user guide - dealogicgib.dealogic.com/sys_shared/userguide/gm_userguide.pdf · dealogic m&a...

≥ User Guide

superior solutions through better understanding

Getting Startedpg 3 - Designer

pg 3 - Portal

Portalpg 5 - DealCal

pg 6 - Deal Profile

pg 6 - Transaction Profile

pg 7 - News&Alerts

pg 8 - ScoreCard

pg 8 - Drilling-Down to underlying data

pg 9 - Copying a ranking into Excel

pg 10 - MergerMap

pg 11 - Lookup

pg 11 - MyReports

Designerpg 12 - Launching Designer via Modify buttons

pg 13 - Launching Designer as a standalone

pg 13 - Standard Search

pg 14 - Option 1: User-Defined Report

pg 14 - Option 2: Deal Profile

pg 14 - Option 3: Ranking

pg 15 - Use Dates

pg 15 - Customize Ranking Drill-Down

pg 16 - Option 4: Matrix

pg 16 - Exporting to Excel

pg 17 - Libraries

pg 17 - Saving a Standard Search

pg 18 - Saving a User-Defined Report/Ranking

or Matrix

pg 19 - Report Wizard

pg 20 - Sharing Reports

≥ Contents

New York: (+1) 212 577 4525 email: [email protected] London: (+44) 20 7440 6313 email: [email protected]

Hong Kong: (+852) 2804 1223 email: [email protected] Tokyo: (+813) 5157 1527 email: [email protected]

≥ www.dealogic.com

superior solutions through better understanding

Appendix A: Key Search Fieldspg 21 - Key Search Fields for M&A Analysis

Appendix B: Common Searchespg 22 - Common Searches

Appendix C: Field Glossarypg 25 - Field Glossary

Help and Supportpg 32 - M&A Analytics Help and Support

pg 32 - Calling the M&A Analytics Hotline

M&A Analytics (v.5.06) User Guide 3

M&A Analytics is a competitive benchmarking system covering Global Mergers & Acquisition activity. Reporting optionsinclude Advisor rankings, volume and valuation analysis by Industry and Region, Financial Sponsors’ activity, deal lists andprofiles of individual transactions.

Custom searches and reports can be saved and shared with other colleagues, which can then be run with up-to-date datafrom anywhere in the world using only a web browser. Output can be printed or exported to Excel.

The platform is comprised of two primary components, the Designer and the Portal.

DesignerDesigner is a locally installed desktop application that enables a user to create, edit and save reports in personal librariesor to share them to other users. Designer is used to specify search and report parameters, including but not limited to:

- Date ranges- Regions and countries- Industries and sectors- Deal types- Deal value ranges- Companies- Financial Advisors- Financial Sponsors

Portal- The Portal is a password protected website with the following primary pages:

DealCal- Calendar of announced, expected, withdrawn and completed deals with drill-downs to individual deal profiles- Monthly, weekly and daily views- Filter preferences include advisors, deal status, type, size, industry, region and private equity

News&Alerts- M&A Squawk of breaking M&A-related corporate announcements- M&A Fee Alerts with the latest disclosed advisory fees- Daily M&A NewsSheets topical to the activity of the market- Alerts preferences for squawk and buyback email alerts

ScoreCard- Advisor or Industry announced and completed volume rankings- Details include number of deals, aggregate deal volume, volume share and average deal size- Yearly, quarterly, monthly, weekly and year-to-date views- Drill-down hyperlinks produce underlying deal lists for rankings- Modify buttons allow users to further customize queries using the Designer- Other sections: Monthly volume, weekly volume by payment method, industry premiums

Dealogic www.dealogic.com

≥ Getting Started

≥ Getting Started

M&A Analytics (v.5.06) User Guide 4Dealogic www.dealogic.com

MergerMap- Geographic snapshot of M&A activity- Analysis options include deal type; volume or number of deals; year-to-date, last-year-to-date or last year;

announced or completed; target or acquirer nationality- Modify buttons allow users to further customize queries using the Designer

Lookup- Company: List all deals for a given company and its subsidiaries- Sponsor: List of all deals for a given sponsor regardless of role (entry, exit or portfolio)- Bank: Bank profile by deal type, recently announced and completed deals- Industry: Industry profiles by deal type, recently announced and completed deals - Deal number: Go directly to deal profile of specific transaction through its deal number- Region: World Region profile- Comparables: Quick retrieval of a deal list based on typical parameters of industry, region, deal value,

deal status, dates and status

MyReports- Online access to personal or shared saved reports- Ability to modify all reports through the Designer

≥ Portal


DealCalWhen accessing M&A Analytics, the first page you come to is DealCal; calendar showing target, acquiror and deal valueof all announced, completed, expected to close and withdrawn deals of the day.

It is possible to modify the time period to the specific dates or number of weeks on display, or change to view the calendaron a Monthly, Weekly or Daily basis.

To filter the information that appears on your DealCal page, click on the Preferences option at the top right corner of thepage. Once there, you can select what you would like to see on the calendar based on a specific advisor/s and their role,deal status, deal type, deal size and industry.

Once you have edited your Preferences you have the option to save them to a Library. These Libraries can then be accessedquickly by clicking on the Filter button on the main DealCal page.

By clicking on any of the tickers on the DealCal page you can drill down to see the Deal Profile of the underlying deal.

≥ Portal


Deal ProfileBy clicking in any of the hyperlinks in DealCal you will access the Deal Profile, which provides an in-depth look at individualtransactions, including valuation and payment details, company information, advisors and attorneys, disclosed fees,premiums, multiples and deal description. Click on the hyperlinks next to company names for access to SEC companyfilings and Other M&A deals for a list of all deals carried out by the company. Also, on the Deal Profile you have access tosource documentation via the EdgarDesk link.

Transaction ProfileFor Financial Sponsor related transactions, the Transaction Profile gives full deal history of a portfolio company from thesponsor entry to exit with all related financing details and acquisitions in between.

≥ Portal


News&AlertsThe News&Alerts page consists of M&A Squawk, for M&A-related company announcements; M&A Fee Alerts, with thelatest advisory disclosed fees information; and the NewsSheet, giving a daily brief synopsis topical to the market, andproviding regular standardized tables and breakdowns. Both the Squawk and the NewsSheets are archived.

