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SDC Platinum Handbook - The Ford Library at the Fuqua School of

1. 072997 Metro Information Services Inc Pyd information retriev 01 31 97 02 25 97 Peregrine Systems Inc Dvip service desk software UBS SEC 207 9 BEA Systems Inc Develop systems software Gs 30 0 6 Take Two Interactive Software Develop software games WHALE 8 0 5 Go2Net Inc Provide on line services MAxWELL CAP 12 8 8 06719797 07 01 97 Crystal Systems Solutions Ltd Pyd computer programming sves HAMPSHIRE 225 7 IONA Technologies Develop systems software LEH 1101 18 Great Plains Software Inc Pvd fin mgmt software sves Gs 480 16 TSI International Software Ltd Develop software BA SEC ROBERTS 36 0 InfoCure Corp Develop practice mgmt software JOSEPHTHAL LYON z7 5 07711797 At Home Corp Internet Service Provider ISP mMsDW 47 3 10 MERRILL 08 06 97 Pegasus Systems Inc Dvip hotel reservation softwr HAMBRECHT 46 5 13 08 22 97 INSpire Insurance Solutions Provide computer sys design RAYMOND 66 0 12 09 25 37 Advantage Learning System Inc Pyds learning software svcs PIPERS 44 8 16 09 25 97 Pervasive Software Inc Dvip software info mgmt prod ROBERTSON S 40 0 10 BEES Request 5 EE eaves 5 ESE Sesson Daas o e a Report Output tor Request 6 Sewers Double click on the arrow next to the Date column heading to change the sorting of data from ascending to descending Note You can sort the data by any column You can also drag and drop each column the date column being the
2. Click on OK to open the Design Custom Report Format window with a list of the report items Hint You can highlight a data item and click on or e i to change the order of the item You can also click on Page to insert page breaks in the report Click on OK to open the Save Custom Report window In the Custom Report text box type software and click on Save to open the Report Output Options window Hint SDC suggests you add titles to your reports and make them as descriptive as possible SDC Platinum Handbook SDC Platinum Handbook 10 In the Report Output window Titles and Options tab type the following title lines Line 1 U S Domestic Common Stock Line 2 Software IPO s Line 3 Percent Change Offer Price to Closing Price Yesterday gt 50 Line 4 1 1 1997 1 29 1997 ww Rzport Options x Titles and Options Sort Save As Enter up to four lines for Titles Line 1 U S Domestic Common Stok Line 2 Sotware Pos Line 4 faas 12371999 Repot Options Fomat I7 Add Summary Statistics Text Columnar Grid I Include Session Details f Enter a Footnote g Transactions per Group O OK Cancel Help In the Format box click on Columnar Grid Click on OK Click on the Execute icon The Report Output window appears jw SDC Platinum Document Edit Search Options Chart Help G Be Cut Copy Paste Prnt
3. SDC Platinum User s Handbook Viewing this document b bS To navigate through this document click on the icon or choose Bookmarks and Page from the View menu This will display a column to the left of your document window with Bookmarks for each topic Bookmarks with triangles 7 have subtopics underneath them Click on the triangle to reveal the subtopics To view any topic click on it s Bookmark Contents of this document Overview Healthcare Sample Session What Is SDC Platinum Beginner Client Services and Contact Information Helpful Utilities Getting Started Logical Set Operations Logging into SDC Platinum Top N Deals Database and Date Range Windows Statistics Main Session Window Quick Display Search Items Window Saving a Session Right Mouse Commands Saving a Search Result New Issues Sample Sessions Saving a Custom Report Format or League Table Criteria Beginner Saving and Loading a List of Selections Intermediate Creating Your List of Favorite Data Items M amp A Sample Sessions Managing SDC Platinum Files Beginner Online Help Intermediate What s in Online Help Municipal Sample Session Context Sensitive Help Beginner Copying Online Help Topics to the Clipboard Printing Online Help Topics Note This document assumes you have logged into SDC Platinum and that you have little or no experience using the software Please note that normal database charges apply when running these reports Securities Data Comp
4. Step 4 Selecting Beds in Services 1 From the Search Items window Financial Operational tab double click on Beds in Service Acute Care 200 or more beds in 2 Inthe LO text box type 200 and in the HI text box accept the service default HI w Beds in Service Acute Care EI OK com to Derien Where Information is Available Cancel f Range of Values 200 to HI Help Definition Hint If the desired range is a value or higher type a value in the LO text box and leave HI in the HI text box If the desired range is a value or lower type a value in the HI text box and leave LO in the LO text box 3 Click on OK 4 Click on Close Session Requirements v Hospital Information y Baltimore MD v Acute Care Y Beds in Service Execute search criteria Create a Product Efficiency and Price Peer Group Report Save the session Exit SDC Platinum SDC Platinum Handbook Healthcare Sample Session Step 5 Executing the Search You entered all your search criteria and can now execute Execute Click on the Execute icon k or From the Session menu select Execute During the execution the status window appears on top of the Main Session window Hint The Main Session window Hits column shows the number of transactions that meet your criteria Hint To modify a request after executing double click on the search request and make the necessary changes in the window SDC Plati
5. Cut Copy Paste Search Report League Analysis Up Down Use View Execute ww All Mergers Session AUNTITLEDA Request Description DATABASES All Mergers MA OMA IMA Date Announced 1996 to 1996 1 1 1996 to 12 31 1996 Custom Consideration Offered Category 2 Number of Consideration Types Offered 1 to 1 Target amp Acquiror Financial Advisor Fees Total Amt Mill Where Information is Available Ratio of Deal Value to Sales Where Information is Available Ratio of Deal Value to EBIT Where Information is Available Session Requirements v US and Non U S Targets v Date Range 1996 v Common Ordinary Shares offered v Number of Consideration Types Offered 1 v Total Fees Payable by Target and Acquiror v Value of Transaction to Sales Ratio v Value of Transaction to EBIT Ratio Y Execute search criteria Select a Financial Advisor Fees Report Select a Multiples Report Save the session Exit SDC Platinum M amp A Sample Sessions SDC Platinum Handbook Step 8 Creating a Financial Advisor Fees Report Brief Advisors Fees Report 1 Click on the Standard Report icon or from the Report menu select Open Existing SDC Standard 2 From the Standard Report window Brief tab click on Brief Advisors Fees Report Hint The Special tab lists reports SDC designs at the request of your company Hint You can highlight a report and click on Example to view a sample of the report To close t
6. From the Document menu select Close to return to the Main Session window Session Requirements v U S Marketplace v U S Common Shares v Date Range 1 1 1997 to Today v Select IPO s v Select Software Companies Using SIC Codes v Select Issues where the price change from offer date to today is greater than 50 v Execute search criteria y Design a new custom report v Save report output to a spreadsheet y Print report output Y Create a Managing Underwriters League Table Save the session for future use Load the saved session New Issues Sample Sessions Save session as Domestic e New Issues Sample Sessions Step 13 Saving Your Session B From the Main Session window click on the Save icon E 2 Inthe Save Session window Session text box type Software IPO s Ifnecessary select the drive and directory or the group 4 In the Description text box type Software IPO s In the Comments text box type U S Domestic Software IPO s where the Percent change from Offer Price to Closing Price Yesterday was greater than 50 or greater 01 01 97 Present Note SDC Platinum fills in deal type e g NI author initials of person logged onto SDC Platinum date and time session was created date and time last updated and by whom 6 Click on Save to save the session and return to the Main Session window Session Requirements v U S Marketplace v U S Common Shares v Date Range 1 1 1997 to Today
7. Name cquiror Name Deal Specifics Owned After Deal Specifics Sought faluation Transaction Value Advisors Target Advisors Advisors Acquiror Advisors PAGE WIDTH 161 009 The first row Date Announced as shown here will appear as the first column of your report with a width of 9 characters and Date Effective the second column and so on Click on OK to accept the placement of columns on the report The Confirm window appears 9 The width of this page is greater than 160 and will not print properly Adding bf pagebreaks will decrease the width Do you wish to return to design mode Since the report is too wide to print you must click on Yes to return to design mode Select Transaction Value and click on the Page Break icon Page Now your report will consist of two pages The first with 7 columns of data the second with 2 columns of data SDC Platinum Handbook M amp A Sample Sessions 8 Click on OK to accept the position of all data items on the report page 9 Inthe Save Custom Report window choose the directory to save your custom report In the Custom Report text box type brief M amp A report and click on Save 10 In the Report Output Options window Titles and Options tab type the following title lines e Line 1 Worldwide M amp A Activity e Line 2 Cable Radio and Television Broadcasting e Line 3 Completed Deals 500 Million and Greater e Line 4 6 30 1996 1 28 1999 Titles
8. Fa Prepackaged Software 7372 Computer and computer software stores C Exclude OK Cancel Definition Help 4 Press the right mouse button and click on Display Selected Item s Right mouse commands Hint SDC Platinum provides right mouse button commands for commonly used functions on the Main Session Category Selection Company Identifier Pick List Design Custom Report Format and Document windows See Right Mouse Commands 5 Inthe Action box click on Select to include all Issuer Borrowers with these SIC Codes Click on OK SDC Platinum Handbook New Issues Sample Sessions Session Requirements v U S Marketplace v U S Common Shares v Date Range 1 1 1997 to Today v Select IPO s Y Select Software Companies Using SIC Codes Select Issues where the price change from offer date to today is greater than 50 Execute search criteria Design a new custom report Save report output to a spreadsheet Print report output Create a Managing Underwriters League Table Save the session for future use Load the saved session e New Issues Sample Sessions SDC Platinum Handbook Step 7 Selecting Issues with a 50 or Greater Change in Offer Price from Issue Date to Yesterday 50 and Greater 1 From the Search Items window Deal tab double click Percent Change Offer Price to Closing Price Yesterday 2 Inthe LO text box type 50 3 In the HI text box type HI wey Percent Change Offer Price t
9. From text box type 1996 Hint To search for issues in a complete calendar year type the year in the From text box In the Offer Date window To text box accept the default today Click on OK to open the Search Items window SDC Platinum Handbook New Issues Sample Sessions Session Requirements Y U S Marketplace y U S Common Shares Y Date Range 1 1 1996 to Today Select all IPO Issues Execute search criteria Create a unique list of companies with IPO s from executed search results Use a previous search request with saved IPO list Create a list of Secondary offerings from list of companies with IPO s Select all companies that have issued both an IPO and subsequent offerings since 1 1 1996 Execute search criteria Save search results Exit SDC Platinum e New Issues Sample Sessions SDC Platinum Handbook IPO s Execute the search SDC Platinum Handbook Step 2 Selecting IPO s and Executing the Search 1 From the Search Items window Deal tab double click on IPO Flag 2 Accept the default Select All IPO s and click on OK OK Cancel Help Exclude All IPOs Secondary Offerings ok cms e Derien Definition 3 Click on Close 4 Click on the Execute icon E Session Requirements v U S Marketplace v U S Common Shares v Date Range 1 1 1996 to Today Y Select all IPO Issues Y Execute search criteria Create a unique list of companies with I
10. Issues to expand the list Category Selection Selected Categories US Public New Issues US Cyt Debt US Cyt Preferred Stock US Mortgage amp Asset Backed Debt US Non Cvt Debt US Non Cvt Preferred Stock US Taxable Municipal Debt US Private Placements US Shelf Registrations Rule 415 Filings US Issues in Registration incl Postponed US Issues Withdrawn from Registration US Rule 1444 New Issues Display Selected Item s Select All Items Hint If a category has a plus sign double click to expand it Expanded categories have a minus sign To select an entire category highlight it and press Enter 2 Double click on US Common Stock 3 Click on OK and continue to the Issue Date window Session Requirements v U S Marketplace y U S Common Shares Date Range 1 1 1997 to Today Select IPO s Select Software Companies Using SIC Codes Select Issues where the price change from offer date to today is greater than 50 Execute search criteria Design a new custom report Save report output to a spreadsheet Print report output Create a Managing Underwriters League Table Save the session for future use Load the saved session e New Issues Sample Sessions SDC Platinum Handbook 1 1 1997 current date SDC Platinum Handbook Step 3 Specifying the Offer Date You can enter date ranges in a variety of formats You can use a preset date range such as year to date or enter a custom date
