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Answered By: Farha Hasan
Last Updated: May 08, 2024     Views: 8952

Q.
Investment bank deals

How can I get a list of deals by investment bank?


A.

Go to Capital IQ

  1. Mouse over Screening, then under Screening select Transactions.
  2. Click on Add Companies under the List Management section.
  3. Search for the investment bank you are interested in.
  4. Add to Selected Companies, then select Advisor from This criterion describes drop-down.
  5. Click on Add Criteria.
  6. Under General Transaction Details click on  Dates and choose Last 12 months.
  7. Click on Add Criteria.
  8. Click on view results.