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WSO Free Modeling Series - Now Open Through
July 31, 2026
9 Free Financial Modeling Lessons
Get instant access to lessons taught by experienced private equity pros and bulge bracket investment bankers including financial statement modeling, DCF, M&A, LBO, Comps and Excel Modeling.
+Bonus: Get 27 financial modeling templates in swipe file
+Bonus: Get 27 financial modeling templates in swipe file
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try checking out some of the league tables and looking at their websites and finding their tombstone pages
It would be better to use something like MergerMarket, but you can definitely do so on CapIQ.
In the screening section, there's a list of transaction criteria you can screen for and one of them is "Financial Advisor," you then just enter the firm name. If you can't find it, just search for "Financial Advisor" in the bar at the top of the screening page and you'll get there after enough clicks.
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