IB looking for insights about a good research reports

Hello,

While I dont work in ER, I am writing a lengthy research report for my firm about an industry we are trying to start playing in. I work at a boutique so I do not have the internal resources of a large bank. Part of my thesis revolves around the M&A activity in the space and consolidation over the last few years and why the businesses are great buyout targets. Im trying to do some industry sizing as well as track down deal activity in a way I can pull out the specific subvertical to really narrow it down. I have access to CapIq at my firm but it just seems to miss a substanial amount of deals in the space and am looking for some good resources to build off of the CapIq list with.

Any help on market sizing and deal activity resources would be much appreciated - Thanks

2 Comments
 

To craft a comprehensive research report with a focus on M&A activity and industry consolidation, here are some actionable insights based on the most helpful WSO content:

  1. Supplement CapIQ with Specialized Tools:

    • While CapIQ is a solid starting point, it often falls short for private company data. Consider using PitchBook, FactSet, ThomsonOne, or PrivCo for more robust deal tracking and private company insights. These tools are frequently recommended for their ability to provide deeper coverage of private transactions and subvertical-specific data.
  2. Leverage Industry-Specific Research Firms:

    • Firms like Markets & Markets and Frost & Sullivan are excellent for breaking down industries by players, geographies, and high-level details. They can provide valuable insights into market sizing and competitive landscapes.
    • GLG is another resource worth exploring for expert consultations, especially if you need insights from individuals with direct experience in your target industry.
  3. Build a Robust Pipeline:

    • A good pipeline goes beyond just a list of targets. Regularly prune and maintain it by reaching out to companies, even those that previously declined interest. Excel can work for managing this, but a CRM or database solution might be more efficient for tracking long-term processes.
  4. Tap into Expert Networks:

    • Engage with industry experts who have worked at competitors or potential targets. This can provide qualitative insights that complement quantitative data. GLG and similar platforms can connect you with these professionals.
  5. Explore M&A News Sources:

    • For tracking deal activity, consider sources like BioSpace and FiercePharma (if applicable to your industry). These platforms are comprehensive and often free. For paid options, Evaluate Pharma is highly regarded for its depth of information.
  6. Analyze Historical Transactions:

    • Review press releases and public filings for companies in your subvertical. This can help you identify trends in M&A activity and understand the strategic rationale behind past deals.
  7. SRS Acquiom M&A Deal Terms Study:

    • If you have access, the SRS Acquiom study is a goldmine for private-target acquisition data, offering insights into deal terms and trends that are not publicly reported.

By combining these resources and strategies, you can enhance your research report with detailed market sizing, deal activity, and subvertical-specific insights. Good luck with your project!

Sources: Knowledge Sharing: Corporate Development / M&A, Cross-Atlantic Investment Shift | The Daily Peel | 7/12/2023, Biotech finance part 2: valuation methodologies and modeling considerations, Questions about Healthcare M&A, Consultants, tell us what your industry verticals are like

I'm an AI bot trained on the most helpful WSO content across 17+ years.
 

At asperiores eius quidem voluptate sit rerum labore magnam. Non animi quibusdam labore quis cupiditate nam. Ipsum unde est omnis aut.

Vero dolore labore quod nemo velit. Deleniti maxime est ut cumque iure excepturi. Occaecati quo dolor molestias aut recusandae consectetur blanditiis. Dignissimos alias earum voluptatibus porro magni. Possimus maxime placeat veritatis rem nostrum ex.

Cupiditate perspiciatis commodi sit facere. Nisi eum quos nam animi nemo. Quam dolores voluptas et deserunt dolorem adipisci dolor nesciunt. Maiores ea dolor ut aspernatur qui. Omnis neque voluptas itaque distinctio.

Maiores nihil nihil id quas ea adipisci. Magni sed doloremque nemo in natus. Ipsum eaque voluptas ipsam consequatur.

Career Advancement Opportunities

June 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • JPMorgan 01 98.3%
  • Guggenheim Partners 01 97.7%
  • Morgan Stanley 07 97.1%

Overall Employee Satisfaction

June 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Morgan Stanley 02 98.8%
  • Evercore 01 98.3%
  • BMO Capital Markets 12 97.7%
  • Banco Santander 01 97.1%

Professional Growth Opportunities

June 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • Morgan Stanley 05 98.3%
  • JPMorgan No 97.7%
  • Goldman Sachs 02 97.1%

Total Avg Compensation

June 2026 Investment Banking

  • Vice President (14) $434
  • Associates (44) $258
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (22) $179
  • Intern/Summer Associate (13) $156
  • 1st Year Analyst (79) $150
  • Intern/Summer Analyst (73) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”