Mergers & Acquisitions: Deal Facts & Merger Filings

A guide to resources for finding information about mergers and acquisitions.

Deal Facts

Find SEC Merger Filings

About SEC Filings

SEC filings provide company merger and acquisition details.  Both the acquirer and acquiree must file reports. 

Specific merger or acquisition terms  must be disclosed in the company's 8-K report;  8-K reports must be filed within four days of the M & A.

Terms can also be included as exhibits to the the company's 10-K or 10-Q reports.

Should the merger or acquisition require a shareholders' vote, the agreement will be available in the proxy document, Schedule 14A or sometimes Schedule 14C.  The proxy will include the terms of the merger and what shareholders can expect to receive as proceeds.

Use EDGAR to find SEC filings.

 

Image source: Craig Taylor.  Flickr.  CC BY-NC-SA 2.0.

Historical Data

The Mergent Online database can be used to trace a company's merger history, which includes completed mergers, acquisitions, joint ventures, spin-offs and restructurings.