Screening is a filtering tool that sifts through all our qualitative and quantitative data, one criteria at a time, to search for:
- Company Comparables
- Deal Comparables
- New Clients
- Buyers or Acquisition Targets
- Investment Ideas
- Contacts
Use screening to refine the universe of companies, equities, transactions, key developments, fixed income securities, people, projects or portfolios.Why screening?
- Simultaneously choose from thousands of qualitative and/or quantitative criteria
- Saves you the time and effort because you can apply the same set of criteria to different types of screen (companies, transaction, people) without having to rebuild the screen each time
- Results page is customizable which makes report building easy and dynamic
- Enables you to create email alerts for any changes/updates in screen results, making you up to date to any movement within your purview
Idea Generation, a library of pre-built searchers categorized by workflow.
We have created a list of over 100 screens that can help return results in a single click. This page includes many common screens along with screens to help identify interesting topics going on in the market place today.
Hover over the screening tab and select idea generation. Choose a particular workflow or all idea generation screens to see the entire list. Search for screens using a keyword search through names or descriptions.
For example, to look at companies that are listed on multiple exchanges type “exchanges” and select go. View the lists populated by the keyword search, then choose the best option. You can also click on the plus (+) sign beside each screen to see the description.
Clicking on the blue hyperlink of your chosen screen will take to the screening page. Here you can see the criteria used to pull this list.
You may add other filters such as the industry, geography or financial conditions to further narrow down your search. Once done, click on view results.
Extra Features!
Where is my Company? This button allows you to search for a particular company within the screen. This feature is great if you have a company in mind and want to see whether the criteria you have added includes it.
Add columns to enhance your screen and report including: company description, headquarters and current total assets. Click on customize display columns and select browse all display columns to see the options available. Once added, select view results.
Export to Excel. Tick on the Excel icon and select go.
Share with your team. Click save as new screen to save your screen and share it with your colleagues.
