|Use the 'Deals' tab on the top navigation bar to research a specific deal.
If the 'Deals' tab is not already visible, you can load it by typing '@MAD' in the main FactSet search box.
|The Deals tab includes two sub-tabs:
|Search for a specific deal by typing either the target or acquirer - or both - in the upper left-hand search box. A list of relevant transactions will be generated. The company listed first in a transaction listing is the acquirer company. Select the desired transaction and a snapshot report of the deal will be loaded.
FactSet offers in-depth coverage of deals involving companies incorporated in the US or traded on US exchanges. Deals involving Canadian companies may receive less coverage. Deal reports involving privately-held entities will certainly have limited information because of reduced disclosure requirements.
Once a deal snapshot report is loaded, click on the '+/- Edit Deal Snapshot' option above the snapshot report to customize your report with additional information.
Click through each tab to see all the information available for each tab. Key tabs for valuation research include:
|In each tab, use the red pin icon to add individual tile information to your report
|To add all available information from all the tabs for an individual deal, select the 'Pin all Tiles to Report' option at the bottom of the window
Deal snapshot reports can be downloaded in PDF format only.
This sub-tab allows you to analyze a hypothetical deal
|Click on the 'Simulator' sub-tab to analyze an imagined merger between two companies you specify
|In the left-hand search box, enter the acquirer company of the deal you wish to model. In the right-hand search box, enter the target company of interest
|This will generate reports on revenue exposure, supply chain overlap, and geographic overlap