11. Market Values and Value of Common Shares You can type more than one word in the Find text box e g total fee and select AND or OR AND finds data items with all the words in them e g all data items with total fee OR finds data items with any one of the words in them e g all data items with total or with fee SDC Platinum displays a list of all data items containing the characters 3 Scroll through the list and click on a data item 4 Click on Add Favorite The item is added to the Search Items window My Favorites tab 5 Click on Close Helpful Utilities Managing SDC Platinum Files You can delete move or copy your saved SDC Platinum files from SDCTools File Explorer or Windows 95 Explorer The following table lists the SDC Files and their extensions Extension File Type e Helpful Utilities SDC Platinum Handbook Online Help What s in Online Help You can use SDC Platinum online help to find information such as e Complete descriptions of SDC databases Step by step instructions on how to perform specific tasks e Answers to frequently asked How can I questions From within many Help topics you can jump to related topics Just click on the underlined text You can move resize maximize or minimize the Help window just like any other window For details on how to use online help click on the Help window Help button Sample Online Help Window amp SDC Platinum Online Help
12. Step 4 Selecting Total Fees Payable by Target and Acquiror Fees payable by target or 1 From the Search Items window Advisors Fees tab double click acquiror on Target amp Acquiror Financial Advisor Fees Mil 2 Select the Where Information is Available option Target amp Acquiror Financial Advisor Fees Total Amt Mil a Cancel Range of Values LO to fH Help Definition ila 3 Click on OK Session Requirements v US and Non U S Targets v Date Range 1996 Common Ordinary Shares offered v Number of Consideration Types Offered 1 Y Total Fees Payable by Target and Acquiror Value of Transaction to Sales Ratio Value of Transaction to EBIT Ratio Execute search criteria Select a Financial Advisor Fees Report Select a Multiples Report Save the session Exit SDC Platinum SDC Platinum Handbook M amp A Sample Sessions Step 5 Selecting the Deal Value to Sales Ratio Value of Deal to Sales 1 From the Search Items window Financials tab double click on Ratio Ratio of Deal Value to Sales 2 Select the Where Information is Available option Ratio of Deal Value to Sales x OK cma bation Cancel Range of Values LO to fH Help Definition 3 Click on OK Session Requirements v US and Non U S Targets v Date Range 1996 v Common Ordinary Shares offered v Number of Consideration Types Offered 1 v Total Fees Payable by
13. and Options Sort Save s M Enter up to four lines for Titles Line1 Wordwide MA Activi Line 2 Cable Radio and Television Broadcasting Line3 Completed deals 500 Milion and Greater 000 linea e3071996 128199 SSS Repot Options Format I Add Summary Statistics C Text Columnar Grid IV Include Session Details Enter a Footnote E Transactions per Group ee Ok Cancel Help Hint SDC suggests you add titles to your reports and make them as descriptive as possible 11 In the Format Box select Columnar Grid 12 Click on the Save As tab to save the report output to Excel Choose a destination folder file name and the file type XLS 13 Click on OK to close the Report Options window The report request is added to the Request Description list box on the Main Session window e M amp A Sample Sessions SDC Platinum Handbook 13 From the Session menu select Execute SDC Platinum generates and displays your report output It is also saved as an Excel file in the folder you previously specified Platinum Document Edit Search Options Chart Help B R 8 Save Cut Copy Paste Print ip Rzport Output for Request Date Date Target Name Announced Effective it Acquiror Name Acquiror Advisors 07 01 96 7 Rene ommun Corp Tribune Co 07 17 96 01 22 97 New World Commun Grp Mafco News Corp Ltd 04 07 97 EZ C
14. range such as 6 30 1996 to 6 30 1997 1 Inthe Dates Issue Date window From text box type 1997 2 Inthe To text box accept the default Today Dates Ilssuz Date x fi 997 fT oday Cancel Last fi Day Help C This Day x Year to date Calendar 3 Click on OK and continue to the Search Items window Session Requirements v U S Marketplace v U S Common Shares Y Date Range 1 1 1997 to Today Select IPO s Select Software Companies Using SIC Codes Select Issues where the price change from offer date to today is greater than 50 Execute search criteria Design a new custom report Save report output to a spreadsheet Print report output Create a Managing Underwriters League Table Save the session for future use Load the saved session New Issues Sample Sessions Step 4 Selecting IPO s IPO flag 1 From the Search Items window Deal tab double click on IPO Flag Hint You can double click on a data item or you can click on an item to highlight it then click on Open 2 Accept the default Select All IPO s Search Items x Issuer Borrower Deal Managers Fees Allltems Company Favorites My Favorites Amount Filed Mil Global Amount Filed Financials Marl Financials Marl Principal Amour Principal Amour Proceeds Amot 4 A A Cancel Dates Filing De Dates IPO Dat Dates Issue D Help C Exclude All IPOs Secondary Offe
15. topic to the Windows Clipboard You can then paste the text into another document such as Microsoft Word or Windows Notepad To copy a Help topic to the Clipboard 1 From the Help window Edit menu select Copy 2 Click on Copy to copy the entire topic to the Clipboard or Or select the text you want to copy and click on Copy 3 You can paste the text into another document Printing Online Help Topics To print the current Help topic e From the Help window File menu select Print Topic Note You cannot print information from a pop up window e Online Help SDC Platinum Handbook
16. v Select IPO s v Select Software Companies Using SIC Codes Y Select Issues where the price change from offer date to today is greater than 50 v Execute search criteria Y Design a new custom report v Save report output to a spreadsheet v Print report output v Create a Managing Underwriters League Table Y Save the session for future use Load the saved session SDC Platinum Handbook Load Software IPO s session SDC Platinum Handbook Step 14 Loading a Saved Session You can load any saved session modify the criteria for example the offer date and execute the new session You can also load and use any saved session as is 1 From the Session menu select Close When the Confirm window appears click on No because you have already saved your session Note You can only have one session open at a time 2 From the Session menu select Open Existing Custom 3 Inthe Open Session window Saved Sessions list box click on Software IPO s Note If necessary select the drive and directory or the group 4 Click on Open The session appears on the Main Session window You can rerun the session modify it and execute it Session Requirements v U S Marketplace v U S Common Shares v Date Range 1 1 1997 to Today v Select IPO s v Select Software Companies Using SIC Codes v Select Issues where the price change from offer date to today is greater than 50 v Execute search criteria yY Design a
17. 4 PM File name software XLS Save Files of type MS Excel XLS z cme New Issues Sample Sessions Session Requirements v U S Marketplace v U S Common Shares v Date Range 1 1 1997 to Today v Select IPO s v Select Software Companies Using SIC Codes v Select Issues where the price change from offer date to today is greater than 50 y Execute search criteria yY Design a new custom report Y Save report output to a spreadsheet Print report output Create a Managing Underwriters League Table Save the session for future use Load the saved session e New Issues Sample Sessions SDC Platinum Handbook Step 11 Printing Report Output Print Domestic report E 1 From the Document window click on the Print icon S Hint To display a report from the Main Session window highlight an executed report request and click on the View icon 2 Inthe Print window click on Select All Items and click on OK 3 From the Document menu select Close to return to the Main Session window Notice that the name of the report appears in Request 5 Session Requirements v U S Marketplace v U S Common Shares v Date Range 1 1 1997 to Today v Select IPO s v Select Software Companies Using SIC Codes v Select Issues where the price change from offer date to today is greater than 50 v Execute search criteria yY Design a new custom report v Save report output to a spreadsheet Y Print report
18. Available Cancel f Range of Values 100 to ji Help Hint If the desired range is a value or higher type a value in the LO text box and leave HI in the HI text box If the desired range is a value or lower type a value in the HI text box and leave LO in the LO text box 3 Click on OK Session Requirements v US New Issues Date Range 3 1 1996 3 1 1997 v California Issuers Par Amount equal to or greater than 100 million Tax exempt issues Execute search criteria Select a Managing Underwriters League Table Design a Sale Date Report SDC Platinum Handbook Municipal Sample Session Step 5 Selecting Tax Exempt Issues 1 From the Search Items window Issue tab double click on Tax status Tax exempt issues 2 Double click on Tax exempt Find AND Selected Description Altemative minimum tax Taxable Action E Select C Exclude OK Cancel Definition Help 3 Click on OK 4 Click on Close The Main Session window with your search requests displayed in the Request Description list box appears Session Requirements v U S New Issues v Date Range 3 1 1996 3 1 1997 v California Issuers Par Amount equal to or greater than 100 million vY Tax Exempt Issues Execute search criteria Select a Managing Underwriters League Table Design a Sale Date Report e Municipal Sample Session SDC Platinum Handbook Step 6 Executing the Search You entered all y
19. Medicare ID 210009 Facility Type Acute Care Teaching Y Omership Other Not for Profit System The Johns Hopkins Health System Data Element Base Minimum n Adjustment Factor 1 2884 1 1553 1 9 Admissions per Bed Acute Care 45 91 19 13 42 Medicare Case Mix Index 1 8256 1 1291 1 4 m mimi DTE 8 From the Document menu select Close to return to the Main Session Window Session Requirements v Hospital Information Baltimore MD v Acute Care v Beds in Service v Execute search criteria Y Create a Product Efficiency and Price Peer Group Report Save the session Exit SDC Platinum e Healthcare Sample Session SDC Platinum Handbook Step 7 Saving the Session and Exiting SDC Platinum Save session and exit SDC 1 From the Main Session window Session menu select Exit Plati x eee 2 Click on Yes to save the session 3 Inthe Save Session window Session Name text box type peergrp and press Enter SDC Platinum saves the sessions and closes Session Requirements v Hospital Information y Baltimore MD v Acute Care v Beds in Service v Execute search criteria Y Create a Product Efficiency and Price Peer Group Report Y Save the session Y Exit SDC Platinum SDC Platinum Handbook Healthcare Sample Session Helpful Utilities Logical Set Operations You can use Boolean logic to do the following Union Combine the results of two or more requests OR Intersect Find the common transactions in t
20. Network Countty Meril Lynch amp Co Dresdner Kleinwort Benson Ae ba Q D Save Cut Copy Paste Prt Report Output for Req x El Date Date Announced Effective 3 p as iy Target Name Target Advisors Acquiror Name Acquitor Advisors ad 06 05 38 American Radio Systems Corp Credit Suisse First Boston CBS Corp Chase Securities 05 23 98 SFX Broadcasting Inc Lehman Brothers Capstar Broadcasting Partners Chase Manhattan Corporation 05 08 98 TC Commun Kentucky Cable Sys Donaldson Lufkin amp Jenrette InterMedia Partners VI LP et iO is 03 04 36 Tele Commun New York Area Cablevision Systems Comp Morgan Stanley Chase Securities 03 03 98 LIN Television Corp en a AE Hicks Muse Tate amp Furst Inc betray 03 03 98 KXAS TV Dallas Texas Greenhil amp Co LLC KNSD TV CAINBC ACA GE Lehman Brothers Goldman Sachs amp Co Bear Steams Lazard Freres amp Co Merill Lynch amp Co DEFT Top Gleacher NatWest Staged Hotek Leste Houlhan Lokey Howard amp Zukin Chase Securities 12 19797 CasemalVision Networks NV Credit Suisse First Boston France Telecom SA France 12 12 9 Paxcon Communications Entire Fist Union Capital Markets Clear Channel Communications 11712797 TISA T eleforica de Espana SA Dresdner Kleinwort Benson Telefonica de Espana SA 11 01 97 Yorkshire Tyne Tees Television Parent ate Granada Group PLC pacar Hour 10 21 97 USA Network Seagram Co Ltd Goldman Sachs amp Co 10 15 37 Harte Hanks Commun Meda Aste Donaldson Lufki
