Answered By: Mallory Stark
Last Updated: Dec 16, 2015     Views: 1335

Zephyr

  1. Make sure M&A tab is selected from the tool bar at the top
  2. Select "Zephyr Advanced"
  3. Select Deal types & methods of payment > Deal type.  For narrower categories select Deal types & methods of payment > Sub-deal type.
  4. Add other criteria and "View list of deals". You can modify the list format to see different items from what is displayed.

Capital IQ

  1. Select Transactions radio button at top
  2. In section, General Transaction Details (upper right) select types3.
  3. Select from the available types, e.g., Leveraged Buy Out, Bankruptcy4.
  4. For more detailed types see other menus, e.g., M&A Details or Buyback Details  (upper right) and then select Features 
  5. For even more types, use the search box right above the screening criteria to search for data points.

SDC

  1. From the Database Selection window Mergers & Acquisitions tab, select U.S. Targets and/or Non-U.S. Target, and click OK.
  2. Select a preset or custom date and click OK.
  3. From the Deal tab, scroll down and double-click on Deal Type.
  4. Select desired deal type(s) and click OK.
  5. Click Close and continue with the rest of the search.