I'm trying to obtain a list of advisors and their roles in M&A deals. How can I be sure to assign...

... the roles correctly when advisors have multiple roles?
I'm trying to obtain a list of advisors and their roles in M&A deals. I have code to pull the deals, but the advisors and the roles come in a concatenated field. Some advisors have multiple roles. If the first advisor has two roles and the second advisor has one role, how can I be sure to assign the roles correctly?
In the Screener App in Eikon, I can change the setting to display managers as row. Can I create a pandas DataFrame through the API to replicate that option?
For example:
Advisor Names:
'BNP Paribas SA|UBS Investment Bank|Nordea'
are associated with the following roles:
'Advisory|Advisory|Arranged Financing|Advisory'. In this case, how could I be sure which advisor arranged financing?
Here's the code I have to pull the deals:
df = pd.DataFrame()
errs = []
for y in range(1980,2023):
print(f'processing {y} ..............')
deal,err = ek.get_data("SCREEN(U(IN(DEALS)),BETWEEN(TR.MnAAnnDate,"+str(y)+"0101,"+str(y)+"1231))",
fields = ["TR.MnASDCDealNumber","TR.MnADealValue(Scale=9)","TR.MnAAnnDate",
"TR.MnAAcquirorFinAdvisor(Concat='|')","TR.MnAAcquirorFinAdvisorParentLong(Concat='|')",
"TR.MnAAcquirorFinRole(Concat='|')"])
errs.append(err)
if deal is None:
print(f'no data for {y} ..............')
continue
# remove deal values with <NA>
deal = deal[(deal['Deal Value'].notna())]
# remove deals with no financial advisors
deal = deal[(deal['Acquiror Financial Advisors Name'].notna())]
df = pd.concat([df,deal],ignore_index=True)
Best Answer
-
It can be used like this:
deal,err = ek.get_data("SCREEN(U(IN(DEALS)),BETWEEN(TR.MnAAnnDate,"+"20231201,"+"20231231))",
fields = ["TR.MnASDCDealNumber","TR.MnADealValue(Scale=9)","TR.MnAAnnDate",
"TR.MnAAcquirorFinAdvisor",
"TR.MnAAcquirorFinAdvisor.AdvisorCode",
"TR.MnAAcquirorFinRole",
"TR.MnAAcquirorFinRole.AdvisorCode",
])
deal0
Answers
-
Thank you for reaching out to us.
I think you can use the TR.MnAAcquirorFinAdvisor.AdvisorCode, and TR.MnAAcquirorFinRole.AdvisorCode fields for mapping.
0 -
Thanks for pointing me to those codes. Sorry for my ignorance as I am just starting to use the eikon API. Can you provide me a bit more guidance on how to use TR.MnAAcquirorFinAdvisor.AdvisorCode, and TR.MnAAcquirorFinRole.AdvisorCodeor where I might turn to for resources on how to use them?
In the Screener app, I can change the setting to display manager as row. That is essentially what I'm trying to create via the API and save in a pandas DataFrame.0 -
Thanks for the guidance. That is what I tried and the API only returns one row for each deal. I use the code provided and then identify the deal posted in the screenshot. I only find one row for that deal.
deal2,err = ek.get_data("SCREEN(U(IN(DEALS)),BETWEEN(TR.MnAAnnDate,"+str(2023)+"1214,"+str(2023)+"1214))",
fields = ["TR.MnASDCDealNumber",
"TR.MnADealValue(Scale=9)","TR.MnAAnnDate",
"TR.MnAAcquirorFinAdvisor",
"TR.MnAAcquirorFinAdvisor.AdvisorCode",
"TR.MnAAcquirorFinRole",
"TR.MnAAcquirorFinRole.AdvisorCode"])0 -
0
Categories
- All Categories
- 3 Polls
- 6 AHS
- 36 Alpha
- 166 App Studio
- 6 Block Chain
- 4 Bot Platform
- 18 Connected Risk APIs
- 47 Data Fusion
- 34 Data Model Discovery
- 690 Datastream
- 1.4K DSS
- 629 Eikon COM
- 5.2K Eikon Data APIs
- 11 Electronic Trading
- 1 Generic FIX
- 7 Local Bank Node API
- 3 Trading API
- 2.9K Elektron
- 1.4K EMA
- 255 ETA
- 559 WebSocket API
- 39 FX Venues
- 15 FX Market Data
- 1 FX Post Trade
- 1 FX Trading - Matching
- 12 FX Trading – RFQ Maker
- 5 Intelligent Tagging
- 2 Legal One
- 25 Messenger Bot
- 3 Messenger Side by Side
- 9 ONESOURCE
- 7 Indirect Tax
- 60 Open Calais
- 279 Open PermID
- 45 Entity Search
- 2 Org ID
- 1 PAM
- PAM - Logging
- 6 Product Insight
- Project Tracking
- ProView
- ProView Internal
- 23 RDMS
- 2K Refinitiv Data Platform
- 716 Refinitiv Data Platform Libraries
- 4 LSEG Due Diligence
- LSEG Due Diligence Portal API
- 4 Refinitiv Due Dilligence Centre
- Rose's Space
- 1.2K Screening
- 18 Qual-ID API
- 13 Screening Deployed
- 23 Screening Online
- 12 World-Check Customer Risk Screener
- 1K World-Check One
- 46 World-Check One Zero Footprint
- 45 Side by Side Integration API
- 2 Test Space
- 3 Thomson One Smart
- 10 TR Knowledge Graph
- 151 Transactions
- 143 REDI API
- 1.8K TREP APIs
- 4 CAT
- 27 DACS Station
- 121 Open DACS
- 1.1K RFA
- 106 UPA
- 194 TREP Infrastructure
- 229 TRKD
- 918 TRTH
- 5 Velocity Analytics
- 9 Wealth Management Web Services
- 95 Workspace SDK
- 11 Element Framework
- 5 Grid
- 19 World-Check Data File
- 1 Yield Book Analytics
- 48 中文论坛