Legal professionals rely on FactSet's powerful applications to research historical transactions, defend their clients from unsolicited takeover bids, assess takeover defenses of specific companies, access historical equity ownership reports, analyze merger agreements, monitor activist investors, search filings and clauses for precedents, and much more. FactSet provides access to the key information and research tools needed to advise clients and execute deals.

Timely, Insightful Takeover Defense and Corporate Governance Data

Evaluate the defensive characteristics of specific companies and perform comparable analysis across endless variables, including industry, market index, market capitalization, and state of incorporation. FactSet compiles research from a company’s articles of incorporation, bylaws, state takeover law, and shareholder rights plan in order to build a comprehensive defensive profile for more than 4,500 U.S. incorporated public companies.

Bullet Proof Ratings

Find out how well defended a company is with the proprietary Bullet Proof Rating System, which quantifies relative defense protection so one can quickly find companies with strong or weak defenses.

Analysis of Corporate Activism

Keep an eye on key activist investors and their latest campaigns with custom alerts about increased positions and other breaking news. View activist investor profiles, detailing previous campaigns, tactics, outcomes, and more. Build and compare company profiles detailing all activism against a specific company. Set custom event alerts, research historical trends, and fully realize emerging business opportunities.

Qualitative Aspects of Merger Transactions

Analyze specifically negotiated merger agreement and deal protection provisions, advisory fees, target, and acquirer fees, and more. Track post deal ownership information and discover who will be on the new board. Quickly link back to source documents and search for all SEC documents associated with a transaction.

Global Prospectuses, SEC Filings, and M&A Documents

Review hundreds of thousands of prospectuses, SEC filings, and M&A documents from all over the world. Every week thousands of new prospectuses are added in real-time to a comprehensive database of historical archives to comprise the most up-to-date and relevant information needed to check precedents and analyze risk and returns.

Comprehensive Ownership Intelligence

Access global share ownership information for institutions, mutual fund portfolios, and insiders/stakeholders. View summary and detailed ownership data, or screen for institutions and investors that meet your specific criteria. Use this information to build investor profiles or easily transform it into presentation-ready documents.