Research Guides: Financial Market Sectors: IPOs

Initial Public Offerings Resources

PitchBook This link opens in a new window
On the left, hover over Companies & Deals and select IPOs. Select your criteria to search for IPO transactions.
Restricted to only current SMU students, faculty & staff. Mobile not included. Downloads limited to 10 records per day/25 records per month. Record typically defined as a single row of data in a spreadsheet.
Capital IQ This link opens in a new window
Search by ticker or company name. Click on Public Offerings under Transactions. Select a date to see issue details. Or select Screening -- Transactions to find IPOs by various criteria.
Restricted to only current SMU students, faculty & staff. Ask a Business Librarian for an individual login. Also available in the Business Library on the lower level of Hamon Arts Library. Use the S&P Capital IQ Excel add-in for additional data functionality. Available from a limited number of dedicated computers.
View the Company Investment Data in Capital IQ tutorial for more insights.
FactSet This link opens in a new window
Chose Idea Screening. Next to IPO & Follow-Ons, choose Start this screen. Check IPO and use the filters to search for transactions by criteria.
Restricted to only current SMU students, faculty & staff. Database works best with Chrome.
Use the FactSet Excel add-in for additional data functionality, available from a limited number of dedicated computers in the Business Library that don't require an individual account.
View the Finding Financials tutorial for more insights.
Bloomberg
Type IPO <GO> to see international equity offerings. Sort by size, location, and more. Click on a company name for details and see deals by stages. Type LEAG <GO> for League Tables that can be sorted.
Restricted to only current SMU students, faculty & staff. Available only in the Business Library on the lower level of Hamon Arts Library. Use the Excel Add-In to obtain and organize Bloomberg data in spreadsheets. Information about the Bloomberg Certification program.
PrivCo This link opens in a new window
Retains information on US private companies that go public for about 6 months. Good source of how the private company was previously funded and valued.
Frequent users will want to create an academic account using your SMU email address.
SDC Platinum This link opens in a new window
Include the Global New Issues dataset for raw data analysis.
Restricted to only current SMU students, faculty & staff. Available in the Business Library on the lower level of Hamon Arts Library. Look for the blue Refinitiv icon on the taskbar. For WRDS access: WRDS account required. Limited to faculty, PhD and Masters students. Undergraduates can apply for a 3 day pass that works inside the Business Library.

Executing IPOs

US IPO watch
Provides information on executing an IPO using PricewaterhouseCoopers' (PwC) services. Search on "US Capital Markets Watch" to find graphs and commentary from the publication.