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  • 1. Copyright President & Fellows of Harvard College Leveraging Baker Resources for aJob Search in VC and PE Ann Cullen, Mon. Nov. 3,20083:00 4:00 PM, Hawes 101

2. So, youre thinking of getting a job in Private Equity? I imagine you might want to review:

  • Overviews of industry & on careers in the industry
  • Where to find the latest trends and news
  • Getting a list offirmsby specific characteristics
  • Getting a list ofinvestmentsorfunds raisedby specific characteristics
  • Information on specific firms
  • Job listings

OK, so thats what well do today! 3. Career Information, Industry Overviews

  • Baker Librarys Highlights VC/PE Careers Newsletter Recent articles on happenings in selected industries emailed every 2 weeks.Select VCPE Careershttp://listserv.hbs.edu/restrict_mba/careers.html
  • Vault Guides-http://www.library.hbs.edu/go/vault.html
  • 100+ page overviews of careers in various industries, including Private Equity and Venture Capital
  • Baker Librarys Venture Capital and Private Equity Research Guide-http://www.library.hbs.edu/guides/venture/trade.html

4. Baker Venture Capital and Private Equity Research Guidehttp://www.library.hbs.edu/guides/venture/index.html

  • A guide to help you identify the key resources available atBaker for private equity research.It includes:
  • List of firm directories, statistical sources, job listings/info
  • Often you can click right into the resource
  • Trade publications - A list of major trade publications- many available in full-text online
  • Also points out publications and directoriesonlyavailable at Baker Library, i.e.Private Equity Analyst ,Pratts Guide

5. Baker Venture Capital and Private Equity Research Guide Available under Company Directories and Rankings in Research Guide

  • Galantesfrom Asset Alternatives, Inc. CD-ROM at Baker Library
  • Capital IQhttp://www.library.hbs.edu/go/capitaliq.html
  • Thomson ONE Bankerhttp://www.library.hbs.edu/go/thomsonbanker.html
  • Zephyr http://www.library.hbs.edu/go/zephyr.html

But more on those later. 6.

  • Factivahttp://www.library.hbs.edu/go/factiva.html
  • Strong in private equity and financial publications
  • DealBookhttp://dealbook.blogs.nytimes.com
  • NY Times Blog edited by Andrew Ross Sorkin.Private equity and venture capital sections.A great way to stay up-to-date.
  • The Deal Pipeline http://www.library.hbs.edu/go/thedeal.html
  • Provides news coverage and analysis on M&A, private equity, VC, business auctions, IPOs and bankruptcies.
  • Institutional Investor Journalshttp://www.library.hbs.edu/go/instinvjourn.html
  • Provides access to theJournal of Private Equityand theJournal of Alternative Investments .

More on Finding Latest Trends 7. Factiva Search 8. The Deal Pipeline 9. Locating firms and investments Next well review the best resources for:

  • Getting a list offirmsby specific characteristics
  • Getting a list ofinvestmentsorfunds raisedby specific characteristics
  • Information on specific firms

10. Locating firms and investments

  • Galantesfrom Asset Alternatives, Inc. CD-ROM at Baker Library
  • Capital IQhttp://www.library.hbs.edu/go/capitaliq.html
  • Thomson ONE Bankerhttp://www.library.hbs.edu/go/thomsonbanker.html
  • Zephyr http://www.library.hbs.edu/go/zephyr.html

11. Capital IQhttp://www.library.hbs.edu/go/capitaliq.html

  • Create company lists and find transaction information, click onScreening and Analytics tab
  • Locate Firm Profiles and search for information on individuals, click on Company Intelligence tab
  • Has global coverage, private and public companies
  • Includes private equity, VC, buyout firms and the companies in which theyve made investments
  • PE transaction details
  • Good place also to get background information on individuals

