This guide is an introduction to selected sources used to research companies and intended to support research undertaken by students enrolled in FINE 4150 and FINE 6150. The focus is on the following topics: bankruptcy including spinoffs, private equity and reorganization.

For a more complete list of electronic resources available to member of the York University community visit our Business Online Web page.

Reference staff in the library are pleased to offer assistance to members of the York University community, either in person, by phone (416-736-5239),by email or by our IM chat reference service .

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.

Analyst Reports

Investext Plus Use the full search to search by company name and date range to find analysts reports. Enter terms such as IPO, private equity or bankruptcy in title or text search boxes.

Online Databases

Infomart: Click on Mergers and Acquisitions to explore activity related to a specific company.

Hoovers: Use Build a List function and select IPO data

Lexis Nexis Academic: Select Companies and then Company Profiles followed by Bankruptcy DataSource.

Mergent WebReports: This is an archive of the Mergent and Moody’s manuals dating back to the early 1900s. Provides corporate history, description and financial statements. Search is by company name, date and manual type

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

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.

Article Databases

ABI Inform Global (add ABI Inform Trade and Industry and CBCA Business and CBCA Current Events) – search for individual companies or for articles on these topics using subjects such as Spinoffs and Bankruptcies, etc.

Factiva Use to find articles about companies worldwide. Includes nearly 9,000 sources from 118 countries in 22 languages, including more than 120 continuously updated newswires and general business and industry publication.

created by Elizabeth Watson BBL January 2011 Revised March 2012