Wall Street, 1847
by Aug. Köllner ; from lith. by Deroy ;
Vermilye & Co
(Library of Congress).
Reproduction number: LC-USZC4-2461
|
Mergers Acquisitions, and Joint Ventures
May 2003
Compiled by Ellen Terrell
Library of Congress, Business Reference Section
-
I have chosen to focus on deals in the United States
– though many of these sources do cover international
deals. As for sources for SEC filings, I have only included
a few that are more well known both paid and free. Also,
there is much information on mergers, acquisitions, and
joint ventures that I have not included. I have focused on
the more technical sources dealing with specific
information, so such things as management of corporate
change and other sociological aspects have not been
included.
For a variety of reasons, many of the sources will not
necessarily have all of the information on a deal that is
desired.
-
First, if the information is not required to be filed
with any regulators because the deal involves companies
that are private, information may or may not be
available. The SEC briefly describes its role at http://www.sec.gov/answers/mergers.htm.
-
Second, filing requirements in non-US countries are quite
different, so information that is available on a deal in
the United States may not necessarily be available for
deals in other countries.
-
Lastly, companies often only reveal the information that
they are required to for regulatory or strategic
purposes.
One final comment, many of the sources – especially the
electronic transaction data sources – are subscription
based and quite expensive. While much of the data in such
subscription resources (insofar as it relates to public
companies), may also be in required public filings, it forms
part of a much larger document. The paid sources offer
versatility in search parameters and downloading that make
these services desirable and expensive.
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Laws | Filings (Descriptions and Sources)
Major legislation governing the securities industry
includes the following:
-
Securities Act of 1933
http://www.law.uc.edu/CCL/33Act/
Requires that investors receive financial and other
significant information concerning securities being
offered for public sale; and prohibits deceit,
misrepresentations, and other fraud in the sale of
securities.
-
Securities Exchange Act of 1934
The Act creating the Securities and Exchange
Commission.
-
Public Utility Holding Company Act of 1935
http://www4.law.cornell.edu/uscode/15/ch2C.html
(LII US Code Collection)
Interstate holding companies engaged, through
subsidiaries, in the electric utility business or in
the retail distribution of natural or manufactured gas
are subject to regulation.
-
Trust Indenture Act of 1939
Covers debt securities such as bonds, debentures, and
notes that are offered for public sale.
-
Investment Company Act of 1940
http://www.law.uc.edu/CCL/InvCoAct/index.html
Regulates the organization of companies, including
mutual funds, that engage primarily in investing,
reinvesting, and trading in securities, and whose own
securities are offered to the investing public.
-
Investment Advisers Act of 1940
http://www.law.uc.edu/CCL/InvAdvAct/index.html
Provides for the regulation of investment advisors.
-
William Act of 1966
This Act imposed requirements on public tender offers.
Additional information about laws governing the securities
industry can be obtained from the
-
Securities
and Exchange Commission which provides a page
summarizing the major legislation governing the
securities industy, along with links to the full text of
a number of the laws, many from the Securities
Lawyer's Deskbook.
-
The Securities
Lawyer's Deskbook web site, maintained by the
University of Cincinnati College of Law, provides full
text of many of the above laws, along with rules and
regulations promulgated under each act, selected forms
prescribed under the Securities Act of 1933, and
regulations setting Standards of Professional Conduct for
Attorneys.
Back to Top
There are many sources for SEC filings. Only a selected few
are listed below.
Descriptions of SEC forms (Securities and
Exchange Commission)
http://www.sec.gov/info/edgar/forms.htm
A description of all SEC filings including those most
relevant to Mergers & Acquisitions (8-K, 14-C, and Proxy
Solicitation Materials i.e. 14-A.
Search the Edgar database (Securities and
Exchange Commission)
http://www.sec.gov/edgar/searchedgar/webusers.htm
Free searchable database offered by the Securities and
Exchange Commission of filings with the Commission.
Yahoo! Finance
http://finance.yahoo.com/
Includes some filings but they are best accessed after
retrieving a company’s profile and clicking on SEC
filings.
10K Wizard
http://www.10kwizard.com/
A free site with a paid component for more advanced
usage.
SEC Info
http://www.secinfo.com/
A free site with required signup that has Canadian
information as well.
Free Edgar
http://www.freeedgar.com/
This is a subscription database but has nice Word
downloads.
