M&A Pitch Book Project Expand All + Collapse All - Course Number: BU641 Subject: Business Welcome to Laurier Library’s M&A Pitch Book Project research guide for BU 641: Mergers & Acquisitions Strategy. This guide provides information sources to help you conduct research on your chosen acquisition transaction. You may also want to visit the Business subject guide for additional resources that will help you complete your research. Additionally, you can find links to helpful video tutorials to the right under Key links.Use the links below to navigate to the different sections of this guide.Industry AnalysisCompany ProfilesCompany StrategyPerformance AnalysisM&A ValuationArticle DatabasesAnalyst ReportsAdditional ResourcesCiting Your SourcesIndustry AnalysisThe following databases are useful when retrieving industry-related information, such as industry reports, five-forces analysis, regulatory environment, market size and share, competitive landscape, ratios and financial performance, statistics, and news.IBISWorld (opens in new tab)Contains Canadian, Chinese, and US Industry Reports, iExpert Summaries, and Business Environment Profiles. Industry market research reports contain such information as trends, statistics & analysis on market size, market share of major companies, industry growth rates, and key external forces affecting supply and demand.Passport (opens in new tab)A database provided by Euromonitor International, offering insight into industries and markets (by country and globally). Select an industry from one of the industry drop-down menus or enter a keyword in the search box.Marketline Advantage (opens in new tab)Contains regional and global industry reports and analysis including Porter's Five Forces Analysis. Enter in a keyword then select ‘Industry Profiles’ from the drop-down menu. S&P NetAdvantage (opens in new tab)Standard and Poor’s global industry surveys. To access, click on the "Markets" tab at the top of the screen and select your industry under the Industries subheading or click on "Industry Surveys" under the Market Research subheading.Factiva (opens in new tab)Contains global industry snapshots. Select the ‘Companies/Markets’ tab at the top of the screen and then select ‘Industry’.Company ProfilesThe following databases are useful when retrieving information on companies such as company profiles, SWOT Analyses, company financials, competitors, and market share.Marketline Advantage (opens in new tab)Provides company profiles, SWOT analyses, financial deals, and news for publicly-traded companies worldwide. Company SWOT analyses can be found within the company profile reports.Nexis Uni (opens in new tab)Provides company profiles for public and private companies worldwide, including business descriptions, financial statements, financial ratios, M&A activity, legal cases, news, and more. Click "Find a Company" to start, then enter a company name. *Also supports the option of creating a customized company list (for ex. a list of companies operating within a specific industry).Passport (opens in new tab)Contains global company profiles and SWOT analyses. Search for a company in the top-right search box.Mergent Online (opens in new tab)Provides company profiles for public companies worldwide, including business descriptions, history, public filings, financial statements, financial ratios, news, and more. Watch the video tutorial: Company financials: Mergent Online.Factiva (opens in new tab)Coverage includes profiles for global public companies, including business descriptions, financial statements, financial ratios, stock price activity, and more. Select the ‘Companies/Markets’ tab at the top of the screen and then select ‘Company’.Company StrategyThe following resources are useful when researching corporate strategy.Annual Reports (10-K Filings)Annual reports can be a rich source of information in order to learn more about a company’s strategy. Information on company strategy can normally be found in the Management Discussion & Analysis (MD&A) section of an Annual Report.Sedar (opens in new tab)Find annual reports of Canadian publicly-traded companies. Edgar (opens in new tab)Find annual reports of U.S. publicly-traded companies.Mergent Online (opens in new tab)Coverage includes company filings for over 10,000 publicly-traded companies worldwide. Enter the company name or ticker symbol in the search box > click ‘Go’ > once on the company profile page, select the ‘Reports’ tab.Earnings Call / Conference Call TranscriptsOften held after the release of a public company’s annual or quarterly results, earnings call transcripts are a valuable business research resource that can offer information on a company’s strategic direction.LexisNexis Academic (opens in new tab)To access earnings transcripts > select ‘Search by Subject or Topic’ > ‘Broadcast Transcripts’ > type in the company name and click ‘Search’ > under ‘Publication Name’ (left toolbar) select ‘Fair Disclosure’ > you can also use keywords in the ‘Search within results’ (top-right) search bar to help you locate relevant transcripts.Seeking Alpha Transcript Center (opens in new tab)Freely available on the web, the site can be searched by company (search bar on the right) and individual transcripts can further be searched with keywords (i.e. search for the word ‘strategy’ within a company’s earnings transcript).ArticlesSee the 'Article Databases' section of this guide.Analyst ReportsSee the 'Analyst Reports' section of this guide.Performance AnalysisThe following resources are useful when retrieving key ratios and other performance indicators for companies and industries.Factiva (opens in new tab)Factiva provides key ratios for companies and a ratio comparison report that allows benchmarking a company against industry, sector, and S&P 500 averages. Select the ‘Companies/Markets’ tab at the top of the screen and then select ‘Company’ > for key ratios see the drop-down menu under ‘Financial Results’ > for the ratio comparison report see the drop-down menu under ‘Reports’.Nexis Uni (opens in new tab)Provides company financials. Click "Find a Company" to start, then enter a company name. Mergent Online (opens in new tab)Provides company ratio analysis. Search for a company > select ‘Company Financials > ‘Analysis’ > 'Ratio Analysis' (data can be downloaded into an Excel spreadsheet).Damodaran Online (opens in new tab)A site created by Aswath Damodaran, a Professor of Finance at the Stern School of Business, New York University. Select the ‘Data’ tab to access ratios for companies and industries and a wealth of other data.Google Finance (opens in new tab)Find company valuation and profitability ratios with industry and sector comparisons. Search for a company > scroll down and select ‘More from Reuters’ (under ‘Description’) > select the ‘Financials’ tab.M&A ValuationThe following resources are useful for researching M&A activity such as retrieving M&A information and data for companies and industries.Nexis Uni (opens in new tab)Provides M&A data and information about a company. Click "Find a Company" to start, then enter a company name.Marketline Advantage (opens in new tab)Supports the retrieval of M&A data and information by company or industry.By company > type in the name of a company and then select ‘Financial Deals’ from the drop-down menu > click ‘Search’.By industry > hover your cursor over ‘Databases’ (under ‘Browse by’) > select ‘Financial Deals Tracker’ > use the various search options (blue toolbar) to retrieve M&A information for industries.Analyst ReportsSee the 'Analyst Reports' section of this guide.Article DatabasesArticles (news, trade, or scholarly) are a great resource when conducting business research such as learning more about a company or industry. Further, article databases bring not only online articles together, but other resources such as company profiles, SWOT analyses, industry reports, and other research reports into one search engine.Use keywords in the following article databases to find relevant articles and other resources. For example, if you are searching for information on the strategic objectives of a particular company, search for the company’s name with keywords/phrases such as ‘strategy’ or ‘strategic direction’ or ‘strategic objective’.Business Source Complete (opens in new tab)ProQuest Business (opens in new tab)Scholars Portal Journals (opens in new tab)Emerald Insight (opens in new tab)Analyst ReportsWritten by research analysts employed by investment banks, consulting and research firms, analyst reports contain specialized content and advice on whether to buy or sell the securities of a company or industry. They can provide such information as a company’s strategic objectives, financial performance, forecasts, valuation, and M&A information.Additional ResourcesDamodaran Online (opens in new tab)A site created by Aswath Damodaran, a Professor of Finance at the Stern School of Business, New York University.Boston Consulting Group (opens in new tab)Contains publications on M&A, valuation, and more. Search the website with keywords.Citing Your SourcesLaurier Library: Citation Styles (opens in new tab)