Deals Business Intelligence

THE FASTEST ROUTE FROM
DATA TO REAL INSIGHT
DEALS BUSINESS INTELLIGENCE
FINANCE
MANAGE AND GROW
YOUR BUSINESS WITH A
DYNAMIC ANALYSIS TOOL
THAT BRINGS GREATER
INSIGHT AND FLEXIBILITY
TO THE MANAGEMENT
REPORTING PROCESS.
EFFICIENTLY PRODUCE
MANAGEMENT REPORTS
In the increasingly competitive investment banking market, having the right data at your fingertips
to make fact-based decisions is essential. With an ever-increasing focus on understanding market
fee pools, competitive positioning and client trends, you need to turn your data into actionable
insight quickly to gain a vital competitive advantage.
Deals Business Intelligence is a robust analysis and reporting tool that blends Thomson
Reuters renowned Deals and Fees data with your own in Excel®, so you can deliver strategic
business planning information in real-time.
It integrates with your existing workflow,
enabling you to customize data to mirror
your own management structure and create
management reports that can be refreshed
at the touch of a button, saving time and
providing a genuine competitive edge.
Quickly identify and easily analyze market trends.
THE THOMSON REUTERS DIFFERENCE
Deals Business Intelligence is powered by Thomson Reuters extensive global Deals database.
It enables you to leverage the same Deals data that many investment banks and regional
firms around the world rely on. In addition, the fee data is derived using Freeman Consulting’s
industry-leading, algorithm-based model for imputing investment banking fees.
This powerful combination means you benefit from Thomson Reuters extensive breadth and
depth of deals coverage as well as the most accurate imputed fee data in the industry.
Specifically:
• Global coverage of M&A, Equity, Debt and Syndicated Loans transactions and fee
content since 2000
• Data is updated on a daily basis to ensure the most accurate reporting results
KEY BENEFITS OF DEALS BUSINESS INTELLIGENCE
Whether you are a small, boutique firm or a global
investment bank, Deals Business Intelligence provides
strategy and business planning groups with the data
and analytical tools needed to:
The enhanced drill through
functionality enables users to
easily view source data, even
when filtering on multiple items
is required.
• Be more productive – create regular and ad-hoc
reports with ease
• Improve efficiency – update reports in real-time at
the touch of a button in Excel® with no need to run
web-based reports
• Integrate your data – customize management
reports through the same lens you use to manage
your business
• Adapt on the fly – make changes to reports and
see results instantly with interactive data
• Enjoy more flexibility – slice and dice high level
data and drill down to deal-level detail
Deals Business Intelligence enables you to:
• Conduct market analysis and identify trends
across all products by sector, geography and client
• Evaluate competitor banking relationships –
understand where they are gaining or losing
market share
• Ensure resources are aligned with the largest fee
paying opportunities by targeting clients based on
total wallet size
• Generate ideas and evaluate options for new
business opportunities
• Create accountability by monitoring and reviewing
your firm’s share and league table ranking across
all products, or on a product-by-product basis
Company-Account Profiles
This 2-page report includes:
• Company Fee Trends
• Top Banks based on Share of Wallet
• Company and Bank Product Mix
• Subsidiary Overview
• Top Deals Done by the company and selected Bank
• Top Deals Done Away from the selected Bank
Benchmark your position
vis-à-vis the competition.
DEALS BUSINESS INTELLIGENCE FEATURES
Recent developments of the functionality have
introduced several features to further solidify Deals
Business Intelligence as a premier tool, by allowing
users to:
Launch the Lost Business report
template with one mouse click.
The predefined filters allow the
user to narrow down the universe
of “lost deals.”
• Keep custom reports updated with real-time
data by utilizing the indispensable “Refresh
Reports” button
• View underlying data with enhanced drill-through
functionality
• Produce reports on lost business with ease using
the lost business report template
REPORTING FROM YOUR UNIQUE PERSPECTIVE
REGIONAL FEES MAP
TOP FEE PAYERS
TOP BANKS BY FEES
FEE GROWTH TRENDS
Our dedicated support teams will help you integrate
and maintain your data, including your coverage
universe, industry, geography, and client classifications.
This allows you to:
• Understand if you are targeting the right clients to
achieve your goals
• Analyze your share-of-wallet based on your
coverage universe
• Gain insight into market-fee trends with your
industry and regional lens
For more information or to arrange a trial,
please get in touch:
Americas
+1 877 877 5435
EMEA
+44 870 787 6846
Asia
+852 2535 9108
dealsbi.specialists@thomsonreuters.com
financial.thomsonreuters.com/dealsbusinessintelligence
thomsonreuters.com
© Thomson Reuters 2011. All rights reserved. 47001768 0511