GSI Online (LivEdgar)
http://www.gsionline.com/
Paid database of SEC filings. Pre-EDGAR filings are
available.
Thomson Research
http://research.thomsonib.com/
Paid database of SEC filings. The best source for
historical (pre-EDGAR) sec FILINGS.
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Dictionaries/Directories |
Treatises | Textbooks | Journals | Transaction Data
The Dealmaker's Dictionary of Merger and
Acquisition Terminology. Donnan Mandell. San
Diego, Calif.: Business Publications, c1985.
LC Call Number: HD2746.5 .D43 1985
LC Control Number: 87410778
Catalog record
The M&A Deskbook. Stanley Foster Reed. New York
: McGraw-Hill, c2001.
LC Call Number: HD2746.5 .R446 2001
LC Control Number: 2001018711
Word, phrases, an acronyms defined · 600
encyclopedic write-ups of key terms and concepts
·Statistical data from recent M&A deals.
Catalog record
Directory of M&A Intermediaries. New York,
NY: SDC Publishing, c 1992-.
LC Call Number: HD 2746.5 .D57
LC Control Number: 92650049
Quick access to the most experienced and effective
dealmakers--with profiles of over 850 major players,
including commercial, merchant and investment banks,
business brokers, other M & A intermediaries, and service
providers to the M & A industry. Entries are indexed by
individual and company name, industry concentration,
international activity, and type of firm for quick
reference. The listings include: name, phone and fax
numbers, address, number of employees, major focus of
service and experience, number of deals closed in the past
year, geographic concentration, transaction price range,
turnaround involvement, fee consideration, broker
cooperation policy, principal clients, and more.
Catalog record
Super Searchers on Mergers & Acquisitions : The
Online Secrets of Top Corporate Researchers and M&A
Pros. Jan Davis Tudor ; edited by Reva Basch.
Medford, N.J. : CyberAge Books, c2001.
LC Call Number: HD2746.5 .T83 2001
LC Control Number: 2001016544
Catalog record
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Mergers and Acquisitions |
Joint Ventures | Business Valuation
The Complete Guide to Mergers and Acquisitions :
Process Tools to Support M&A Integration at Every
Level .Timothy J. Galpin, Mark Herndon.San
Francisco : Jossey-Bass Publishers, c2000.
LC Call Number: HD2746.5 .G35 2000
LC Control Number: 99044484
Table
of Contents |
Catalog record
Mergers, Acquisitions, and Corporate
Restructurings. Patrick A. Gaughan. 2nd ed. New
York : John Wiley, c2002.
LC Call Number: HD2746.5 .G38 1999
LC Control Number: 99012056
Looks at mergers, acquisitions, and other corporate
restructuring practices now in use and describes how they
are currently being used to revitalize and supercharge
companies.
Table
of Contents |
Catalog record
The Art of M&A : A Merger Acquisition Buyout
Guide Stanley Foster Reed, Alexandra Reed
Lajoux.
LC Call Number: HD2746.5 .R44 1999
LC Control Number: 98045524
Covers the early stages of locating a suitable target,
through the postmerger trials of turning multiple companies
into one. Synopses of nearly three dozen landmark cases
give real life insights into legal rulings from previous
high profile mergers.
Table
of Contents |
Publisher's Description |
Catalog record
Mergers, Acquisitions, and Leveraged
Buyouts Robert Lawrence Kuhn, editor-in-chief.
Homewood, Ill.: Dow Jones-Irwin, c1990.
LC Call Number: HD2785 .M46 1990
LC Control Number:89007858
Catalog record
Harvard Business Review on Mergers and
Acquisitions Boston : Harvard Business School Pub.
Corp., c2001.
LC Call Number: HD2746.5 .H373 2001
LC Control Number:00052989
Chapters offer clues on executing successful mergers,
performing friendly acquisitions, pricing, trade-offs
between stock and cash, personnel questions, integrating
the new organization into the old, and management.
Contributors include investors, consultants, managers, and
executives.
Catalog record
Understanding the Mergers and Acquisitions
Process. Barbara Davison. Altamonte Springs, Fla.
: Institute of Internal Auditors, c2001.
LC Call Number: HF5686 .C7 D32 2001
LC Control Number: 2001271199
Overview of what mergers, acquisitions, and other such
activities are all about, why they are attractive and
potentially dangerous, and how to assess the risks and
prepare an organization to deal with them.
