Regional Boutiques
There are a lot of people that don't have access to CapitalIQ that would like to be able to source boutiques in their area. This thread will be an attempt to help them out.
If you have a regional request, post it and someone will give a list of the criteria used and the subsequent results.
Here is Chicago:
Screening Criteria
1) Industry Classification: Investment Banking and Brokerage
2) Geographic Location: Chicago Area
3) Total Revenue ($mm) [LTM]: is greater than 1 (Unreported data set to 0)
4) Business Description: investment bank
Bank of America Corp. (DE) (NYSE:BAC)
Merrill Lynch & Co. Inc. (NYSE:MER)
Credit Suisse
Scotia Capital Inc.
Citigroup CIB
Bear, Stearns & Co. Inc.
TD Securities Inc.
BDO Seidman, LLP
Robert W. Baird & Co.
Mesirow Financial Holdings, Inc.
Babson Capital Management LLC
Lazard Freres & Co. LLC
Gordon Brothers Group, LLC
William Blair & Company, L.L.C.
National Holdings Corp. (OTCBB:NHLD)
Mesirow Financial Inc.
RBS Greenwich Capital
Harris Nesbitt Corp.
Calyon Financial Inc.
Houlihan Lokey Howard & Zukin
Maxim Group, LLC
Goldsmith Agio Helms
Orion Securities Inc.
The Williams Capital Group, L.P.
Macquarie Capital Partners LLC
Calyon Securities (USA) Inc.
Barclays Capital
Giuliani Capital Advisors LLC
ThinkEquity Partners LLC
Hildebrandt International Inc.
Scotia Capital (USA) Inc.
Loop Capital Markets, LLC
Cain Brothers & Company, LLC
Incapital Holdings LLC
Incapital LLC






aspiring- do you think you
aspiring-
do you think you could put some up for New England (esp. Boston)?
Why is
GS and UBS not there? They're the top banks in Chicago.
scotttwibell - surprising
scotttwibell - surprising that a second year doesn't understand Capital IQ - If the profile does not list the regional address, it will not show up in a regional search. Check it out.
Minneapolis?
nt
Boston Area
Screening Criteria
1) Geographic Location: Boston Area
2) Industry Classification: Investment Banking and Brokerage
3) Business Description: investment bank
Bear Stearns Companies Inc. (NYSE:BSC)
The Blackstone Group
Bear, Stearns & Co. Inc.
BDO Seidman, LLP
Keefe, Bruyette, & Woods, Inc.
Thomas Weisel Partners Group, Inc. (NasdaqNM:TWPG)
RBC Capital Markets Corporation
Babson Capital Management LLC
First Albany Companies Inc. (NasdaqNM:FACT)
Advest, Inc.
Gordon Brothers Group, LLC
First Southwest Company
Needham & Company, LLC
Friedman Billings Ramsey Group Inc. (NYSE:FBR)
Jefferies & Company, Inc.
Harris Nesbitt Corp.
Valuation Research Corporation
Canaccord Adams
Barclays Capital
ThinkEquity Partners LLC
Scotia Capital (USA) Inc.
BTMU Capital Corporation
Leerink Swann & Company, Inc.
Fechtor, Detwiler & Co. Inc
Advest Group, Inc.
America's Growth Capital LLC
Baldwin & Clarke Corporate Finance, Inc.
Boston Capital Advisors, LLC
Boston Consulting Group, Corporate Finance
Catalyst Group, The
Colchester Partners, LLC
Consensus Advisors LLC
Consilium Partners LLC
Converge Capital, Inc.
Copley Browne, Inc.
Covington Associates LLC
Custom House Equity Partners, LLC
Deutsche Bank Alex. Brown Inc.
Duff & Phelps, LLC
FAC Equities
Ferghana Partners Group
First Healthcare Partners, LLC
Fleet M&A Advisors
Game Plan LLC
Global Business Exchange, Inc.
Gryphon Management Company, Inc.