21. PO s from executed search results Use a previous search request with saved IPO list Create a list of Secondary offerings from list of companies with IPO s Select all companies that have issued both an IPO and subsequent offerings since 1 1 96 Execute search criteria Save search results Exit SDC Platinum New Issues Sample Sessions Step 3 Creating a List of Companies that have IPO s from 1 1 1996 to Today 1 From the Main Session window List Management menu select Distinct 2 Click on the Distinct Item down arrow 3 Click on Issuer CUSIP and click on OK Distinct Item fan Managers All Managers All SIC codes Book Managers Co Managers Deal Numbers ilssuer CUSIP timary SIC code Ultimate Parent Cusip IPO list 4 In the Save List List Name text box type IPO Click on Save SDC Platinum creates the list and informs you of the number of items in your IPO list Note If the number of items exceeds the maximum number the list is saved on the host You will not be able to edit long lists of items Click on OK to close the Confirm window SDC Platinum creates and saves the list Hint You can save groups of frequently used CUSIPs SIC codes ticker symbols security codes etc for use in later searches You can use the saved lists to search any SDC database To create a list of selections you must be in the specific window You can copy codes from any application e g Microsoft Word o
22. SDC Platinum Handbook Saving a Search Result Saving a Search Result saves the results of the last executed search request If the last request is a report or League Table request SDC Platinum will find and save the last executed search request SDC Platinum Handbook To save search results 1 2 Make sure you have executed your session From the Utilities menu select Save Current Search Result The Save Search Result window appears Select the drive and directory where you wish to save the search result or Click on the Group down arrow and select the group In the Search Result Name text box type the name of the search result Type a description and comments if you wish Click on OK SDC Platinum saves the search result and returns to the Main Session window Execute the saved search result Helpful Utilities Saving a Custom Report Format or League Table Criteria To save a custom report format or League Table criteria e Helpful Utilities 1 Create your custom report format and click on OK or Create your custom League Table criteria and click on OK The Save Custom Report or Save Custom Rank window appears Select the drive and directory where you wish to save the custom report format or League Table criteria or Click on the Group down arrow and select the group In the Custom Report or Rank Name text box type the name of the custom report format or League Table criteria Type a d
23. SDC suggests you always add titles to your League Table reports and make the titles as descriptive as possible Exporting data Hint You can use the Save As tab to export your League Table data to a Excel or text file During execution your League Table data is downloaded to the file The advantage to exporting your League Table data before you execute is that the Excel or text file becomes part of your session If you modify and re execute your session the data in the file automatically gets updated 4 Click on OK to close the Report Options window The report request is added to the Request Description list box on the Main Session window 5 On the Main Session window click on the Execute icon w SDC Platinum executes your report requests and displays the Peer Group Analysis window SDC Platinum Handbook Healthcare Sample Session Peer Group Analysis 6 Inthe Peer Group Analysis window double click on Johns Hopkins Hospital to compare it to all others in the group Hint You can only select one hospital to compare to the peer group You can click on the Include check box if you wish the selected hospital to be part of your peer group analysis 7 Click on OK SDC Platinum continues executing the report then displays the Peer Group Analysis in the Document window Report Output for Request 4 x Acute Care Hospitals in Baltimore Maryland 4 Johns Hopkins Hospital 600 N Wolfe St Baltimore MD 21287
24. Started After you log into SDC Platinum or select New from the Session menu you will see the Database Selection window From this window you can select a database In most searches after you select a database you select a date range Note In the Global New Issues and Bond Buyer s Municipal databases after you select a database you select the types of security for your search You then select the date range For a description of the databases see Online Help or Securities Data Company s Product Guide For the procedure to select date ranges see Online Help SDC Platinum Handbook Database Selection Window Database Selection o Venut Senate Tedrg Indsty Specie Gob Pubio Finance MewactAcustine Coporate Governance Corperate Rescuing me e Je Gomnmercial Raper Date Range Window _ Dates lssuz Datz SDC Platinum Handbook Getting Started Main Session Window After you select a database and date range SDC Platinum opens the Main Session window and the Search Items window The Main Session window is where you build store execute and modify your requests You can use the icons and pull down menus to perform tasks related to your session You can also use right mouse commands see Right Mouse Commands SDC Platinum Session Wizarda Request Aeport League Tables Analysis List Management Utilities Help Eo j COREA TD E UI a Ee New Save Wizards Cut Copy Paste Sear
25. Target and Acquiror Y Value of Transaction to Sales Ratio Value of Transaction to EBIT Ratio Execute search criteria Select a Financial Advisor Fees Report Select a Multiples Report Save the session Exit SDC Platinum e M amp A Sample Sessions SDC Platinum Handbook Step 6 Selecting the Deal Value to EBIT Ratio Value of Deal to EBIT 1 From the Search Items window Financials tab double click on Ratio Ratio of Deal Value to EBIT Select the Where Information is Available option 3 Click on OK 4 Click on Close Session Requirements v US and Non U S Targets v Date Range 1996 y Common Ordinary Shares offered v Number of Consideration Types Offered 1 v Total Fees Payable by Target and Acquiror v Value of Transaction to Sales Ratio Y Value of Transaction to EBIT Ratio Execute search criteria Select a Financial Advisor Fees Report Select a Multiples Report Save the session Exit SDC Platinum SDC Platinum Handbook M amp A Sample Sessions Step 7 Executing the Search Execute search criteria 1 On the Main Session window click on the Execute icon E 2 SDC Platinum executes your search criteria 3 Inthe Search Breakdown window click on OK The Main Session window Hits column then shows the number of transactions that meet your criteria w SDC Platinum Session Wizards Request Aeport League Tables Analysis List Management Utilities Help 0 amp 8 B E H Ht t ajg New Save Wizards
26. Types Offered 1 v Total Fees Payable by Target and Acquiror v Value of Transaction to Sales Ratio v Value of Transaction to EBIT Ratio y Execute search criteria Y Select a Financial Advisor Fees Report Select a Multiples Report Save the session Exit SDC Platinum SDC Platinum Handbook Multiples report SDC Platinum Handbook Step 9 Creating a Multiples Report 1 Click on the Standard Report icon or from the Report menu select Open Existing SDC Standard 2 From the Standard Report window Comprehensive tab double click on Multiples Report 3 Inthe Report Output Options window Titles and Options tab type the following title lines e Line 1 Multiples Report e Line 2 M amp A Stock Transactions e Line 3 1996 4 Click on OK to close the Report Output Options window The report request is added to the Request Description list box on the Main Session window 5 On the Main Session window click on the Execute icon E SDC Platinum executes your report requests It then generates and displays your report output Hint The bottom of the Document window has a tab for each report Click on a tab to view the report 6 From the Document menu select Close to return to the Main Session window Session Requirements v US and Non U S Targets v Date Range 1996 y Common Ordinary Shares offered v Number of Consideration Types Offered 1 v Total Fees Payable by Target and Acquiror v Value of Transaction to Sales Rat
27. Years Prior Mil ACCTPAYS Accounts Payable Last Twelve Months Mil ACCTPAY Accounts Payable Most Recent Quarter Mil ACCTPAYLO Accounts Payable Same Quarter 1 Year Prior Mil ACCTPAYFO Accounts Receivable 1 Year Prior Mil ACCTRECI Accounts Receivable 2 Years Prior Mil ACCTREC2 Accounts Receivable 3 Years Prior Mil ACCTREC3 Accounts Receivable 4 Years Prior Mil ACCTREC4 Accounts Receivable 5 Years Prior Mil ACCTRECS Accounts Receivable Last Twelve Months Mil ACCTREC E Cancel Help Definition 2 Click on an item code or In the Item Code text box type the code 3 From the Statistics box select Detailed or Overall Detailed gives a breakdown by specific database If you are querying on only 1 database there will be no difference between Detailed and Overall 4 Click on OK The request is added to the Request Description list box on the Main Session window 5 Execute the requests e Helpful Utilities SDC Platinum Handbook Quick Display SDC Platinum Handbook The SDC Platinum Quick Display feature allows you to display a list of transactions for the current search result You can select transactions to keep or exclude from your search result You can also request a detailed report on selected deals To create a Quick List of transactions 1 From the Utilities menu select Quick Display 2 Choose either Standard Display the most common data items requested
28. _ of x File Edit Bookmark Options Help s Using Search Items to Select Criteria The Search Items window List tab contains all of the searchable a items on SDC Platinum The Issuer Borrower Deal and Managers Fees tabs contain commonly used items for those categories You can customize Search Items by adding your most frequently searched items on the My Favorites tab Your System administrator can add key search items on your Company Favorites tab You add the items using the Search Items List tab To use Search Items to select criteria 1 Click on the Search Items icon EJ or From the Request menu select Search Items The Search Items window appears Click on a tab A list of data items for the tab category appears Hints The first time you open the My Favorites tab the message Use the Search List to insert your favorite Search Items here appears Double click on the message to open the Search List and add your favorite data items You can add your favorite data items at any time as described in Creating Your List of Favorite Data Items M SDC Platinum Handbook Online Help Context Sensitive Help For context sensitive help press F1 or click on the Help button in an SDC Platinum window Context Sensitive help Open the database selection window and select a tab Highlight a example marketplace or product and press F1 Copying Online Help Topics to the Clipboard You can copy some or all of any help
29. a Financial Advisor Fees Report Y Select a Multiples Report v Save the session Y Exit SDC Platinum SDC Platinum Handbook M amp A Sample Sessions Municipal Sample Session Selecting California Tax Exempt Municipal Transactions Sample Session For this sample search you select California tax exempt municipal transactions greater than 100 million issued from March 1 1996 to March 1 1997 You then select a Managing Underwriters League Table and create a Sale Date Report League Table Report Output for Request 5 x California a Tax Exempt Municipal Transactions 100 Million and Greater March 1 1996 March 1 1997 Managing Underwriters Ranking Full Credit to Book Manager Principal Mkt of Managing Underwriters Amount Rank Share Issues Lehman Brothers 1 581 6 1 16 8 6 Painelebber Incorporated 1 562 7 2 16 6 8 Salomon Smith Barney Holdings 1 551 7 3 16 5 8 Goldman Sachs amp Co 1 327 4 4 14 1 3 Bear Stearns amp Co 980 1 5 10 4 s Bank of America NT6SA 923 4 6 9 8 4 J P Morgan Securities Inc 669 9 70 71 5 Morgan Stanley Dean Witter 229 8 8 2 4 2 Merrill Lynch amp Co 150 0 3 1 6 1 Dillon Read 6 Co Inc lao 100 1 2 1 Sutro amp Co Incorporated RO Sad ste 1 First Albany Corporation 110 0 12 1 2 1 Grigsby Brandford amp Co Inc 104 1 13 1 1 1 Top 13 Totals 9 413 7 100 0 46 re oo SDC Platinum Handbook Municipal Sample Session Municipal U S new issues Step 1 Selecting a Munici
