You can find deals related to a specific financial adviser or underwriter in the top financial databases:

  • Bloomberg - Create a advanced M&A or IPO search, filtering the financial advisers. In the LEAG <GO> screen you can also select your institution to see what deals they were involved in. To get a high level view of all activities, use the DMON screen.
  • Capital IQ - Use the Transactions > Transactions Clients option and customize the view to the transaction types you want to view.