{
 "name": "Deal Cost Index dataset",
 "license": "CC BY 4.0",
 "license_url": "https://creativecommons.org/licenses/by/4.0/",
 "updated": "2026-09-15",
 "version": "2026.09.2",
 "files": [
  {
   "file": "ma_advisor_fees.csv",
   "description": "Financial advisor fees disclosed in US merger proxies (DEFM14A) and tender-offer statements (SC 14D9), 2023\u20132026. Quote is the sentence stating the fee.",
   "rows": 782,
   "columns": [
    "target",
    "acquirer",
    "filed",
    "form",
    "industry",
    "deal_value_usd",
    "deal_value_basis",
    "advisor",
    "client",
    "tier",
    "total_fee_usd",
    "opinion_fee_usd",
    "fee_pct_of_value",
    "spac_or_flagged",
    "quote",
    "source_url"
   ]
  },
  {
   "file": "ipo_costs.csv",
   "description": "US operating-company IPOs priced 2023\u20132026: underwriting spread from the final prospectus and itemized offering expenses from the last S-1/F-1 before pricing.",
   "rows": 491,
   "columns": [
    "company",
    "filed",
    "exchange",
    "industry",
    "gross_proceeds_usd",
    "spread_pct",
    "legal_usd",
    "accounting_usd",
    "printing_usd",
    "listing_fee_usd",
    "total_expenses_usd",
    "auditor",
    "issuer_counsel",
    "underwriter_counsel",
    "underwriters",
    "prospectus_url",
    "expenses_source_url"
   ]
  },
  {
   "file": "placement_fees_by_segment.csv",
   "description": "Placement agent commissions plus finders' fees as a % of amount sold, SEC Form D 2023Q1\u20132026Q2. '*' means all values. Percentiles only where 5+ raises paid a fee.",
   "rows": 259,
   "columns": [
    "amount_band",
    "security",
    "industry",
    "raises",
    "raises_with_fee",
    "fee_pct_p25",
    "fee_pct_median",
    "fee_pct_p75"
   ]
  },
  {
   "file": "placement_agents.csv",
   "description": "Broker-dealers named in Form D Item 12 with five or more fee-paying raises, 2023Q1\u20132026Q2.",
   "rows": 169,
   "columns": [
    "broker_dealer",
    "raises",
    "fee_pct_median",
    "amount_sold_median_usd"
   ]
  },
  {
   "file": "chapter11_retention_terms.csv",
   "description": "Retention terms of debtor professionals in US Chapter 11 cases filed 2023\u20132026, from court filings.",
   "rows": 95,
   "columns": [
    "debtor",
    "court",
    "case_no",
    "petition_date",
    "liabilities",
    "size_band",
    "firm",
    "role",
    "monthly_fee_usd",
    "transaction_fee",
    "financing_fee",
    "top_tier_rate_low",
    "top_tier_rate_high",
    "source_type",
    "source_url"
   ]
  },
  {
   "file": "benchmarks.csv",
   "description": "Published survey, market-report and firm-price benchmarks for deal costs not disclosed in filings.",
   "rows": 132,
   "columns": [
    "topic",
    "metric",
    "size_band",
    "value",
    "value_low",
    "value_high",
    "unit",
    "firm",
    "publisher",
    "year",
    "source_type",
    "quote",
    "url"
   ]
  },
  {
   "file": "advisor_tier_lists.csv",
   "description": "Public lists used to group investment banks, law firms and audit firms into tiers.",
   "rows": 639,
   "columns": [
    "role",
    "list",
    "firm",
    "rank",
    "source_url",
    "accessed"
   ]
  },
  {
   "file": "data_room_vendors.csv",
   "description": "Virtual data room vendors: self-description, pricing-page state, pricing unit, security certifications each vendor states, ownership, founding, HQ and official profile links, as published by each vendor (profile fields checked 2026-09-13/14; pricing-page state as last read successfully between 2026-08-27 and 2026-09-15).",
   "rows": 25,
   "columns": [
    "vendor",
    "website",
    "description",
    "description_url",
    "site_price_state",
    "pricing_url",
    "pricing_unit",
    "certifications_stated",
    "certifications_note",
    "ownership",
    "founded",
    "hq_country",
    "same_as"
   ]
  },
  {
   "file": "vdr_plans.csv",
   "description": "Data room plans each vendor lists on its own site: price, currency, billing, billable unit, seat and storage caps, published extras and the page each comes from.",
   "rows": 164,
   "columns": [
    "vendor",
    "plan",
    "currency",
    "price",
    "price_basis",
    "billing",
    "term_months",
    "min_seats",
    "included_seats",
    "max_seats",
    "seat_label",
    "storage_gb",
    "overage_per_gb_month",
    "extra_seat_price",
    "documents_limit",
    "max_file_gb",
    "rooms_limit",
    "other_limits",
    "source_url",
    "quote",
    "checked"
   ]
  },
  {
   "file": "vdr_observations.csv",
   "description": "What each data room vendor's own site states about pricing: disclosure state, pages checked, date of the last successful check, and any third-party estimate kept for quote-only vendors with its source.",
   "rows": 25,
   "columns": [
    "vendor",
    "site_price_state",
    "pricing_url",
    "last_verified",
    "access_note",
    "observed",
    "estimate_unit",
    "estimate_low",
    "estimate_high",
    "estimate_currency",
    "estimate_conditions",
    "estimate_sources"
   ]
  },
  {
   "file": "vdr_scenarios.csv",
   "description": "Fixed data room budget examples computed with the site's pricing rules (data version 2026.09.2): inputs, plan chosen, billed months, units, totals, conversion rate, limits not checked and source.",
   "rows": 200,
   "columns": [
    "scenario",
    "scenario_title",
    "storage_gb",
    "admins",
    "usage_months",
    "billing_choice",
    "vendor",
    "site_price_state",
    "price_status",
    "fit_status",
    "plan",
    "billing",
    "billed_months",
    "minimum_commitment_months",
    "unit",
    "unit_price",
    "units",
    "currency",
    "total",
    "total_usd",
    "fx_rate",
    "extras",
    "not_checked",
    "reason",
    "source_url",
    "checked",
    "data_version"
   ]
  }
 ]
}