In-depth financial information on publicly traded companies and investment firms. Includes transactions in both the public and private capital markets by a very wide range of company identification data, financial statement data, executives’ biographical characteristics, and deal or transaction specifics.

Information can be exported to Excel.

Because of licensing restrictions:

• Access to Capital IQ is restricted to current faculty, staff, and students of UNC Kenan-Flagler Business School.
• You MUST use your @kenan-flagler.unc.edu email address when requesting an account.
• Access through this website; DO NOT bookmark the S&P Capital IQ login page
• Login with your UNC Onyen from both on-campus and off-campus.
• Questions? please contact Researchtools@kenan-flagler.unc.edu.

UNC Kenan-Flagler users only

https://spruce-lib-unc-edu.libproxy.lib.unc.edu/credentials/capitaliq.html

Venture capital, angel investment, and private equity database. Tracks global venture capital, angel investment, private equity, M&A, and IPO activity related to private companies. An excellent resource for startups and entrepreneurship research.

Students, faculty and staff must register and set up an account using a valid UNC Chapel Hill email address to access CB Insights. Each user is limited to 4,000 lines of downloading per year.

UNC-CH users with additional password

https://guides.lib.unc.edu/go.php?c=23609350

Federal, State and some International Tax information The Federal service includes the Standrd Federal Tax Reporter; the Federal Estate/Gift Tax Reporter; the Federal Excise Tax Reporter; the current Internal Revenue Code; cases and rulings as well as IRS publications. The State file contains all State Tax Reporters as well as State Tax Laws. Other files cover International taxation. Federal Tax Day and State Tax Day are included in the News section.

UNC-CH users only

https://guides.lib.unc.edu/go.php?c=46280825

Includes these databases from LSEG (formerly Refinitiv):

• Corporate Governance: information on Poison Pills and Shareholder Activism U.S. companies may have faced.
• Corporate Restructuring: Full details on U.S bankruptcies from 1988 to the present and limited information on Bankruptcies from 1980 to 1990. Also information on Exchange offers for U.S. companies. This data is currently being converted to the new platform. The vendor expects it to be available in Fall 2023.
• Global New Issues: information on new issues of stock by public companies as well as information on Initial Public Offerings by previously private companies. For U.S. and non U.S. companies.
• Mergers & Acquisitions: Joint Ventures and Repurchases: information on U.S and Non U.S. deals.
• Municipal Bonds: information on bonds issued by states, cities, towns, and other subnational issuers both in the United States and internationally.
• Private Equity: venture capital and private equity funding information at the firm, fund and portfolio company level. Including exits, fundraising and investments.

Access SDC Platinum through your LSEG Workspace account. Contact researchtools@kenan-flagler.unc.edu to add the module to your account.

If you do not have an LSEG Workspace account, request one at https://guides.lib.unc.edu/go65062420. Then email researchtools@kenan-flagler.unc.edu to request SDC access.

UNC-CH users with additional password

Information about Mergers & Acquisitions (M&A), Initial Public Offering (IPO), Private Equity (PE) and Venture Capital (VC) deals, going back five years for international deals and back to 1997 for deals involving European and American companies.

From Bureau van Dijk. Formerly known as Zephyr.
See also Orbis.

UNC-CH users only

https://guides.lib.unc.edu/go.php?c=23608901