≥ Portal


ScoreCardAnnounced and completed advisor or industry volume rankings for different time periods. Displays number of deals, dealvolume, volume share and average deal size.

Tip: Dealogic’s Official Ranking Criteria is available at the top of the ScoreCard page.

Drilling-Down to underlying dataTo view a banks deal list and apportioned credit for each deal, click on the respective row to drill-down to the underlyingdata. Once you have the list of underlying deals, it is then possible to drill-down into the Deal Profile.

Copying a ranking into ExcelAny ranking table on the ScoreCard (and any ranking or table within the Portal that has a Copy button) can be copied toExcel by clicking the Copy button and then pasting the data into Excel.

≥ Portal


MergerMapThe MergerMap gives a geographical snapshot of M&A activity. The top deals across all regions are also shown.

As with the previous pages it is possible to drill-down and see the data underlying the tables.

At the bottom of the page in the Analysis Selection, it is possible to modify the default options for the whole page and changedeal types, the number of deals or volume, the time period, announced or completed, and target or acquiror nationalityas required.

≥ Portal


LookupThe Lookup page allows you to quickly search for a specific company, bank, industry, deal, region or comparable transactions.

“Company All” will retrieve every entity under that name; “Company Parent” will show only company parents. Clicking ina company parent in the results will retrieve all deals carried out by the company and its subsidiaries, whereas selectingonly the “Company” would show the deals in which that company has directly participated.

MyReportsThe MyReports page is where you can access a library of reports. These are either reports saved to your personal log-inor saved under a shared library. Reports created from the Designer can easily be posted to the MyReports page andexecuted on a recurring basis.

To run the reports select the report from the list on the left, this displays the criteria for the selected report on the right,click Run to execute it or Modify to launch the Designer (see the Designer Section) with the set criteria allowing you tomodify the search or the report as required.


≥ Portal

≥ Designer


The Designer is the application that enables you to modify parameters of the ScoreCard and MergerMap or devise a newstand alone search and report. Access to the Designer allows users to perform custom analysis, which can be saved andshared with other users.

Users can access the Designer from the Portal in one of two ways: by clicking on any Modify button associated with anexisting ranking/deal list or by launching it from the toolbar at the top of the page.

Launching Designer via Modify buttonsA key advantage to launching the Designer via the Modify button is that the standard report parameters are alreadyconfigured to the tables on the ScoreCard. This allows the replication and modification of the report.

Hitting the Modify button launches the screen below. Select “Finish” to replicate the table or click ‘Back’ to modify it.Clicking “Back” once will take you to the report format, by doing it twice you will reach the Standard Search screen whereyou can amend the search criteria used.

≥ Designer


Launching Designer as a standaloneAn alternative to launching the Designer from a Modify button is to launch the Designer from the toolbar icon.

This way, no criteria will be uploaded into the Designer and the Standard Search dialog will be loaded as default.

Standard SearchUsed to isolate a dataset of deals with a common set of properties.

• Select a field from the field dropdown box by typing part of the name or by scrolling through the list.• Choose the appropriate condition for your search e.g. equals, not equal to etc. (These conditions will alter the way that

a chosen field will act within the search).• Enter a value into the Value Box. Coded fields such as nationalities, banks, deal type etc. have a list of possible variables

which can be accessed by clicking on the value box next to the desired code or by pressing F9.

Tip: Searches can be saved in a shared or personal library for easy future access.

After running the Standard Search, you can display your results in a User-Defined Report, in Deal Profile format, in a Rankingor in a Matrix.

Option 1: User-DefinedEnables you to produce customized reports by choosing specific fields and sorting options.

• Click on the Report Field list tab to ensure that it is selected.• Locate the required field by scrolling through the list or by typing part of the field name to limit the choices. • Click on the desired field to be reported. Other fields can be selected in a similar fashion. Use the Up and Down buttons

to adjust the position of the field.• Click on Sort Order and select the desired fields to sort the report.• Select either ascending or descending under Field Attributes.• Save the User-Defined Report in a shared or personal library, if desired.

Tip: Use the check boxes under Field Attributes to provide totals and averages for numeric fields. Also select denominationsfrom the drop down menu to the right.

Option 2: Deal ProfileThe Deal Profile shows most of the information available for each transaction and shows it in a easy to read structure.

Option 3: RankingA ranking consolidates deal information to rank banks, industries, regions, companies etc. Rankings are based upon dealvolume and deal activity from a dataset generated by the previous search.

• Advisor Ranking, according to standard Dealogic methodology, should be run on:- All Advisor Parent as table type.- Grouping On, consolidates bank subsidiaries to the bank parent.- From Basis select Deal Value at Ann for Announced rankings and Deal Value for Completed rankings

(there’s $ and euro options for both).- Apportion: Only Rank is available, so full credit is given to each advisor involved in the deal .- Sort order allows you to sort the ranking based on amount or number of deals.

(When ranking by a Date field, you will also have the option to sort Chronologically).- Show top allows you to designate the number of banks that will be displayed in the ranking.

≥ Designer


≥ Designer


• Other rankings available are:- Company- Financial Sponsor- Nationality- Region and Word Region- Announcement date - Completion date- Withdrawn date- General Industry Group (GIG) - Specific Industry Group (SIG)- Deal Status- Deal Value (for size bands)

Use DatesOption that allows you to see rankings across multipletime periods. Upon checking the Use Dates box, adialog window will appear. Specify the period length,number of periods, and the most recent period foryour ranking. You can also modify the range to reporton calendar year or on a rolling basis. Ascending Colsticked will show the periods in chronological order.Sort by Total selected will show the top banks for theaggregated volume of all periods (in unticked, it willshow top banks for the most recent period).

Customize Ranking Drill-DownThis allows you to configure a Drill-Down Report,selecting the data items to display and the criteria bywhich to sort the deals.

Steps:• Highlight the desired bank row or rows and right click. • Select “Configure Drill Down Report” option.• Locate the fields you require from the Field Selector,

either by scrolling through the list or by typing part of the field name to limit the list.

