• Sharebar

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

Comments (518)

  • mia_uranus's picture


    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..


  • 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! "

  • In reply to Nouveau Richie
    happypantsmcgee's picture

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


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


    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.

  • 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 wrote:
    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.

  • In reply to Nouveau Richie
    Nouveau Richie's picture

    Nouveau Richie wrote:
    Willsmith137 wrote:
    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

  • In reply to Nouveau Richie
    rleberenz's picture

    Nouveau Richie wrote:
    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