Screenshots of the Search in Capital IQ. Click to open each image in a new tab to see a larger version with highlights.
Step 2: Choose Advisors and Fees under General Transactions
Step 3: Choose a name and select financial advisor as role
Step 4: Add additional criteria like industry classification
Step 5: View Criteria
Step 6: See and view results. Customize your view, and choose Add/Edit display columns. We suggest adding "Transaction Comments" under General Transaction Details.
Step 7: You may want to add location details
Step 8: Once you are satisfied, you can view results and export to formats like Excel.