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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. Alternatively, you could use the WSO Company Database to search for investment banks in your area for free! Click Here: http://www.wallstreetoasis.com/wso-company-database

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

3

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Comments (519)

  • bperry83's picture

    westfald, can someone please update the Los Angeles area IB please? The old list dates back to 2007.

    Much appreciated!

  • mia_uranus's picture

    Aspiring,

    Can you put a list for Mumbai, India..

    How do u see FactSet vis-a-visa CapIQ..

    Besides, i hve an option in DB wat should I prefer DnB Hoover or OneSource..

    Thx..

  • lan.nguyen's picture

    Can someone please upload a list of boutiques in New Hampshire, especially around Manchester area? Thanks in advance!

  • MaNinja 2010's picture

    Toronto Please!

    1) Industry Classification: Investment Banking and Brokerage
    2) Geographic Location: Toronto
    3) Total Revenue ($mm) [LTM]: is greater than 1 (Unreported data set to 0)
    4) Business Description: Investment Bank

  • southafricanbanker's picture

    South africa by any chance? Haha :)

  • non-target BB Banker's picture

    1) Industry: Investment Banking and Private Equity
    2) Geographic Location: UAE, Quarter, Bahrain, Kuwait, and Saudi Arabia

    Thanks so much!

  • ag.robin's picture

    can somebody give me a list of IB in india and UK

    RA

  • chitownanalyst's picture

    Can someone post the IB/PE/IM list for Des Moines, IA please? Rando I know... thx in advance.

  • Cmoss's picture
  • nontarget51's picture

    Willing to bet there aren't many, if any, but IBs, VC or PE firms in Buffalo NY?

  • In reply to lan.nguyen
    JohnMKeynes's picture

    lan.nguyen:
    Can someone please upload a list of boutiques in New Hampshire, especially around Manchester area? Thanks in advance!

    Yes can someone please update the list for Los Angeles?

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IB Templates, M&A, LBO, Valuation + Learn More.

IB Interview Prep Pack

30,000+ sold & REAL questions Learn More.

Resume Help from Actual IB Pros

Land More IB Interviews. Learn More.

Find Your Perfect IB Mentor

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  • JohnMKeynes's picture

    Can someone update the list for Los Angeles?

  • LukeJackson's picture

    There have been several buyouts and aquisitions so I feel like a new Investment Bank list for NYC would be legit

  • Al Bundy's picture

    Can someone please do Mumbai, New Delhi and Bangalore?

    Pretty women make us BUY beer. Ugly women make us DRINK beer.

  • Jerrey's picture

    Private Equity in German Speaking Countries (Germany, Switzerland, Austria)
    Or Africa would be interesting...

    "Make 'Nanas, not war! "

  • Nouveau Richie's picture

    If I get 10 Silver Bananas on this Comment then I'll post two separate lists of IBs in Shanghai and Beijing.

  • In reply to Nouveau Richie
    happypantsmcgee's picture

    Nouveau Richie:
    If I get 20 Silver Bananas on this comment then I'll post an updated NYC list.

    Shameless...

    If I had asked people what they wanted, they would have said faster horses - Henry Ford

  • In reply to happypantsmcgee
    Nouveau Richie's picture

    happypantsmcgee:
    Nouveau Richie:
    If I get 20 Silver Bananas on this comment then I'll post an updated NYC list.

    Shameless...

    lol. happy, you know I'm just trying to get back into the game. I'm also an advocate of laissez faire Silver Banana policies, let's see how much it's worth to these guys.

    It's also a fascinating game (as in game theory) analysis for the early posters who have to decide whether they believe the limit will EVER be met. The first few guys will be giving SBs not knowing how long it will truly take before the lists are released.

  • Nouveau Richie's picture

    If this comment gets 10 Silver Bananas, then I'll post all three separate lists for Mumbai, New Delhi, and Bangalore.

  • Jerrey's picture

    I think for 100 Silver Bananas, I will host a "throw monkey shit in everyone's face" party.

    "Make 'Nanas, not war! "

  • In reply to Nouveau Richie
    Al Bundy's picture

    Nouveau Richie:
    If this comment gets 10 Silver Bananas, then I'll post all three separate lists for Mumbai, New Delhi, and Bangalore.

    I can give you 7, can anyone spot me the other 3?

    EDIT: Nvm, I guess I can only give 1 SB per post. And yes, I realize that I sound extremely desperate.

    Pretty women make us BUY beer. Ugly women make us DRINK beer.

  • CI4321's picture

    Florida please...

  • In reply to gomes3pc
    marksteyn's picture

    Hello i am new to the forum and i am searching for the some good forums related to the different communities..

  • Willsmith137's picture
  • JohnMay's picture

    Are there any good regional banks in South Florida?

