CMC Library Ledger

Capital IQ: How to Screen for Advisors on Deals

Create an account from our A-Z list here. If you already have an account, login from capitaliq.com.

Choose Screening > Transactions from the top navigation bar.

From there find the Criteria box called List Management.

Select Add Companies:

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Search for the bank or company name by typing it into the Search for field and clicking Go. Use the chevron > button to add results from the Search Results field to the Selected Companies field.

Before you add to criteria, make sure you change the This criterion describes choice to Advisors:

Then click the Add Criteria button.

Finally, go to the General Transaction Details Criteria box > Dates and choose Time Frame > Last 12 Months, then click Add Criteria again.

Then click View Results!