REPORT BUILDER
Custom Built M&A Reporting Platform
Think of us as your data platform consultants. It's your data, reported the way you like it, accessible to everyone on your team through any web-enabled platform on all devices
What Is the Report Builder?
How it Works
Step 1: Select filters and report type
Target your report by selecting filters including date, deal size, geography, advisors, industry and many more
Select Report Type
Deal Report
List of M&A individual transactions shown based on the filtered criteria
League Report
League tables for investment banks, law firms, bankers, and lawyers shown based filters selected and ranked based on volumes, advisory fees, or number of deals
Matrix Report
Custom row and column selection – similar to a pivot table
Step 2: Customize report layout
Configure the report layout by selecting row/column attributes, aggregation methodology, and fields
Select Report Layout Features
Select Row/Column Attributes
Select the column and row attributes which include investment banks, bankers, industries, countries, deal value, companies, etc.
Aggregation Methodology
If you selected League or Matrix report – you’ll need to select how you want to aggregate the attributes which include deal value, number of deals, advisory fees, revenue, EPS, or net income.
Time Breakdown & Records
If you selected League or Matrix report, you can arrange the data based on months, quarters, and years. Furthermore, you can select how many records you’d like pulled from top 10 to all.
Step 3: Report results, analysis, and deep dive
Once the report is produced you can further deep dive into the data or download the data
Select Report Layout Features
Deep Dive into the Data
Double click on the entity name to investigate the underlying deals
Download the Data
Simple 1 click to export to CSV, PDF, or Excel