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  1. Leveraging Baker Resources for a Job Search in Private Equity Baker Library Nov. 16th, 2005 Baker Library Services Contact: refquest@hbs.edu Copyright 2004 President & Fellows Harvard College

  2. So, you’re thinking of getting a job in Private Equity? Things you might want to review: • Overviews of industry & on careers in 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 Copyright 2004 President & Fellows Harvard College

  3. Industry Overviews, Career Information, Finding Latest Trends: • Highlights VCPE 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.html 100+ page overviews of careers in various industries, including Private Equity and Venture Capital • Venture Capital and Private Equity Research Guide Trade Journals section - http://www.library.hbs.edu/guides/venture/trade.html • Factiva – strong in private equity and financial publications Copyright 2004 President & Fellows Harvard College

  4. ABI/Inform - http://www.library.hbs.edu/go/ABI.html1. Go into ABI and click on the tab that says “Publications”2. Search for Venture Capital Journal3. Click on that entry from the list and a screen with links to all the issues of this publication will appear.4. To view the contents of the latest issue, click on the listing for that issue. In this case “Nov. 1, 2005”.*Please note: ABI is listed at Baker as ABI/Inform and ABI/Proquest representing the same source. ABI/Proquest - Latest issue of Venture Capital Journal Copyright 2004 President & Fellows Harvard College

  5. ABI - http://www.library.hbs.edu/go/ABI.html Copyright 2004 President & Fellows Harvard College

  6. Baker Library Venture Capital Private Equity Research Guide http://www.library.hbs.edu/guides/venture/index.html • Guide to help you identify the key resources available at Baker for private equity research. It includes: • List of directories, statistical sources, job listings/info. • Often you can click right into the resource. • Trade publications - A list of major trade publications. It will be indicated if the source is also available online and you can click into it from the guide. • Also points out publications and directories only available in the Library, i.e. Private Equity Analyst, Pratt’s Guide Copyright 2004 President & Fellows Harvard College

  7. Key online resources at Baker for Private Equity research: • Available under Company Directories in Research Guide • Capital IQ - http://www.library.hbs.edu/go/capitaliq.html • Venturexpert Web from Venture Economics - http://www.library.hbs.edu/go/venturexpert.html • ·Galante’s from Asset Alternatives, Inc. - CD-rom Copyright 2004 President & Fellows Harvard College

  8. Capital IQ –http://www.library.hbs.edu/go/capitaliq.html • To get company lists and transaction information, click on “Screening and Analytics” tab • To get 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 they’ve made investments in. • Good place also to get background information on individuals. Copyright 2004 President & Fellows Harvard College

  9. Capital IQ Search Example: List of Private Equity Firms who invest in the media sector Copyright 2004 President & Fellows Harvard College

  10. Capital IQ Search Example: List of Private Equity Firms who invest in the media sector To do this search: 1. Go to “Screening and Analytics" and pick “Company Screening” 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. 3. Then click on “Industries of Interest” under Investment Criteria. Then search for “media” in the search box, and click on that selection with your mouse, and then click Add Criteria in the lower right. 4. From the final results listed, click on the final number under “Matches” to view results. Copyright 2004 President & Fellows Harvard College

  11. Then to add fields to your displayed results, Click on “Customize” Copyright 2004 President & Fellows Harvard College

  12. Capital IQ Search Example: Cable companies that received PE investments within the past 3 years To do this search: 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. Then click on Add Criteria in the lower right. 3. Then under General Transaction Details, click on “Primary Features” and choose “Private Placement-Growth Capital/Private Equity” and then click Add Criteria. 4. Also click on “Transaction Dates” and choose “Last 3 years” from the pull-down menu and then click Add Criteria. 5. From the final results listed, click on the final number under “Matches” to view results. Copyright 2004 President & Fellows Harvard College

  13. Capital IQ Example: Locate cable companies that received PE investments within the past 3 years Copyright 2004 President & Fellows Harvard College

  14. VentureXpert Web • From Thomson Venture Economics, global in scope. • Information on venture funds, private equity firms, • executives, venture-backed companies, and • limited partners. • Click on “Profiles” tab to get profiles of: • Portfolio Companies • Funds • Investment Firms • Click on “Analytics” tab to search for fund • commitments, disbursements, statistics, and Firm • and Fund Rankings. Copyright 2004 President & Fellows Harvard College

  15. VentureXpert Search Example:VC Firms with 90-100million in Capital under management To do this search: 1. Log into Venturexpert with the login/password on the Information Page for Venturexpert 2. Once in the database, click on the “Profiles” tab, then click on “Firms” and in the window that opens, click on “Advanced Query Items” 3. Then click on “Investment Focus” and choose “Venture”, then click on “Include Selected”. 4. Then under “Investment Firm Details” click on “Capital under Management”, and put in the range: 90 to 100 million, then click OK. 5. Then click on “Execute Search” and the list of results appears in the next screen. Copyright 2004 President & Fellows Harvard College

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  18. VentureXpert Search Example:Top ranked PE Firms that invest in mezzanine stage investments To do this search: 1. Log into Venturexpert with the login/password on the Information Page for Venturexpert 2. Once in the database, click on the “Analytics” tab, then click on “Fund Statistics”. 3. Then from the pull-down menu under “Select Report Type”, select “Ranked Firms”. 4. On the same screen next to “Private Equity Type” make sure “All Private Equity Funds” is chosen. 5. Then click on “Investment Focus” and choose “Mezzanine Stage”, then click on “Include Selected”. 6. Then click on “Generate Report”. Copyright 2004 President & Fellows Harvard College

  19. Top ranked PE Firms that invest in Mezzanine Stage Copyright 2004 President & Fellows Harvard College

  20. Galantes CD-Rom • Company entries include: name, location, key • executives, capital under management, investment • criteria and preferences. Primarily U.S. • Available on CD in library. • Indexing is a strong feature of Galante's, with the • ability to search by firm location (country and city), • funding stage preference (R&D, seed, bridge, LBO, • distressed debt, etc.), industry stage preference, • size, and assets under management. Copyright 2004 President & Fellows Harvard College

  21. Galante’s on CD-ROM Computer in Baker Library – For Assistance with this, please speak with the Service Desk. CD-ROMs Copyright 2004 President & Fellows Harvard College

  22. Galante’s – Select Investment Criteria Copyright 2004 President & Fellows Harvard College

  23. Firm Location Selection Options Copyright 2004 President & Fellows Harvard College

  24. Firm Background Selection Options Copyright 2004 President & Fellows Harvard College

  25. Investment Type Preferences, e.g., seed, late stage… Copyright 2004 President & Fellows Harvard College

  26. Investment Industry & Location Selection Options Copyright 2004 President & Fellows Harvard College

  27. Search Results Copyright 2004 President & Fellows Harvard College

  28. Search Results – page 1 Copyright 2004 President & Fellows Harvard College

  29. Search Results – Page 2 Copyright 2004 President & Fellows Harvard College

  30. Search Results – Page 3 Copyright 2004 President & Fellows Harvard College

  31. Still need help? • Contact a Baker librarian: • In person! (see hours at our Web site) • By email: refquest@hbs.edu (You can also make an appointment for a more in-depth research consultation.) • By phone: 617-495-6040 Copyright 2004 President & Fellows Harvard College

  32. Thank You! (Any questions?) These Slides posted to Baker Library web site at: http://www.library.hbs.edu/services/workshops.html Copyright 2004 President & Fellows Harvard College