30. ace U S Marketplace 1 From the Database Selection window Global New Issues tab select United States Database Selection VentureXpert Securities Trading Industry Specific l Global Public Finance Global New Issues Mergers amp Acquisitions Corporate Governance Corporate Restructurings Sel sues Marketplace s IV I Indian Domestic I Intemational J Japanese Domestic x I Asian Pacific Domestic Korean Domestic ox I Australian New Zealand Domestic I Latin American Domestic ane I Canadian Domestic I United Kingdom Domestic zane I Continental European Domestic I Rest of the World Help Select Other Product s I Medium Term Note Programs I Syndicated Loans I Underwritten Calls Po lhtemational Werrents Jo Gormerciall Paper 2 Click on OK Session Requirements v U S Marketplace U S Common Shares Date Range 1 1 1997 to Today Select IPO s Select Software Companies Using SIC Codes Select Issues where the price change from offer date to today is greater than 50 Execute search criteria Design a new custom report Save report output to a spreadsheet Print report output Create a Managing Underwriters League Table Save the session for future use Load the saved session SDC Platinum Handbook New Issues Sample Sessions Step 2 Selecting a New Issues Security Type All U S public new issues 1 In the Category Selection window double click on All U S Public New
31. and group if necessary Click on Save 8 Inthe League Table Options window Titles and Options tab type the following title lines e Line 1 Managing Underwriters League Table e Line 2 U S Domestic IPO s Excluding Non U S Issuers REIT s and Investment Trusts e Line 3 Issue Amount 200 Million and Greater Exporting data Hint You can use the Save As tab to export your League Table data to an Excel or text file During execution your League Table data is downloaded to the file The advantage to exporting your League Table data before you execute is that the Excel or text file becomes part of your e New Issues Sample Sessions SDC Platinum Handbook SDC Platinum Handbook session If you modify and re execute your session the data in the file automatically gets updated 9 Click on OK to return to the Main Session window 10 Click on the Execute icon E SDC Platinum generates and displays your report output in a Document window Hint All of your reports are available in tabs at the bottom of the Document window B 11 Click on the print icon E Hint If you created more than one report during the current session SDC Platinum displays a list of the reports in the Report Print Selection window You can select one several or all of the reports to print 12 From the Report Print Selection window double click on Managing Underwriters League Table and click on OK 13 In the Print window click on OK 14
32. any a Thomson Financial Services Company Copyright 1997 1999 Securities Data Company All rights reserved No part of this document may be copied or reproduced without the express written consent of Securities Data Company Overview What Is SDC Platinum SDC Platinum lets you access Securities Data Company s online databases of financial transactions It enables you to identify comparable transactions monitor markets and industries prospect for new business and evaluate advisors SDC Databases Global New Issues Mergers amp Acquisitions Corporate Governance Corporate Restructuring VentureXpert Securities Trading Industry Specific Global Public Finance Client Support and Contact Information Client Services phone number 973 622 5200 Client Services fax 973 733 2882 Client Support E mail sdchelp tfn com Sales phone number 212 484 4701 SDC web site www securitiesdata com SDC Platinum Handbook Overview Getting Started Logging into SDC Platinum To log into SDC Platinum 1 Double click on the SDC Platinum icon 1 Click on Login SDC Platinum 1 Enter your registered user initials and click on OK The SDC Bulletin Board appears 4 Click on OK 4 If prompted enter a project description and click on OK At the end of the login procedure the Database Selection window appears See Database and Date Range SDC Platinum Handbook Getting Started Database and Date Range Windows e Getting
33. ch Report League Analysis Up Down Use View Execute 5 US Common Stoch Session AUNTITLEDA Request Description DATABASE US Common Stack C Dates Issue Date 1 1 1999 to TODAY 1 1 1999 to 1 28 1999 Custom IPO Select All IPOs Issuer Borrower All SIC 5045 7372 Percent Change Offer Price to Closing Price Yesterday 50 to HI Custom Report gag Columnar U S Domestic Common Stock Software PO s Percent Change Offer Price to closing stom Lez e Getting Started SDC Platinum Handbook Main Session Window Features Session Window List Box Icon Description Status Checkmark indicates you executed the request Curved arrow indicates you modified an executed request and need to re execute X indicates an error when executing the request Sequential number for each request Number of transactions meeting your search criteria Request Description Descriptions of your search SDC Platinum Handbook Getting Started ee va OO X e Se E Search Items Window To begin building your search click on the Search Items icon Search Items contains categorized lists of the most frequently searched items If you wish to see a list of every available data item you can use the All Items tab Search Items Search Items x Issuer Borrower Deal Managers Fees All Items Company Favorites My Favorites gi Issuer Borrower Public Status Issuer Borrower Ultimate Parent s Public Stat
34. d list from step 3 SDC informs you that your list was saved on SDC s host computer and cannot be loaded into the list box E Since this list was saved on App s host computer it cannot be loaded into the listbox by Do you still wish to add a search request using this list No 6 Click on yes to add a search request using the list on the host SDC Platinum Handbook Session Requirements v U S Marketplace v U S Common Shares v Date Range 1 1 1996 to Today v Select all IPO Issues v Execute search criteria v Create a unique list of companies with IPO s from executed search results Y Use a previous search request with saved IPO list Create a list of Secondary offerings from list of companies with IPO s Select all companies that have issued both an IPO and subsequent offerings since 1 1 1996 Execute search criteria Save search results Exit SDC Platinum SDC Platinum Handbook New Issues Sample Sessions Step 5 Creating a List of Secondary Offerings from Your List of Companies with IPO s From the Deal tab double click on IPO Flag Secondary offerings 2 Click on the Exclude All IPO s option and click on OK Hint If you exclude all IPO s your search criteria contains only secondary following offerings OK C Select All IPOs Cancel Help iket Definition 3 Click on Close Click on the Execute icon E From the List Management menu select Distinct Click
35. dow Session Requirements v U S and Non U S Targets v Date Range 6 30 1996 TODAY Y Broadcasting industry v Deal value equal to or greater than 500 million y Deal Type Disclosed Value Mergers amp Acquisitions Y Deal Status Completed Execute search criteria Select a Financials Multiples report Save the session SDC Platinum Handbook M amp A Sample Sessions Step 7 Executing the Search You entered all your search criteria and can now execute Execute Click on the Execute icon F or From the Session menu select Execute During the execution the status window appears on top of the Main Session window Hint The Main Session window Hits column shows the number of transactions that meet your criteria Hint To modify a request after executing double click on the search request and make the necessary changes in the window When the Search Breakdown window appears click OK i Search Breakdown x Category Description Category Hits Intemational Mergers Merger Corporate Transactions TOTAL Session Requirements v U S and Non U S Targets v Date Range 6 30 1996 TODAY Y Broadcasting industry y Deal value equal to or greater than 500 million yY Deal Type Disclosed Value Mergers amp Acquisitions v Deal Status Completed Y Execute search criteria Select a Financials Multiples report Save the session e M amp A Sample Sessions SDC Platinum Handbook Brief Sum
36. e Session menu select Execute During the execution the status window appears on top of the Main Session window Hint The Main Session window Hits column shows the number of transactions that meet your criteria Hint To modify a request after executing double click on the search request and make the necessary changes in the window SDC Platinum Session Wizarda fHequest Report League Tables Analysis List Vianagement Utilities Help D 7 a RkK 4 8 B E rera E New Save Wizards Cut Copy Paste Search Report League Analysis Up Down Use View Execute ww US Common Stock Session user Request Description DATABASE US Common Stock C Dates 1997 to Today 1 1 1997 to 1 29 1999 Custom IPO Select All IPOs Issuer Borrower All SIC 5045 7372 Percent Change Offer Price to Closing Price Yesterday 50 to HI Custom Report user Columnar U S Domestic Common Stock Software IPO s Percent change Offer Price to Closing Standard League Table Manaqing Underwriters Managing Underwriters Leaque Table U S Domestic IPO s Excludinh Sion wm Session Requirements v U S Marketplace v U S Common Shares v Date Range 1 1 1997 to Today v Select IPO s v Select Software Companies Using SIC Codes v Select Issues where the price change from offer date to today is greater than 50 Y Execute search criteria Design a new custom report Save repo
37. e amount IT Net interest cost J Moody s longterm Cancel T Moody s short term I Coupon IV Par amount 6 ogi J S amp P s long term Help I Coupon type J Price yield of maturity I S amp P s short term J Credit enhancement type I Project Redemnl a cm mi ion z naar aa y Eal datg I Call date J Refunding status Eales F Security J Cal ilag I Refunding type I Delivery date Series of issue IP Call price I Sink flag I Final maturity coupon I Specific use of proceeds J Par call date J Sinking fund date I Final maturity date I Tax status J Refunded flag I First interest payment date J True interest cost Fees I General use of proceeds I Years to maturity z Paaa ai a ota ross spread per thousal uo Lee gt Managementfee Underwriters fee 3 From the Express Report Items window Firm Issuer tab select these items e Issuer name Lead manager 4 Click on OK to open the Design Custom Report Format window Hint You can highlight a data item and click on or to change the order of the item You can also click on Page to insert page breaks in the report 5 Click on OK to open the Save Custom Report window 6 Inthe Save Custom Report window Custom Report Name text box type cataxex and click on Save e Municipal Sample Session SDC Platinum Handbook Exporting data 10 Exit SDC Platinum 13 14 15 In the Report Output Options window Titles and Options tab type the foll
38. e bal Find foal AND x Selected Description Abilene TX 0040 a Akron OH 0080 Albany GA 0120 Albany Schenectady Troy NY 0160 Albuquerque NM 0200 Alexandria LA 0220 Allentown Bethlehem E aston PA 0240 Altoona PA 0280 Amarillo TX 0320 Anchorage AK 0380 Ann Arbor MI 0440 Anniston AL 0450 Appleton Oshkosh Neenah wI 0460 Asheville NC 0480 X Action le Select Erclude OK Cancel Definition Help 3 Press Enter Baltimore Maryland 4 Double click on Baltimore MD and click on OK Session Requirements v Hospital Information Y Baltimore MD Acute Care Beds in Service Execute search criteria Create a Product Efficiency and Price Peer Group Report Save the session Exit SDC Platinum SDC Platinum Handbook Healthcare Sample Session Step 3 Selecting the Type of Hospital 1 From the Search Items window Hospital tab double click on Type of Hospital Acute care hospitals 2 Double click on Acute Care Find AND Selected Description Children Long term Psychiatric Psychiatric Rehabilitation Action E Select C Exclude OK Cancel Definition Help 3 Click on OK Session Requirements v Hospital Information Baltimore MD Y Acute Care Beds in Service Execute search criteria Create a Product Efficiency and Price Peer Group Report Save the session Exit SDC Platinum e Healthcare Sample Session SDC Platinum Handbook
39. escription and comments if you wish Click on OK SDC Platinum saves the custom report format or League Table criteria The Output Options window appears You can format your report or League Table e g add titles search details and summary statistics sort data SDC Platinum Handbook Saving and Loading a List of Selections You can save groups of frequently used CUSIP numbers SIC codes ticker symbols security codes etc for use in later searches You can load and use the saved lists to search any SDC database Important To create a list of selections you must be in the specific window For example to create a list of Target SIC codes you must be in the Target SIC Codes window To create a list of selections 1 From the Search Items window to open a pick list or company window 2 Select the items to include in your list 3 From the List Management menu select Save Selections As List The Save List window appears 4 Select the drive and directory where you wish to save the session or Click on the Group down arrow and select the group 5 Inthe List Name text box type the name of the list 6 Type a description and comments if you wish Click on OK SDC Platinum saves the list 8 Close the Pick List or Company Identifier window and the Search Items window SDC Platinum Handbook Helpful Utilities e Helpful Utilities To load a saved list of selections 1 Use the Search Items wind