• Select the fields you wish to report on. • Sort the report by clicking on the Sort Order tab. You

can sort up to three different parameters, select the fields by which you would like to sort and their order.

• Click OK for the report to execute.

Option 4: MatrixMatrixes provide a statistical breakdown of a datasetaccording to two user-selected fields; one will be reportedon the rows while the other will be on the columns. Rowscan be sorted by Name, Amount or Count.

Some of the Matrix options can be customized to giveusers greater flexibility. Users can create their own groupsfor Advisors, NAICS, SIC, General Industry Group, SpecificIndustry Group, Nationality, Region, World Region, DealValue and Deal Status fields.

Use deal value, disclosed fees, multiples or premiums tobe shown in the Matrix. With the Display Items you cancustomize your report further with what information youwish to view, you can choose from Amount, Percentage,Average and Count.

Exporting to ExcelThere are two ways to export any User-Defined Report,Ranking or Matrix to Excel from the Designer.

- Right click on the report and select Copy All or go to Edit/Copy All, then past into an Excel spreadsheet.

- From the Edit menu you can also Copy Selection based onany rows highlighted in your current report or table.

- You can export to Excel by clicking the Excel icon from thetool bar. The advantage of exporting to Excel rather thancopying the table is that you can retain the formatting asyou see it on your screen. Another advantage is, thecriteria used in the search and the report will be availableon the second tab in the sameworksheet.

≥ Designer


≥ Designer


LibrariesCustom searches and reports can be saved in individual or shared libraries. Reports can be dynamically generated withup-to-date data using a web browser; output can then be printed or copied/exported to Excel.

Saving a Standard SearchSteps:• Upload a search by Modifying an existing table from Portal, add or change in any extra criteria to your search or launch

the Designer individually from the Designer icon and create a new search.• Save the Search by hitting the Save button.• Name your search and click the Save button.• Reports saved in the My Libraries folder can only be accessed with your login.• Retrieve this search by clicking Open button on the Standard Search screen.

Saving a User Defined Report/Ranking or MatrixSteps:• Save by hitting the Save button once you have selected fields and sort priorities for your report. You will then see a list

of your folders and those that are shared with other users.• Retrieve this report at a later stage by clicking the Open Reports tab to access all saved reports.

Note: When searches and reports are saved at each individual step these do not show on the MyReports section of thePortal, in order to save a report under MyReports you have to use the Report Wizard.


≥ Designer


≥ Designer

Report WizardThe Report Wizard tool is used to save Searches and Reports together in the My Libraries folder. These reports willautomatically show in the MyReports section of the Portal, from where they can be run or modified. Also as previouslymentioned, modifying any report on the Portal will automatically transfer you to the Report Wizard.

Steps:• Click on Report Wizard icon or select Wizard from Report menu.• Either create a new report or open a report from your libraries by clicking the Library button.• Click on Next and define your Standard Search by entering a new one or by uploading a saved one from your libraries

by clicking Open.• Select either a Report, Ranking Table or Matrix and click Next.• Make the desired selections for the report or ranking (either create from new, or use existing libraries), click Next.• Click Save button and save report to library, click Finish to execute the report, or Cancel.

Step 2:

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≥ Designer

Step 1:

Step 3:

Step 4:

Step 2:

Sharing ReportsOnce a you have created a report through the Report Wizard, it is possible then to share it with other colleagues.

Steps:• Go to File/Open on the toolbar or click on the blue folder on the toolbar.• Highlight the report to share • Click on the folder icon with a hand underneath• You will then be given a list of current users. Highlight the user you wish to share the report with and click the single

arrow button to share. To share with the entire list click the double arrow button. • Click on the Shared folder to view any reports which have been shared with you from another user. This report will also

appear on your MyReports page, and any reports you have shared will appear on the MyReports page of the user you have shared with.


≥ Appendix B: Key Search Fields

Key Search Fields for M&A Analytics1. Rank Eligible Y/N: All Dealogic’s standard rankings and reports are based on this search being yes. This excludes thefollowing:

- Buyback Programs- Equity Carve-outs- Withdrawn and Failed deals- Rumors, Seeking Buyers and Seeking Target deals

2. Announcement and Completion Dates: Search on specific dates or time periods plus the new options of:- This/Last day, week, month, quarter, year & year to date- All of above on a rolling basis

3. World Region: Top level breakdown of global M&A activity into three main regions:- Americas- EMEA- Asia Pacific

4. Region: More granular world region breakdown into 11 regions:- North America - India Subcontinent - Caribbean - North Asia- Latin America - South East Asia - Europe - Japan- Africa - Australasia - Middle East

5. Any Nation/Region/Subregion/World Region Involvement: Search on any deals involving any company (target, acquiror,divestor) from certain nation or region.

6. SIC/NAICS Codes: Search on very specific business activities by selecting companies’ SIC or NAICS codes.

7. Specific and General Industry Groups (SIG & GIG): Dealogic’s standard industry groups for quick overview of activity ingeneric industry sectors.

8. Business Description: A free text search to retrieve deals for manufactures or providers of specific goods or services.Combine this search with SIC/NAICS for the most granular industry search.

9. Financial Sponsor Related Y/N: Retrieve all sponsor backed deals including entry, exits and portfolio transactions.

10. All Advisor Parent: Retrieve all transactions in which one or several financial advisors have been involved.

11. All Advisor Gross Fee (Disclosed): Search for all deals where either the target or the acquiror advisors have disclosedtheir fees.

12. Deal Technique: Search for different deal characteristics including:- Spin-Offs - Privatizations - Management and leveraged Buyouts- Repurchases - Stock Swaps - Divestments- Going Private

13. Company Parent: Search on all deals carried out by a company and all its subsidiaries.

14. Deal Value and Deal Value (excl debt): Search on specific deal value ranges including or excluding target’s net debtassumed in the deal.

15. Equity and Enterprise Value and Multiples: Search and report on them for valuation analysis.

16. Premiums: Report on Premiums 1 Day, 1 Week and 1 Month at announcement and at completion.

17. Dealogic Deal Note: Field describing the deal structure and any other aspect of the deal not covered by a particular field.