Harris Williams LLC
Headwaters MB
Ironwood Capital Ltd.
Kaufman & Company, LLC
Minneapolis Area
Screening Criteria
1) Geographic Location: Minneapolis Area
2) Industry Classification: Investment Banking and Brokerage
3) Business Description: investment bank
US Bancorp. (NYSE:USB)
Marquette Financial Companies
Houlihan Lokey Howard & Zukin
Goldsmith Agio Helms
Dougherty Financial Group LLC
Miller Johnson Steichen Kinnard, Inc.
ThinkEquity Partners LLC
Marshall & Stevens Incorporated
Dougherty & Company LLC
Aethlon Capital
Allison-Williams Company
Cherry Tree Investments, Inc.
Craig-Hallum Capital Group Inc. (OLD ENTITY)
Craig-Hallum Capital Group LLC
Dain Bosworth Inc.
Daniel Capital Group, LLC
Devenir Group, LLC
Feltl and Company
Franklin Capital Partners
Greene Holcomb & Fisher LLC
Harris Williams LLC
Kinnard Investments, Inc.
Lions Gate Capital, Inc.
Manchester Companies Inc.
Mercanti Group, LLC
Mercanti Securities, LLC
Miller & Schroeder Financial Inc
Northland Capital Holdings, Inc.
Northland Securities Inc.
Oak Ridge Financial Services, Inc.
Prestwick Partners, LLC
Quazar Capital Corporation
RBC Dain Rauscher Corp.
Stockwalk Group, Inc. (OTCPK:STOK.Q)
StoneRidge Capital Group, LLC
TripleTree
U.S. Bancorp Libra
Wessels, Arnold & Henderson
Woodbridge Financial Group, LLC
Singapore?
How about non-US locations, Singapore, for example?
Thank you very much.
Singapore
Screening Criteria
1) Industry Classification: Investment Banking and Brokerage
2) Geographic Location: Singapore
3) Business Description: investment bank
Royal Bank of Scotland Group plc (LSE:RBS)
Merrill Lynch & Co. Inc. (NYSE:MER)
Scotia Capital Inc.
NATIXIS (ENXTPA:KN)
Toshiba Capital (Asia) Ltd.
Great Eastern Holdings Ltd. (SGX:G07)
DBS Group Holdings Ltd. (SGX:D05)
United Overseas Bank Ltd. (SGX:U11)
Oversea-Chinese Banking Corp. Ltd. (SGX:O39)
Malayan Banking Bhd (KLSE:MAYBANK)
DBS Bank Ltd.
Noble Resources Pte. Ltd.
Asia Financial Holdings Pte. Ltd.
China Aviation Oil Singapore Corp. Ltd. (SGX:G92)
Oaktree Capital Management, LLC
The Capital Group Companies, Inc.
Straits Trading Co. Ltd. (SGX:S20)
TD Securities Inc.
Singapore Exchange Ltd. (SGX:S68)
UOB-Kay Hian Holdings Ltd. (SGX:U10)
KIM Eng Holdings Ltd. (SGX:K50)
Goldtron Ltd. (SGX:536)
J.p. Morgan Securities Asia Private Limited
UOB Kay Hian Research Pte Ltd.
Grantham, Mayo, Van Otterloo & Co. LLC
Morgan Stanley Dean Witter Capital Group (singapore) Pte
Hong Leong Finance Ltd. (SGX:S41)
The Central Depository (pte) Limited
RiskMetrics Group, Inc.
Jefferies & Company, Inc.
Kim Eng Securities Pte. Ltd.
Cambridge Associates LLC
Merrill Lynch (Singapore) Pte. Ltd.
CIMB-GK Securities Pte. Ltd.
REFCO Singapore Pte. Ltd.
OCBC Securities Private Limited
Alvarez & Marsal, LLC
Pacific Investment Management Co LLC
Brandywine Global Investment Management, LLC
Khong Guan Flour Milling Ltd.
H&Q Asia Pacific, Ltd.