Catalog record
Mergers, Acquisitions, and Buyouts: A transactional
Analysis of the Governing Tax, Legal, and Accounting
Considerations. Martin D. Ginsburg, Jack S. Levin.
Boston, Mass. : Little, Brown, c1995-
LC Call Number: KF6499 .M4 M47
LC Control Number: 96656193
Step-by-step analysis of typical and non-typical
transactional permutations, checklists, flow charts, and
model agreement, etc.
Catalog record
Mergers and Acquisitions : Business Strategies for
Accountants. Joseph M. Morris ... [et al.]. 2nd
ed. New York : John Wiley & Sons , c2000.
LC Call Number: HF5686 .C7 M673 2000
LC Control Number: 99054858
Table
of Contents |
Catalog record
M & A from Planning to Integration : Executing
Acquisitions and Increasing Shareholder
Value.Robert J. Borghese, Paul F. Borgese. New
York : McGraw-Hill, c2002.
LC Call Number: HG4028.M4 B67 2002
LC Control Number: 2001044003
Catalog record
Cases in Corporate Acquisitions, Buyouts, Mergers, & Takeovers. Detroit, MI : Gale Group, c1999-
LC Call Number: HD2746.5 .C374
LC Control Number: 99009248
A collection of case studies on approximately 293 "high
profile" corporate acquisitions, buyouts, mergers, and
takeovers from 1868 to early 2000. About 5 percent of the
text covers corporate changes during the years 1939 to
1979, and 29 percent cover the 1980s. The vast majority of
the text covers case studies during the 1990s.
Catalog record
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Guide to Joint Ventures. Copenhagen,
Denmark : IO, Investment Fund for Central and Eastern
Europe, [1995?]
LC Call Number: HD62.47 .G85 1995a
LC Control Number: 96149149
Catalog record
The Handbook of Joint Venturing. [edited
by] John D. Carter, Robert F. Cushman, C. Scott
Hartz.Homewood, Ill. : Dow Jones-Irwin, c1988
LC Call Number: HD62.47 .H355 1988
LC Control Number: 88013430
Catalog record
Creating and Managing International Joint
Ventures. Arch G. Woodside and Robert E. Pitts.
Westport, Conn. : Quorum Books, 1996. .
LC Call Number: HD62.47 .C74 1996
LC Control Number: 95003781
A research-based examination, by a panel of international
experts, focusing on the seldom understood details of
cross-border joint venturing.
Catalog record
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The Business Valuation Resource Guide : An
Invaluable Guide to Valuing, Buying and Selling Any Closely
Held Company and Its Assets. Stephen K. Bethel.
1st ed. Glendale, CA : Mattatall Press, 2002.
LC Call Number: In Process
LC Control Number: 2002107171
Catalog record
Handbook of Business Valuation. edited by
Thomas L. West, Jeffrey D. Jones. 2nd ed. New York : John
Wiley, c1999.
LC Call Number: HG4028.V3 B77 1999
LC Control Number: 98055314
Table
of Contents |
Catalog record
Business Valuations by Industry. Santa
Barbara, CA : Quality Services Co., [1997?-
LC Call Number:HG4028.V3 B76
LC Control Number: 98642359
Valuations of hundreds of businesses recently sold and it
is organized by industry.
Catalog record
Guide To Business Valuations. Fishman, Jay
E. and Shannon P. Pratt and J. Clifford Griffith and D.
Keith Wilson, Practitioners Publishing Company, 1999.
LC Call Number: HF5681 .V3 G85
LC Control Number: 94648583
The guide was written to help you perform business
valuations efficiently and accurately, including details on
how to select and apply the appropriate valuation methods;
write the valuation report – quickly and correctly;
deal with a variety of engagements, such as FLPs, estates,
and shareholder dissent and oppression actions.
Catalog record
Handbook of Business Valuation Edited by
Thomas L. West, Jeffrey D. Jones. 2ed. New York: John
Wiley, c1999.
LC Call Number: HG4028 .V3 B77 1999
LC Control Number: 98055314
Table
of Contents |
Catalog record
Takeovers, Restructuring, and Corporate
Governance. J. Fred Weston, Kwang S. Chung, Juan
A. Siu. 2nd ed. Upper Saddle River, N.J. : Prentice Hall,
c1998.
