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Research Assistant Training Guide : Finding Financial and Transactional Documents

DealMaker Document Search

Bloomberg has a nice database on transactional documents, follow the path below to access that database:

The following search criteria are available for you to customize your search:

  • Document types
  • Governing law
  • SIC industry
  • Keywords
  • Parties fields
  • Additional search criteria (under Additional Options) includes document name, transaction type and filing date

*additional deal information fields are available for selected document types. 

EDGAR Search on Bloomberg

Maintained by the SEC, EDGAR (the Electronic Data Gathering, Analysis, and Retrieval system) contains publicly filed documents, including companies’ notices of material changes (8-Ks), annual reports (10-ks), prospectuses (S-1s), and many others. 

Although EDGAR can be accessed from the SEC website and is free to use, Bloomberg has full access to EDGAR information and offers a more user-friendly search interface. You can also search EDGAR Comment Thread on Bloomberg. Follow the path below to access EDGAR on Bloomberg:

  • Main Page --> Transactional Law --> Search --> EDGAR

The following search criteria are available:

  • Forms
  • Insider Filings & Amendments
  • Exhibits
  • Exhibit Title
  • Keywords
  • Additional search fields under Company/Filer Information and Submission Information

* Items in 8-Ks and 10-Ks or risk factors in 10-Ks have specialized search options by clicking on different tabs on the main EDGAR search page. 

DealMaker Clause Search

DealMaker Clause Search can be handy if you want to find some sample clause in transactional documents. It can help you to efficiently find and compare example clauses from real documents. Follow the path below to access this database:

The following search criteria are available:

  • Clause Title
  • Clause Body Text
  • Document Types
  • Party
  • Attorney
  • Law Firm
  • Additional search criteria (under Additional Options) includes document name, governing law, transaction type, SIC industry and filing date

EDGAR Search on Wexis

Click the link below to access EDGAR search on Westlaw and Lexis. 

Westlaw Next

Lexis Advance