Second Chance Properties Ltd. (SGX:528)
IPCO International Ltd. (SGX:I11)
GK Goh Holdings Ltd. (SGX:G41)
Barclays Capital
L.E.K. Consulting
Chuan Hup Holdings Ltd. (SGX:C33)
Blackrock Financial Management Inc.
Futuristic Group Ltd. (SGX:5CE)
Westcomb Financial Group Ltd. (SGX:5EC)
Ecoban Finance Limited
ABN AMRO Private Banking Asia
Alexandra Holdings Ltd.
Asean Focus Group Pty Ltd
AV Capital Pty. Ltd.
Beacon Advisory
Cazenove Group Limited
CLSA Limited
Clsa Singapore Pte. Ltd.
DBS Vickers Securities Pte Ltd, Research Division
Deutsche Asia Pacific Holdings Pte Ltd
Dresdner Kleinwort, Research Division
E*TRADE Asia Ltd.
Far Eastern Bank Limited
General Securities Investments Ltd.
Hotel Malaysia Ltd.
IDEAglobal, Ltd.
IRG Ltd.
ITF Global Partners (Innovation Technology and Finance)
Joint Asian Derivatives Pte. Ltd.
JPMorgan Private Bank
Keppel TatLee Bank Ltd.
Keppel TatLee Finance Ltd
Kim Eng Research Pte. Ltd.
Latona Associates, Inc.
N M Rothschild & Sons (Singapore) Limited
N M Rothschild & Sons Limited
NIBC Bank Ltd.
Ong First Pte Ltd.
Overseas Union Bank Ltd.
Overseas Union Securities Ltd.
Pan Pacific Public Co. Ltd.
Pickering Pacific Pte Ltd
Pictet & Cie
RMF Investment Group
Saxo Capital Markets Ltd.
SG Securities
Stern Stewart & Co.
Stone Forest M&A Pte. Ltd.
Tullett Prebon (Singapore) Ltd.
UBS Investment Bank, Research Division
Vickers Ballas Holdings Ltd.
Singapore Condensed
Screening Criteria
1) Industry Classification: Investment Banking and Brokerage
2) Geographic Location: Singapore
3) Business Description: investment bank
Merrill Lynch & Co. Inc. (NYSE:MER)
Scotia Capital Inc.
NATIXIS (ENXTPA:KN)
DBS Group Holdings Ltd. (SGX:D05)
Malayan Banking Bhd (KLSE:MAYBANK)
TD Securities Inc.
Jefferies & Company, Inc.
Barclays Capital
Asean Focus Group Pty Ltd
Beacon Advisory
Cazenove Group Limited
CLSA Limited
IRG Ltd.
ITF Global Partners (Innovation Technology and Finance)
Keppel TatLee Bank Ltd.
N M Rothschild & Sons (Singapore) Limited
N M Rothschild & Sons Limited
SG Securities
Stone Forest M&A Pte. Ltd.
UBS Investment Bank, Research Division
washington DC?
washington DC?
la
la
Just keep the requests
Just keep the requests coming, and I will upload the searches tonight.
HK. thanks
HK. thanks
Re: scotttwibell - surprising
That was pretty funny.
scotttwibell - surprising that a second year doesn't understand Capital IQ - If the profile does not list the regional address, it will not show up in a regional search. Check it out.
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LA please...
LA please...
Washington DC
Los Angeles
Hong Kong
oopps
denver
NYC please
Denver
NYC
NYC Condensed
One more thing... The lists
Austin
Charlotte please
i know you started out with
why would you want to work
Capital IQ is pretty bad
I don't know if you should
You clearly don't understand
clearly capiq revenue
I'm curious as to what my
The revenue estimates are
Chicago
Charlotte
Detroit
san francisco
Many thanks goes to those
Obviously make sure you do a
How about San Francisco?
I couldn't agree more
415
can you...
could you
London and Moscow, please
San Francisco
Greater London
Atlanta