USC Databases for Mergers & Acquistions
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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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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. -
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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ZephyrEasy to use database containing international 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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Capital IQCapital IQ (accounts available to anyone with a current USC user ID and Password)
You MUST login to the USC VPN before you can register and/or use Capital IQ.
If you have never had a Capital IQ account: To request a new account: log on to www.capitaliq.com, press New User at the upper right and register. You will need to use your USC e-mail account ending in .edu Your account is between you and Capital IQ, if you forget your login credentials, you will need to go through Capital IQ (see link above).
Capital IQ Plug-in: Once you have logged into Capital IQ, you can download the Plug-in (API), just hover over MyCapital IQ (red tab on the left), and press downloads. You can download all or make your own selections.
If you had a Capital IQ account via MyMarshall, and it has expired, we can extend your account until you graduate. Unfortunately, the plug-in is not available. Please contact Bree Russell, barussel@usc.edu or Helga Haraldsson, haraldss@usc.edu and we will get your account extended.
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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
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 is limited to Marshall students, faculty and staff and must have a MyMarshall account. For account instructions, please login to MyMarshall, and click the link for PitchBook.
Refinitiv (previously known as Thomson One)
Refinitiv Workspace provides financial data, news, analytics and productivity tools, as well as investment research from most major brokers and investment banks. Refinitiv is limited to Marshall students, faculty and staff and must have a MyMarshall account.
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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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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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.
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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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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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Capital IQYou MUST login to the USC VPN before you can register and/or use Capital IQ.
If you have never had a Capital IQ account: To request a new account: log on to www.capitaliq.com, press New User at the upper right and register. You will need to use your USC e-mail account ending in .edu Your account is between you and Capital IQ, if you forget your login credentials, you will need to go through Capital IQ (see link above).
Capital IQ Plug-in: Once you have logged into Capital IQ, you can download the Plug-in (API), just hover over MyCapital IQ (red tab on the left), and press downloads. You can download all or make your own selections.
If you had a Capital IQ account via MyMarshall, and it has expired, we can extend your account until you graduate. Unfortunately, the plug-in is not available. Please contact Bree Russell, barussel@usc.edu or Helga Haraldsson, haraldss@usc.edu and we will get your account extended. -
DatastreamDatastream is a global financial database which contains current and historical data on stocks, indices, bonds, funds, futures, options, interest rates, commodities, and economic indicators. It is available for Faculty and PhD research only and is provided through Refinitiv Workspace, via MyMarshall. Contact the Business Library about access,
Books & eBooks
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Mergers, Acquisitions, and Other Restructuring Activities by Call Number: EBOOKPublication Date: 2017 -
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Valuation for M&A: building and measuring private company value by Call Number: EBOOKPublication Date: 2018 -
Synergy Value and Strategic Management: inside the black box of mergers and acquisitions by Call Number: EBOOKPublication Date: 2016 -
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Winning at the Acquisition Game: tools, templates and best practices across the M&A process by Call Number: EBOOKPublication Date: 2020 -
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M&A Journals
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The Deal PipelineLink via LexisNexis Academic
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New York Times - DealBookPublic site
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Mergers and Acquistions, The Dealmaker's JournalLink via LexisNexis Academic
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Mergers & Acquisitions BusinessLink via LexisNexis Academic
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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
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Finance Monthly - Mergers & AcquisitionsPublic site
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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Using EDGAR to Research InvestmentsThis 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.
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Mergers & AcquisitionsA 2020 Corporate Governance guide from PWC
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Global Privater M&A GuideA 2020 guide from Baker McKenzie with individual country profiles
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 our Bloomberg Research Guide for additional information.
SDC M&A Guide
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SDC Platinum 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.
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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ET Intelligence GroupLists free reports and current news on M&A activity
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Global M&A Trends ReportA 2021 report from Lex Mundi
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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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Knowledge @Wharton - Finance & AccountingSearch 'M&A' or "mergers" for the most recent reports/surveys on mergers and acquistions.
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M&A Report, 2022Published annually by WilmerHale
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M&A Report, 2022Series of reports on M&A activity in countries around the world,
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PWC - Deals / Mergers & Acquistions Industry TrendsReports and insights on M&A activity globally.