Knowledge Base

These sources allow you to screen for mergers & acquisitions (M&A) and other deal types. Some will also provide or link to additional details or commentary about the deal.

To Build Lists

• LSEG Workspace – see LSEG Workspace access help

1. Search for and open the Screener app.
2. On the left, next to Universe used the drop-down to select Deals.
3. If next to Include: Asset Class you don't see M&A change it.
4. Add other filters, such as Date Announced or Deal Status.
5. On top of the results, use the options to add or remove columns, filter, and sort.

• Capital IQ – see Capital IQ access help

1. Hover over the Screening tab and select Transactions.
2. In the M&A Details box choose appropriate search criteria.
3. Add any additional search criteria
4. Click View Results.

• FactSet (account required) – see FactSet access help

1. Choose FactSet Web Interface.
2. Choose Idea Screening > In Transactions select M&A.
3. Choose variables.
4. Click View when done.

• Zephyr – see Zephyr access help

1. Choose Zephyr Advanced to build a customized list.
2. Choose All Deals > Deal types & method of payment > Deal type > choose Acquisition and/or Merger. Click OK.
3. Find additional limiters by clicking on Alphabetical List or typing in Find a search criterion box.
4. Click the View list of deals at the bottom of the page when done.

For a Large Dataset

Use SDC Platinum, which is one of the main sources used in academic papers.

How to download data from SDC Platinum.