Mergers & Acquisitions
Obtain the mergers and acquisitions each company took part in, as the acquirer or as the target, based on the merger filings (S-4) with the SEC. Every deal comes with the other party, the filing date and a link to the filing.
The search uses the company name from the profile, so the profile is retrieved first when it is not available yet. Deals of companies with a similar name are left out: only the deals in which the ticker itself is involved are kept.
Automatically filtered to this Toolkit instance’s start_date and end_date.
Also known as: M&A, acquisitions, mergers, takeovers.
Mergers & Acquisitions in Python
Install the Finance Toolkit with:
pip install financetoolkit -U
Then call get_mergers_acquisitions as shown below.
from financetoolkit import Toolkit
toolkit = Toolkit(
["CVX", "XOM"],
api_key="FINANCIAL_MODELING_PREP_KEY",
start_date="2020-01-01",
end_date="2025-12-31",
)
toolkit.get_mergers_acquisitions().loc["CVX"]
Which returns:
| Transaction Date | Role | Acquirer Symbol | Acquirer Name | Target Symbol | Target Name | Accepted Date | Link |
|---|---|---|---|---|---|---|---|
| 2021-03-22 | Acquirer | CVX | CHEVRON CORP | NBLX | NBLX | 2021-03-22 14:02:22 | https://www.sec.gov/Archives/edgar/data/93410/000119312521089220/d153017ds4.htm |
| 2023-06-20 | Acquirer | CVX | CHEVRON CORP | PDCE | PDC Energy, Inc. | 2023-06-20 16:12:40 | https://www.sec.gov/Archives/edgar/data/93410/000119312523170147/d512919ds4.htm |
| 2023-08-03 | Acquirer | CVX | CHEVRON CORP | nan | PDC | 2023-08-03 16:06:24 | https://www.sec.gov/Archives/edgar/data/93410/000119312523202848/d528944ds4.htm |
| 2024-02-26 | Acquirer | CVX | CHEVRON CORP | nan | Hess | 2024-02-26 16:25:29 | https://www.sec.gov/Archives/edgar/data/93410/000119312524046223/d576159ds4.htm |
Parameters
The function accepts the following parameters:
- overwrite (bool): Defines whether to overwrite the existing data.
- show_columns (list[str] | None): A list of column names to keep in the result. Invalid names are reported and ignored. Defaults to None, which keeps every column.