As part of your project for the Valuing and Modeling M&A and LBOs course, you will need a variety of corporate data. Two (2) sources of this data are the Bloomberg Terminal and the Capital IQ databases.
Please see the sections below for additional information about each resource.
Hit <Enter/GO> to start
Login Name: LANGREF (ALL CAPS)
Password: BLOOMBERG (ALL CAPS)
NOTE: If you do not see the above options (i.e., all you see is the Windows desktop), you will first need to open the Bloomberg Terminal. To do so, double-click on the icon that shows a double-monitor on a green background.
If you have any difficulties, please email Lisa Lilliott Rydin (standard business hours) or Capital IQ Support (available during evenings, weekends, and other extended hours). You can also call Capital IQ Support at: 888-806-5541.
Logging into Capital IQ will initially bring you to your Dashboard ("My Capital IQ"). At the top, you will see the main Search Bar and a number of tabs. This Guide will focus on the information available in the "Companies" and "Screening" tabs.
Using the "Help" link in the upper right can also lead you to a lot of useful information.
Be sure to click on the "MORE" links to see additional HELP topics.
Below are some links to useful introductory topics (login to Capital IQ required):
A quick way to access information about a specific company is to pull up the company's Profile. You can do this by:
Below are 2 ways to find comparable companies (there are probably other ways, too).
The Easier Way:
The More Difficult Way:
If you are working from a list of criteria (as opposed to a representative company, described above) you can create a Comp Set from scratch.
In the window that appears:
This will bring you to Capital IQ's Company Screening view.
To add specific screened companies to your new Comp Set:
You can screen M&A transactions in a variety of ways.
You can start with a specific company and use the links on the left margin to find "M&A/Private Placements" involving that company (under "Transactions") or "Comparable M&A Transactions" (under "Peer Analysis").
Alternatively, you can use the Screening tools to identify transactions that satisfy specified criteria. Hover over the "Screening" tab and then click on "Transactions."
This will bring you to Capital IQ's Transaction Screening view.
You can identify potential PE/VC investment opportunities using Capital IQ's Idea Generation or Targeting tools, both are located under the "Screening" tab.
The Idea Generation Screens are templates to help you get started.
You can then use the Edit and/or Delete tools on the right to modify the pre-selected criteria to fit your needs.
The Targeting tool named "Find Buyers or Investors" offers criteria to help you identify specific types of potential buyers or investors.
Here is more detailed information from Capital IQ on how to construct this type of search.