LC Call Number: HG4028 .M4 W47 2001
LC Control Number: 00034694
Catalog record
International M & A, Joint Ventures & Beyond :
Doing the Deal. David J. BenDaniel, Arthur H.
Rosenbloom, James J. Hanks, Jr. 2nd ed. New York : Wiley,
c2002
LC Call Number: HF5635 .N35 2002
LC Control Number: 2002069193
Covers all aspects and types of international business
deals. A resource for all who are involved in finding,
analyzing, structuring, and negotiating these highly
complex transactions
Table
of Contents |
Catalog record
Mergers and Acquisitions: Cases and
Materials. William J. Carney. New York, N.Y. :
Foundation Press, 2000.
LC Call Number: KF1477 .C37 2000
LC Control Number: 00265602
The material from finance and economics literature gives
students an understanding of how the market for corporate
control operates. Contains examples of documentation, as
well as leading cases in each area. It is divided into four
parts, including:
-
the source of gains in business combinations;
-
duties and risks of sellers;
-
buyers' risks in acquisitions; and
-
takeover contests.
Catalog record
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The Daily Deal: .The Journal for
Corporate, Law & Finance Professionals. New York, NY:
American Lawyer Media.
Online edition: http://www.thedailydeal.com
LC Call Number: HG4028 .M4 D35
LC Control Number: 99004783
Covers current deals in every sector, from all around the
world.
Catalog record
Mergers & Acquisitions: The Dealmakers' Journal
. (Thomson Financial – NVST.com) Washington,
D.C. : Mergers & Acquisitions, Inc.
LC Call Number: HG4028 .M4 M45
LC Control Number: 66009930
Covers the latest trends and influences impacting the
buying and selling of businesses. Mergers Acquisitions
focuses on such key elements as acquisition pricing,
valuation, strategy, and taxes; plus, it offers complete
listings of all M & A deals, including pricing, deal
structure, and sales and profit levels of the merger
partners.
Catalog record
Mergers & Acquisitions Report (now SDC
Publishing). New York, NY: Dealer’s Digest, Inc.
.
Online edition: http://www.mareport.com/
LC Call Number: HD2746.5
LC Control Number: 88079273
Weekly issues deliver complete coverage of pending and
ongoing deals as well as insights into industry trends,
strategies and the firms and people involved.
Catalog record
Mergers and Acquisitions: The Monthly Tax
Journal. (Aspen) Frederick, MD : Panel Publishers,
c2000.
LC Call Number: K13 .E369
LC Control Number: 00212796
This journal covers everything from recent trends in
structuring and scheduling deals, financing and funding
deals, and the reporting and regulatory climate.
Catalog record
Acquisitions Monthly. (Thompson -
http://www.acquisitions-monthly.com/) Tunbridge Wells, Kent
[England] : Tudor House Publications, 1984-
Publisher's web site: http://www.aqm-e.com/
LC Call Number: HD2746.5 .A27
LC Control Number: 88646421
Contains comment, critical analysis and comprehensive
statistics on every important issue in Acquisitions,
Mergers and Buyouts with news and data, global trends,
industry review, company profiles, sector analysis.
Catalog record
Buyouts. (Securities Data Publishing - )
[Wellesley Hills, MA] : Venture Economics, c1988-
Publisher's web site: hhttp://www.buyoutsnews.com/
LC Call Number: HG4028.M4
LC Control Number: 90020245
Bi-weekly newsletter s with news, data analysis, and
interpretation of trends in the buyout industry including
reports on new funds and fund closes, live and done deals,
exits, general partners, limited partners, deal makers,
intermediaries and more. Formerly known as Buyouts & Acquisitions.
Catalog record
Print Resources | Subscription Databases | Web Database
Global Upstream M & A Review. Stamford, CT : John S. Herold : Harrison Lovegrove & Co., 2005 -
LC Call Number: HD9560.1 .G555
LC Control Number: 2007202035
Joint publication with Harrison Lovegrove & Co. and John S. Herold, Inc. focusing specifically on upstream emerging trends, market valuation measures and shifts in regional and international transaction volumes, values and activity in the global M&A&D.
Catalog record
Houlihan, Lokey, Howard & Zukin (Firm). Control Premium Study. Los Angeles, CA: Houlihan, Lokey, Howard & Zukin, quarterly. 1900s.
