The Private Company Deal Sourcing blueprint was first introduced in the Quantamental Research & Solutions whitepaper, Deal Sourcing: A Data Science Approach - Impact of Financial Characteristics on Acquisition Likelihood.

Private Company Deal Sourcing analyzes individual and composite financial metrics of historical targets relative to their non-targeted peers and provides guidance on how to utilize financial data to extract actionable and meaningful insights for potential deal sourcing.

Leverage this workflow to understand how financial measures such as growth, profitability, liquidity, financial leverage, and size, can be used to streamline and improve the process of identifying target firms for acquisition.

This Blueprint includes:

• Private Company Financials: Provides 200+ standardized financial statement items for over 12 million private companies globally. This dataset can be utilized to research prospective investments, identify merger and acquisition targets, and monitor portfolio companies.
• Transactions: Provides the entire lifecycle of primary and secondary market business transactions, across public offerings, private placements, mergers & acquisitions, buybacks, corporate restructuring, bankruptcies, spin-offs, and split-offs. This dataset covers more than 2 million transactions globally, providing intelligence to identify new opportunities, assess potential deals, perform deal comparisons, and maximize exit strategies.
• S&P Capital IQ Workbench: A web-based notebook environment that allows you to perform data analysis or build models using collaborative notebooks that support multiple languages, built-in data visualizations, and automatic versioning.