Investment Banking

We deliver solutions designed for the modern investment banking workflow. Access differentiated data, content, and tools to monitor the markets, generate ideas and build winning pitches.

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See our investment bank solutions

Hundreds of differentiated datasets. One single platform.

Capital IQ Pro provides deep, trusted datasets banks need for their workflow – including enhanced private company data and estimates, ESG analytics, credit insights, textual data and millions of transactions – all in a single, auditable platform.

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Cutting-edge content to keep you ahead of the markets.

Access more than 30 million investment research reports from the world’s top brokers. Dive into the ESG, fintech and leveraged finance sectors with exclusive content. With real-time news from all corners of the markets, you can tap directly into our team of expert journalists.

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Gain a new view with advanced visualization tools.

Run comparisons, identify investors and opportunities, and build a complete picture of the market with powerful screening and visualization tools.

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Leverage unrivaled sector coverage to monitor the markets and strategize with confidence.

Utilize our proprietary reports, forecasts, and interactive data sets on key sectors – including Financials, Fintech, Media & Communications, Power & Utilities, and Healthcare – to make informed decisions.

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SPAC & Equity Issuance Stays Hot in H1

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Sector-Focused Intelligence
Data for Essential Insights
Market Analysis Tools
Investment Research
From Data to Presentation
Credit and Market Trends

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More than just data – access exclusive news and sector-focused intelligence.

Go beyond basic financials and broker reports. Dive into deep SNL sector data, ratios, and meaningful metrics that are specific to your industry – and go even further with proprietary research, analysis, and sector projections. Sectors covered include:

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Essential data to identify your next investment opportunity.

Our deep, reliable, and differentiated data includes:

Sector-specific financials
Standardized financial statements that make comparisons across multiple companies easy
Company profiles that highlight sector-specific performance
Company tear-sheets that feature news, key developments, and transactions
Private and public company data with alerts on company leadership changes and restructures, recent and historic transactions, company investors, holders, and more

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Run comparables and identify investors, acquisitions, and investments with powerful screening tools.

Navigate through an expansive database with screening and targeting tools that allow you to identify and create customized lists of companies, transactions, securities, professionals, key developments, and more using the quantitative or qualitative criteria of your choice. You can also view auto-generated lists of trading and transaction comparables with unique, proprietary algorithm-based Quick Comps and Transaction Quick Comps tools.

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Power your decisions with essential Investment Research.

Insightful research matters. Access our award-winning collection of Aftermarket Research and get the insights you need to generate new ideas with in-depth analyses of companies, products, industries, and regions from 1,800+ brokerage, independent, and market research providers around the globe.
View our new infographic to see how deep our Aftermarket Research coverage goes for the 11 GICS sectors, and which top brokers cover them.
Tap into the growing coverage of cryptocurrency and related topics, as brokers continue to increase their report volume on this burgeoning asset class.

Learn More About Our Research Offerings

Simplify your workflow with Microsoft Office tools for models, presentations, and documents.

Create and update financial models, pitchbooks, and PIBs efficiently with our linking tools in Microsoft Excel, Word, and PowerPoint.
Efficiently build and modify financial models with reliable and transparent financials, market, and company data with our Excel Add-In.
Utilize 130+ model templates for investment banking, update presentations, and format models with our presentation tools.

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Access comprehensive data sets, advanced analytics and research

Efficiently analyze credit performance and trends with aggregated intelligence at the sector, sub-sector, industry, entity, and portfolio levels with RatingsDirect^®, the official desktop source for S&P Global Ratings credit ratings and research.
Spend more time conducting analysis and less on retrieving and managing credit ratings data with RatingsXpress^®, one of the industry’s largest databases of current and historical credit ratings with entity- and security-level data. Receive on-demand data delivery via our powerful data feed management solution XpressFeed™, or through our API solutions.
Get a comprehensive view of risk with access to credit scores, models, and tools to ease your workflow when running risk analysis with Credit Analytics.

Sector-Focused Intelligence
- Sector-Focused Intelligence
  
  More than just data – access exclusive news and sector-focused intelligence.
  Go beyond basic financials and broker reports. Dive into deep SNL sector data, ratios, and meaningful metrics that are specific to your industry – and go even further with proprietary research, analysis, and sector projections. Sectors covered include:
  
  Energy
  
  Finance
  
  Fintech
  
  Healthcare
  
  Insurance
  
  Metals & Mining
  
  Real Estate
  
  Retail & Consumer
  
  Technology, Media & Telecom
  
  Learn More
Data for Essential Insights
- Data for Essential Insights
  
  Essential data to identify your next investment opportunity.
  Our deep, reliable, and differentiated data includes:
  
  Sector-specific financials
  
  Standardized financial statements that make comparisons across multiple companies easy
  
  Company profiles that highlight sector-specific performance
  
  Company tear-sheets that feature news, key developments, and transactions
  
  Private and public company data with alerts on company leadership changes and restructures, recent and historic transactions, company investors, holders, and more
  
  Request a Demo
Market Analysis Tools
- Market Analysis Tools
  
  Run comparables and identify investors, acquisitions, and investments with powerful screening tools.
  
  Navigate through an expansive database with screening and targeting tools that allow you to identify and create customized lists of companies, transactions, securities, professionals, key developments, and more using the quantitative or qualitative criteria of your choice. You can also view auto-generated lists of trading and transaction comparables with unique, proprietary algorithm-based Quick Comps and Transaction Quick Comps tools.
  
  Learn More
Investment Research
- Investment Research
  
  Power your decisions with essential Investment Research.
  Insightful research matters. Access our award-winning collection of Aftermarket Research and get the insights you need to generate new ideas with in-depth analyses of companies, products, industries, and regions from 1,800+ brokerage, independent, and market research providers around the globe.
  
  View our new infographic to see how deep our Aftermarket Research coverage goes for the 11 GICS sectors, and which top brokers cover them.
  
  Tap into the growing coverage of cryptocurrency and related topics, as brokers continue to increase their report volume on this burgeoning asset class.
  
  Learn More About Our Research Offerings
From Data to Presentation
- From Data to Presentation
  
  Simplify your workflow with Microsoft Office tools for models, presentations, and documents.
  Create and update financial models, pitchbooks, and PIBs efficiently with our linking tools in Microsoft Excel, Word, and PowerPoint.
  
  Efficiently build and modify financial models with reliable and transparent financials, market, and company data with our Excel Add-In.
  
  Utilize 130+ model templates for investment banking, update presentations, and format models with our presentation tools.
  
  Learn More
Credit and Market Trends
- Credit and Market Trends
  
  Access comprehensive data sets, advanced analytics and research
  Efficiently analyze credit performance and trends with aggregated intelligence at the sector, sub-sector, industry, entity, and portfolio levels with RatingsDirect^®, the official desktop source for S&P Global Ratings credit ratings and research.
  
  Spend more time conducting analysis and less on retrieving and managing credit ratings data with RatingsXpress^®, one of the industry’s largest databases of current and historical credit ratings with entity- and security-level data. Receive on-demand data delivery via our powerful data feed management solution XpressFeed™, or through our API solutions.
  
  Get a comprehensive view of risk with access to credit scores, models, and tools to ease your workflow when running risk analysis with Credit Analytics.