Not available at LC
This title is included for historical purposes. Formerly, it was a print source only but the electronic source is now part of Factset. Published quarterly, the Control Premium Study tracked acquisition premiums for completed transactions involving publicly traded target companies where a controlling interest was acquired. Analysis compared acquisition prices to the trading prices one day, one week, one month and two months prior to the announcement date of the transaction. In addition, an event study was performed for each transaction to ascertain the target company's common stock price per share unaffected by the acquisition announcement.
Hudson’s Corporate Mergers. New
York.
LC Call Number: HG 4915 .C67
LC Control Number: 74644554
This is a short lived filing system for those interested in
historical information. The Library of Congress has the
following volumes: 1967-68, 1968-69, 1969-70.
Catalog record
Insurance Mergers & Acquisitions
Yearbook. Charlottesville, VA. : SNL Securities, c.
1998 -
LC Call Number: HG8076.I57
LC Control Number: 98656613
Selected information is available from the publisher's web
site, http://www.snl.com/insurance/,
including current and archived news stories of isurance
company mergers and acquisitions, insuance industry vital
statistics, and directory information on covered companies.
Catalog record
The Merger Yearbook. U.S./International ed.
New York, NY : Securities Data Co.
LC Call Number: HD2746.5 .M439
LC Control Number: 93650348
Lists essential information on tens of thousands of
announced and completed deals including: total purchase
price, price paid per share, form of payment, division/unit
purchased, parent company, acquiring company, type of
transaction, SIC number and industry sector of target
company and acquirer, price to earnings ratio, plus dozens
of charts covering transactions by dollar amount and
industry. Previously the Merger and Acquisition Sourcebook
(HD2746.5 .M43).
Catalog record
Mergers & Acquisitions Yearbook.
[London] : Euromoney Publications plc, 1993 - date.
LC Call Number: K1362 .M477 Law Library
LC Control Number: 98660541
A multivolume set arranged by region. Includes all bank and
thrift transactions (whole institution, branch, and all
other asset transactions) for the preceding year.
Catalog record
Mergerstat Review. Houlihan Lokey Howard & Zukin
LC Call Number: HD 2746.5 .M48
LC Control Number: 86655853
Published annually. Analyzes mergers and acquisitions
involving U.S. companies, including privately held,
publicly traded, and foreign companies. It also analyzes
unit divestitures, management buyouts and certain asset
sales. Includes industry analysis by size, premium, and
transaction multiples. It also provides trend analysis by
seller, type, deal size and industry as well as offering 25
years of summary M & A statistics, including average
premium and price/earnings ratio.
Catalog record
SNL Bank Mergers & Acquisitions Yearbook
Charlottesville, VA : SNL Securities, c2001 - date.
LC Call Number: HG1722 .B365
LC Control Number: 2002207217
Selected information is available from the publisher's web
site, http://www.snl.com/bank/,
including current and archived news stories of bank and
thrift mergers and acquisitions, bank and thrift industry
vital statistics, and directory information on covered
banks, industry associations, and financial and legal
advisors.
SNL Securities and Sheshunoff also produces the
Mergers & Acquisitions Yearbook https://secure.sheshunoff.com/.
It includes bank and thrift transactions (Whole
Institution, Branch, and all Other Asset Transactions).
Each book is sold on a regional basis: Northeast,
Southeast, Midwest, NorthCentral, Southwest, and West.
Catalog record
SNL Specialty finance directory and M&A
yearbook Charlottesville, VA : SNL Financial, c2002-
LC Call Number: HG3751.4.U6 S629
LC Control Number: 2002204172
Selected information is available from the publisher's web
site, http://www.snl.com/financial_svc/,
including current and archived news stories on mergers and
acquisitions among financial service companies, vital
statistics on the financial services industry, and
directory information on covered specialty finance and
investment companies.
Catalog record
The subscription databases below are not available
at the Library of Congress. They can be accessed
only by those who have paid for the subscription. The list
is provided as a courtesy for those seeking sources of
searchable transaction data.
Bankers Almanac
http://www.bankersalmanac.com/
A useful source for tracking the international banking industry. Contains information on events dating back to 1980. Search options include: Bank Name, Type of Event, Date of Activity, and Country. Not available at the Library of Congress.
