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Mergers & Acquisitions Information Sources
Compiled by Prof. Martha Cooney
September 2007

Center for Business Research

Please contact our business librarians who can help you locate and use the resources you need.

Company and Industry Information

Company and Industry Information Sources. This CBR research guide will link you to Library databases and print resources for finding company and industry information

Researching Mergers and Acquisitions

SEC Filings:

U.S. Securities and Exchange Commission (SEC) filings are required for public companies and will provide valuable information on the scope and terms of specific M&A deals. Look for filings such as the 8-K, 10-K, and Proxy Statements (e.g. DEFM, PREM). For a description of filings, go to: www.sec.gov/info/edgar/forms/edgform.pdf.

Locating SEC Filings:

SEC filings are available from multiple sources including the ones described and linked below.

SEC Filings & Forms http://www.sec.gov/edgar.shtml
The official site of the SEC will link you to all filings for a company available in EDGAR, the Electronic Data Gathering, Analysis, and Retrieval system. Current and retrospective SEC filings are available from 1996 (and sometimes as far back as 1993).
Search tip: See Researching Public Companies Through EDGAR: A Guide for Investors for information on how to use the SEC's EDGAR database. The section on Business Combinations will be especially useful.

Mergent Online
The Mergent database provides 15 years of data on U.S. and foreign public companies.
Search tip: To locate SEC filings, click on the tab for EDGAR Search. At the search screen, type in company name or ticker, choose date, and select filing from drop down menu. Downloading options include Word, PDF, HTML, and Excel formats.

Hoover's Online
The Hoover's database provides information on thousands of public, private, and international companies. Links are also provided to SEC filings.
Search tip: Type in the name of the company in the search box. At the next screen choose your company from a list. When the information on your company appears, there will be links on the left. Select the link for SEC Filings. When the list of SEC filings comes up, choose the filing you need. You can also click on a link for 10-Ks only.

Locating M & A Deals:

Mergers & Acquisitions: The Dealmaker's Journal (bimonthly journal) Available in print in the Periodicals Dept. and also online in Business Source Complete
Use this trade journal to locate information on merger and acquisitions activity. A feature in each issue provides round-ups of current M&A activity. See the February issue for a statistical wrap-up of the top deals of the previous year.
Search tip: To locate Mergers & Acquisitions: The Dealmaker's Journal online in the Business Source Premier database, click on the link above. When the journal page comes up, select the link for the February issue to access the statistical wrap-up of the previous year's M&A activity. To find a round-up of current M&A activity (e.g. deals in process), click on any recent issue and look especially for the articles on Deal Flow. To search by keyword, subject, or company name, select the link for "Search Within this Publication" on the journal page.

Mergers & Acquisitions Report (weekly newsletter) Available online in Business Source Complete
This weekly newsletter provides current articles on mergers and acquisitions. See summary data on U.S. public and private merger activity, divestitures, and foreign transactions in the Worldwide Mergers & Acquisitions section of each issue.
Search tip: To locate Mergers & Acquisitions Report online in the Business Source Premier database, click on the link above. When the journal page comes up, select any recent issue and look for the Worldwide Mergers & Acquisitions article for data on deals in process by size and industry. To search by keyword, subject, or company name, select the link for "Search Within this Publication" on the journal page.

Cases in Corporate Acquisitions, Buyouts, Mergers & Takeovers Available in print only: Bus HD 2746 .C38 1999
Provides detailed profiles of companies that have engaged in a wide range of M&A activity. See p.1477 for a list of deals from 1868 to early 2000. For more recent information, consult Mergers & Acquisitions, Mergers & Acquisitions Report, or search the Library databases for current articles.

Finding Books:

Library Online Catalog http://liucat.lib.liu.edu
Search by any keyword or use subject headings such as:

Books that are not available at the LIU Post campus can be ordered through Interlibrary Loan.

To search specifically for books available online, look for the "E-Book" icon next to the titles of books when searching in LIUCat, or use the Library's eBook Collection database for a collection of over 130,000 e-books.

Finding Articles in Library Databases:

The following databases are available on campus and from home. Your LIU username and password will provide access from off campus.

These databases will provide many full-text articles about all business topics including merger and acquisitions activity.

Business Source Complete (Ebsco)
Business Source Premier provides full text articles for thousands of business journals and thousands of company, country, and market reports. Coverage includes virtually all subject areas related to business.
Search tip 1: To find articles on merger activity, type in relevant keywords or use the subject heading "Consolidation and Merger of Corporations". For articles on a specific company, combine the name of the company with the subject heading.
Search tip 2: Use the folder feature to save your search history and the results of your searches. Click on the "Sign In" link to set up your personal folder.
Search tip 3: You can format your search results according to a specific citation style (e.g. APA, MLA, Chicago, etc.). After performing a search, click on a result. The print, save, and email options all provide links to a Manager screen which will give you the option of selecting a Citation Format. Choose your format from the drop-down menu and press the appropriate button to print, email, or save your article. Your citation will be formatted according to the style you have selected. Note: Although this feature is very good, you will need to double-check each citation to make sure it is correct. See also Citation Style for Research Papers.

Mergent Online
The Mergent database provides 15 years of financials, investment information, annual reports, and EDGAR (SEC) filings. Financials can be downloaded to Excel and reports of multiple companies can be created.

Business Insights: Essentials
Use "Advanced Search" to locate company and industry information, investment reports, history, rankings, and many current articles.
Search tip: To locate industry reports, click "Advanced Search". Select "Industry Overviews" from the drop-down menu and type in industry keyword(s).

ABI/Inform Global (ProQuest)
The ProQuest databases provide a wealth of information in full-text articles. Use the "Advanced Search" to locate articles by specific company and/or subject heading.

HTML by Robert Delaney
Updated 7/8/15

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