40. essions SDC Platinum Handbook Step 2 Specifying an Announcement Date 1 1 96 to current date 1 Inthe Announcement Date window From text box type 6 30 1996 Press Tab 3 Inthe Announcement Date window accept the default TODAY y Datz Announced x From To OK 6 30 1 996 TODAY C Last fi Day e Day C Year to date Cancel Help rel C All Custom i Calendar 4 Click on OK Session Requirements v U S and Non U S Targets Y Date Range 6 30 1996 TODAY Broadcasting industry Deal value equal to or greater than 500 million Deal Type Disclosed Value Mergers amp Acquisitions Deal Status Completed Execute search criteria Select a Financials Multiples report Save the session SDC Platinum Handbook M amp A Sample Sessions Step 3 Selecting the Broadcasting industry In this step you select all broadcasting deals You can select commonly used search items from the Search Items window the All Items tab contains a list of all available data items Broadcasting deals 1 From the Search Items window Company tab double click on Target All SIC Hint You can double click on a data item or you can click on an item to highlight it then click on Open 2 Click the Find down arrow and select OR then type in cable radio television tv in the text box and press enter 3 Double click on Radio broadcasting stations Television broadcasting stations and Cable and o
41. exception to change it s position on the page New Issues Sample Sessions Session Requirements v U S Marketplace v U S Common Shares v Date Range 1 1 1997 to Today v Select IPO s v Select Software Companies Using SIC Codes v Select Issues where the price change from offer date to today is greater than 50 v Execute search criteria Y Design a new custom report Save report output to a spreadsheet Print report output Create a Managing Underwriters League Table Save the session for future use Load the saved session e New Issues Sample Sessions SDC Platinum Handbook Excel spreadsheet output SDC Platinum Handbook Step 10 Saving Report Output to a Spreadsheet SDC displays your report output in the Document window From the Document window you can save your report to a text or Microsoft Excel file SDC adds the file name to the custom report request description on the Main Session window 1 From the Document menu select Export Save As to open the Save Output window Click on the Files of type down arrow and select MS Excel 3 Inthe File Name text box type software and accept the XLS extension 4 Select a drive and directory if necessary 5 Click on Save The system saves the data to the specified file and returns you to the Document window wj Save Output Oy x Save inn ja C gt BEA i E Sd z Name _ Size Type Modified O O OOOO O C Platinum File Folder 4 6 98 3 2
42. f America NT4 amp SA 923 4 6 9 8 4 J P Morgan Securities Inc 669 9 Ge rel 5 Morgan Stanley Dean Witter 229 8 8 2 4 2 Merrill Lynch amp Co 150 0 9 1 6 1 Dillon Read amp Co Inc 112 0 10 1 2 1 Sutro 6 Co Incorporated Wro ii i 2 First Albany Corporation 110 0 12 1 2 1 Grigsby Brandford amp Co Inc 104 1 13 1 1 1 Top 13 Totals 9 413 7 100 0 46 M 4 gt 6 From the Document menu select Close to return to the Main Session window Session Requirements v U S New Issues Date Range 3 1 1996 3 1 1997 v California Issuers v Par Amount equal to or greater than 100 million v Tax Exempt Issues y Execute search criteria Y Select a Managing Underwriters League Table Design a Sale Date Report SDC Platinum Handbook Municipal Sample Session Step 8 Creating a Custom Report SDC offers standard brief and comprehensive reports It also lets you create custom reports In this step you create a custom report that includes the sale date issuer name description of the issue par amount and lead manager Custom report 1 From the Report menu select New Custom 2 From the Express Report Items window Issue tab select these items e Issue description e Par amount e Sale date Issue Firm Issuer Maturity Level All Items My Favorites Basic Ratings I Beneficiary I MuniStatements CD T Fitch long term OK I Bid type I MuniStatements Fiche J Fitch short term I Composit
43. ge 6 30 1996 TODAY Y Broadcasting industry Y Deal value equal to or greater than 500 million Deal Type Disclosed Value Mergers amp Acquisitions Deal Status Completed Execute search criteria Select a Financials Multiples report Save the session SDC Platinum Handbook M amp A Sample Sessions Step 5 Selecting Disclosed Value Mergers amp Acquisitions Deal type 1 From the Search Items windows Deal tab double click on Deal Type 2 Check the Disclosed Value Mergers amp Acquisitions box y Deal Type 3 Click on OK Session Requirements v U S and Non U S Targets v Date Range 6 30 1996 TODAY Y Broadcasting industry v Deal value equal to or greater than 500 million Y Deal Type Disclosed Value Mergers amp Acquisitions Deal Status Completed Execute search criteria Select a Financials Multiples report Save the session M amp A Sample Sessions SDC Platinum Handbook Step 6 Selecting Completed Transactions Deal Status 1 From the Search Items windows Deal tab double click on Deal Status 2 Double click on Completed and Unconditional ie Deal Status x Find fann v Selected Description Completed Discontinued Rumor Intended Intended Acquisition Withdrawn Lapsed Partially Completed Pending Rumoured Seeking Buyer Targe Seeking Target Withdrawn Action E Select C Exclude OK Cancel Definition Help 3 Click on OK 4 Click on Close to close the Search Items win
44. giblity Common Dividend Convertible Debt Convertible Preferred Action E Select Exclude 3 Click on OK Session Requirements v US and Non U S Targets v Date Range 1996 Common Ordinary Shares offered Number of Consideration Types Offered 1 Total Fees Payable by Target and Acquiror Value of Transaction to Sales Ratio Value of Transaction to EBIT Ratio Execute search criteria Select a Financial Advisor Fees Report Select a Multiples Report Save the session Exit SDC Platinum SDC Platinum Handbook M amp A Sample Sessions Step 3 Specifying Number of Consideration Types Offered Stock only transactions 1 From the Search Items window Deal tab double click on Number of Consideration Types Offered 2 Inthe From text box type 1 3 In the To text box type 1 ww Number of Consideration Types Offered EG OK Where Information is Available Cancel Range of Values Help Sa ma e _beinion_ Definition 4 Click on OK Session Requirements v US and Non U S Targets v Date Range 1996 vy Common Ordinary Shares offered Y Number of Consideration Types Offered 1 Total Fees Payable by Target and Acquiror Value of Transaction to Sales Ratio Value of Transaction to EBIT Ratio Execute search criteria Select a Financial Advisor Fees Report Select a Multiples Report Save the session Exit SDC Platinum e M amp A Sample Sessions SDC Platinum Handbook
45. he sample report from the Document menu select Close You are not charged to look at sample reports 3 Click on OK In the Report Output Options window Titles and Options tab type the following title lines e Line 1 Financial Advisor Fees Report Line2 M amp A Stock Transactions e Line 3 1996 Titles and Options Sort Save As Enter up to four lines for Titles Line Financial Advisor Fees Repot O Line2 M amp A Stock Transactions S lines Pa lng OO Report Options ler I7 Add Summary Statistics G Text Columnar Grid IV Include Session Details g Transactions per Group nter a Footnote mooo OK Cancel Help Exporting data Hint You can use the Save As tab to export your League Table data to an Excel or text file During execution your League Table data is downloaded to the file The advantage to exporting your League Table data before you execute is that the Excel or text file becomes part of your session If you modify and re execute your session the data in the file automatically gets updated 5 Click on OK to close the Report Output Options window The report request is added to the Request Description list box on the Main Session window SDC Platinum Handbook M amp A Sample Sessions e M amp A Sample Sessions Session Requirements v US and Non U S Targets v Date Range 1996 y Common Ordinary Shares offered v Number of Consideration
46. io v Value of Transaction to EBIT Ratio v Execute search criteria v Select a Financial Advisor Fees Report Y Select a Multiples Report Save the session Exit SDC Platinum M amp A Sample Sessions Save session as stcktran e M amp A Sample Sessions Step 10 Saving Your Session From the Main Session window click on the Save icon La 2 Inthe Save Session window Save Session text box type stcktran If necessary select the drive and directory or the group 4 Click on OK to save the session and return to the Main Session window Session Requirements v U S and Non U S Targets v Date Range 1996 v Common Ordinary Shares offered v Number of Consideration Types Offered 1 v Total Fees Payable by Target and Acquiror v Value of Transaction to Sales Ratio v Value of Transaction to EBIT Ratio y Execute search criteria v Select a Financial Advisor Fees Report Select a Multiples Report Y Save the session Exit SDC Platinum SDC Platinum Handbook Step 11 Exiting SDC Platinum Exit SDC Platinum 1 From the Main Session window Session menu select Exit 2 Click on No because you already saved the session Session Requirements v US and Non U S Targets v Date Range 1996 y Common Ordinary Shares offered v Number of Consideration Types Offered 1 v Total Fees Payable by Target and Acquiror v Value of Transaction to Sales Ratio v Value of Transaction to EBIT Ratio y Execute search criteria v Select
47. ions SDC Platinum Handbook Save session and exit SDC Platinum SDC Platinum Handbook Step 8 Exiting SDC Platinum 1 From the Main Session window Session menu select Exit 2 Click on Yes to save the session 3 Inthe Save Session window Session Name text box type TPOsec Session Requirements v U S Marketplace v U S Common Shares v Date Range 1 1 1996 to Today v Select all IPO Issues v Execute search criteria v Create a unique list of companies with IPO s from executed search results v Use a previous search request with saved IPO list v Create a list of Secondary offerings from list of companies with IPO s v Select all companies that have issued both an IPO and subsequent offerings since 1 1 1996 v Execute search criteria v Save search results Vv Exit SDC Platinum New Issues Sample Sessions M amp A Sample Sessions Beginner Selecting an M amp A Database and Date Range Sample Session For this sample session you produce a brief report for all Worldwide M amp A transactions involving cable radio and television broadcasting companies as targets since 6 30 1996 The transactions must be completed and 500 million and greater You then create a brief M amp A report and export it to an Excel worksheet Finally you save the session Report DC Platinum 2 0 Document Edt Search Options Chat Help BEE 1010 37 10 01 39 Finteloo SA Nashville
48. le click Managing Underwriters 3 Inthe Report Output Options window Titles and Options tab type the following title lines e Line 1 California e Line 2 Tax Exempt Municipal Transactions e Line 3 100 million and greater e Line 4 March 1 1996 March 1 1997 Ranking Options x Titles and Options Save As Enter up to four lines for Titles line Caon ss Line2 Tax Exempt Municipal Transactions Line3 100 Milion and Greter Line4 March 1 1996 March 1 1997 Repot Options _ Format I Include Session Details Pier Polonia Grid Enter a Footnote oo OK Cancel Help Titles Hint SDC suggests you always add titles to your reports and make the titles as descriptive as possible 4 Click on OK to return to the Main Session window e Municipal Sample Session SDC Platinum Handbook 5 Click on the Execute icon w SDC Platinum generates and displays your League Table output Report Output for Request 5 x California a Tax Exempt Municipal Transactions 100 Million and Greater March 1 1996 March l 1997 Managing Underwriters Ranking Full Credit to Book Manager Principal Mkt of Managing Underwriters Amount Rank Share Issues Lehman Brothers 1 581 6 1 16 8 6 PaineWebber Incorporated 1 562 7 2 16 6 8 Salomon Smith Barney Holdings 1 551 7 3 16 5 8 Goldman Sachs amp Co 1 327 4 4 14 1 3 Bear Stearns amp Co 980 1 5 10 4 s Bank o
49. ly have one session open at a time When you open a new session SDC Platinum automatically asks you to save the current session and then closes it If you already saved the current session click on No Otherwise click on Yes and in the Save Session window Session Name text box type biotech and press Enter From the Database Selection window Mergers amp Acquisitions tab select U S Targets and Non U S Targets click on OK In the Announcement Date window From text box type 1996 In the To text box type 1996 Click on OK to open the Search Items window Session Requirements y U S and Non U S Targets Y Date Range 1996 Common Ordinary Shares offered Number of Consideration Types Offered 1 Total Fees Payable by Target and Acquiror Value of Transaction to Sales Ratio Value of Transaction to EBIT Ratio Execute search criteria Select a Financial Advisor Fees Report Select a Multiples Report Save the session Exit SDC Platinum SDC Platinum Handbook Step 2 Selecting Stocks Shares Offered Stocks shares offered 1 From the Search Items window Deal tab double click on Consideration Offered Category 2 Double click on Common Ordinary Shares Consideration Offered Category x Find AND W Selected Description American Depository Receipts ADRs Appreciation Rights Assets Assumption of Liabilities Capital Infusion Cash Cash Dividend Cash Only Transactions Consid Offered Cash Only Certificate of Eli
