First off, screening on CapIQ sucks. Everything about it sucks.
I need to screen for financial buyers with socially conscious/ESG focused funds. I cannot figure out a concise way to screen for this. Do any other more seasoned monkeys on here have any advice? What is the best way/criteria to search for this?
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Do you have access to Pitchbook? If so, I'd use that over CapIQ. Otherwise you're right CapIQ buyers screens can be really tricky and I've never found a good method other than to really hack a bunch of different searches together.
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