The 3 main ways to select companies and transactions:

1.  Industry classification
2.  Financial criteria (Revenue, EBITDA, etc.)
3.  Geography

For Precedent Transactions, you often limit the set based on DATE and only look at transactions within the past 1-2 years.

The most IMPORTANT factor is industry - that is always used to screen for companies/transactions, and the rest may or may not be used depending on how specific you want to be.

Here are a few EXAMPLES:

Comparable Company Screen: OIL & gas producers with market CAPS over $5 billion

Comparable Company Screen: Digital media companies with over $100 million in revenue

Precedent Transaction Screen: Airline M&A transactions over the past 2 years involving sellers with over $1 billion in revenue

Precedent Transaction Screen: Retail M&A transactions over the past year

The 3 main ways to select companies and transactions:

For Precedent Transactions, you often limit the set based on date and only look at transactions within the past 1-2 years.

The most important factor is industry - that is always used to screen for companies/transactions, and the rest may or may not be used depending on how specific you want to be.

Here are a few examples:

Comparable Company Screen: Oil & gas producers with market caps over $5 billion

Comparable Company Screen: Digital media companies with over $100 million in revenue

Precedent Transaction Screen: Airline M&A transactions over the past 2 years involving sellers with over $1 billion in revenue

Precedent Transaction Screen: Retail M&A transactions over the past year