18. Initial, Acquired & Final Stake %: Search on the percentage of the Target’s share capital held by the acquiror prior tothe deal, acquired in the deal, or resulting from the acquisition. Combine them for specific ownership changes such usacquiring control or remaining interest.


≥ Appendix B: Common Searches

Below are details of the most common searches and how to construct them in M&A Analytics Designer.

Any US Involvement SearchExample Search: Any US involvement this year to date for US Advisory Rankings.

Any European Involvement SearchExample Search: Any European involvement this year to date for European Advisory Rankings.

Financial Sponsor SearchExample Search: Sponsor backed deals this year to date.



Combine SearchExample Search: Cross-border deals between US & Europe both ways this year to date.

Deal Industry and Value Size SearchExample Search: Healthcare sector deal over $500m this year to date where the target or the acquiror was European.

Advisor and Disclosed Fees SearchExample Search: Deals with disclosed fees done by Citigroup, Goldman Sachs, JP Morgan, Merrill Lynch and MorganStanley in the last 10 years.

Target Industry and Business Descripton SearchExample Search: Deals since 2000 in the Metal-Products sector for producers of steel or wire rods.

Advised Deals and World Region SearchExample Search: Advised deals announced or completed in 2004 in Asia Pacific.

Company Parent SearchExample Search: All deals for Vodafone and Telefonica and their subsidiaries announced in the last 5 years.




≥ Appendix C: Field Glossary

MM&&AA AAnnaallyyttiiccss FFiieellddss DDeeffiinniittiioonn# of Acquiror Advisors Number of financial advisors to the acquiror# of Advisors Number of financial advisors in the deal# of Target Advisors Number of financial advisors to the targetAcq Subsidiary Name of the acquiring subsidiaryAcq Subsidiary Business Description Description of the acquiring subsidiary's main activitiesAcq Subsidiary General Industry Group (GIG) Dealogic Specific Industry Group for the acquiring subsidiaryAcq Subsidiary Listing Primary stock exchange where the acquiring subsidiary's shares are listedAcq Subsidiary NAICS The North American Industry Classification of the acquiring subsidiaryAcq Subsidiary Nationality Country where the acquiring subsidiary is either headquartered in or has the

majority of its managerial operations inAcq Subsidiary Public Status Acquiring subsidiary's ownership statusAcq Subsidiary Region Region where the acquiring subsidiary is either headquartered in or has the majority

of its managerial operations inAcq Subsidiary SIC SIC of the acquiring subsidiaryAcq Subsidiary Specific Industry Group (SIG) Dealogic General Industry Group for the acquiring subsidiaryAcq Subsidiary Ticker Symbol Acquiring subsidiary's identification code in its primary listingAcq Subsidiary World Region World region where the acquiring subsidiary is either headquartered in or has the

majority of its managerial operations inAcquired Stake % Percentage of target's share capital acquired in the dealAcquiror Name of the acquirorAcquiror # of Employees Number of acquiror's employeesAcquiror # of Shares (m) Number of acquiror's shares currently in issueAcquiror Advisor Financial advisor to the acquiror in the dealAcquiror Advisor Gross Fee $ (Disclosed) Total disclosed fee amount in $ potentially earned by all financial advisors to the acquirorAcquiror Advisor Gross Fee Euro (Disclosed) Total disclosed fee amount in euros potentially earned by all financial advisors to the acquirorAcquiror Advisor Itemized Gross Fee $ (Disclosed) Total disclosed fee amount in $ potentially earned by each financial advisor to the acquirorAcquiror Advisor Itemized Gross Fee Euro Total disclosed fee amount in euros potentially earned by each financial advisor to the acquiror(Disclosed)Acquiror Advisor Parent Parent of the financial advisor to the acquirorAcquiror Advisor Role Service provided by the advisor to the acquirorAcquiror Advisor Total Opinion Fee ($m) Total disclosed opinion fee amount in $ earned by all financial advisors to the acquirorAcquiror Advisor Total Other Fee ($m) Total disclosed other fee amount in $ earned by all financial advisors to the acquirorAcquiror Advisor Total Retainer Fee ($m) Total disclosed retainer fee amount in $ earned by all financial advisors to the acquirorAcquiror Attorney Legal advisor to the acquiror Acquiror Attorney For Advisor Legal advisor to the financial advisor to the acquirorAcquiror Attorney Parent Parent of the legal advisor to the acquirorAcquiror Auditor Auditor to the acquirorAcquiror Business Description Description of the acquiror's main activitiesAcquiror Cash & Equivalents ($m) Amount of cash and marketable securities available to the acquirorAcquiror Cash Flow - Ops ($m) Cash flow originated from the acquiror's normal operationsAcquiror Cash Ratio Acquiror's cash & equivalents / current liabilitiesAcquiror Currency of Accounting Currency in which the acquiror's accounts are reportedAcquiror Current Portion of LTD Acquiror's portion of long term debt that has to be serviced within twelve monthsAcquiror Current Ratio Acquiror's current assets / current liabilitiesAcquiror Date of Financials Date of the acquiror's financial statementAcquiror Debt Equity Ratio Acquiror's total liabilities / total shareholder equityAcquiror Debt Ratio Acquiror's total liabilities / total assetsAcquiror Deprec/Ammortiz ($m) Amount of depreciation and amortization incurred by the acquirorAcquiror EBIT ($m) Acquiror's profit before deduction of interest, tax and exceptionalsAcquiror EPS ($) Acquiror's earnings per shareAcquiror Financial Comments Comments to the acquiror's financial statementAcquiror Fixed Assets ($m) Value of acquiror's fixed assets Acquiror Fully Diluted Shares O/S (m) Number of acquiror's shares currently in issue plus warrants and share optionsAcquiror General Industry Group (GIG) Dealogic Specific Industry Group for the acquirorAcquiror Gross Profit ($m) Acquiror's sales minus the cost of goods soldAcquiror Interest Expense ($m) Value of interest expense incurred by the acquirorAcquiror Internet Address Internet address of the acquirorAcquiror Liabilities+Shareholder Eqty ($m) Value of acquiror's liabilities and shareholders equityAcquiror Listings Primary stock exchange where the acquiror's shares are listedAcquiror Long-Term Debt ($m) Value of debt owed by the acquiror which has a maturity of greater than one yearAcquiror Mkt Cap. Ann. Date ($m) Market capitalization of the acquiror on announcement dateAcquiror Mkt Cap. Fins. Date ($m) Market capitalization of the acquiror on financial statement dateAcquiror NAICS code The North American Industry Classification of the acquirorAcquiror Nationality Country where the acquiror is either headquartered in or has the majority of its

managerial operations inAcquiror Net Cash Flow ($m) Net amount of cash originated from all acquiror's operations



