Goodwill and target match quality

This dataset matches acquisition targets reported in goodwill disclosures to Revelio firms and attaches target and acquirer match quality.

flowchart TB
    deals[(XBRL goodwill deals)]
    firms[(Revelio firm names)]
    mq[(Company-year MQ)]
    comp[(Processed annual Compustat)]
    build[Match targets and<br/>attach pre-deal MQ]
    data[(Goodwill and target MQ)]

    deals --> build
    firms --> build
    mq --> build
    comp --> build
    build --> data

    classDef source fill:#e8eef7,stroke:#52739e
    classDef process fill:#fff0cc,stroke:#a66b00
    classDef data fill:#e2f2e7,stroke:#3b7a4b
    class deals,firms,mq,comp source
    class build process
    class data data

Grain: one matched goodwill deal
Default location: /data/full/raw/goodwill_target_mq.parquet
Builder: shared/data/build_datasets/goodwill_target_mq.py

The builder normalizes target names, applies exact and optional blocked fuzzy matching, joins target MQ from years before the deal, and maps acquirer CIK through Compustat to attach acquirer MQ where available.

python -m shared.data.build_datasets.goodwill_target_mq \
  --goodwill-path shared/data/external/goodwill_xbrl_20102022.csv \
  --fuzzy

The builder also writes matching coverage and a regression summary. Review the status and fuzzy-match diagnostics before using the resulting sample.