Baker Library Services

Finance Spring Search Jumpstart, March 10, 2010

Find this handout online at

Resourcesfor Networking

Guide for Company, Industry, and Career Research

See section for Network

  • How can I find out what HBS Alumni work for a given company, industry or job function?
/
  • What resources can I use for identifying potential networking contacts?

Research Guides: “Financial Services” and “Venture Capital and Private Equity Industry”

See section for Careers,Associations and Events

MBA Career Research Information Sessions Slides "Financial Services” and “VCPE”

Fast Answers: On Baker Library Homepage

Answers to common research questions, e.g. banking, private investments, bankruptcy, etc.

Staying up to Date

DealBook

Excellent daily overview of trends inInvestment Banking, M&A, Private Equity and other parts of the financial deals sector, edited by Andrew Ross Sorkin at the New York Times.

The Deal Pipeline

Institutional Investor.com

Baker Library’s Highlights Newsletters

Articles on industry trends emailed every 2 weeks. Select “VCPE” or “Investment Mgmt”

Having database access problems or need assistance with your research?

Contact a librarian in person, at 617.495.6040, or to answer questions, meet one-on-one, or learn more about resources.

Capital IQ Sample Search Instructions:

Search 1 – Find a List of Private Equity Companies

Find a list of turnaround focused PE firms with offices in Asia affiliated with HBS alums.

  1. Go to “Screening & Analytics” tab. Choose “Screening” then “Companies”
  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.
  3. Under “Company Details” click “Geographic Locations” and click your mouse to the left of the selection for “Asia/Pacific”. Then click your mouse in the box to the left of the option “Search by Headquarters Only” to make sure this selection is no longer checked. Then click on the “Add Criteria” button to the right.
  4. Under “Investment Criteria” click on “Stages of Interest”. Scroll down and under "Available Items" click on "Turnaround" and move this to the right in the box labeled "Selected Items". Then click "Add Criteria" in the lower right.
  5. Under “Education” click on “Colleges/Universities” and in the search box type: Harvard Business School, click on the “Go” button and the listing will appear under “Search Results”. Click on “>” to move this listing to the right, and then click on the “Add Criteria” button.
  6. Then click on “View Results” in the lower right and your list of companies will appear.

*To add fields of information to your report, click “Add Display Columns” under Display Options.

*Under “Reporting Options” offers the ability to download entire report to Excel.

Search 2 – Find a List of Financial Deals by Advisor

Find a list of recent deals that the middle market investment bank Evercore has advised on.

  1. Go to “Screening & Analytics” tab. Choose “Screening” then “Transactions”
  2. Under “List Management” click “Add Companies”.
  3. Search for advisors by name [in this case Evercore Partners].
  4. Add them to Selected Companies, then select “Advisor” from the “This criterion describes” field. Click “Add Criteria” button.
  5. Under “General Transaction Details” click on “Transaction Dates” and choose “last 12 months”.
  6. Click “Add Criteria” button.
  7. Click on “View Results” to view results.

*To add fields of information to your report, click “Add Display Columns” under Display Options.

*Under “Reporting Options” offers the ability to download entire report to Excel.

Search 3 – Find a List of Bankruptcy related Deals

  1. From the "Screening and Analytics" tab select "Transaction Screening."
  2. In section for "M&A/Buyback Details” select "Merger/Acquisition Features”.
  3. From the pull-down menu that appears select “Bankruptcy Sale.”

For more Capital IQ search examples, see -

Thomson ONE BankerSample Search Instructions

  • To create target list of transactions/deals: Click on “Deals Analysis” menu. Choose security type then “Advanced Search.”
  • To create target list of firms/companies: Click on “Screening & Targeting” menu. Choose “Companies.”
  • To create league tables: Click on “Deals Analysis” menu. Choose “League Tables” or “Custom League Tables."
  • To get brokerage reports, click on “Company Analysis” then “Research”

For Thomson ONE Banker Private Equity search examples, see –

Where to find information relevant to the Turnaround/Restructuring area

Resources:

  • Deal Pipeline- - Provides data and news coverage on all aspects of the deal pipeline including bankruptcies and business auctions.
  • Bankruptcy DataSource in LexisNexis -
  • Turnaround Management Association (TMA) -
  • Bankruptcy information on Bloomberg - type BLBK <GO>

Bloomberg People Search – Type PEOP and hit GO

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