Acquiror Net Income ($m) Net income of the acquirorAcquiror Notes Payable ($m) Value of acquiror's short-term debtAcquiror Op. Profit (EBITDA) ($m) Acquiror's earnings before deduction of interest, tax, depreciation and amortizationAcquiror Parent Ultimate parent of the acquirorAcquiror PR Firm Public Relations firm of the acquirorAcquiror Pre-Tax Profit ($m) Acquiror's profit before deduction of tax and exceptionalsAcquiror Price, Ann Date ($) Acquiror's closing share price on announcement dateAcquiror Price, Comp Date ($) Acquiror's closing share price on completion dateAcquiror Price, Fins Date ($) Acquiror's closing share price on financial statement dateAcquiror Price, Post 1 Day ($) Acquiror's closing share price 1 day after announcement dateAcquiror Price, Pre 1 Day ($) Acquiror's closing share price 1 day before announcement dateAcquiror Price, Pre 1 Month ($) Acquiror's closing share price 1 month before announcement dateAcquiror Price, Pre 1 Week ($) Acquiror's closing share price 1 week before announcement dateAcquiror Primary NAICS Primary North American Industry Classification of the acquirorAcquiror Primary SIC Primary SIC of the acquirorAcquiror Public Status Acquiror's ownership statusAcquiror Region Region of the world the acquiror is either headquartered in or has the

majority of its managerial operations inAcquiror S-Term Investments ($m) Value of acquiror's investments that are to be realized within one yearAcquiror SIC SIC of the acquirorAcquiror Sales Revenue ($m) Value of acquiror's salesAcquiror Shareholder Equity ($m) Acquiror's total assets minus total liabilitiesAcquiror Shares O/S at Financials (m) Number of acquiror's shares outstanding on the financial statement dateAcquiror Shares O/S, Ann Date (m) Number of acquiror's shares outstanding on announcement dateAcquiror Specific Industry Group (SIG) Dealogic Specific Industry Group for the acquirorAcquiror Stocks ($m) Value of acquiror's inventoryAcquiror Telephone # Acquiror's telephone numberAcquiror Termination Fee ($m) Termination fee to be paid by the acquiror to the target if the acquiror terminates the transactionAcquiror Ticker Symbol Acquiror's identification code in its primary listingAcquiror Total Assets ($m) Value of acquiror's total assetsAcquiror Total Current Assets ($m) Value of acquiror's assets that will be converted to cash within one yearAcquiror Total Current Liabilities ($m) Value of acquiror's debts that are due within one yearAcquiror Total L-Term Assets ($m) Value of acquiror's assets that will in use for more than one yearAcquiror Total L-Term Liabilities ($m) Value of acquiror's liabilities that are due outside the current financial yearAcquiror Total Liabilities ($m) Value of acquiror's total liabilities Acquiror Trade Creditors ($m) Amount owed for goods and services supplied to the acquirorAcquiror Trade Debtors ($m) Amount owed for goods and services supplied by the acquirorAcquiror Walkaway Price $ Acquiror's share price above or below which the acquiror can terminate the

agreement without penaltyAcquiror World Region World region where the acquiror is either headquartered in or has the

majority of its managerial operations inAcquiror Year End Acquiror's financial statement dateAll Advisor Name of all financial advisors in the dealAll Advisor Gross Fee $ (Disclosed) Total disclosed fee amount in $ potentially earned by all financial advisors in the dealAll Advisor Gross Fee % (Disclosed) % the total disclosed fee for all financial advisors in the deal represents of the deal valueAll Advisor Gross Fee Euro (Disclosed) Total disclosed fee amount in euros potentially earned by all financial advisors in the dealAll Advisor Itemized Gross Fee $ (Disclosed) Total disclosed fee amount in $ potentially earned by each financial advisor in the dealAll Advisor Itemized Gross Fee Euro (Disclosed) Total disclosed fee amount in euros potentially earned by each financial advisor in the dealAll Advisor Parent Parents of all advisors in the dealAll Advisor Role Services provided by each advisor in the dealAll Advisor Total Opinion Fee ($m) Total disclosed opinion fee amount in $ earned by all financial advisors in the dealAll Advisor Total Other Fee ($m) Total disclosed other fee amount in $ earned by all financial advisors in the dealAll Advisor Total Retainer Fee ($m) Total disclosed retainer fee amount in $ earned by all financial advisors in the dealAll Advisor Total Success Fee ($m) Total disclosed success fee amount in $ potentially earned by all financial advisors

in the dealAnnouncement Date Date on which the deal agreement has been announced or the bid has been launchedAny Nation Involvement Search field to retrieve transactions in which any party is from a specific nationalityAny Region Involvement Search field to retrieve transactions in which any party is from a specific regionAny Subregion Involvement Search field to retrieve transactions in which any party is from a specific subregionAny World Region Involvement Search field to retrieve transactions in which any party is from a specific world regionAssumption of Liabilities ($m) Value of target's liabilities assumed by the acquirorCash & Share Y/N Whether the deal was paid with both cash and shares (either a combination or a choice of them)Cash Consideration ($m) Value of consideration paid in cashCash Only Y/N Whether the deals was paid only in cashCollar Y/N Whether the share consideration component of a transaction is dependant on the

acquiror's share price prior to completionCollar Breached Y/N Whether the acquiror's share price at completion was out of the collar range


