Skip to Main Content
It looks like you're using Internet Explorer 11 or older. This website works best with modern browsers such as the latest versions of Chrome, Firefox, Safari, and Edge. If you continue with this browser, you may see unexpected results.
Banner Image

MGT434H5: Mergers and Acquisitions

A course guide listing resources for MGT434H5 students.

Investext: M&A Research

To access Investext, open Mergent Online and select the the second last tab on the right.

You can use Investext for a wide range of Company and Industry research.

When researching M&A transactions, start from the search screen:

  • Select your date range -- the default is the past 12 months
  • In Search Criteria, click on Subject and then click the 'Use Subject Lookup' link
    • From the Subject options, select 'Merger/Acquisition/Divestiture'
    • this will add it as a search term, then click Submit to see number of results
  • To filter further, options include the following criteria:
    • Region or Country (eg. Canada)
    • specific Companies (lookup by name or ticker)
    • Contributor allows you to search or browse by the company providing the analyst reports (eg. RBC Capital Markets, Deutsche Bank)
      • When you open the 'Contributor Lookup', you can use the Search box at the top of the pop-up to search for a specific Investment company or bank
    • Industry (search or browse)
    • Keyword to search for terms that appear in the full-text of the reports
  • Each time you add another filter, click Submit to see how many results you have narrowed to
  • You can delete any filter by clicking the 'x' beside it
  • Be sure to click Submit again after deleting filters to refresh your results

Once you've finished filtering your search, click View to see the list of reports

  • Click on the pdf icon beside any report to open and/or download it

To modify your search or to start over, click on either 'New Search' or 'Modify' in the upper left