Pre-built searches related to topics, themes and companies for consultants
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
- Private Companies & Startups
- Divestiture & Distress Signals
- Private Equity & Venture Capital
- IPO
- Market Assessments & Sizing Up Markets
- Market Trends
- ESG
- Industries
- Companies
- Macroeconomic
M&A, Valuations, & Partnerships
M&A
- Leverage this search to identify chatter on companies discussing or seeking potential M&A
- Search across all press releases to identify chatter on companies discussing or seeking potential M&A
Company Management Discussing Potential M&A - Event Transcripts
- Use the search summary to monitor which Companies, Industries & Geo's are seeing co. executive discussing potential M&A
- NOTE: Apply a Watchlist, company or industry of interest to further refine
Companies Discussing Potential M&A - Earnings Calls
- Leverage when looking at only public company earnings calls to identify where management is discussing potential M&A
M&A Precedent Transaction Analysis
- NOTE: At the beginning of the search string, add your topic of interest + AND (ex: Healthcare AND...)
- NOTE: Add in the date/year you're interested in into the Keyword Search bar
Partnerships/Strategic Partnership
- NOTE: Filter by your industry of interest, Watchlist, or companies
- Also can leverage this more refined search
Valuations
- Add a Watchlist, Industry filter, or Topic of interest
- Add a Watchlist, Industry filter, or Topic of interest
- 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
Deal Multiples/Valuation Multiples/EBITDA Valuation
- Helpful when looking to get to deal multiples for any valuation work - good to run it against specific company OR watchlist OR industry
- NOTE: This search only searches the titles/headlines of the documents
Failed / Paused M&A / Partnerships / Collaborations
- NOTE: Title only search - you can use "search within document" in the middle pane to search the document
Private Companies & Startups
- Monitor capital raises for Startups + VC
- NOTE: Customize by adding in Industry, Area of focus, Geography to the beginning of the search string
- Focus on just Press Releases by running this search
Startup and Series Funded - Valuations
- Search to see Startup + Series funded companies valuations
- Search to see Startup + Unicorn valuations
Startup and Series Round - $ Raised - Private Company
- Search against Press Releases and Thought Leadership
Startup and Private Company Fundraising Announcements
- NOTE: Put in area of focus at beginning of search (EX. Technology AND...)
Private Co. M&A Rumors & Partnership News
- 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
Private Company - Partnership/Collaboration News - Private Company Press Releases
- Private Company press releases to monitor private companies entering into partnerships
- 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.)
- NOTE: 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
Divestiture Valuations - Analyst Reports
- Monitor divestiture activity
- NOTE: Apply industry and geography filters to narrow in
- NOTE: Combine with a watchlist, searching individual companies, or using industry filters
Negative Business Performance Tracking
- Adjust the time filter or apply industry filters to narrow in
- Only looking at company filings
Private Equity & Venture Capital
PE / VC Investments in Series A - F
- NOTE: Can filter by Industry - in Keyword Search or Geographic filter. Refine with content sets
- Add areas of interest to refine further
- Private Equity investments into Private Companies
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
Potential SPAC IPO announcements
Market Assessments & Sizing Up Markets
Market Assessment Template - Share/Size/TAM
- 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...)
Market Scan looking at Charts/Figures/Graphs
- 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
- Get up to speed on the outlook and trends within a market
Disruption of Market or Industry
- NOTE: At the beginning of the search string, add your topic of interest + AND (ex: Shipping AND...)
- NOTE: Apply Industry & sub-sector filters to focus on specific areas of the market
- 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)
- NOTE: At the beginning of the search string, add your topic of interest + AND (ex: Video Games AND...)
- 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)
Top and Key 2023/2022 Key Trends
- 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
- A "Titles Only" search to surface new R&D initiatives
- 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...)
Migration / Shifts - Survey Results
- 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...)
Positive Product Launch Sentiment
Companies Discussing Competitive/Market Risks
Biggest Trends/What's Trending
ESG
Carbon Free / Carbon Neutrality Target Dates
- Add the metric you're interested in finding at the beginning of the search
ESG Goals / Commitments / Targets
- 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
ESG + clean energy - goals and commitments
- Run this search looking at specific company/group of companies/watchlists
- NOTE: Apply an Industry Filter or search a specific company to focus your search
Investments into Climate Tech / ESG Tech / Carbon Tech
Emerging Markets: AI/Clean Energy Startups
- Discover startups and small companies that are bringing artificial intelligence technology to clean energy within emerging markets
- Company Documents and News around climate commitments
Decarbonization Projects Capital Spend
Industries
Key Verticals in Anything (Set Narrow Sub-Industry)
- This is an industry-agnostic search that can be used to identify significant verticals in any industry
- NOTE: You can use the Industries filter to narrow this search
Verticals / Business Segments - (Co. Presentations)
- This search helps to identify different business segments / verticals that a company plays in
- 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
US Consumer Confidence Outlook
- 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
Manufacturing Supply Chain Constraints
- NOTE: Use industry filter to narrow search to area of focus
Companies
- Track companies and negative business performance
- NOTE: Apply Industry/Geography/Content filters and apply individual companies/watchlists to narrow
Competitive/Market Risk Commentary in Transcripts
- Track companies discussing competitive/market risks
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