  • In reply to CI4321
    Nouveau Richie's picture

    CI4321:
    Florida please...

    JohnMay:
    Are there any good regional banks in South Florida?

    For 4 Silver Bananas (on this comment) I'll post a list for all of Florida with a breakdown of which city each bank is in.

  • In reply to FireFinance9
    Nouveau Richie's picture

    FireFinance9:
    South Carolina..........There must be one or two!!!!

    I'll do South Carolina for two SBs on this comment.

  • In reply to Willsmith137
    Nouveau Richie's picture

    Willsmith137:
    Eugene, Oregon

    I'll do Eugene region ONLY for 1 Silver Banana on this comment.
    Bonus: I'll do all of Oregon with city listed for each bank if this comment gets a total of 4.

  • In reply to Nouveau Richie
    Nouveau Richie's picture

    Nouveau Richie:
    Willsmith137:
    Eugene, Oregon

    I'll do Eugene region ONLY for 1 Silver Banana on this comment.
    Bonus: I'll do all of Oregon with city listed for each bank if this comment gets a total of 4.

    Okay, I am a man of my word, so I initially ran the Eugene screen, but it literally only turned up ONE result (Oregon Pacific Financial Services)! I don't want to feel like I'm ripping all of you off, so I'll just throw in all of Oregon instead of charging 4 'nanas.

    ____________________________________
    25 results:

    Screening Criteria
    1 Industry Classifications: Investment Banking (Primary)
    2 Geographic Locations: Oregon
    3 Company Status: Operating OR Operating Subsidiary OR Operating and Operating Subs

    Aequitas Capital Management, Inc., Advisory Arm, Lake Oswego, Oregon

    ASG Partners, Portland, Oregon

    Blackwell Donaldson & Company, Portland, Oregon

    Business Transition Services, Inc., Lake Oswego, Oregon

    Conifer Investments, LLC, Portland, Oregon

    DMI Capital Funding Group, LLC, Lake Oswego

    Hudson Holding Corporation (OTCBB:HDHL), Lake Oswego

    Hunter Wise Financial Group, LLC, Forest Grove, Oregon

    JMW Capital Partners Inc., Portland, Oregon

    Langham Capital Limited, Portland

    Macadam Capital Partners, Portland, Oregon

    Merriman Holdings, Inc. (NasdaqCM:MERR), Portland

    Nova Northwest, Portland, Oregon

    Oregon Pacific Financial Services, Florence, Oregon

    Pacific Crest Securities, Inc., Portland

    Paulson Capital Corp. (NasdaqCM:PLCC), Portland, Oregon

    Paulson Investment Company, Portland, Oregon

    Rock Financial, Portland

    Rosenfeld & Co, Portland

    Scotia Capital (USA) Inc., Portland

    Seattle Northwest Securities Corp., Portland

    The Piper Group, L.L.C., Portland

    The Tullius Company, Inc., Portland

    Veber Partners LLC, Portland

    Wells Fargo Securities, LLC, Portland, Oregon

  • knaegeli's picture

    Oklahoma, entire state please.

  • In reply to Nouveau Richie
    Nouveau Richie's picture

    Nouveau Richie:
    knaegeli:
    Oklahoma, entire state please.

    I'll do Oklahoma for two SBs on this comment.

    Screening Criteria
    1 Industry Classifications: Investment Banking (Primary)
    2 Geographic Locations: Oklahoma

    Allegiance Capital Corporation

    Alliance Securities Corp.

    BB&T Capital Markets Inc.

    BOSC, Inc.

    Boston Street Advisors, Inc.

    Capital Strategies, Inc.

    Corporate Finance Associates Worldwide Inc.

    COSCO Capital Management LLC

    DSJ Consulting, LLC

    Geary Securities, Inc.

    Innovar Partners, LLC

    Meagher Dunn Capital

    Oppenheim

    Sequoyah Capital, L.L.C.

  • In reply to chrism
    Nouveau Richie's picture

    chrism:
    Could you do Hawaii?

    Thank you so much.

    I just ran this screen and there's literally ONE result. Not yet sure if I should hold the result for ransom.

  • In reply to Nouveau Richie
    knaegeli's picture

    Nouveau Richie:
    chrism:
    Could you do Hawaii?

    Thank you so much.

    I just ran this screen and there's literally ONE result. Not yet sure if I should hold the result for ransom.

    Count me amazed, there are more firms in Oklahoma than Hawaii.

  • In reply to Nouveau Richie
    rleberenz's picture

    Nouveau Richie:
    If I get 10 Silver Bananas on this Comment then I'll post two separate lists of IBs in Shanghai and Beijing.

    Come on man you have two, one is mine. Throw up Shanghai.

    Big Swinging Richard

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