So, guys this is a pretty straight forward question. how do you find out about these M&A or IPOs going on, except for the ones that make it to the Wall STreet Journal--I'm guessing not all of them do? Also, do you guys know if there's a way to check which BB firm was responsible for that M&A or IPO undertaking? thnx guys.
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SEC fillings list the advisors/underwriters. A lot easier if you have access to something like capital iq because then you can screen for certain kinds of transactions
Thomson One Banker
Like the above said: SEC filings, CaqIQ, Bloomberg terminal, etc.
Bloomberg. Type "LEAG". and it has everything you want to know.
sorkin's dealbook site is good for investment banking specific news. They have a M&A section and an IPO section among others. Decent free resource, covers some transactions that may not big news and most of the time will mention the advisors.
http://dealbook.blogs.nytimes.com/category/mergers-acquisitions/
IPO underwriter information is really easy to find. Check Renaissance IPO's web site - they keep a constant running tally of what companies have recently filed an initial S-1 and which companies are set to launch or are on the road. They usually also list all the bookrunners and co-managers as well, but if they don't, you can just go onto EDGAR and find that all out on the first page of the latest S-1.
For M&A, if it's not in the news it is a bit trickier. If a merger agreement is posted to EDGAR, that usually lists the advising banks somewhere in there (scan for a fairness opinion to find the sell-side advisor). Otherwise, Bloomberg, SDC, and Thomson all track this information as well.
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