50. mary Report Step 8 Designing a Brief M amp A Report 1 2 From the Report menu select New Custom From the Express Report Items window check the data items as seen below Multiples Al Items My Favorites Date Target Acquiror Deal Specifics VV Announced T Business T Business J7 Acquired Ge VV Effective T High Tech Industry T High Tech Industry I Owned After J Financials T Industry T Industry I Sought ial I Unconditional i Name Mv Name T Deal History Cancel I Withdrawn T Nation I Nation I Status i T Primary SIC Code T Primary SIC Code T Synopsis ep T State T State m Valuation Advisor Target Stock Pic I Enterprise Value J7 Acquiror Advisor Fees T 1 Day Before Announcement I Equity Value PM Acquiror Advisors T 1 Week Before Announcement J Price Per Share I Target Advisor Fees J7 4 Weeks Before Announcement I Rank Value M Target Advisors IV Transaction Value I Total Fees Tot amp Acq f Target Financials I Book Value T Common Equity J EPS Net Income I Pretax Income I Cash Flow EBITDA f EBIT I NetAssets J PE T Sales T Total Assets Click on OK The Design Custom Report Format window appears Session Wizards Request Report Ranking ListManagement Uttiities Help a mle B B Cut Copp Paste Up Down Items Page Design Custom Report Format Report Description Code Page Width PAGE 001 Date Announced Date Effective arget
51. mount equal to or greater than 100 million Tax exempt issues Execute search criteria Select a Managing Underwriters League Table Design a Sale Date Report SDC Platinum Handbook Municipal Sample Session Step 3 Selecting the State of the Issuer 1 From the Search Items window Issuer tab double click on State of issuer 2 Double click on West California 3 Double click on California Selected Description Southwest US Islands amp Territories West Alaska AK Colorado co Hawaii HI Idaho ID Montana MT Nevada NY Oregon OR ah UT Washington wa yoming WY 0 b Select C Exclude OK Cancel Definition Help Hint To locate a state quickly in the Find text box type the first few letters of the state and press Enter Double click on the state you want 3 Click on OK Session Requirements v US New Issues Date Range 3 1 1996 3 1 1997 Y California Issuers Par amount equal to or greater than 100 million Tax exempt issues Execute search criteria Select a Managing Underwriters League Table Design a Sale Date Report e Municipal Sample Session SDC Platinum Handbook Step 4 Specifying a Par Amount Range 1 From the Search Items window Issue tab double click on Par Amount Par amount equal to or 2 Inthe LO text box type 100 and in the HI text box accept the greater than 100 million default HI OK cma e Defien Definition Where Information is
52. n amp Jenrette UIP Morgan amp Co Inc EW Sccipps E dward Scripps Ti Investor Group Westinghouse Electric Corp Credit Suisse First Boston 04 22 97 09704 97 International Famiy Ent Inc Goldman Sachs amp Co Lehman Brothers 09 25 97 TISA Telefonica de Espana SA Telefonica de Espana SA Goldman Sachs Intl Ltd Greenhill amp Co LLC 09 05 97 Chancellor Broadcasting Co Goldman Sachs amp Co Evergreen Media Corp Wasserstein Perella HM2 Management Partners LP Bear Steams Fox Kids Worldwide Inc RAAT navoniaa N md Maril Lunch amp Po Flequestl6 Session Detals Lt SDC Platinum Handbook M amp A Sample Sessions U S Targets Step 1 Selecting an M amp A Database 1 From the Database Selection window Mergers amp Acquisitions tab select US Targets and Non US Targets Database Selection VentureXpert Securities Trading Industry Specific Global Public Finance Global New Issues Mergers amp Acquisitions Corporate Governance Corporate Restructurings Cancel Help 2 Click on OK Session Requirements y US and Non U S Targets Date Range 6 30 1996 Today Broadcasting industry Deal value equal to or greater than 500 million Deal Type Disclosed Value Mergers amp Acquisitions Deal Status Completed Execute search criteria Select a Financials Multiples report Save the session e M amp A Sample S
53. nd time last updated and by whom 6 Click on Save to save the session and return to the Main Session window Session Requirements v U S and Non U S Targets v Date Range 6 30 1996 TODAY Y Broadcasting industry y Deal value equal to or greater than 500 million yY Deal Type Disclosed Value Mergers amp Acquisitions v Deal Status Completed y Execute search criteria v Select a Financials Multiples report Y Save the session SDC Platinum Handbook Intermediate Selecting M amp A Stock Transactions SDC Platinum Handbook Sample Session For this sample search you find U S and non U S stock transactions in 1996 where the fees were paid by the target and acquiror companies and the value of transactions to sales and transactions to EBIT ratios are known You then select a Financials Advisor Fees Report and a Multiples Report Session Requirements U S and Non U S Targets Date Range 1996 Common Ordinary Shares offered Number of Consideration Types Offered 1 Total Fees Payable by Target and Acquiror Value of Transaction to Sales Ratio Value of Transaction to EBIT Ratio Execute search criteria Select a Financial Advisor Fees Report Select a Multiples Report Save the session Exit SDC Platinum M amp A Sample Sessions U S and non U S targets 1996 e M amp A Sample Sessions Step 1 Selecting an M amp A Database and Date Range From the Main Session window click on the New icon 5 Note You can on
54. new custom report v Save report output to a spreadsheet y Print report output v Create a Managing Underwriters League Table v Save the session for future use Y Load the saved session New Issues Sample Sessions Intermediate Selecting Companies with IPO amp Secondary Offerings e New Issues Sample Sessions Sample Session For this sample search you perform a three part procedure to find companies that have issued both an IPO and subsequent common stock offerings during the same period e Create a list of companies that have IPO s from January 1 1996 to the current date and name the list IPO Steps 1 2 3 e From the list of companies that had IPO s create a list of companies that also had secondary offerings and name it Master Steps 4 5 e Find all companies that had IPO s and secondaries from January 1 1996 to the current date Step 6 After you create and execute the search criteria you save the search results Finally you exit SDC Platinum Session Requirements U S Marketplace U S Common Shares Date Range 1 1 1996 to Today Select all IPO Issues Execute search criteria Create a unique list of companies with IPO s from executed search results Use a previous search request with saved IPO list Create a list of Secondary offerings from list of companies with IPO s Select all companies that have issued both an IPO and subsequent offerings since 1 1 96 Execute search criteria Save
55. num Session Wizarda equest Meport Lesgue Tables Analysis List Management Utilities Help A A A A ee New Save Wizards Cut Copy Paste Search Report League Analysis Up Down Use View Execute Provider Hospital Session AUNTITLEDA Request Request Description DATABASE Provider Hospital HOSP Metropolitan Statistical Area 0720 T ital C Session Requirements v Hospital Information y Baltimore MD v Acute Care v Beds in Service Y Execute search criteria Create a Product Efficiency and Price Peer Group Report Save the session Exit SDC Platinum e Healthcare Sample Session SDC Platinum Handbook Step 6 Creating a Peer Group Analysis Report Product Efficiency Price Peer Group report 1 Click on the Standard Report icon or from the Report menu select Open Existing SDC Standard 2 From the Comprehensive tab double click on Product Efficiency Price Peer Group 3 Inthe Report Options window Titles and Options tab type the following title line e Line 1 Acute Care Hospitals in Baltimore Maryland Repor Options x Titles and Options Sort l Save As Enter up to four lines for Titles Line1 Acute Care hospitals in Baltimore Mayland O tire Oe Ginea fo tines FO Format E Text C Columnar Grid o a Footnote M Report Option Add Summary Statistics I Include Session Details 5 Transactions per Group Titles Hint
56. o Closing Price Yesterday Where Information is Available Cancel f Range of Values Help Definition hee Hint If the range is a value or higher type a value in the LO text box and accept HI If the range is a value or lower accept LO and type a value in the HI text box 4 Click on OK 5 Click on Close The Main Session window with your search requests displayed in the Request Description list box appears The Main Session window is where you build store execute and modify your requests You can use the icons and pull down menus to perform tasks related to your session see Main Session Window You can also use right mouse commands see Right Mouse Commands SDC Platinum Handbook New Issues Sample Sessions Session Requirements v U S Marketplace v U S Common Shares v Date Range 1 1 1997 to Today v Select IPO s v Select Software Companies Using SIC Codes Y Select Issues where the price change from offer date to today is greater than 50 Execute search criteria Design a new custom report Save report output to a spreadsheet Print report output Create a Managing Underwriters League Table Save the session for future use Load the saved session e New Issues Sample Sessions SDC Platinum Handbook Execute Step 8 Executing the Search SDC recommends that you execute search criteria then enter and execute report criteria Click on the Execute icon E or From th
57. ommunications Inc 12 20 96 Home Shopping Network Liberty 04 15 97 NetHold BV American Radio Systems Corp Morgan Stanley Silver King Communications Inc CS First Boston Canal Plus SA UBS Societe Generale Furman Selz LLC Baring Brothers amp Co Limited 02 28 97 Providence Joumal Co 06 17 97 Bell Cablemedia PLC 12 17 96 Cable Road UK Ltd AH Belo Corp Cable amp Wireless Communicati Bell Cablemedia PLC Salomon Brothers Natwest Markets Credit Suisse First Boston 06 17 97 Nynex CableComms NYNEX 10 01 97 Nashville Network Country 09 05 97 Chancellor Broadcasting Co 07 01 97 Viacom Inc Radio Stations 10 Cable amp Wireless Communicati Baring Brothers amp Co Limited Westinghouse Electric Corp Wasserstein Perella Greenhill amp Co LLC Wasserstein Perella Goldman Sachs amp Co HM2 Management Partners LP Merrill Lynch amp Co Evergreen Media Corp Investor Group 08 20 97 Heritage Media Corp NA704797 Intematinnal E amih Ent Ine News Corp Ltd Eou Kide woddaida Ins BEeeRaknm amp 14 In the Report Output for Request 6 window double click on the arrow next to the column heading Date Announced to change the sorting from ascending to descending Hint You can sort by any another data item by double clicking on the column heading and the arrow will appear to change the sorting 15 From the Document menu select Close to return to the Main Session window Session Requi
58. on the Distinct Item down arrow Click on Issuer CUSIP and click OK In the Save List window List text box type Master and click on Save SDC indicates the number of items saved to the Master list oo aa ON Master list Note If you list contains too many items the list will be saved on the host and won t be editable when loaded 9 Click on OK e New Issues Sample Sessions SDC Platinum Handbook Session Requirements v U S Marketplace v U S Common Shares v Date Range 1 1 1996 to Today v Select all IPO Issues v Execute search criteria v Create a unique list of companies with IPO s from executed search results v Use a previous search request with saved IPO list Y Create a list of Secondary offerings from list of companies with IPO s Select all companies that have issued both an IPO and subsequent offerings since 1 1 1996 Execute search criteria Save search results Exit SDC Platinum SDC Platinum Handbook New Issues Sample Sessions Companies with IPO s and secondaries from 1 1 1996 to current date e New Issues Sample Sessions Step 6 Selecting IPO s and Secondaries Done by Companies in Master List for Specified Date Range 1 In the Request Description box highlight Request 1 issue date a 2 Click on the Use icon B Use Request 1 appears as request 6 in the Request Description list box Click on the Search Items icon Ej 4 On the Issuer Borrower tab double click on Issuer Bor
59. opkins Hospital to the rest of the Baltimore acute care market Report Acute Care Hospitals in Baltimore Maryland A Johns Hopkins Hospital 600 N Wolfe St Baltimore MD 21287 Medicare ID 210009 Facility Type Acute Care Teaching Y Other Not for Profit The Johns Hopkins Health System l Most Cu Peer Grou Data Element Base Minimum n Adjustment Factor 1 2884 1 1553 1 3 Admissions per Bed Acute Care 45 91 19 13 42 Medicare Case Mix Index 1 8256 1 1291 1 4 4 4 gt SDC Platinum Handbook Healthcare Sample Session Hospital Information e Healthcare Sample Session Step 1 Selecting a Healthcare Database 1 From the Database Selection window Industry Specific tab select Hospital Information Database Selection Global New Issues Mergers amp Acquisitions Corporate Governance l Corporate Restructurings VentureXpert Securities Trading Industry Specific Global Public Finance Nursing Home Information HMO Information REIT Information Help Giotalleinencials 2 Click on OK Session Requirements Y Hospital Information Baltimore MD Acute Care Beds in Service Execute search criteria Create a Product Efficiency and Price Peer Group Report Save the session Exit SDC Platinum SDC Platinum Handbook Step 2 Selecting the Geographic Area 1 From the Search Items window Geographic tab double click on Metropolitan Statistical Area 2 In the Find text box typ