12. Capital IQ Search Start by selecting the right tab 13. Capital IQSearch Example Capital IQ Example:Locate cable companies that received PE investments within the past 3 years 14. Capital IQ Search Example Results List Then to add fields and do additional formatting to yourdisplayed results, click on Add Display Columns 15. 1 st Capital IQ Search Example Cable companies that received PE investments within the past 3 years 1.Go to Screening and Analytics" and pick Transactions Screening 2. Click on Industry Classifications under Company Details on the left of the screen.Then search for Cable and select the Cable and other Pay Television option. Click on Add Criteria in the lower right corner 3. Under General Transaction Details, click on Primary Features and choose Private Placement-Growth Capital/Private Equity and then click Add Criteria4. Click on Transaction Dates and choose Last 3 years.Add Criteria. 5. From the final results listed, click on the final number under Total Matching Transactions to view results. 16. 2 nd Capital IQSearch Example List of Private Equity Firms who invest in the media sector 1.Go to Screening and Analytics" and select Companies under Screening (left side) 2. Click on Investment Type under Company Details on the left of the screen.Scroll down and under Available Items click on Private Equity Investing and move this to the right in the box labeled Selected Items. Then click Add Criteria in the lower right corner 3. Click on Industries of Interest under Investment Criteria.Then search for media in the search box, and click on that selection, then click Add Criteria in the lower right corner 4. From the final results listed, click on the final number under Total Matching Companies to view results. 17. Thomson ONE Banker

  • From Thomson Financial, global in scope
  • Features market quotes, earnings estimates, financial fundamentals, press releases, transaction data, corporate filings, ownership profiles and research from Thomson Financial.
  • The database replaces or augments with remote access other databases including SDC Platinum, Datastream, VentureXpert Web, Thomson Research, etc.

http://www.library.hbs.edu/go/thomsonbanker.html 18. Thomson ONE Banker Private Equity Search Features

  • Information on venture funds, private equity firms,
  • executives, venture-backed companies, and
  • limited partners
  • Includes ability to search by stage of investment
  • Choose Private Equity to get:
    • Profiles of funds, firms, executives and LPs
    • Deal Prospecting- analytics, investments
    • Fundraising- commitments and statistics
    • Press Releases on trends and recent statistics

19.

  • Find: Top ranked PE Firms that invest in mezzanine stage investments

Thomson ONE Banker Search Example

  • Log intoThomson ONEBanker from Baker Library Databases
  • Once in the database, click on Private Equity then Fundraising (left side of screen), then click on Fund Statistics
  • Then from the pull-down menu under Select Report Criteria, select Ranked Firms
  • On the same screen next to Private Equity Type make sure All Private Equity Funds is chosen
  • Click on Investment Focus and choose Mezzanine Stage, then click on Include Selected
  • Click on Generate Report.

20. Thomson ONE Banker Search Example Top ranked PE Firms that invest in Mezzanine Stage 21. Thomson ONE Banker Search Example Results list 22.

  • For Capital IQ -http://www.library.hbs.edu/references/privateequity/capitaliqsearch.html
  • For Thomson ONE Banker -http://www.library.hbs.edu/references/privateequity/venturexpertsearch.html

More search examples try them out! 23.

  • Detailed information on financial deals, completed, announced orrumored, worldwide.
  • Includes approximately new 80,000 dealsper year.
  • Strong European focus.

Zephyr http://www.library.hbs.edu/go/zephyr.html 24. Zephyr search screen- wide geographic focus 25. Galante's Venture Capital & Private Equity Directory(Online and CD-ROM )

  • Company entries include: name, location, key
  • executives, capital under management, investment
  • criteria and preferences.
  • Primarily U.S.
  • Available on CD in Baker Library Reading Room and online
  • Indexing is a strong feature - ability to search by
  • location, funding stage preference (R&D, seed, bridge,
  • LBO, distressed debt, etc.), industry stage, size, and
  • assets under management.

26. Galante's Venture Capital & Private Equity Directory

  • Galante's Directory as an e-book
  • Username and password required - see Services Desk in the Stamps Reading Room at Baker Library for login.
  • Also available as a CD-Rom in the Stamps Reading Room in the Baker Library.

27. Galante's Venture Capital & Priv