USC Databases for Mergers & Acquistions
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ZephyrInternational merger & acquisition (M&A), initial pubic offering (IPO) and venture capital (VC) data with links to company information. Zehphyr contains news and M&A reports by region and for Cleantech, & Private Equity,
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Thomson OneYOU MUST USE INTERNET EXPLORER 8 OR 9 TO ACCESS THIS DATABASE. Enter company name or ticker and select DEALS on the left side of page. You will be directed to a list of deals, click on a specific deal for details. Thomson One provides 5-6 years of historical data on M&A activities. Select 'Market view' on the left, Select 'Deal Activity' then 'Recent Deals'
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SDC PlatinumSDC is available to Marshall students/faculty only.
See SDC Guide located at the bottom right side on this page for M&A Research Guide for step-by-step instruction on how to access and download data from SDC on and off campus.
Data on mergers and acquisitions (M&A), including league tables; initial public offering (IPO), and venture capital funding. -
Mergent OnlineUse Mergent Online get Company and Competitor data. Use the 'Competitors' tab find 'comps' competitors. Under Company Financials' download 'All Sections' for full financial information.
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Wharton Research Data Services (WRDS)Collection of databases designed for quantitative analysis of financial data: Compustat Global & EMDB; Fama French Momentum and Liquidity; Audit Analytics; EVENTUS; Blockholders; CUSIP Master File; Federal Reserve Bank Reports; Bureau van Dijk; DMEF - Direct Marketing Educational Foundation; FDIC; Bank Regulatory; CBOE Indexes; Execcomp; CRSP - Center for Research in Security Prices; Compustat North America; Dow Jones; Mutual Funds Links (MFLINKS); Thomson Reuters; TRACE; NYSE TAQ; PHLX; SEC Disclosure of Order Execution; I/B/E/S International; IRI - Information Resources Inc.; Penn World Tables.
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Capital IQCapital IQ can be accessed in the Gaughan & TibertiBusiness Library (JFF 101) and in the Popovich Computer Lab (JKP 201). The computer with the software has paper sign on top of the screen with instructions. To get your own account, your professor must request an account for you. For a basic guide to get you started, please see Capital IQ Guides at the right side the Mergers & Acquisitions Research Guide
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PrivCoPrivCo is the premiere source for business and financial research on non-publicly traded corporations, including family-owned, private equity-owned, venture-backed and international unlisted companies. You must create an account (USC e-mail address) to login.
PitchBook - database
Search for recent information and data on venture capital and private equity deals, funds, debt , service provider’s investors/buyers P/E and VC activities; company valuation and other company information. This database is read-only (no downloads). Pitchbook i s limited to Marshall students, faculty and staff and must have a MyMarshall account. For our own virtual account, you must register (in-person) at marked terminals in Gaughan & Tiberti, Accounting libraries or Computer Lab, 2nd floor JKP. If you are a distance learning student please contact haraldss@usc.edu
USC Databases for article searches
Search article databases for information/news on M&A activity. Use Thesaurus tools to look up terms (Mergers & Acquisitions), or search for companies with terms like Merged, Merger, acquired, and subject as M&A (use Thesaurus if possible).
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EBSCO Business Source CompleteTo Search Mergers & Acquisitions journals: Enter part of the journal name in the in search box; Change the 'Select a Field' to SO - Source.
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FactivaUse to find up-to-date information about companies and industries. Includes articles from newspapers and trade magazines, press releases, blogs, and business forecasters.
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LexisNexis Academic (Nexis Uni)Database of full text online news, legal cases, and company information from 1980 to present.
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ProQuest BusinessProQuest Business provides full text access to articles, reports and other resources in nine databases including ABI/Inform, the Wall Street Journal, New York Times, Los Angeles Times, Business Dissertations, Historical Annual Reports and more. An excellent starting point for business research.
Financial Databases at USC
This is a list of the key business databases at USC. Another list with the WRDS datasets broken out can be found here.
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EStatement StudiesThe online version of the Annual Statement Studies, produced by the Risk Management Association (RMA), includes financial ratios on over 760 industries, industry default probabilities and cash flow measures
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Mergent OnlineUS and international company data, annual reports, and financial data.
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Mint GlobalUS and international company information from Bureau van Dijk including Datamonitor market research and company reports (same content as Orbis with a different interface).
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OrbisUS and international company information from Bureau van Dijk including Datamonitor market research and company reports (same content as Mint Global with a different interface).
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SDC GuideA step-by-step M&A Guide for SDC.
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SDC PlatinumFind data on M&A's, IPO's, global new issues and venture capital funding. On-campus access on the USC Marshall network, see instructions. Off-campus access is available via Citrix on MyMarshall. See SDC M&A Guide above.
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SEC EDGARThis is the public website for company filings with US Securities and Exchange Commission (SEC) such as 10Ks and 10Q's, 8K's , Schedule 13Ds, tender offers, various Registration Statements and other documentation.
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Thomson OneThis only works with Internet Explorer. Find analyst reports on publicly traded companies and some industry analysis from key brokerage firms.
