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

2. 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

3. Stock prices and financials
Vendor
Website
Content
Comments/Cost
Data from CapitalIQ a reputable source
Free
Data from Thomson Reuters
Stock price under Companies/Markets tab
No Financials
Subscription
Pricing and financials with advanced functionality
Bloomberg
Terminal
Historical data in excel wizard and under HP on the terminal
Finding the Gems Part 2

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

5. Market share/market size
Vendor
Website
Content
Comments/Cost
Nexis
Marketshare Reporter
RDS Tablebase
Subscription
Can purchase book (MS Reporter)
Industry publications
List of magazine special issues by industry
Varies
Trade Associations
List of associations by industry
Market Research Aggregators
Alacra
Market reports include size/share tables
Finding the Gems Part 2

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

7. 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

8. 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
Merger & Acquisition Sourcebook
Published annually by NVST, $450
Contents:
Public & private M&A deals
In-depth industry valuations
News analysis
League Tables/M&A Analysis
Thomson Deals Intelligence
Published quarterly, FREE with registration
Finding the Gems Part 2

9. 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

10. Blue Chip Financial Forecasts
Economic Forecasts
Title
Website
Content
Comments/Cost
Wall Street Journal
Inflation, GDP, Interest Rates, Unemployment and housing
Free!
Moody’s Economy.com
Hundreds of economic and industry forecast variables
$55 per
Call to order
EIU
City and country forecasts thru BVD or Alacra at site
$ Varies
Blue Chip Financial Forecasts Or
Alacra
US and International Interest Rate forecasts
Subscription at site/per report thru Alacra
Finding the Gems Part 2

11. 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