Provides access to the Journal of Private Equity and the Journal of Alternative Investments .
More on Finding Latest Trends
The Deal Pipeline
Locating firms and investments Next we’ll review the best resources for:
Getting a list of firms by specific characteristics
Getting a list of investments or funds raised by specific characteristics
Information on specific firms
Locating firms and investments
Galante’s from Asset Alternatives, Inc. CD-ROM at Baker Library
Capital IQ http://www.library.hbs.edu/go/capitaliq.html
Thomson ONE Banker http://www.library.hbs.edu/go/thomsonbanker.html
Capital IQ http://www.library.hbs.edu/go/capitaliq.html
Create company lists and find transaction information, click on “Screening and Analytics” tab
Locate Firm Profiles and search for information on individuals, click on “Company Intelligence” tab
Has global coverage, private and public companies
Includes private equity, VC, buyout firms and the companies in which they’ve made investments
PE transaction details
Good place also to get background information on individuals
Capital IQ Search – Start by selecting the right tab
Capital IQ Search Example Capital IQ Example: Locate cable companies that received PE investments within the past 3 years
Capital IQ Search Example – Results List Then to add fields and do additional formatting to your displayed results, click on “Add Display Columns”
1 st Capital IQ Search Example Cable companies that received PE investments within the past 3 years 1. Go to “Screening and Analytics" and pick “Transactions Screening” 2. Click on “Industry Classifications” under Company Details on the left of the screen. Then search for Cable and select the “Cable and other Pay Television” option. Click on Add Criteria in the lower right corner 3. Under General Transaction Details, click on “Primary Features” and choose “Private Placement-Growth Capital/Private Equity” and then click Add Criteria 4. Click on “Transaction Dates” and choose “Last 3 years”. Add Criteria. 5. From the final results listed, click on the final number under “Total Matching Transactions” to view results.
2 nd Capital IQ Search Example List of Private Equity Firms who invest in the media sector 1. Go to “Screening and Analytics" and select “Companies” under Screening (left side) 2. Click on “Investment Type” under Company Details on the left of the screen. Scroll down and under “Available Items” click on “Private Equity Investing” and move this to the right in the box labeled “Selected Items”. Then click Add Criteria in the lower right corner 3. Click on “Industries of Interest” under Investment Criteria. Then search for “media” in the search box, and click on that selection, then click Add Criteria in the lower right corner 4. From the final results listed, click on the final number under “Total Matching Companies” to view results.
Thomson ONE Banker
From Thomson Financial, global in scope
Features market quotes, earnings estimates, financial fundamentals, press releases, transaction data, corporate filings, ownership profiles and research from Thomson Financial.
The database replaces or augments with remote access other databases including SDC Platinum, Datastream, VentureXpert Web, Thomson Research, etc.
Thomson ONE Banker – Private Equity Search Features
Information on venture funds, private equity firms,
executives, venture-backed companies, and
Includes ability to search by “stage” of investment
Choose “Private Equity” to get:
Profiles of funds, firms, executives and LPs
Deal Prospecting- analytics, investments
Fundraising- commitments and statistics
Press Releases on trends and recent statistics
Find: Top ranked PE Firms that invest in mezzanine stage investments
Thomson ONE Banker Search Example
Log into Thomson ONE Banker from Baker Library Databases
Once in the database, click on “Private Equity” then “Fundraising” (left side of screen), then click on Fund Statistics
Then from the pull-down menu under “Select Report Criteria”, select “Ranked Firms”
On the same screen next to “Private Equity Type” make sure “All Private Equity Funds” is chosen
Click on “Investment Focus” and choose “Mezzanine Stage”, then click on “Include Selected”
Click on “Generate Report”.
Thomson ONE Banker Search Example Top ranked PE Firms that invest in Mezzanine Stage
Thomson ONE Banker Search Example – Results list
For Capital IQ - http://www.library.hbs.edu/references/privateequity/capitaliqsearch.html
For Thomson ONE Banker - http://www.library.hbs.edu/references/privateequity/venturexpertsearch.html
More search examples – try them out!
Detailed information on financial deals, completed, announced or rumored, worldwide.
Includes approximately new 80,000 deals per year.
Strong European focus.
Zephyr search screen- wide geographic focus
Galante's Venture Capital & Private Equity Directory (Online and CD-ROM )
Company entries include: name, location, key
executives, capital under management, investment
criteria and preferences.
Available on CD in Baker Library Reading Room and online
Indexing is a strong feature - ability to search by
Key Online Resources at Baker for Private Equity Research Still need help?
Contact an Information Research Specialist
In person at Service Desk
By email: [email_address]
By phone: 617-495-6040
You can also make an appointment for a more in-depth research consultation. For more information see – “Schedule a Career/Research Consultation” at http://www.library.hbs.edu/services/consultation.html
Hours *Check http://www.library.hbs.edu/info/hours.html for holiday hours.
Ann Cullen – [email_address]
These slides will be posted to the Baker Library web site at: http://www.library.hbs.edu/services/workshops.html