Collar Description Description of the collar detailsCollar Fixed Y/N Whether the exchange ratio within the collar is fixed or notCollar Floating Y/N Whether the offer price per target share within the collar is fixed or notCollar High $ High end of the collarCollar Low $ Low end of the collarCollar High Share Exchange Ratio Share exchange ratio applicable if the collar high is breachedCollar Low Share Exchange Ratio Share exchange ratio applicable if the collar low is breachedCollar % Down Acquiror's share price % decrease from 1 day prior to announcement needed to hit

the collar lowCollar % High Acquiror's share price % increase from 1 day prior to announcement needed to hit

the collar highCommon Share Consideration ($m) Value of consideration paid in acquiror's sharesCompany Name of all companies involved in the dealCompany Business Description Description of the companies' main activitiesCompany General Industry Group (GIG) Dealogic General Industry Group for all companies involved in the dealCompany Listings Primary stock exchange where companies' shares are listedCompany NAICS The North American Industry Classification of all companies involved in the dealCompany Nationality Country where the companies in the deal are either headquartered in or have the

majority of their managerial operations inCompany Parent Ultimate parent of any company involved in a transactionCompany Public Status Companies' ownership statusesCompany Region Region of the world the companies are either headquartered in or have the

majority of their managerial operations inCompany Role Role each company has in the dealCompany SIC SIC of all companies involved in the dealCompany Specific Industry Group (SIG) Dealogic Specific Industry Group for all companies involved in the dealCompany Ticker Symbol Companies' identification codes in their primary listingsCompany World Region Region of the world the companies are either headquartered in or have the

majority of their managerial operations inCompletion Date Date from which the acquiror takes ownership of the target's shares acquiredCross - Border A/D (Y/N) Whether the acquiror's and divestor's nationalities are different or notCross - Border T/A (Y/N) Whether the acquiror's and target's nationalities are different or notCross - Border T/D (Y/N) Whether the target's and divestor's nationalities are different or notDeal Apportioned Acquiror Advisor Amount ($m) Amount credited to all acquiror's financial advisors in rankingsDeal Apportioned Target Advisor Amount ($m) Amount credited to all target's financial advisors in rankingsDeal Characteristics Specifies if the deal is an acquisition of assets or a share acquisition of a

minority/majority interestDeal Nationality Country where the target is either headquartered in or has the

majority of its managerial operations inDeal Region Region of the world the target is either headquartered in or has the

majority of its managerial operations inDeal # of Sponsors Number of financial sponsors involved in the transactionDeal Status Current status of the dealDeal Technique Specifies with the different techniques used in the dealDeal Type Specifies the type of transactionDeal Value $ (excl debt) (m) Current value of the deal excluding the assumption of target's net debtDeal Value $ (excl debt) at Announcement (m) Value of the deal at announcement date excluding the assumption of target's net debtDeal Value $ (m) Current value of the deal including the assumption of target's net debtDeal Value $ at Announcement (m) Value of the deal at announcement date including the assumption of target's net debtDeal Value (excl debt) 100% / EBIT Deal value excluding debt multiple of target's earnings before interest and taxDeal Value (excl debt) 100% / Net Income Deal value excluding debt multiple of target's net incomeDeal Value (excl debt) 100% / Op. Profit (EBITDA) Deal value excluding debt multiple of target's earnings before

interest, tax, depreciation and amortizationDeal Value (excl debt) 100% / Pre-Tax Profit(NIBT) Deal value excluding debt multiple of target's pre-tax profitDeal Value (excl debt) 100% / Sales Deal value excluding debt multiple of target's sales revenueDeal Value (excl debt) 100% / Shareholder Eq Deal value excluding debt multiple of target's shareholder equityDeal Value Euro (excl debt) (m) Current value in euros of the deal excluding the assumption of target's net debtDeal Value Euro (excl debt) at Announcement (m) Value of the deal in euros at announcement date excluding

the assumption of target's net debtDeal Value (Euro m) Current value in euros of the deal including the assumption of target's net debtDeal Value Euro at Announcement (m) Value of the deal at announcement date including the assumption of target's net debtDeal World Region Region of the world the target is either headquartered in or has the

majority of its managerial operations inDealogic Deal Note Descriptive analysis of the dealDefense Note Description of the defense used in a hostile takeoverDefensive Technique Defense used by the target to stop a hostile acquirorDivestor Name of the divestor




Divestor # of Employees Number of employees of the divestorDivestor Business Description Description of the divestor's main activitiesDivestor General Industry Group (GIG) Dealogic Specific Industry Group for the divestorDivestor Internet Address Internet address of the divestorDivestor Listings Primary stock exchange where the divestor's shares are listedDivestor NAICS The North American Industry Classification of the divestorDivestor Nationality Country where the divestor is either headquartered in or has the

majority of its managerial operations inDivestor Parent Ultimate parent of the divestorDivestor Primary NAICS Primary North American Industry Classification of the divestorDivestor Primary SIC Primary SIC of the divestorDivestor Public Status Divestor's ownership statusDivestor Region Region of the world the divestor is either headquartered in or has the

majority of its managerial operations inDivestor SIC SIC of the divestorDivestor Specific Industry Group (SIG) Dealogic General Industry Group for the divestorDivestor Telephone # Divestor's telephone numberDivestor Ticker Symbol Divestor's identification code in its primary listingDivestor World Region World region where the divestor is either headquartered in or has the majority of its

managerial operations inEarnout ($m) Future additional payment to be made by the acquiror contingent to target's future performanceEffective Date Date from which target's financial statement is incorporated into the acquiror'sEnterprise Value $ (m) Value in $ of 100% of target's equity based on the acquiror's paid price plus the net

debt assumed by the acquirorEnterprise Value at Announcement ($m) Value in $ of 100% of target's equity based on the acquiror's offered price plus the

net debt assumed by the acquirorEnterprise Value at Announcement (Euro m) Value in euros of 100% of target's equity based on the acquiror's offered price plus the net

debt assumed by the acquirorEnterprise Value / EBIT Enterprise value multiple of target's earnings before interest and taxEnterprise Value / Op. Profit (EBITDA) Enterprise value multiple of target's earnings before interest, tax, depreciation and amortizationEnterprise Value / Sales Enterprise value multiple of target's sales revenueEnterprise Value (Euro m) Value in euros of 100% of target's equity based on the acquiror's offered price plus

