Finding the Gems Part 2 Business & Industry Data Paty Schintgen, Research Supervisor Bain & Company

Agenda Stock prices and financials Competitors Market share/Market size Market Research Mergers & Acquisitions Industry Ratios Economic and Industry Forecasts Finding the Gems Part 2

Stock prices and financials Vendor Website Content Comments/Cost http://finance.yahoo.com Data from CapitalIQ a reputable source Free http://www.google.com/finance Data from Thomson Reuters http://global.factiva.com Stock price under Companies/Markets tab No Financials Subscription https://www.capitaliq.com Pricing and financials with advanced functionality Bloomberg Terminal Historical data in excel wizard and under HP on the terminal Finding the Gems Part 2

Competitors Vendor Website Content Comments/Cost Factiva www.Factiva.com Datamonitor Company reports – “top competitors” Conference call transcripts Subscription Hoovers.com www.hoovers.com Or Via Alacra or Nexis Basic report lists competitors CapitalIQ www.capitaliq.com Company tearsheet Bloomberg Terminal Ticker <Equity> RV <Go> OneSource www.onesource.com Company profile SEC.gov www.sec.gov Competitors listed in 10K Free Finding the Gems Part 2

Market share/market size Vendor Website Content Comments/Cost Nexis www.nexis.com Marketshare Reporter RDS Tablebase Subscription Can purchase book (MS Reporter) Industry publications http://www.specialissues.com/lol/ List of magazine special issues by industry Varies Trade Associations http://www.weddles.com/associations/index.cfm List of associations by industry Market Research Aggregators www.profound.com Alacra www.marketresearch.com Market reports include size/share tables Finding the Gems Part 2

MarketResearch.com Profound Title Website Content Comments/Cost Marketresearch.com www.marketresearch.com Most reports must be purchased in full Free to use, but pay report costs MarketResearch.com Profound http://www.profound.com Can purchase by the table for many reports Subscription based Alacra www.alacra.com TF Market Research IBIS/Freedonia/Datamonitor OneSource www.onesource.com Industry section contains Freedonia Focus, Datamonitor and Business Monitor reports (Emerging only) Factiva www.factiva.com Search Datamonitor Market research Mergent Industry reports Finding the Gems Part 2

Mergerstat via Nexis or Alacra M&A databases Bloomberg Capital IQ Mergerstat via Nexis or Alacra SDC Coverage 1997-present (limited coverage prior) 1998-present (limited non-US coverage prior) 1993-present (limited non-US coverage prior) US, 1979-present; World, 1985-present Industry screening SIC Industry sector CapitalIQ industry classification (maps to SIC or NAICS) Primary SIC Secondary SIC Industry group Dwlds to excel in Nexis NAICS Macro industry Finding the Gems Part 2

Additional M&A resources News Search Factiva or Nexis for deal announcements and analysis Factiva - use the subject Acquisitions/Mergers/Takeovers to screen for merger related articles Nexis – The Daily Deal for merger news Books Mergerstat Review Published annually by Mergerstat, $179 Contents: Annual review of each year’s statistics Industry, geographic activity List of transactions by SIC code https://www.mergerstat.com/newsite/bookStore.asp#Review Merger & Acquisition Sourcebook Published annually by NVST, $450 Contents: Public & private M&A deals In-depth industry valuations News analysis http://www.nvst.com/pubs/masource-pub.asp League Tables/M&A Analysis Thomson Deals Intelligence Published quarterly, FREE with registration http://online.thomsonreuters.com/DealsIntelligence Finding the Gems Part 2

Cost of Capital Quarterly Almanac of Business & Financial Ratios Industry ratios Vendor Content Comments/Cost RMA Private company financial statement benchmarks by company size OneSource In Print Cost of Capital Quarterly Industry ratios including Beta and Margins Almanac of Business & Financial Ratios Financial statement norms for over 150 industries Integra Company financial benchmarks by revenues size Online thru Microbelt or Nexis Finding the Gems Part 2

Blue Chip Financial Forecasts Economic Forecasts Title Website Content Comments/Cost Wall Street Journal http://online.wsj.com/public/resources/documents/info-flash08.html?project=EFORECAST07 Inflation, GDP, Interest Rates, Unemployment and housing Free! Moody’s Economy.com http://www.economy.com/home/products/databases.asp?type=1 Hundreds of economic and industry forecast variables $55 per Call to order 866-275-3266 EIU http://www.eiu.com/site_info.asp?info_name=ed_Online_services&entry1=edNav&rf=0 City and country forecasts thru BVD or Alacra at site $ Varies Blue Chip Financial Forecasts http://www.aspenpublishers.com/blue-chip-publications.htm Or Alacra US and International Interest Rate forecasts Subscription at site/per report thru Alacra Finding the Gems Part 2

Bio Paty Schintgen has been doing business research for over 10 years. She received her MS from the University of Illinois while in the position of Senior Researcher at Financial Relations board, a private investor relations firm in Chicago. From there she moved to Intecap, an intellectual property consulting firm. For the last 6 years, Paty has been the Supervisor of the Chicago office at Bain & Company, a top management consulting firm. She is currently specializing in Industrial Goods research and leads a team of IG researchers in North America. Finding the Gems Part 2