60. or Custom Display specify your own data items The Executing Lookups window shows you the phase and number of matches When the search is complete the Quick Display window lists transactions for your request Quich Display x Selected Date Target 01718799 Morton T raffic Marking Bus 01718799 QuesPoint Item Processing Bus 01718799 Lloyd s Barbeque Main Street 01718799 Melrose Displays Inc 01718799 Rodel Inc 01718799 TLC Health Care Inc 01718799 Unica Tech Model 1 Software 01718799 Structural Reinforcement Prod 01718799 Systems Technical Sales Corp 01718799 Koch Hydrocarbons Pipeline 01718799 Amscot Auto Insurance Agency 01718799 Bellingham Bancorp 01718799 Adaptive Solutions Inc 01718799 AirT ouch Communications 01718799 ComputerBucks com 01718799 GeoScience Corp Tech Sym Corp 01718799 Intl Exposition Centre Acquiror Chroma Corp Fiserv Inc General Mills Inc IMI PLC Rohm and Haas Co Omega Healthcare Investors Inc PNC Bank Corp Pittsburgh PA Insteel Industries Inc Sato America Inc Sato Corp CMS Continental Natural Gas Unistar Financial Service Corp Horizon Financial Corp wA Kofile Inc T yler Corp Vodafone Group PLC Norstar Group Inc Core Laboratories NY Cleveland City Council Select All Items Zoom al aS Note The transactions are sorted by date You can click on a column heading to sort the transactions by that heading Click once to sort in ascending order click again to so
61. our search criteria and can now execute DC Platinum Session Wizarda Aequest Report League Tables Analysis List Management Utilities Help D B 8 a RAB HE ajg New Save Wizards Cut Copy Paste Search Report League Analysis Up Down Use View Execute we US Municipal New sion user Status Request i Request Description DATABASE US Municipal New Issues TE Sale Date 3 1 1996 to 3 1 1997 Custom State of issuer CA Par Amount 100 to HI Execute Click on the Execute icon or From the Session menu select Execute During the execution the status window appears on top of the Main Session window Hint The Main Session window Hits column shows the number of transactions that meet your criteria Hint To modify a request after executing double click on the search request and make the necessary changes in the window Session Requirements v U S New Issues v Date Range 3 1 1996 3 1 1997 v California Issuers v Par Amount equal to or greater than 100 million v Tax Exempt Issues Y Execute search criteria Select a Managing Underwriters League Table Design a Sale Date Report SDC Platinum Handbook Municipal Sample Session Step 7 Selecting a League Table Managing Underwriters League Table 1 Click on the Standard League Table or from the league table menu select Open Existing SDC Standard 2 From the Standard League Table window Firm tab doub
62. output Create a Managing Underwriters League Table Save the session for future use Load the saved session SDC Platinum Handbook New Issues Sample Sessions Step 12 Creating a League Table Managing Underwriters 1 From the League Table menu select New Custom Helge TUBE 2 From the Custom League Table window Managers tab double click on Managing Underwriters 3 Inthe Managing Underwriter s Accumulate window click on Number of Issues to choose this as the League Table basis If it is already checked proceed to step 4 m Managing Underwritzrs x Express Advanced Market Sectors Accumulate Rank Basis ok After Market Performance Proceeds Amount z I Australian Issues Total Principal Amount Rais Cancel I Fees Gross Spread in mil Credit To I Fees Gross Spread in Yen Default I Net Proceeds in Yen Surviving Parent Firm X IV Number of Issues I Number of Packages List Top n Items IT Principal Amount I Principal Amount EURO Jy E2 Allocation Method Date Interval F Date Interval Based On IV Full to Book Manager Equal if Joint Books T Full to Book Manager Full if Joint Books z issue nnouncement Date z 4 Double click inside the List Top N Items filed and type in the number ten to rank the top ten managing underwriters and click on OK 5 Inthe Save Custom Rank window type in Managing Underwriters League Table in the Custom Rank text box 6 Select a drive directory
63. ow to open the pick list or company window From the List Management menu select Load Saved List The Open List window appears Select the drive and directory that contain the list or Click on the Group down arrow and select the group In the Saved Lists of Selections list box click on the list name Click on OK SDC Platinum displays the list of selections in the Company Identifier or Pick List window unless the list was saved on the host Close the Pick List or Company Identifier window and the Search Items window The request appears in the Request Description list box of the Main Session window SDC Platinum Handbook Creating Your List of Favorite Data Items SDC Platinum Handbook You can use the Search Items window List tab to create a list of data items you use regularly The data items appear in the Search Items window My Favorites tab In addition your SDC Platinum administrator can create a list of data items your company uses regularly To create your list of favorite data items 1 Click on the Search Items tool and select the All Items tab or From the Request menu select Search Items and select the All Items tab 2 In the Find text box type at least three characters of a data item or code and press Enter Notes The characters can be anywhere in an item description or code For example if you type value SDC Platinum displays all data items with the word value in the description such as
64. owing title lines e Line 1 California e Line 2 Tax Exempt Municipal Transactions e Line 3 100 million and greater e Line 4 March 1 1996 March 1 1997 Hint You can use the Save As tab to export your League Table data to a Excel or text file During execution your League Table data is downloaded to the file The advantage to exporting your League Table data before you execute is that the Excel or text file becomes part of your session If you modify and re execute your session the data in the file automatically gets updated Click on OK Click on the Execute icon E SDC Platinum generates and displays your report output From the Document menu select Close to return to the Main Session window From the Main Session window Session menu select Exit Click on Yes to save the session In the Save Session window Session Name text box type taxex ca Session Requirements v U S New Issues Date Range 3 1 1996 3 1 1997 v California Issuers Par Amount equal to or greater than 100 million v Tax Exempt Issues v Execute search criteria v Select a Managing Underwriters League Table Y Design a Sale Date Report SDC Platinum Handbook Municipal Sample Session Healthcare Sample Session Selecting Acute Care Market Based Hospital Peers Sample Session For this sample search you select acute care hospitals in Baltimore Maryland You then create a Peer Group Analysis report to compare Johns H
65. pal Database 1 From the Database Selection window Global Public Finance tab select U S New Issues Database Selection Global New Issues Mergers amp Acquisitions Corporate Governance l Corporate Restructurings l VentureXpert Securities Trading Industry Specific l Global Public Finance q j C MuniProfiles I Non U S New Issues Refunding Candidates Cancel The Bond Buyer s Municipal Marketplace Figjectiainance Monicizal Market Data 2 Click on OK Session Requirements v US New Issues Date Range 3 1 1996 3 1 1997 California Issuers Par amount equal to or greater than 100 million Tax exempt issues Execute search criteria Select a Managing Underwriters League Table Design a Sale Date Report e Municipal Sample Session SDC Platinum Handbook Step 2 Specifying an Issue Sale Date You can use a preset date range such as last 6 months or enter a custom date range such as 3 1 1996 to 3 1 1997 3 1 1996 3 1 1997 1 Inthe Sale date window From text box type 3 1 1996 2 Inthe To text box type 3 1 1997 w Sale date x From To OK 3 1 1996 37171994 C Last fi Day aa C This Day bal Cancel rib Help Year to date tc All f Custom Calendar ceerd 3 Click on OK and continue to the Search Items window Session Requirements v US New Issues v Date Range 3 1 1996 3 1 1997 California Issuers Par a
66. percent change in stock price from offer date to present is 50 or greater Using the results you produce a brief customized report that will be exported to Excel and then produce a customized top 10 manager League Table based on the number of issues book managed You will also save the session for future use Report port Output for Request Business Description Book Manager s 01729797 Metro Information Services Inc Pyd information retrieval sves 01 31 97 Crystal Systems Solutions Ltd Pyd computer programming sves HAMPSHIRE 02 25 97 IONA Technologies Develop systems software LEH 110 1 04 08 97 Peregrine Systems Inc Dvlp service desk software UBS SEC 20 7 04 10 97 BEA Systems Inc Develop systems software GS 30 0 04 14 97 Take Two Interactive Software Develop software games WHALE 8 0 04 23 97 Go2Net Inc Provide on line services MAXWELL CAP 12 8 Great Plains Software Inc Pyd finl mgmt software sves GS 48 0 07 01 97 TSI International Software Ltd Develop software B4 SEC ROBERTS 36 0 OFAO S InfoCure Corp Develop practice mgmt software JOSEPHTHAL LYON 77 At Home Corp Internet Service ProvidertISP MSD W 47 3 O7 11 97 MERRILL 08 06 97 Pegasus Systems Inc Dip hotel reservation softwr HAMBRECHT 46 5 08 22 97 INSpire Insurance Solutions Provide computer sys design RAYMOND 66 0 e New Issues Sample Sessions SDC Platinum Handbook Step 1 Selecting a New Issues Marketpl
67. r Note Pad and paste them into the Enter Item Codes list box e New Issues Sample Sessions SDC Platinum Handbook Session Requirements v U S Marketplace v U S Common Shares v Date Range 1 1 1996 to Today v Select all IPO Issues v Execute search criteria Y Create a unique list of companies with IPO s from executed search results Use a previous search request with saved IPO list Create a list of Secondary offerings from list of companies with IPO s Select all companies that have issued both an IPO and subsequent offerings since 1 1 1996 Execute search criteria Save search results Exit SDC Platinum SDC Platinum Handbook New Issues Sample Sessions Use the offer date and saved list of companies e New Issues Sample Sessions Step 4 Using Request 1 Offer Date with Your Saved List of IPO s SDC Platinum lets you perform requests based on earlier requests In this step you use Request 1 Offer Date with your saved list of companies as the search criteria 1 Inthe Request Description box highlight Request Offer Date and click on the Use icon 7 Use Request 1 appears as Request 3 in the Request Description list box 2 Click on the Search Items icon Bj 3 From the Search Items window Issuer Borrower tab double click on Issuer Borrower amp Subsidiaries to open the Issuer Borrower amp Subsidiaries window 4 From the List Management menu select Load Saved List Double click on IPO the save
68. rements v US and Non U S Targets v Date Range 6 30 1996 TODAY Y Broadcasting industry v Deal value equal to or greater than 500 million yY Deal Type Disclosed Value Mergers amp Acquisitions v Deal Status Completed v Execute search criteria Y Select a Financials Multiples report Save the session SDC Platinum Handbook M amp A Sample Sessions Save session as broadcast e M amp A Sample Sessions Step 9 Saving Your Session SDC Platinum lets you save your sessions for future use This feature is useful for example if you create weekly or monthly requests with the same search criteria When you load a saved session the search report rank criteria is displayed in the Request Description list box of the Main Session window You can modify the criteria for example the offer date or simply execute the session BL 1 From the Main Session window click on the Save icon E 2 Inthe Save Session window Save Session text box type broadcast If necessary select the drive and directory or the group 4 Inthe Description text box type M amp A Beginner Sample Session 5 Inthe Comments text box type Completed M amp A Deals involving cable radio and tv broadcasting companies as targets since 6 30 1996 All deals equal to or greater than 500 million in value Note SDC Platinum fills in deal type e g MA author initials of person logged onto SDC Platinum date and time session was created date a
