Copyright © President & Fellows of Harvard College

Leveraging Baker Resources for a

Job Search in VC and PE

Ann Cullen, Mon. Nov. 3, 2008 3:00 – 4:00 PM, Hawes 101

So, you’re 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 of firms by specific characteristics• Getting a list of investments or funds raised by specific characteristics• Information on specific firms• Job listings

OK, so that’s what we’ll do today!

Career Information, Industry Overviews

• Baker Library’s Highlights VC/PE Careers Newsletter – Recent articles on happenings in selected industries emailed every 2 weeks. Select “VCPE Careers” http://listserv.hbs.edu/restrict_mba/careers.html

• Vault Guides - http://www.library.hbs.edu/go/vault.html100+ page overviews of careers in various industries, including Private Equity and Venture Capital

• Baker Library’s Venture Capital and Private Equity Research Guide - http://www.library.hbs.edu/guides/venture/trade.html

Baker Venture Capital and Private Equity Research Guide

http://www.library.hbs.edu/guides/venture/index.html

A guide to help you identify the key resources available at Baker 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 directories only available at Baker Library, i.e. Private Equity Analyst, Pratt’s Guide

Baker Venture Capital and Private Equity Research Guide

Available under “Company Directories and Rankings” in Research Guide

•Galante’s from Asset Alternatives, Inc. CD-ROM at Baker Library

• Capital IQ http://www.library.hbs.edu/go/capitaliq.html

• Thomson ONE Banker http://www.library.hbs.edu/go/thomsonbanker.html

• Zephyr http://www.library.hbs.edu/go/zephyr.html

But more on those later.

• Factiva http://www.library.hbs.edu/go/factiva.htmlStrong in private equity and financial publications

• DealBook http://dealbook.blogs.nytimes.comNY 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 Journals http://www.library.hbs.edu/go/instinvjourn.html Provides access to the Journal of Private Equity and the Journal of Alternative Investments.

More on Finding Latest Trends

Factiva Search

The Deal Pipeline

Locating firms and investments

Next we’ll review the best resources for:

• Getting a list of firms by specific characteristics

• Getting a list of investments or funds raised by specific characteristics

• Information on specific firms

Locating firms and investments

•Galante’s from Asset Alternatives, Inc. CD-ROM at Baker Library

• Capital IQ http://www.library.hbs.edu/go/capitaliq.html

• Thomson ONE Banker http://www.library.hbs.edu/go/thomsonbanker.html

• Zephyr http://www.library.hbs.edu/go/zephyr.html

Capital IQ

http://www.library.hbs.edu/go/capitaliq.html

• Create company lists and find transaction information, click on “Screening 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 they’ve made investments

• PE transaction details

• Good place also to get background information on individuals

Capital IQ Search – Start by selecting the right tab

Capital IQ Search Example

Capital IQ Example: Locate cable companies that received PE investments within the past 3 years

Capital IQ Search Example – Results List

Then to add fields and do additional formatting to your displayed results, click on “Add Display Columns”

1st 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 Criteria

4. 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.

2nd Capital IQ Search 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.

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

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

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

Thomson ONE Banker Search Example

1. Log into Thomson ONE Banker from Baker Library Databases2. Once in the database, click on “Private Equity” then “Fundraising” (left

side of screen), then click on Fund Statistics3. Then from the pull-down menu under “Select Report Criteria”, select

“Ranked Firms”4. On the same screen next to “Private Equity Type” make sure “All

Private Equity Funds” is chosen5. Click on “Investment Focus” and choose “Mezzanine Stage”, then click

on “Include Selected”6. Click on “Generate Report”.

Thomson ONE Banker Search Example

Top ranked PE Firms that invest in Mezzanine Stage

Thomson ONE Banker Search Example – Results list

More search examples – try them out!

• 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

• Detailed information on financial deals, completed, announced or rumored, worldwide.

• Includes approximately new 80,000 deals per year. • Strong European focus.

Zephyr

http://www.library.hbs.edu/go/zephyr.html

Zephyr search screen- wide geographic focus

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.

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.

Galante's Venture Capital & Private Equity Directory - Online

Galantes Online Search Screen

Galante's Venture Capital & Private Equity Directory

CD-ROMs

On CD-ROM Computer in Baker Library – For Assistance with this, please speak with the Service Desk.

Galante's Venture Capital & Private Equity Directory

CD-ROM Search Example -- Select Investment Criteria

Galante's – search example

Firm Location Selection Options

Galante's – search example

Firm Background Selection Options

Galante's – search example

Investment Type Preferences, e.g., seed, late stage…

Galante's – search example

Investment Industry & Location Selection Options

Galante's – search example

Galante’s Search Results – Listing of Firms

Galante's – search example

Search Results – page 1

Galante's – search example

Search Results – Page 2

Galante's – search example

Search Results – Page 3

Job Listings

• First of course the HBS job bank.

Other ideas:

• Research Guide “Career and Networking” Links http://www.library.hbs.edu/guides/venture/careers.html

• HBS Career Site – “Networking” http://my.hbs.edu/mbadocs/admin/career_services/network/

Additional Resources

• List of databases, by Contenthttp://www.library.hbs.edu/databases/by_content_type/- Provides a list of databases, organized by content type.

• Fast Answers - http://www.library.hbs.edu/cgi-bin/faq/ - Online access to the answers to frequent search requests

• PE Resources for Staying up to date – http://www.library.hbs.edu/references/privateequity/

• Baker Research Guides – http://www.library.hbs.edu/guides/

Key Online Resources at Baker for Private Equity Research

Still need help? • Contact an Information Research Specialist

In person at Service Desk By email: infoservices@hbs.edu By phone: 617-495-6040 You can also make an appointment for a more in-depth research consultation. For more information see – “Schedule a Career/Research Consultation” at http://www.library.hbs.edu/services/consultation.html

Hours

*Check http://www.library.hbs.edu/info/hours.html for holiday hours.

Thank you!

Ann Cullen – infoservices@hbs.edu

These slides will be posted to the Baker Library web site at: http://www.library.hbs.edu/services/workshops.html