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2/19/07

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

Comments (519)

7/28/10

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

Much appreciated!

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7/31/10

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..

8/10/10

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

8/15/10

Boston
Private Equity

Thanks so much!

8/18/10

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

8/23/10

South africa by any chance? Haha :)

8/27/10

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

Thanks so much!

8/30/10

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

RA

8/30/10

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

9/8/10
10/5/10

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

In reply to lan.nguyen
10/15/10

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?

1/13/11

Kansas City MSA please?

Can someone please do Kansas City. These are the only investment banks that have come up in my research:

UMB Bank: Investment Banking Division
Frontier Investment Banking Corp.
IRR Corporate & Public Finance
George K. Baum & Company
Country Club Capital Advisors
Stern Brothers

10/27/10
In reply to goldmanslacks
10/27/10

goldmanslacks:
Kansas City please

See 2 posts above you. That's fundamentally all the IBs in KC.

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IB Templates, M&A, LBO, Valuation +

IB Interview Prep Pack

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11/9/10

Can someone update the list for Los Angeles?

11/14/10
12/3/10
12/3/10

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

12/5/10

New New York list? BUMP

12/6/10
12/8/10

Could someone do a Philadelphia ibanking list? The one on here is outdated. Thanks

12/14/10

Shanghai and Beijing please

12/14/10

Can someone please do Mumbai, New Delhi and Bangalore?

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

12/15/10

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

"Make 'Nanas, not war! "

12/15/10

If I get 20 Silver Bananas8 SBs on this comment then I'll post an updated NYC list.

12/15/10

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
12/15/10

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
12/15/10

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.

12/15/10

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

12/15/10

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
12/16/10

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.

12/27/10

Florida please...

In reply to aspiringmonkeyisanidiot
1/3/11

Greetings to all..I am new to this forum and trying to figure out this..

1/9/11

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

In reply to gomes3pc
1/11/11

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

1/18/11
1/21/11

Are there any good regional banks in South Florida?

In reply to CI4321
1/21/11

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
1/21/11

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

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

In reply to Willsmith137
1/21/11

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
1/22/11

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

1/24/11
In reply to knaegeli
1/24/11

knaegeli:
Oklahoma, entire state please.

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

In reply to Nouveau Richie
1/25/11

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.

2/1/11
In reply to chrism
2/1/11

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
2/1/11

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.

2/11/11

haha, could giving you more bananas be a fair compensation?

In reply to Nouveau Richie
2/16/11

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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