69. rings Closed End Fur Equity Related Definition Offer Price Ho Original IPO Flag Rights Issue Flag SDC Deal Type hal Definition Definition Hint To see SDC s definition of an IPO highlight IPO Flag and click on Definition 3 Click on OK Session Requirements v U S Marketplace v U S Common Shares Y Date Range 1 1 1997 to Today Y Select IPO s Select Software Companies Using SIC Codes Select Issues where the price change from offer date to today is greater than 50 Execute search criteria Design a new custom report Save report output to a spreadsheet Print report output Create a Managing Underwriters League Table Save the session for future use Load the saved session e New Issues Sample Sessions SDC Platinum Handbook Step 5 Selecting Software Companies Using All SIC Codes Select Software 1 From the Search Items window Issuer Borrower tab double Companies using All SIC click on Issuer Borrower All SIC Codes 2 In the Find text box type software and press Enter Hint You can type more than one word in the Find text box and select AND or OR AND finds data items with all the words in them e g all data items with software OR finds data items with any one of the words in them e g all data items with investment or with fund 3 Double click on Prepackaged Software and Computer and peripheral equipment and software Find software Jano bd
70. rower amp Subsidiaries 5 From the List Management menu select Load Saved List 6 Click on Master and click on Open SDC Platinum loads the Master list into window Issuer Borrower window list box Note If a list is saved on the host because it contains too many items it will not load into the Issuer Borrower window list box You can use the list but you cannot modify it 7 Click on OK 8 Click on Close Session Requirements v U S Marketplace v U S Common Shares v Date Range 1 1 1996 to Today v Select all IPO Issues v Execute search criteria v Create a unique list of companies with IPO s from executed search results v Use a previous search request with saved IPO list v Create a list of Secondary offerings from list of companies with IPO s Y Select all companies that have issued both an IPO and subsequent offerings since 1 1 1996 Execute search criteria Save search results Exit SDC Platinum SDC Platinum Handbook Execute search criteria Save search result Step 7 Executing the Search and Saving the Search Results In this step you execute and save the search results Saving a Search Result saves the transactions of the last executed search request This function saves a list of SDC Deal Numbers each SDC Deal Number is assigned to a transaction This function does not save all of the data items associated with those transactions If you would like to see particular data items associated with tha
71. rt in descending order 3 Double click on the transactions to keep or exclude Note If you wish to see reports on the selected transactions click ZOOM This will generate extremely comprehensive reports that you can print and or export to a spreadsheet Once the report window is closed you will return to the Quick display screen 4 Click on OK The Keep or Exclude window appears 5 Click on Keep to keep only the selected transactions or Click on Exclude to exclude the selected transactions The request is added to the Request Description list box on the Main Session window 6 Execute the requests Helpful Utilities Saving a Session Saving a Session will save all the requests listed in the Request Description list box of the Main Session window The requests can include search report and or League Table criteria After you save a session you can load it whenever you wish You can then modify any of the criteria listed in the Request Description list box To save a new session 1 Click on the Save tool Ea or From the Session menu select Save As The Save Session window appears 2 Select the drive and directory where you wish to save the session or Click on the Group down arrow and select the group 3 Inthe Session Name text box type the name of the session 4 Type a description and comments if you wish 5 Click on OK SDC Platinum saves the session e Helpful Utilities
72. rt output to a spreadsheet Print report output Create a Managing Underwriters League Table Save the session for future use Load the saved session SDC Platinum Handbook New Issues Sample Sessions Domestic report e New Issues Sample Sessions Step 9 Creating a New Custom Report SDC Platinum offers a variety of brief and comprehensive standard reports SDC Platinum also lets you create your own reports In this step you design a new custom report called software with the data items Issuer Name Issuer Short Business Description Offer Date Principal Amount Offer Price and Book Manager Ls 2 From the Report menu select New Custom From the Express Report Items window Basics tab select the items checked below F Equity Debt Loans Alltems My Favorites Basics All Databases p Managers Fees Offer Date T All Managers OR T File Date IV Book Manager Site Cancel I Principal Amount I Gross Spread z edie ed I Proceeds I Gross Spread Help T State I Global Amount Een E Management Fees J Exchange I Global Proceeds Reall Fi Fin F Offer Price E R I File Amount I Security T I Reallowance Fees ecurity Type i f I Shares Filed I Selling Concessions J Issue Description JT Global File Amount I Selling Concessions J Global Shares Filed I Market J Underwriting Fees E ald T Listing NonIPOs I Underwriting Fees B ti ae T Currency T Total Fees
73. search results Exit SDC Platinum SDC Platinum Handbook U S Marketplace U S Common Stock 1 1 1996 to current date Step 1 Selecting a New Issues Marketplace Security Type and Date Range Ds From the Main Session window click on the New icon 5 Note You can only have one session open at a time When you open a new session SDC Platinum automatically asks you to save the current session and then closes it If you already saved the previous session click on No Otherwise click on Yes and in the Save Session window Session Name text box type the session name and press Enter From the Database Selection window Global New Issues tab select United States and click on OK In the Category Selection window double click on AH U S Public New Issues to expand the list Hint To select an entire category highlight it and press Enter Double click on U S Common Stock Category Selection Selected Categories US Public New Issues S Cvt Debt S Cvt Preferred Stock S Mortgage amp Asset Backed Debt Help S Non Cyt Debt S Non Cvt Preferred Stock S Taxable Municipal Debt All US Issues in Registration incl Postponed lUS Rule 1444 New Issues All US Shelf Registrations Rule 415 Filings AllUS Private Placements s AllUS Issues Withdrawn from Registration eeccecc Display Selected Item s Select All Items Click on OK and continue to the Issue Date window In the Issue Date window
74. ssues by manager fees To list the top deals 1 From the Utilities menu select Top N Deals The Top N Deals window appears Top N Deals x M You may specify an item code by directly typing in the editbox or clicking on the listbox Item Code E Top i0 3 Deals Select Deals with Top N Values include ties Top N Deals ignore ties Cancel Help Definition 2 Click on an Item Description or In the Item Code text box type a code 3 Inthe Top N Deals box click on the up or down arrow to indicate the number of deals to select 4 Click on a Select option button to indicate if you wish to include or ignore ties 5 Click on OK The request is added to the Request Description list box on the Main Session window 6 Execute the requests Helpful Utilities Statistics You can use the statistics feature to calculate aggregate data such as the sum minimum average maximum and median on your search results To request statistics 1 From the Utilities menu select Statistics The Statistics window appears Statistics x M You may specify an item code by directly typing in the editbox or clicking on the listbox Statistics 7 C Detaled Overall Item Code ACCTPAY1 Accounts Payable 2 Years Prior Mil ACCTPAY2 Accounts Payable 3 Years Prior Mil ACCTPAY3 Accounts Payable 4 Years Prior Mil ACCTPAY4 Accounts Payable 5
75. t transaction you would need to create a report Note If the last request is a report or League Table request SDC Platinum will find and save the last executed search request Click on the Execute icon E 2 From the Utilities menu select Save Current Search Result In the Save Search Results window Search Result text box type IPOsec 4 Ifnecessary select the drive and directory or the group 5 In the Description text box type Companies that issued IPO s amp secondary offerings in same date period Note SDC Platinum fills in deal type author date and time search result was created date and time last updated and by whom 6 Click on Save 7 Click on the Execute icon E Note The transactions aren t actually saved until the request has been executed Note To view these search results you must create a report SDC Platinum Handbook New Issues Sample Sessions Session Requirements v U S Marketplace v U S Common Shares v Date Range 1 1 1996 to Today v Select all IPO Issues v Execute search criteria v Create a unique list of companies with IPO s from executed search results v Use a previous search request with saved IPO list v Create a list of Secondary offerings from list of companies with IPO s v Select all companies that have issued both an IPO and subsequent offerings since 1 1 1996 v Execute search criteria v Save search results Exit SDC Platinum e New Issues Sample Sess
76. ther pay television services Find cable radio television ty oR g Selected Description Wood TY radio phonograph and sewing cabinets Radio amp TY broadcasting amp communications equipment Radiotelephone communications Telephone communications except radiotelephone 1a casting station casting statior Radio television amp publishers advertising reps Radio and television repair shops Electrical appliances television and radio sets Radio television and consumer electronics stores Action E Select C Exclude OK Cancel Definition Help 4 Click on OK Session Requirements v US and Non U S Targets y Date Range 6 30 1996 TODAY Y Broadcasting industry Deal value equal to or greater than 500 million Deal Type Disclosed Value Mergers amp Acquisitions Deal Status Completed Execute search criteria Select a Financials Multiples report Save the session e M amp A Sample Sessions SDC Platinum Handbook Step 4 Selecting a Deal Value Deals equal to or greater 1 From the Search Items window Deal tab double click on Deal than 500 million Value Mil 2 Inthe LO text box type 500 in the HI text box accept the default HI ie Deal Value Mil x OK Where Information is Available Cancel Range of Values 500 to a Help es eae Bia Definition 4 Click on OK Session Requirements v U S and Non U S Targets v Date Ran
77. us Issuer Borrower All SIC Issuer Borrower High Tech Industry Issuer Borrower M amp A Industry Issuer Borrower Primary SIC Issuer Borrower Ultimate Parent s Primary SIC Issuer Borrower Nation Issuer Borrower Nation Region Issuer Borrower State Issuer Borrower Ultimate Parent s Nation Issuer Borrower Ultimate Parent s Nation Region Definition e Getting Started SDC Platinum Handbook Right Mouse Commands SDC Platinum provides right mouse button commands for commonly used functions on the following windows e Main Session window e Category Selection window e Company Identifier window e Pick List window e Design Custom Report Format window e Document window Select Highlighted Item s Select All Items Deselect All Items Display Selected tem s For a custom Report League Table or Analysis a right mouse click offers 2 modification choices e Options The standard modification to the output Options e g titles Cut Copy e Format Takes you back into the design template containing the data Options items chosen e g Issuer Date etc Delete Format SDC Platinum Handbook Getting Started New Issues Sample Sessions Beginner Selecting a New Issues Database Security Type Date Range Sample Session For this sample session you enter search criteria and produce two reports The first report is a standard list of software related IPO s in the U S Marketplace since 01 01 1997 where the
78. wo or more requests AND Difference Subtract the transactions in one or more search requests from another MINUS To perform a Boolean logic operation 1 From the Utilities menu select Logical Set Operations The Logical Set Operations window appears Logical Set Operations Ea Drag request from Session window 3 OK to listbox below Operation Union OR Cancel da Help Intersection AND C Difference MINUS 2 Drag the requests from the Main Session window Request Description list box to the Request list box of the Logical Set Operations window The request numbers appear in the Request list box SDC Platinum Handbook Helpful Utilities 3 Click on the Union option button to combine the results of two or more requests or Click on the Intersection option button to find the common transactions in two or more requests or Click on the Difference option button to subtract the transactions in one or more search requests from another Remember to enter the sequence numbers in the correct order 4 Click on OK The Boolean request is added to the Request Description list box of the Main Session window 5 Execute the requests e Helpful Utilities SDC Platinum Handbook Top N Deals SDC Platinum Handbook SDC Platinum lets you identify the top deals in your search results such as the top 10 M amp A deals by value or the top 25 common stock i

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