Easily choose comparable equities with our Screener tool
- What is Screener?
- How to Access Screener?
- Searching Utilizing Screener
- How to Leverage Equity Screener to find the perfect acquisition target
What is Screener?
Screener enables you to identify and target a specific set of companies that meet your desired criteria.
How to Access Screener?
Screener can be accessed by clicking the overlapping circle icon on the vertical toolbar on the left side of the screen.
Once in Screener, you can choose between viewing precedent M&A transactions, funding rounds, or comparable equities via the menu at the top of the dashboard.
Searching Utilizing Screener
A basic search in Screener can be performed to refine results returned for your screen based on customizable criteria (e.g., buyer/target industry, country, name, close date, announcement date, funding round, etc.) in the left-hand sidebar.
The screener lets you Launch a prebuilt search from the M&A Screener to contextualize precedent transactions instantly.
- Mouseover the whitespace at the far right of a precedent transaction or funding round screen.
- Click on the magnifying glass icon to be auto-directed to a search in a new tab across all of AlphaSense’s content sets
Additionally, you can select multiple tickers from the screener under the equity tab to compare financials and visualize key metrics.
Managing Fields
Click the manage fields icon to manage the fields populating within the screener tab. On the left-hand side, you will see overarching categories that get more specific on the right-hand side. If you have questions about what any of the fields mean, hover over the ⓘ icon for a definition. Then click "add next to your desired fields and save them for future use.
How to Leverage Screener to Find the Perfect Acquisition Target
Screener has 3 different options you can leverage to find the perfect acquisition target: Mergers & Acquisitions, Funding, and Equity. We will cover how to leverage each tab, and it should be noted that the filters are located in the right hand side under “View Active Filters.”
Mergers & Acquisitions
M&A transactions detail companies involved in merger and acquisition transactions along with the deal value, structure, acquisition method, valuation multiples, regulatory approvals, and other relevant information.
M&A transaction data is used to analyze market trends, identify potential investment opportunities, and assess the financial impact of mergers and acquisitions on companies' performance and stock prices.
Screen M&A deals that have been completed across a wide range of metrics including country, industry, announcement dates, deal descriptions, and more to view relevant precedents to inform your research.
After selecting the fields that you would like added from “Manage Fields”, you can customize the filter from the column header. Next, you can add an active filter by selecting the column header. The Mergers and Acquisitions tab can then be leveraged to see what deals have transpired within your desired parameters.
Deal Intelligence Agent
When hovering over any deal that matches your filters, you will see a Summarize Deal button on the right hand side. Clicking this button activates the Deal Intelligence Agent that reveals strategic context, provides instant citations, and supports chat‑style follow‑up questions—without leaving your workflow.
With Deal Intelligence Agent, you can instantly understand the story behind every deal and eliminate hours of manual research by surfacing key facts and strategy drivers in seconds.
Equity
Identify lists of public companies and stock tickers matching defined metrics including industry, country, revenue, market capitalization, last close price, among many other metrics
After selecting the fields that you would like to add from “Manage Fields”, you can customize the filters from the column header. The Equity tab can then be leveraged to see what what public companies match your desired criteria.
Funding
A funding round is any time money is raised from one or more investors for a business in exchange for equity or partial ownership.
Funding rounds like Series A, B, C, D, etc generally follow “seed funding” and “angel investing”. Funding raised at each round depends on the risk profile of the company as well as their maturity and company health metrics.
Funding round data enables you to look across private companies and startups for funding stages, types, announcement dates, and other metrics to analyze market trends, company growth trajectories, and more.
After selecting the fields that you would like to add from “Manage Fields”, you can customize the filters from the column header. The Funding tab can then be leveraged to see what companies and funding rounds match your desired criteria.
Interested in Gaining Access?
To request entitlements, please reach out to your Account Manager or chat with our product specialists via Live Help. If you are unsure who your Account Manager is, you can simply email us at support@alpha-sense.com and we'll get you connected!
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