CMC Library Ledger

Capital IQ: How to Screen for Advisors on Deals

Create an account on CB Insights using our instructions available here. If you already have an account, login at 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! 

Let's Track a Deal!

Want to receive customized alert emails when new deals are announced or completed? These step-by-step instructions walk you through exactly how to create a new deal alert in Capital IQ.

1. Under Screening on the top navigation bar, choose Companies to get the Company Screening Criteria options. Find the Key Developments Criteria box and choose Category:

Then choose Announced/Completed Transactions (or another option if that one isn’t exactly what you want). Use the chevron > button to add it to the Selected Items field, then change the Time Frame if you want. Finally, click the Add Criteria button.

2. Under the Company Details Criteria box, choose the Industry Classifications option, then enter a keyword for the industry you want to track in the Search Industries field, or click through the options listed. Choose an industry sector, then add that to your criteria with the Add Criteria button.

3. You can also specify a specific geographic region under Company Details by choosing Geographic Locations to search for a city, state, country or region. Click the box next to the location and Add Criteria. It should look something like this:

4. Next, click View Results and then name and save your screen by clicking Save as New Screen.

Now that you've got your results, you can create an email alert. Hover over My Capital IQ on the top navigation bar. Choose Create Screening Alert from the options that appear. Pick your saved screen from the Available Screens list, enter your email address, and set your email parameters (frequency, features, etc.)

Using this method, you can create multiple industry-specific screens that are customized for your tracking needs.You can also create alerts to track specific companies and many other things that Cap IQ covers. Happy tracking!