Method of identifying potential targets for a capital transaction
First Claim
1. A method of identifying potential targets for a capital transaction, said method comprising the steps of:
- enabling a user to specify at least one investment criterion;
enabling said user to specify a type of said capital transaction; and
selecting a scoring algorithm based on said user'"'"'s selection of said type of capital transaction for assigning scores for said potential targets.
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Accused Products
Abstract
A method of identifying potential targets (i.e., buyers, investors, sellers, or acquisition targets) for a financial transaction. The method enables a user to specify at least one investment criteria based on which to run a search to identify the prospective targets, and to select a universe within which to search for the prospective targets. The method also enables the user to specify a type of financial transaction. A scoring algorithm that is used to score the results of the search is selected based on the user'"'"'s specification of the type of financial transaction.
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Citations
27 Claims
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1. A method of identifying potential targets for a capital transaction, said method comprising the steps of:
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enabling a user to specify at least one investment criterion;
enabling said user to specify a type of said capital transaction; and
selecting a scoring algorithm based on said user'"'"'s selection of said type of capital transaction for assigning scores for said potential targets. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15, 16, 18, 19, 20)
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17. A method of identifying potential targets for a capital transaction, said method comprising the steps of:
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enabling a user to specify a plurality of investment criteria; and
normalizing a maximum score for each of said investment criteria to a score for a selected one of said plurality of investment criteria.
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21. A method of identifying potential targets for a capital transaction, said method comprising the steps of:
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enabling a user to specify at least one investment criterion;
enabling said user to specify a type of said capital transaction;
setting a base score for each of said investment criteria based on said type of capital transaction;
normalizing a maximum score for each of said investment criteria to a score for a selected one of said investment criteria;
assigning a score to said potential target for each match between said potential target and one of said investment criteria specified by said user;
aggregating said scores for each potential target to provide a standalone score for each potential target;
calculating a portfolio score for each potential target;
summing said standalone score and said portfolio score for each potential target to provide an overall score for each potential target; and
ranking said potential targets on the basis of said overall score. - View Dependent Claims (22, 23, 24, 25, 26, 27)
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Specification