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Wharton Research Data Services (WRDS)Collection of databases designed for standardized quantitative analysis. Available datasets include Audit Analytics, Bank Regulatory, Blockholders, Bureau van Dijk & BvD Trial, CBOE Indexes, COMPUSTAT, CRSP, CUSIP, Corporate Library, DMEF Academic Data, Dow Jones, EVENTUS, FDIC, Fama French & Liquidity Factors, Federal Reserve Bank, First Call, GSIOnline, IBES IRI, MFLINKS, PHLX, Penn World Tables, SEC Order Execution, TAQ and Thomson Reuters.
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ZephyrInternational M&A, IPO and venture capital deals with links to company information from Bureau van Dijk.
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LIMITED ACCESS DATABASESSee Library staff for information on access
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BloombergSpecialized workstation. See library staff or Center for Investment Studies for access information.
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DatastreamA financial database available for Faculty and PhD research provided through a virtual lab system. Please contact the Marshall Help Desk for access and review the instructions found here.
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Capital IQDetailed company and financial markets information including advanced screening and report-building capabilities. Please use VPN for off campus access.
Books & eBooks
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Mergers, Acquisitions, and Other Restructuring Activities by Call Number: EBOOKPublication Date: 2017 -
Understanding Mergers and Acquisitions in the 21st Century by Call Number: Doheny HD2746.5 .M3424 2013Publication Date: 2012 -
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Maximizing Corporate Value Through Mergers and Acquisitions by Call Number: EBOOKPublication Date: 2013Hard copy available in Doheny HD2746.5 .G38 2013 -
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Synergy Value and Strategic Management: inside the black box of mergers & acquisitions by Call Number: EBOOKPublication Date: 2016
M&A Journals
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The Deal PipelineLink via LexisNexis Academic
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New York Times - Deal B%kPublic site
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Mergers and Acquistions, The Dealmaker's JournalLink via LexisNexis Academic
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GlobalData Deal AnalysisLink via Proquest Business
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Mergers & Acquisitions BusinessLink via LexisNexis Academic
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Mergers & Acquistion ReportLink via EBSCO Business Source Complete
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Mergers & Acquistions WeekLink via ProQuest
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Bloomberg - Deal of the WeekPodcasts from Bloomberg M&A reporter Alex Sherman
Introduction to Mergers & Acquistions
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Thomson Research - Guide to SEC FilingsThis site provides brief descriptions for reports/filings that are available through the Securities Exchange Commission, and several databases at USC.
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Researching Public Companies Through EDGAR: A Guide for InvestorsThis is the U.S. Securities & Exchange Commission (SEC) site for all public company filings. For relevant instructions on how to search sections on M&A, scroll down to: Section G: Business Combinations and/or to Section H: - Initial Public Offerings (IPOs); EDGAR for M&A activities.
Primers
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UBS Warburg: Valuations MultiplesUBS Warburg: Valuation Multiples: A Primer in Global Equity Research - November 2001
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Note on Valuation & Mechanics of LBOUniversity of Oxford Said Business School teaching note
Publically available Primers and Guides
Capital IQ "How-to" Guides
Step-by-step on how to search SDC for M&A deals. Includes instruction for on and off campus.
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Capital IQ M&A Transaction Screening GuideStep by step instructions on using the Screening function to create a list of M&A transaction - defined by your own criteria.
Bloomberg
Bloomberg terminals are located in the Gaughan & Tiberti Business LIbrary (JFF 101) and Popovich Computer Lab (JKP 201). See the Bloomberg Research Guide for additional information.
Thomson One
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Thomson One Analyst ReportsA Basic Guide
Use Thomson One 'Research' for analyst/brokerage/equity reports. Use Keyword searches to find analyst opinions on synergies, strategies and valuations.
See attached user guide for access (Internet Explorer 8 & 9 only!).
SDC M&A Guide
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SDC M&A GuideStep-by-step guide on how to use SDC to search and create a report on M&A transactions.
Includes instruction for on- and off-campus access.
League Tables
League Tables are periodic rankings of M&A activity, including the largest deals and firms that are involved in these deals.
League Tables are available in SDC Platinum and Zephyr databases; Thomson ONE provides recent deals and allows you to search on a number of criteria to create customized league tables.
Reports on Mergers & Acquistions
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Deloitte - Mergers & AcquisitionsLists latest insights and reports M&A trends see 'featured insights'
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PriceWaterhouseCorp - Mergers & Acquistions Industry InsightsRecent reports on M&A. Use Browser to find M&A report by industry; or scroll through report titles by using the arrows (left and right)
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Baird - M&A Recent TransactionsSort list by Company name, Industry/Sector or Location. Note: These deals are specific to Baird, and not a complete listing of M&A activities.
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ET Intelligence GroupLists Free reports available on M&A
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Knowledge @Wharton - Finance & InvestmentSearch 'M&A' for the most recent reports/surveys on mergers and acquistions.
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M&A Report, 2017Published annually by WilmerHale
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Thomson Reuters - Mergers & AcquisitionsUp-to-the-minute news articles. Also see the link for "Deals".
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Hyde Park Capital - TransactionsQuarterly reports covering a number of different industries and geographies. Click on 'Mergers & Acquisitions' in the left-hand menu for specific deals.
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M&A Review - Global, 2016Published annually; older editions can be found in our Zephyr database provided by Bureau van Dijk