This guide is an introduction to selected sources used to research companies and intended to support research undertaken by students enrolled in FINE 4150. The focus is on the following topics: Private Equity Leveraged Buyout, Equity Spin-off, and Bankruptcy with Restructuring and Reorganization.

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Related links:
Finance Research Guide
Company Research
Industry Research
Business Resources A-Z

Reference staff in the library are pleased to offer assistance to members of the York University community, either in person, by phone (416-736-5139),by email or by our IM chat reference service.

Search for Target Companies

Click here to view how to search M&As in Bloomberg and SDC Platinum

Bloomberg – use the Corporate Actions for divestiture information etc. Please note that you must change date ranges to appropriate dates and information is limited for many companies. Book a time to use Bloomberg via the Group Study Room booking page.

SDC Platinum – provides access to Global New Issues, VentureXpert and Mergers & Acquisitions. Available on a stand alone workstation in the Bronfman Business Library.

Reuters – Deals/News: For bankruptcies, IPOs and M&A

UCLA-LoPucki Bankrupcy Research Database

Company Filings

EDGAR The US Security and Exchange Commission’s database of public company information including 10k reports for public traded companies and by selecting the full text search option using the advanced search function you can limit your search by company name, the keyword bankruptcy and the date.

SEDAR provides access to full-text Canadian public securities filings. Look for news and material change reports.

 Key Online Databases

Lexis Nexis Academic: Provides access to documents and records from more than 45,000 legal, news and business sources.  Includes comprehensive company and industry reports, patent details, merger and acquisition analysis, bankruptcies, spin-offs etc.

Investext Plus A database providing global company and industry research and forecasts, reports from key brokerage firms. Currently over 140,000 documents are available in the database dating from 1994 to present.

Mergent Online: Provides information for over 60,000 global publicly traded companies. Company information includes detailed business description, corporate histories, financial statements, ratios, long term debt, earnings estimates, and ownership information. Industry reports on approx. 22 industries are also included.   Historical company information is available in Mergent WebReports.

Marketline Advantage : The Marketline Advantage database is divided into Industry, Country, and Company. It covers SWOT company profiles for over 2500 public and private enterprises worldwide, accessing fast and reliable insights on thousands of industry sectors including Porter’s Five Forces analysis, accessing a top-level view of the business landscape in over 110 countries.

Mergent Horizon A resource for finding company and industry information, including all companies that are actively traded on the NYSE, AMEX and NASDAQ. It highlights the relationships between a company’s major customers, suppliers and partners and maps companies from the bottom up, based on actual products and services. Available on the network but restricted to the York University community.

Infomart: A suite of databases from Financial Post Datagroup. Includes a wealth of information on Canadian publicly traded companies organized by key product category including Company Snapshots; Companies by Industry; Corporate Surveys; Predecessor & Defunct; Analyzer Search; Investor Reports (formerly blue sheets); Historical Reports (formerly yellow cards); Dividends; Crosbie Mergers & Acquisitions, and New Issues.

Article Databases

Proquest Business – search for individual companies or for articles on these topics using subjects such as LBOs, Spinoffs and Bankruptcies, etc.

Factiva This database provides access to over 1,000 newspapers, more than 6,500 magazines, 270+ newswires, 160+ Media Programs, 9,000 Web sites in more than 20 languages and more than 20,000 Company Reports. It includes both international and local newspapers.

created by Elizabeth Watson Revised by Xuemei in September 2012