THE FASTEST ROUTE FROM DATA TO REAL INSIGHT DEALS BUSINESS INTELLIGENCE FINANCE

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1 THE FASTEST ROUTE FROM DATA TO REAL INSIGHT DEALS BUSINESS INTELLIGENCE FINANCE

2 MANAGE AND GROW YOUR BUSINESS WITH A DYNAMIC ANALYSIS TOOL THAT BRINGS GREATER INSIGHT AND FLEXIBILITY TO THE MANAGEMENT REPORTING PROCESS.

3 EFFICIENTLY PRODUCE MANAGEMENT REPORTS In the increasingly competitive investment banking market, having the right data at your fingertips to make fact-based decisions is essential. With an ever-increasing focus on understanding market fee pools, competitive positioning and client trends, you need to turn your data into actionable insight quickly to gain a vital competitive advantage. Deals Business Intelligence is a robust analysis and reporting tool that blends Thomson Reuters renowned Deals and Fees data with your own in Excel, so you can deliver strategic Quickly identify and easily analyze market trends. business planning information in real-time. It integrates with your existing workflow, enabling you to customize data to mirror your own management structure and create management reports that can be refreshed at the touch of a button, saving time and providing a genuine competitive edge. THE THOMSON REUTERS DIFFERENCE Deals Business Intelligence is powered by Thomson Reuters extensive global Deals database. It enables you to leverage the same Deals data that many investment banks and regional firms around the world rely on. In addition, the fee data is derived using Freeman Consulting s industry-leading, algorithm-based model for imputing investment banking fees. This powerful combination means you benefit from Thomson Reuters extensive breadth and depth of deals coverage as well as the most accurate imputed fee data in the industry. Specifically: Global coverage of M&A, Equity, Debt and Syndicated Loans transactions and fee content since 2000 Data is updated on a daily basis to ensure the most accurate reporting results

4 KEY BENEFITS OF DEALS BUSINESS INTELLIGENCE Whether you are a small, boutique firm or a global investment bank, Deals Business Intelligence provides strategy and business planning groups with the data and analytical tools needed to: Be more productive create regular and ad-hoc reports with ease Improve efficiency update reports in real-time at the touch of a button in Excel with no need to run web-based reports Integrate your data customize management reports through the same lens you use to manage your business Adapt on the fly make changes to reports and see results instantly with interactive data Enjoy more flexibility slice and dice high level data and drill down to deal-level detail The enhanced drill through functionality enables users to easily view source data, even when filtering on multiple items is required. Deals Business Intelligence enables you to: Conduct market analysis and identify trends across all products by sector, geography and client Evaluate competitor banking relationships understand where they are gaining or losing market share Ensure resources are aligned with the largest fee paying opportunities by targeting clients based on total wallet size Generate ideas and evaluate options for new business opportunities Create accountability by monitoring and reviewing your firm s share and league table ranking across all products, or on a product-by-product basis Benchmark your position vis-à-vis the competition. Company-Account Profiles This 2-page report includes: Company Fee Trends Top Banks based on Share of Wallet Company and Bank Product Mix Subsidiary Overview Top Deals Done by the company and selected Bank Top Deals Done Away from the selected Bank

5 DEALS BUSINESS INTELLIGENCE FEATURES Recent developments of the functionality have introduced several features to further solidify Deals Business Intelligence as a premier tool, by allowing users to: Launch the Lost Business report template with one mouse click. The predefined filters allow the user to narrow down the universe of lost deals. Keep custom reports updated with real-time data by utilizing the indispensable Refresh Reports button View underlying data with enhanced drill-through functionality Produce reports on lost business with ease using the lost business report template REPORTING FROM YOUR UNIQUE PERSPECTIVE REGIONAL FEES MAP TOP FEE PAYERS TOP BANKS BY FEES FEE GROWTH TRENDS Our dedicated support teams will help you integrate and maintain your data, including your coverage universe, industry, geography, and client classifications. This allows you to: Understand if you are targeting the right clients to achieve your goals Analyze your share-of-wallet based on your coverage universe Gain insight into market-fee trends with your industry and regional lens

6 For more information or to arrange a trial, please get in touch: Americas EMEA Asia dealsbi.specialists@thomsonreuters.com financial.thomsonreuters.com/dealsbusinessintelligence thomsonreuters.com Thomson Reuters All rights reserved