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Investment Bankers

Investment Bankers

Find Your Next Deal

FactSet’s solutions for investment bankers provide the comprehensive financial data you need to analyze public and private companies, perform investment research, stay on top of the latest market news, and analyze industry trends. Evaluate M&A transactions with detailed analytics and quickly create pitch books with Microsoft Office integration.

Source Public and Private Market Opportunities

Access comprehensive company fundamentals, estimates, capital structure, ownership, and news for a global universe of public and private companies.

Evaluate Transactions and Financing Alternatives

Uncover detailed analytics for the M&A, debt, and equity markets, capturing the inter-dependencies across all transactions. Search across M&A transactions for valuations, disclosed fees, deal characteristics, and source documents, and gain insight into highly negotiated provisions, evaluate takeover defenses, and monitor activist campaigns.

Streamline Your Workflow

Create models, generate presentations, and screen for new opportunities. Link Microsoft Excel models to Word documents or PowerPoint presentations, and quickly create pitch books and PowerPoint presentations with dynamic charts.

Track Filings, Research, and News

Read investment research from more than 1,300 brokers and independent research providers. Review real-time market commentaries and summaries of broker opinions and company releases with FactSet StreetAccount news. Combine a variety of data from filings to transcripts and internal research notes into a single, presentation-ready PDF that you can easily send to clients.

Analyze Industry and Economic Trends

Perform top-down sector and regional analysis with an array of industry-level metrics and premier economic data. Access financials, estimates, news, and research for over 20 industries, or see how equity markets, fixed income, foreign exchanges, and global asset classes are affecting the direction of the market.

Analyze Potential Mergers

Use FactSet’s Deal Simulator on two public companies for fast visibility into M&A deals that would typically require hours or days of research from a team of analysts to reproduce. Determine potential revenue, generate a historical analysis on announced, pending, or closed transactions, and analyze redundancies in the supply chain network.

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FactSet News and Insight

The Economics of H1 2018 in Charts

As we come to the end of the first half of 2018, now is a good time to reflect on the state of the U.S. economy. Here we present five charts that summarize the year so far.

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