the net debt assumed by the acquirorEquity Value $ (m) Value in $ of 100% of the target's equity (excluding debt) based on the acquiror's paid priceEquity Value at Announcement ($m) Value in $ of 100% of the target's equity (excluding debt) based on the acquiror's offered priceEquity Value at Announcement (Euro m) Value in euros of 100% of the target's equity (excluding debt) based on the acquiror's

offered priceEquity Value 100% / Net Income Equity value multiple of target's net incomeEquity Value 100% / Pre-Tax Profit(NIBT) Equity value multiple of target's pre-tax profitEquity Value 100% / Shareholder Equity Equity value multiple of target's shareholder equityEquity Value (Euro m) Value in euros of 100% of the target's equity (excluding debt) based on the acquiror's

offered priceExpected Closing Date Date on which the deal is expected to completeFee Description Description of the disclosed fees paid to financial advisors in the dealFinal Board Attitude Attitude of the target's board of directors at completionFinal Price Offered Per Share ($) Price offered per target share at completionFinal Stake % Percentage of the target's share capital owned by the acquiror on completion of the dealFinancial Sponsor Name of the Financial Sponsors involved in the transactionFinancial Sponsor Add-on Y/N Acquisition made by a portfolio company of a financial sponsor Financial Sponsor Club Deal Whether a financial sponsor partners up with another sponsor to execute the transactionFinancial Sponsor Combined % Aggregated equity stake owned by the financial sponsors as a result of the entry deal or

prior to the exit or portfolio dealFinancial Sponsor Deal Type Specifies if the deal is an Entry, Portfolio Activity or an Exit for the financial sponsors

involved in it Financial Sponsor Related Y/N Whether a financial sponsor is involved in the transactionFinancial Sponsor Role Whether the sponsor is acting on the Acquiror, on the Target or on the Divestor side First Stake Purchase Date Date at which the acquiror first purchased a stake in the targetFunding Details Description of how the deal is being fundedGross Fee % of Deal Value Total fee amount potentially earned by all advisors in the deal as a percent of the deal valueInitial Board Attitude Initial reaction of the target's board of directors to the proposed dealInitial Price Offered per Share ($) Price offered per target share on announcement dateInitial Shareholder Reception Initial reaction of the target's shareholders to the proposed dealInitial Stake % Percentage of the target's share capital owned by the acquiror prior to the dealLead Debt Financier Bank providing the majority of the debt financing for the dealLead Equity Financier Private Equity firm providing equity financing for the dealLead Mezzanine Financier Bank providing the majority of the mezzanine finance for the dealM&A Deal # Dealogic unique deal identification number




Other Consideration Amount ($m) Value of consideration NECP/E Ratio at Announcement Target's closing share price at announcement date divided by target's earnings per shareP/E Ratio at Completion Target's closing share price at completion date divided by target's earnings per shareP/E Ratio at Financials Target's closing share price at financial statement date divided by target's earnings per shareP/E Ratio for Transaction Current price offered per target share divided by target's earnings per sharePremium Pre Bid at Announcement, 1 Day (%) Premium offered to target's shareholders based on target's closing share price one

day before announcement datePremium Pre Bid at Announcement, 1 Month (%) Premium offered to target's shareholders based on target's closing share price one

month before announcement datePremium Pre Bid at Announcement, 1 Week (%) Premium offered to target's shareholders based on target's closing share price one

week before announcement datePremium Post Bid, 1 Day (%) Premium offered to target's shareholders based on target's closing share price one

day after announcement datePremium Pre Bid, 1 Day (%) Premium paid to target's shareholders based on target's closing share price one day

before announcement datePremium Pre Bid, 1 Month (%) Premium paid to target's shareholders based on target's closing share price one

month before announcement datePremium Pre Bid, 1 Week (%) Premium paid to target's shareholders based on target's closing share price one

week before announcement datePrimary Payment Method Primary payment method used by the acquiror to pay for the dealPrimary Source Of Funds Primary source of funds used by the acquiror to finance the acquisitionPrivate Equity Y/N Whether the transaction involves a private equity investment or a LBO structureRank Eligible (Y/N) Whether the deal is eligible for ranking credit (excludes withdrawn deals, equity

carve-outs & buyback programs)Related Deals Comments Comments on any other transaction related to the dealRevised Offered Price Per Share ($) Current price offered per target shareRevised Shareholders Reception Final reaction of target's shareholders to the dealRoyalty Consideration ($m) Value of consideration paid in royaltiesSecondary Payment Method Additional payment methods used by the acquiror to pay for the dealSecondary Source Of Funds Additional source of funds used by the acquiror to finance the acquisitionShares Issued to Target (m) Number in millions of acquiror's shares issued to target's shareholders as

consideration for the dealShare Only Y/N Whether the deals was paid only in sharesTarget Name of the targetTarget # of Employees The number of employees of the targetTarget # of Shares (m) Number of shares, in millions, of the target currently in issueTarget Advisor Financial advisor to the target in the dealTarget Advisor Gross Fee $ (Disclosed) Total disclosed fee amount in $ potentially earned by all

financial advisors to the targetTarget Advisor Gross Fee Euro (Disclosed) Total disclosed fee amount in euros potentially earned by all

financial advisors to the targetTarget Advisor Itemized Gross Fee $ (Disclosed) Total disclosed fee amount in $ potentially earned by each

