations around supply chain vulnerabilities as these global markets are increasingly volatile.

Data Analytics and AI: 98% of all CEOs affirm this: AI and machine learning will have an immediate impact on the way people practice and live their finance in 2025. Today, almost without exception, AI-enabled applications process invoices, reconcile accounts, and report anomalies with near-perfect accuracy: it cannot but improve risk management and decision-making.

Staying Ahead of Trends and Competitors

Trend Tracking: Industry research creates powerful channels for firms to keep track of trends across sustainable finance, ESG investing, and decentralized finance (DeFi) that are transforming the VC and advisory landscape.

Competitive Analysis: Structures covering detailed sectoral analysis enable firms to benchmark against peers and identify unique value propositions, which become so critical in a market wherein management consulting grows above 6.5% annually.

Supporting Deal-Making and Fundraising

Deal Activity: The 2025 market is recuperating from the recent M&A and capital markets activities – investment banks and PE/VC sponsors are using industry research to narrow the gaps in valuations and facilitate creative structuring.

Exit Strategies: Fund managers govern the nature and timing of exit strategies based on timely industry research, as they aim to maximize returns for shareholders by cashing in on favorable IPO and M\&A windows.

Technology and AI: The New Backbone of Industry Research

Technology and AI nowadays play a very important role. This can help to achieve success in a more effective and efficient way.

AI Integration

By 2025, AI would not only be aiding in automating tasks but also be acting as a funnel for strategic insights. Robotic Process automation (RPA) powered by AI allows for real-time processing of thousands of transactions, whereas advanced analytics find patterns and opportunities hidden from conventional analysis.

Adoption Gap

Less than half of organizations say they are ready for a full rollout of their business operations under AI. This presents a competitive opportunity for early adopters.

Opportunities in 2025

Opportunities in different sectors and financial institutions.

• Exponential growth in VC and PE across different sectors especially in tech, healthcare, and sustainability.
• Surge in M&A and advisory activity with investment banking returning to the trading floor.
• Digital transformation and increased adoption of AI will empower companies into delivering value at scale.

Industry research is the engine that will have powerfully propelled PE, VC, investment banking, and management consultancies. It leads to a firm’s smarter decisions, returns superior to others, and agility in strategy in 2025. By 2034, private equity will more than double, and VC will grow at over 20% a year. The investing firms will be the ones betting on robust, data-driven research-with-the-power-of-AI variables for the next era of financial innovation-value creation.

Magistral’s Service Offerings for Industry Research

Industry Landscape Analysis

Magistral conducts detailed Industry research in order to develop the entire industry environment. This includes market size, segmentation, drivers for growth, key trends, and the regulatory framework/ This will give the client maximum foreshadows on industry dynamics.

Competitor Benchmarking

Magistral further offer comprehensive sources of competitor analysis that include profiling the major market players. It also involves analyzing their strategies and including their respective market shares and performances. So that the clients can perform or abbreviate themselves strategically and competitively.

Market Entry and Feasibility Studies

Market entry analysis, distribution channels, risk-cost assessments, and feasibility studies. They are based on actual data and expert insights are the main tasks with which Magistral supports entering new markets.

Custom Market Research

Designed for client needs, this includes primary (interviews, surveys) and secondary (database research) methods to address unique business queries and furnish actionable business intelligence.

Trend and Opportunity Analysis

By tracking emerging trends, innovations, and untapped market potential, they help clients stay ahead. This includes possible investment or disruptive opportunities within an industry.

Regulatory and Policy Impact Research

Magistral assesses changing policy and regulatory environments on a given industry or market within which their clients operate. It is done for strategic compliance consideration and adaptation of operations.

Sector-Specific Expertise

The firm spans a range of sectors that include financial services, healthcare, technology, consumer goods, industrials, and energy, thus ensuring relevant insights and sector coverage.

Flexible Engagement Models

We offer the services in either a project mode or through dedicated analyst teams. Our onshore-offshore delivery choices ensure confidential and cost-effective execution.

About Magistral Consulting

Magistral Consulting has helped multiple funds and companies in outsourcing operations activities. It has service offerings for Private Equity, Venture Capital, Family Offices, Investment Banks, Asset Managers, Hedge Funds, Financial Consultants, Real Estate, REITs, RE funds, Corporates, and Portfolio companies. Its functional expertise is around Deal origination, Deal Execution, Due Diligence, Financial Modelling, Portfolio Management, and Equity Research

For setting up an appointment with a Magistral representative visit www.magistralconsulting.com/contact

About the Author

The article is authored by the Marketing Department of Magistral Consulting. For any business inquiries, you can reach out to prabhash.choudhary@magistralconsulting.com