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Searching For Companies By Industry And Deal Activity In PitchBook

Search and filter for companies and deals using PitchBook's Advanced Search function

Searching For Companies By Industry And Deal Activity In PitchBook

One of the most important features in PitchBook is the Advanced Search function. It allows users to look up Companies and Deals, Investors and Buyers, Funds and IRR, Debt and Lenders, Limited Partners, Service Providers, People, and Public Financials within the PitchBook data platform by applying search filters on various criteria.

In this tutorial, we will demonstrate two example searches for Companies & Deals:

1. List of Completed Mergers and Acquisitions (M&A) deals for U.S. Companies in the Aerospace and Defense industry or Space Technology since 2012 which were at least $500M in size

2. List of Leveraged Buyout (LBO) deals between $10M and $50M in size for Privately Held Companies in the Internet Retail or E-Commerce industries based in the U.S. or Canada since 2009 that have earned at least $200M in Revenue in the last fiscal year or TTM

 

Example Search #1

List of completed Mergers and Acquisitions (M&A) deals for U.S. Companies in the Aerospace and Defense industry or Space Technology since 2012 which were at least $500M in size

 

Advanced Search for M&A Deals

The first step of an Advanced Search is to hover over Advanced Search on the Sidebar, then hover over Companies & Deals and select M&As from the list.

 

PitchBook search for m&a deals

 

Deal Types

This will bring you to the Companies & Deals Search Criteria page in the Deal Types section. The Deal Types section allows you to select the types of deal transactions you want to search for. By default all the M&A/Control Transactions are selected in this search. You may also add or remove multiple deal types you wish to filter.

 

PitchBook companies and deals search m&a

 

Key Fields – Location

Now let’s go back to the Key Fields section on the side menu. The Key Fields section displays the most frequently used fields by the users to filter for a search. For our example search, we need to filter the location to be U.S. only. Using the drop-down menu under Location, check the box for United States.

 

PitchBook companies and deals search us location

Key Fields – Deal Size

Next, set the minimum deal size to $500M by typing 500 in the Min field under Deal Size. The default unit for this field is million in USD.

 

PitchBook companies and deals search min deal size

 

Key Fields – Deal Date

Filter for Deal Date since 2012 by selecting Custom Dates and entering 01-01-2012 in the From field. Make sure to follow the date format (MM-DD-YYYY) when entering the information.

 

PitchBook companies and deals search deal date

 

Key Fields – Industries

Last thing to filter for on the Key Fields section is the Industry. We want to find companies in the Aerospace and Defense or Space Technology industry. If you are familiar with all of the industries and verticals available on PitchBook, you may choose to manually type in the industries in the blank box to filter. If you prefer to explore the available options, click Browse All Industries and Verticals at the bottom to expand the list of all industries and verticals. Go to 1. Business Products and Services (B2B) > 1.1. Commercial Products > select 1.1.1. Aerospace and Defense.

 

PitchBook companies and deals industries

 

Key Fields – Verticals

Beside the Aerospace and Defense industry we also want to look for companies in Space Technology, which is not available in the list of industries. You can now use the Industry Verticals field to filter for specific element of a company which isn’t accurately described and categorized by industry focus. Verticals are commonly used by people who would like to search for investment focus areas which include companies operating across multiple industries. Check the box for 51. Space Technology to filter the search.

 

PitchBook companies and deals verticals

Deal Criteria – Deal Status

Let’s go to the Deal Criteria section now to filter for the last criterion. The Deal Criteria section contains all the fields relating to the deal transaction, such as the Deal Size, Deal Date, Post Valuation, and Deal Status. Some of these fields have already been filled in when we select the filters in the Key Fields section. We want to search for only the completed M&A deals, so check the box for Completed under Deal Status.

 

PitchBook companies and deals deal criteria

 

Complete the Search

We’ve filled in all the desired search criteria. Compared to when we first started the search, the number of search results has narrowed down from 240,451 to 25. Ideally, you would want to fill in as many fields as possible to generate the most relevant list of companies and deals. Now click the Search button at the top right corner of the page to complete the search.

