Zephyr: Making M&A Searching a Breeze

Zephyr is a database describing worldwide Merger and Acquisition (M&A),  IPO, and Private Equity deals. Currently the file contains more than 1.1 million completed, announced and rumored deals.

A typical M&A search combines variables for geography, time period, deal type, and deal value. Creating customized reports for such deals is easy on Zephyr.

In the following example, we are searching for the largest 50 (ranked by value of deal) M&A acquisitions completed by public U.S. companies in the past 5 years.

Zephyr1

Clicking on the circled items will show menus with additional details. For example, the menu for “Deal Type” will display scores of options for deal types, sub-deal types, methods of payment, and financing.

Here are the variables chosen for our example:

Company Status => Listed or Delisted
Deal Type => Acquisition
Deal Status=> Completed
Geography => USA
Time Period => Last 5 years
Deal Value => Largest 50 Continue reading

A Little Privacy, Please: Finding Private Company Information

livingsocial Toys-R-Us-LogoThe shares of a private company are held by one or a few individuals, and are not traded publicly. In contrast, anyone can buy the shares of a public company. Private companies greatly outnumber public companies. More than 99% of the world’s companies are private.

The Penn Libraries subscribe to several databases with extensive information on private companies. The databases all provide, at some level of detail, company and business descriptions, industry classifications, and executive names. They differ in the range of companies, and executives offered, as well as the financial detail they give. All have distinctive features of value. Over the next few weeks, we will describe several databases that are useful for private company research.

ORBIS

Providing access to more than 100 million company records worldwide, ORBIS is the master index to the Bureau Van Dijk (BVD) suite of databases. The suite draws data from three types of files.

ORBIS

  • Subject Related Files: Zephyr for M&A deals, Bankscope, ISIS for Insurance
  • Country Specific Files:  including databases such as FAME for the U.K., QIN for China, and ICARUS for Canada and the U.S.
  • International Files: OSIRIS, for 70,000 listed companies worldwide

Private Companies with Financial Statements

Most private companies in the U.S. are not required to make their financial statements public. Continue reading