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Search Library: Consulting

Pre-built searches related to topics, themes and companies for consultants

Mark Jones avatar
Written by Mark Jones
Updated over 2 months ago

Note: These searches can be used as is or can be modified to fit your needs; simply run the search and then edit as you see fit. We update our searches regularly, so be sure to check back for new and updated searches.


M&A, Valuations, & Partnerships

M&A

    • Leverage this search to identify chatter on companies discussing or seeking potential M&A

    • Note: Add in the date/year you're interested in into the Keyword Search bar

Valuations

    • Allows you to quickly access company major filings (US + Global)

    • Note: Add in a specific company/group of companies, keywords or metrics to search In US Major Filings

    • Select "View All Tables" to quickly access any table within the document


Private Companies & Start Ups

    • This search helps you to monitor emerging players who are ripe for acquisition OR entering into partnerships

    • Note: Can have alert set for this to automate this search OR have it live on dashboard so you can monitor the latest news

    • This search helps to stay abreast of emerging players.

    • Note: Can put specific industry or area at beginning of search (Ex. Insurtech OR Telehealth OR EV, ect.)

    • Notes: Put in topic in search - use market cap filter to non-publicly traded - use search summary as screener

    • Note: Include the direct geography you want to look at by going to the beginning of the search and adding it

    • Note: Include the direct geography you want to look at by going to the beginning of the search and adding it

    • Note: Include the direct geography you want to look at by going to the beginning of the search and adding it


Divestiture & Distress Signals

    • Monitor divestiture activity

    • Note: Apply industry and geography filters to narrow in

    • Note: Combine with a watchlist, searching individual companies, or using industry filters


Private Equity & Venture Capital


IPO

    • This search helps getting to overall volume / total IPO

    • Note: add years and/or quarters into search string

    • This search helps with staying abreast of all chatter associated to IPOs

    • Leverage this search as a way to stay on top of all IPO announcements. Can set alert so this information is automated and pushed to you


Market Assessments & Sizing Up Markets

    • This search is good when looking to identify market share / size / TAM with a quantifiable metric attached to it.

    • Note: At the beginning of the search string, add your topic of interest + AND (ex: EV Sales AND...)

    • This search is good when looking to identify market share / size / tam within a chart/figure/graph/exhibit

    • Note: At the beginning of the search string, add your topic of interest + AND (ex: EV Sales AND...)

    • This search is helpful when looking to identify increase in market.

    • Note: Can add topic or industry of interest at beginning of search OR you can attach this to a watchlist

    • This search is good when looking to identify new entrants, companies talking about new entrants

    • Note: You can add an industry or area of focus at the beginning of the search and attach it with an (AND) (ex. EV Battery AND...). To try and find lists within charts or figures or exhibits - You can add to the end of the search string with an (AND) (ex. AND Charts OR Figures OR Fig or Exhibit OR Table or Graph)"

    • Pulls a list of documents with graphics and visuals for a topic of choice

    • Note: At the beginning of the search string, add your topic of interest + AND (ex: EV Sales AND...)

    • Note: Add in your area of focus at the beginning of the search string

    • This search helps when looking to get up to speed on the outlook and trends within a market

    • Note: Add in market / industry / sector or area of focus at the beginning of the search

    • Note: At the beginning of the search string, add your topic of interest + AND (ex: Sports Gambling AND...)

    • Note: Apply an Industry filter or Industry keyword to this search. Additionally, you can add a Watchlist or companies to the Company & Ticker Search bar


Market Trends

    • This search template allows you to identify trends in a particular area. In this example, we are are looking to better understand different Consumer trends.

    • Note: Change the area of focus at the beginning of the search to look at whichever topic you are interest in (i.e. EV Sales)

    • Broker Research discussing headwinds or challenges

    • Note: At the beginning of the search string, add your topic of interest + AND (ex: Video Games AND...)

    • This search template allows you to identify trends in a particular area. In this example, we are are looking to better understand different Software trends.

    • Note: Change the area of focus at the beginning of the search to look at whichever topic you are interest in (i.e. EV Sales)

    • This title only search helps to identify documents focused / looking at Key Trends

    • Note: Use the middle pane search bar to look for whichever topic or trends you are interested in

    • Note: At the beginning of the search string, add your topic of interest + AND (ex: Virtual Reality AND...)

    • Note: At the beginning of the search string, add your topic of interest + AND (ex: Sports Gambling AND...)

    • Tracks migration on topics or areas of interest in survey results

    • Note: At the beginning of the search string, add your topic of interest + AND (ex: Sports Gambling AND...)


ESG

    • Add the metric you're interested in finding at the beginning of the search

    • This search is good to use with specific company(s) or watchlist when looking to get up to speed on a company's ESG commitments, goals, targets

    • Note: use with specific company(s) or watchlist when looking to get up to speed on a company's ESG commitments, goals, targets

    • Note: Works well with a Watchlist or individual company search or as a broad market scan to see which companies &/or industries are discussing diversity in the workplace


Industries

    • This search helps with identifying the outlook with sentiment.

    • Note: When using this search, you can put in Industry / Sector / Geography at beginning of search string. This search uses ""keyword sentiment"" leveraging the keywords Positive OR Negative to layer in sentiment so you can see any positive or negative sentiment tied to the discussion of outlook of whichever area/topic/company/industry you are looking at

    • Note: You can switch out "US" at the beginning of the search for different geography (ex. UK or EU or Denmark or Australia)

    • This search is good when looking to identify a particular focus area and its issue on supply chain. (Ex - What is covid impact -- At the beginning of the search add in (Covid OR omicron AND))

    • This search is good to use when looking to identify disruptions / headwinds within an industry or area of focus.

    • Note: To identify shipping headwinds/disruptions of a particular focus area- you can add that focus at the beginning of the search (ex: Sports Gambling AND...). You can also use your Timeframe filter to change the timeframe - this search is set to past 6 months


Companies

    • Track companies and negative business performance

    • Note: Apply Industry/Geography/Content filters and apply individual companies/watchlists to narrow


Macroeconomic

    • Note: At the beginning of the search string, add your geography of interest + AND (ex: EMEA AND...)

    • Looking at visuals only

    • Note: Add geography at the beginning of the search string and adjust Proximity Window/Timeframe

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