BIZCOMPS Studies
http://www.bvmarketdata.com/BIZAdvSearch.asp
The BIZCOMPS Studies are based on small business
transaction sale data contained in three data
bases--Western, Central, and Eastern. They are updated
annually with each containing sale data over the last 10
years. The studies currently contain 1,250 to 1,900
transactions in each study. In addition, there is a
National Industrial edition that contains data only on
manufacturing, wholesale/ distribution and
business-to-business service businesses. The entire
BIZCOMPS data base is also available on disk and includes
sales data on over 5,000 small business transactions from
across the U.S. Database is searchable by SIC code, word
search, sale size, price, date, and geographical area.
Additional features include statistical analysis of
selected transactions and spreadsheet export. Not available
at the Library of Congress.
Bureau van Dijk ZEPHYR Database
http://www.bvdep.com/en/companyInformationHome.html
Created by Bureau van Dijk, Zephyr contains information on approaching 600,000 transactions (June 2008). Up to 100,000 new deals are added per year. The database is also expanding to cover more historical American and Asian transactions. ZEPHYR has five years of global coverage and includes deals involving European or American companies going back to 1997. Various deal types are covered including: M&A activity, IPOs, joint ventures and private equity deals. There is no minimum deal value.
Capital IQ
https://www.capitaliq.com
Offered by Standard & Poors, the database includes detailed profiles of 413,000 M&A, private equity, venture capital, PIPE, spin-off, IPOs, bankruptcies, share buyback programs, and equity/debt public offering transactions as well as ratings information on 17,900 issuers and 235,000 securities. Coverage is global with up to 10 years of history.
Deal Logic databases
http://www.dealogic.com/
M&A Analytics provides a comprehensive view of M&A activity worldwide covering a wide array of transactions including public offers, open market purchases, stock swaps, buy-outs, privatizations, recapitalisations, share buy-backs and acquisitions. Each transaction provides information on target and acquiror, deal value, advisers, financials, multiples along with a detailed deal commentary.
ECM Analytics combines the industry standard new issues calendar with real-time league table rankings and a host of productivity enhancing tools allowing detailed analysis of the equity capital markets.
FactSet
https://www.mergerstat.com/newsite/index.asp
FactSet’s Investment Banking suite of deal intelligence has comprehensive transaction reports covering global deal activity, including private placements, poison pills, defensive positioning, and more, providing quick access to detailed information and a wealth of data. The database includes the Mergerstat transaction data and MergerMetrics qualitative aspects of merger transactions, continuing the print Mergerstat/Shannon Pratt Control Premium Study from Houlihan Lokey Howard & Zukin.
Herold M&A Database
John S. Herold, Inc.
http://www.herold.com/research/herold.home
Contains information on Upstream, Downstream, Power,
Midstream, Oilfield Equipment and Services (MDOES)
transactions.
LivEdgar
http://www.gsionline.com/
The M & A database contains the major comprehensive
financial and business data associated with M & A
transactions –covers all transactions initiated on
the following form types; 14D-1s and Forms TO from 7/96 to
present, S-4s from 7/97 to present, 8-Ks from 11/99 to
present, 6-Ks from 1/00 to present. Data includes
distinguishing characteristics of a deal such as friendly
or hostile, full or partial bid, the target and acquirer
affiliation, and all fields related to conditions to
completion of a transaction and significant events that
occur over the course of the deal. Includes flexible
searching and download. Not available at the Library of
Congress.
Mergermarket
http://www.mergermarket.com/
Data from over 2000 public sources in the Americas, Europe and Asia-Pacific was used to create an origination database of live targets and bidders. Also covers all M&A deals greater than USD 5 million/EUR 5 million since 2001, and all European deals greater than GBP 10 million from 1998-2000. Both public and private deals are included.
PEDC KIT
http://pedatacenter.com/pedc/
Private Equity Data Center is an online database of U.S. venture capital portfolio companies and the associated terms and valuations of those companies during their rounds of financings. PEDC KIT is owned and operated by VC Experts.com, an online educational center that focuses on the best practices and industry guidelines of Private Equity & Venture Capital fundraising.
SDC Platinum (Thompson)
http://www.thomsonreuters.com/
Contains information on M&A, joint, ventures, strategic
alliances, syndicated loans, private equity, project
finance, poison pills, etc. from around the world. Very
flexible searching and downloading options. Also includes
private deals and a deep archive. Select Business Websites
under Product Login on the main page. Not available at the
Library of Congress.