financial advisors to the targetTarget Advisor Itemized Gross Fee Euro Total disclosed fee amount in euros potentially earned by each financial advisors to the target(Disclosed)Target Advisor Parent Parent of the financial advisor to the target in the dealTarget Advisor Role Service provided by the advisor to the targetTarget Advisor Total Opinion Fee ($m) Total disclosed opinion fee amount in $ earned by all financial advisors to the targetTarget Advisor Total Other Fee ($m) Total disclosed other fee amount in $ earned by all financial advisors to the targetTarget Advisor Total Retainer Fee ($m) Total disclosed retainer fee amount in $ earned by all financial advisors to the targetTarget Advisor Total Success Fee ($m) Total disclosed success fee amount in $ potentially earned by all financial advisors to the targetTarget Attorney Legal advisor to the target Target Attorney For Advisor Legal advisor to the financial advisor to the targetTarget Attorney Parent Parent of the legal advisor to the targetTarget Auditor Auditor to the targetTarget Business Description Description of the target's main activitiesTarget Cash & Equivalents ($m) Amount of cash and marketable securities available to the targetTarget Cash Flow - Ops ($m) Cash flow originated from target's normal operationsTarget Cash Ratio Ratio of target's cash & equivalents / current liabilitiesTarget Currency Of Accounting Currency in which the target accounts are reportedTarget Current Portion of LTD Target's portion of long term debt that has to be serviced within twelve monthsTarget Current Ratio Target's current assets / current liabilitiesTarget Date of Financials Date of the target's financial statementTarget Debt Equity Ratio Target's total liabilities / total shareholder equityTarget Debt Ratio Target's total liabilities / total assetsTarget Deprec/Ammortiz ($m) Amount of depreciation and amortization incurred by the targetTarget EBIT ($m) Target's profit before deduction of interest, tax and exceptionals




Target EPS ($) Target's earnings per shareTarget Financial Comments Comments to the target's financial statementTarget Fixed Assets ($m) Value of target's fixed assets Target Fully Diluted Shares O/S (m) Number of target's shares currently in use plus warrants and share optionsTarget General Industry Group (GIG) Dealogic Specific Industry Group for the targetTarget Gross Profit ($m) Target's sales minus cost of goods soldTarget Interest Expense ($m) Value of interest incurred by the targetTarget Internet Address Internet address of the targetTarget Liabilities+Shareholder Eqty ($m) Value of target's liabilities and shareholders equityTarget Listings Primary stock exchange where the target's shares are listedTarget Long-Term Debt ($m) Value of debt owed by the target which has a maturity of greater than one yearTarget Mkt Cap. Ann. Date ($m) Market capitalization of the target at announcement dateTarget Mkt Cap. Fins. Date ($m) Market capitalization of the target on financial statement dateTarget NAICS The North American Industry Classification of the targetTarget Nationality Country where the target is either headquartered in or has the

majority of its managerial operations inTarget Net Cash Flow ($m) Net amount of cash originated from target's operationsTarget Net Debt ($m) Target's total debt minus cash and short-term investments in $Target Net Debt (Euro m) Target's total debt minus cash and short-term investments in eurosTarget Net Income ($m) Net income of the targetTarget Notes Payable ($m) Total value of target's short-term debtTarget Op. Profit (EBITDA) ($m) Target's earnings before deduction of interest, tax depreciation and amortizationTarget PR Firm Public Relations firm for the targetTarget Pre-Tax Profit ($m) Target's profit before deduction of tax and exceptionalsTarget Price, Ann Date ($) Target's closing share price on announcement dateTarget Price, Comp Date ($) Target's closing share price on completion dateTarget Price, Fins date ($) Target's closing share price on financial statement dateTarget Price, Post 1 Day ($) Target's closing share price 1 day after announcement dateTarget Price, Pre 1 Day ($) Target's closing share price 1 day before announcement dateTarget Price, Pre 1 Month ($) Target's closing share price 1 month before announcement dateTarget Price, Pre 1 Week ($) Target's closing share price 1 week before announcement dateTarget Primary NAICS Primary North American Industry Classification of the targetTarget Primary SIC Primary SIC of the targetTarget Public Status Target's ownership statusTarget Region Region of the world the target is either headquartered in or has the

majority of its managerial operations inTarget S-Term Investments ($m) Value of target's investments that may be realized within one yearTarget SIC SIC of the targetTarget Sales Revenue ($m) Value of target's salesTarget Shareholder Equity ($m) Value of target's total assets minus total liabilitiesTarget Shares O/S at Ann Date (m) Number of target's shares outstanding on the financial statement dateTarget Shares O/S at Financials (m) Number of target's shares outstanding on announcement dateTarget Specific Industry Group (SIG) Dealogic General Industry Group for the targetTarget Stocks ($m) Value of target's inventoryTarget Telephone # Target's telephone numberTarget Termination Fee ($m) Termination fee to be paid by the target to the acquiror if the target terminates the transactionTarget Ticker Symbol Target's identification code in its primary listingTarget Total Assets ($m) Value of all target's assetsTarget Total Current Assets ($m) Value of target's assets that will be converted to cash within one yearTarget Total Current Liabilities ($m) Value of target's debts that are due within one yearTarget Total L-Term Assets ($m) Value of target's assets that will be in use for more than one yearTarget Total L-Term Liabilities ($m) Value of target's liabilities that are due outside the current financial yearTarget Total Liabilities ($m) Value of all target's liabilities Target Trade Creditors ($m) Amount owed for goods and services supplied to the targetTarget Trade Debtors ($m) Amount owed for goods and services supplied by the targetTarget Walkaway Price $ Acquiror's share price above or below which the target can terminate the agreement

without penaltyTarget World Region World region where the target is either headquartered in or has the

majority of its managerial operations inTarget Year End Date when target's financial statement were publishedTermination Date Date at which if the transaction has not completed both parties can terminate the

agreement without penaltyTermination Fee Y/N Whether the transaction can be terminated by one or both parties subject to a

termination fee paymentTermination Fee % Deal Value (excl debt) Percentage of the deal value excluding debt atat Announcement announcement the termination fee representsTermination Fee % Deal Value at Announcement Percentage of the deal value at announcement the termination fee represents




Transaction # Number indicating the order in which competing bids were launchedTransaction Currency Currency in which the deal was doneTransaction Purpose Description of main reason for the transactionUndisclosed Consideration Amount ($m) Value of the consideration that was not specifiedUnsolicited (Y/N) Whether the deal had or not target's board consentWalkaway Y/N Whether the transaction is subject to a termination clause dependant on the

acquiror share price reaching a certain price at completionWarrant Consideration ($m) Value of consideration paid in acquiror's warrantsWithdrawn Date Date on which the deal is withdrawn



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