 

PitchBook companies and deals complete search

 

Search Results – Overview

You should now be brought to the Search Results page which shows the overview of all 25 companies that have gone through any M&A deals which match all of the criteria you have entered. You can see the quick stats about this search, such as the total number of companies, the deal size of the largest transaction, total capital invested, and the medium post valuation. There are also some charts which visualize these stats by time, industries, and geographic location.

 

PitchBook companies and deals search results

 

Search Results – Companies

Let’s use the Companies tab to dig a little deeper into the 25 companies. In this tab you will find a complete list of all companies matching the criteria along with their financial information (revenue, EBITDA, net income, enterprise value, etc.) and the last deal they made. You can further sort or filter these columns to narrow the results if you wish.

 

PitchBook m&a companies search results

 

Search Results – Deals

Let’s also go to the Deals tab to view this same set of data in a different angle. This list sorts all deal results by the deal size and displays information related to the deals instead of the company, such as the deal date, post valuation, deal status, financing status, and the investors. You may also sort and filter these columns to narrow down the results.

 

PitchBook m&a deals search results

 

Example Search #2

List of Leveraged Buyout (LBO) deals between $10M and $50M in size for Privately Held Companies in the Internet Retail or E-Commerce industries based in the U.S. or Canada since 2009 that have earned at least $200M in Revenue in the last fiscal year or TTM

 

Advanced Search for Companies & Deals

This time we will perform the search differently. Instead of selecting the deal types up-front, we will select all Companies & Deals and filter for the deal types on the Search Criteria page.

 

PitchBook advanced search all companies & deals

 

Deal Criteria

Instead of using the Key Fields section, we’ll go through each of the individual criteria sections on the sidebar to select the filters we want for this search. First in the Deal Criteria section, set the Min and Max Deal Size to $10M and $500M respectively. Enter 01-01-2009 as the starting Deal Date.

 

PitchBook companies & deals search deal criteria

 

Deal Types

Moving onto the Deal Types section, we need to select only Buyout/LBO deals.

 

PitchBook companies & Deals search deal types

 

Industry

Next, we will select the industries we want to search for in the Industry section. Under Industries, go to 2. Consumer Products and Services (B2C) > 2.6 Retail > 2.6.5. Internet Retail. Under Verticals, select 19. E-Commerce.

 

PitchBook companies & deals search industry

 

Location

In the Location section, check the boxes for United States and Canada to filter for deals in those regions.

 

PitchBook companies & deals search location

 

Company Status

For this search, we would like to look for deals done by private companies. In the Company Status section, select Privately Held (backing) under Ownership Status.

 

PitchBook companies & deals search company status

 

Financial Data

Lastly, in the Financial Data section we’ll filter for only companies that have earned a minimum of $20M in revenue in the last fiscal year or TTM (trailing twelve months).

 

PitchBook companies & deals search financial data

 

View Search Results

With all the search fields filled in, we can see there are 26 results that match all the criteria specified and we can click the Search button at the top right corner to view all search results. As mentioned in the previous example, you can view the complete list of companies or deals using the top menu tabs.

 

PitchBook lbo companies search results

 

Learn More in CFI’s Full Immersion FMVA Program

Enroll now in CFI’s Full Immersion FMVA Program to gain 3-month free access to a PitchBook user account and start exploring the platform on your own!

We also highly recommend you to check out the Advanced Financial Modeling & Valuation Course, which is built around a case study on Amazon.com. The course covers a step-by-step video demonstration on how to use the PitchBook Data platform to search for Amazon’s financial data and export them to Excel for in-depth financial modeling and valuation.

 

More PitchBook Guides

Thank you for reading this guide on searching for companies by industry and deal activity in PitchBook. For more platform tutorials, please visit our PitchBook tutorial library or use any of the following links:

  • PitchBook Beginner Guide
  • PitchBook Advanced Use
  • PitchBook Excel Plugin
  • PitchBook Chrome Extension