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 (account required) – 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.

• Orbis M&A - see Orbis access help

1. On the Deals Steps search page, select Deal Type and choose Acquisition and/or Merger. Click OK.
2. Add additional search criteria by browsing or typing a keyword in the Find a search criterion box.
3. Click the View Results button beneath the search parameters.

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.