VentureSource and Private Equity Source
http://www.fis.dowjones.com/index.html
Both of these databases are offered from Dow Jones. VentureSource captures information on funds, investors, deal multiples, management teams, expected returns, key customers, and more. It tracks venture-backed companies in the U.S. as well as China, Israel, and Europe, and provides in-depth company financials and valuation statistics. Private Equity Source is a comprehensive deals database with complete details on private equity firms and their portfolio companies, including investment history, contact information, and more.
Cross-border mergers and acquisitions database (UNCTAD)
http://www.unctad.org/Templates/Page.asp?intItemID=3140&lang=1
This database contains data collected by the United Nations Conference on Trade and Development (UNCTAD) on cross-border M&A's. According to the publisher description the database documents "global FDI flows, stocks, cross-border mergers and acquisitions, and investment treaties based on year and country." Access is free but registration is required to make use of all features of the database. To access the database, select "Interactive database" from the left navigation column and then click on the word "Access."
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General | Government | Articles/Web Guides
Unless otherwise noted, the Internet
sites listed in this directory are provided by
organizations other than the Library of Congress. These
links are being offered as a convenience and for
informational purposes only; they do not constitute an
endorsement or an approval by the Library of Congress of
any of the products, services, or opinions of the
corporation, organization or individual. The Library of
Congress bears no responsibility for the accuracy,
legality, or content of the external site or for that of
subsequent links. Contact the external site for answers to
questions regarding its content.
Antitrust Institute
http://www.antitrustinstitute.org/
Business Valuation Resources
http://www.bvresources.com/
CNNMoney
http://money.cnn.com/news/deals/mergers/biggest.html
Houlihan Lokey Howard & Zukin
http://www.hlhz.com/
Merger Network
http://www.mergernetwork.com/
Mergerstat
http://www.mergerstat.com/new/indexnew.asp
National Association of Certified Valuation
Analysts
http://www.nacva.com/
NVST (Securities Data Publishing/Thompson)
http://www.nvst.com/
Super Searchers on Mergers & Acquisitions
http://www.infotoday.com/SUPERSEARCHERS/SSMA.HTM
Valuation Resources.com
http://www.valuationresources.com/
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Federal Trade Commission. Bureau of Competition.
http://www.ftc.gov/bc/index.shtml
Federal Trade Commission. Bureau of Competition. Mergers & Acquisitions
http://www.ftc.gov/bc/mergers.shtm
Federal Trade Commission. Economic Issues.
http://www.ftc.gov/ftc/economic.htm
Federal Trade Commission. Pre-Merger/Hart-Scott-Rodino Act
http://www.ftc.gov/bc/hsr/hsr.shtm
Federal Trade Commission. Premerger/Hart-Scott-Rodino Act.
Statute, Rules & Formal Interpretations
http://www.ftc.gov/bc/hsr/hsrbook.htm
Justice Department, Antitrust Division.
http://www.usdoj.gov/atr/
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Adventures in Mergers/Acquisitions & Joint Ventures
(PA Letter, April 2002)
http://www.aicpa.org/pubs/cpaltr/apr2000/supps/audit1.htm
Considering a Merger? How's Your Ego?
(Practicing CPA, March 1999)
http://www.aicpa.org/pubs/tpcpa/mar99/merger.htm
Library Research Guide: Mergers &Acquisitions.
(Babson College)
http://fusion.babson.edu/html/library/pg.cfm?ID=516
Looking at MERGERS The Way Federal Regulators Do
http://www.aicpa.org/pubs/jofa/dec1999/html/romeo.html
Mergers and Acquisitions - Research Guide #11
(University of Pennsylvania Library)
http://gethelp.library.upenn.edu/guides/business/mergers.html
Mergers and Acquisitions Research (University of
Rochester. River Campus Libraries)
http://www.lib.rochester.edu/index.cfm?PAGE=1015
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The following linked subject headings display entries from
the Library of Congress Online Catalog that appear under
the heading. The subject headings listed below are just a
sample of the subject headings available on the subject of
mergers, acquistions, and joint ventures. Additional works
in the Library of Congress on these subjects may be
identified by searching the Online Catalog under
appropriate Library of Congress subject headings. Please be
aware that during periods of heavy use you may encounter
delays in accessing the catalog.
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