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Wall Street Mentors's picture
Wall Street Mentors
      EN
 
 
(Gorilla, 623
 
Points)
 on 1/23/13 at 1:19pm
monkey phone.JPG

Mod Note (Andy): bumped this back up from winter 2010 and it is still useful, but even more companies and banks are listed in the WSO Company Database (with e-mail formats)

If you're still on the internship hunt, no worries - lots of boutique investment banks wait to do their hiring until the Spring. Check-out the list of banks that I put together for potential leads and a Q&A video below.

Original Post:

I recently joined the WSO team in September to run Wall Street Mentors, and our goal is to provide the members of WSO the ability to receive personalized job search help, mentoring, interview prep from professionals that have 10+ years at top finance firms (Goldman Sachs, Bain Capital, Morgan Stanley, McKinsey, etc.).

Since joining, I've been working on compiling a comprehensive list of investment banks to help WSO members that are trying to identify the right investment banks and/or aggressively network. I started with a list of ~1,200 banks exported from CapitalIQ, and I whittled it down to what I thought seemed to be the top 200.

I've segmented the list into three categories:

1) Large, International Investment Banks - 10 Banks
2) Large, Mid-sized, and Prestigious Boutique Investment Banks - 40 Banks
3) Boutique Investment Banks - 150 Banks

For groups 1&2, I simply provide a link to the bank's career website. Perhaps the most valuable part of this list is the information I provided for group 3. For this group, I went onto the website of each bank and tried to gather as much information as possible:

Website
Office Locations
Senior Member at the Firm
Email address
Phone # (many of them are direct dials so be ready if you call!)

If you are seeking to expand your job search to regional boutiques, this list is a great place to start the process.

It was no small task going through this list, so I'm sure that there's plenty of room for improvement. Please let me know if I missed any banks, included outdated information, etc. I'd love input to improve this list.

If you want some help from an experienced investment banking professional, you should check out Wall Street Mentors. Feel free to email me at [email protected] with any feedback on this list or requests for help with your job search.

Also, if you want to see the banks in your location, you can simply use the "search function" and type in your city's name while still on this forum.

Hope this list helps.

1) Large, International Investment Banks

Bank of America Merrill Lynch
http://careers.bankofamerica.com/gcib/

Barclays Capital
http://www.barcap.com/Talent+%26+Careers

Citigroup http://www.oncampus.citi.com/business_areas/north_...

Credit Suisse
https://www.credit-suisse.com/careers/en/

Deutsche Bank
http://www.db.com/careers/index_e.html

Goldman Sachs
http://www2.goldmansachs.com/careers/index.html

HSBC
http://www.hsbcnet.com/hr/careers

JPMorgan Chase
https://careers.jpmorganchase.com/

Morgan Stanley
http://www.morganstanley.com/about/careers/index.html

UBS AG
http://www.ubs.com/1/e/career_candidates/graduate_...

Wells Fargo/Wachovia
https://www.wellsfargo.com/careers/

2) Large, Mid-sized, and Prestigious Boutique Investment Banks

Allen & Company
(does not have a website - old school)

Alvares & Marsal
http://www.alvarezandmarsal.com/en/about/careers.aspx

BB&T Capital Markets
http://www.bbt.com/bbt/about/careers.html?WT.ac=ca...

BMO Capital Markets
http://www.bmo.com/careers/bmocapitalmarkets.html

BNP Paribas
http://www.graduates.bnpparibas.com/your-career.html

Broadpoint Gleacher Securities Group, Inc.
http://www.gleacher.com/careers.shtml

Brown Brothers Harriman
http://www.bbh.com/career/index.html

Cantor Fitzgerald
http://www.cantor.com

Centerview Partners
http://www.centerviewpartners.com/overview.aspx?xi...

CIBC Wholesale Banking
http://www.cibcwm.com/wm/careers/index.html

Cowen Group
http://www.cowen.com/Careers.html

Duff & Phelps
www.duffandphelps.com

Edgeview Partners
http://www.edgeview.com/careers/

Evercore Partners
http://www.evercore.com/about/careers

Friedman Billings Ramsey
http://www.fbr.com/Company/Work.aspx

Greenhill & Co.
http://www.greenhill-co.com/index.php?option=com_c...

Harris Williams & Co.
http://www.harriswilliams.com/welcometothemiddle/c...

Houlihan Lokey Howard & Zukin
http://www.hlhz.com/us/careers.aspx?LangType=1033

Jefferies & Company
http://www.jefferies.com/cositemgr.pl/html/Careers...

Keefe Bruyette & Woods Inc.
http://www.kbw.com/

Lazard Ltd
http://www.lazard.com/careers/careers.aspx

Moelis & Company
http://www.moelis.com/careers/index.php

Montgomery & Co.
http://www.monty.com/pages/misc/careers.html

Morgan Keegan
http://www.morgankeegan.com/MK/CareerOpp/default.htm

Nomura Holdings, Inc.
http://www.nomura.com/americas/careers/index.shtml

Oppenheimer & Co.
http://www.opco.com/public/about_oppenheimer/caree...

Perella Weinberg Partners
http://www.pwpartners.com/Careers.aspx

Peter J. Solomon Company
http://www.pjsolomon.com/careers/index.html

Piper Jaffray
http://www.piperjaffray.com/2col_largeright.aspx?i...

Raymond James Financial Inc. http://www.raymondjames.com/professional_opportuni...

RBC Capital Markets
https://www.rbccm.com/careers/cid-202867.html

Robert W. Baird & Company
http://www.rwbaird.com/about-baird/careers/careers...

Rothschild
http://www.rothschild.com/careers/

Royal Bank of Scotland
http://www.rbs.com/careers.ashx

Sandler O'Neill + Partners L.P.
http://www.sandleroneill.com/

Stephens Inc.
http://www.stephens.com/about_stephens_inc/careers...

TD Securities
http://www.tdsecurities.com/tds/content/Car_Careers

The Blackstone Group http://www.blackstone.com/cps/rde/xchg/bxcom/hs/ca...

Thomas Weisel Partners/Stifel Financial
http://www.stifel.com/include.asp?pgid=1

William Blair & Company
http://www.williamblair.com/careers/careers.asp

Wedbush
http://www.wedbush.com/careers

3) Regional/Boutique Investment Banks

Aethlon Capital
www.aethlon.com
Minneapolis, MN
Ms. Sima Griffith, Managing Principal, [email protected], (612) 338-0934

Alderwood Capital
www.alderwoodcapital.com
San Francisco, CA
Mr. Christopher Beros, Managing Director, [email protected]
(415) 874-3382

Alexander Hutton
www.alexanderhutton.com
Seattle, WA
Mr. Thomas Elzey, Managing Director, [email protected], (206) 792-1968

Allegiant Capital Corporation
www.allcapcorp.com
Dallas, TX; Chicago, IL; Lake Elmo, MN; New York, NY; Seattle, WA.
Mr. Terry Fick, Senior Managing Director, [email protected], (214) 540-8109

Allen C. Ewing & Co.
www.allenewing.com
Jacksonville, FL; Charlotte, NC
Mr. Morgan Payne, Managing Director, [email protected], (904) 354-5573

Allison-Williams Company
www.allisonwilliams.com
Minneapolis, MN
Mr. David Kluender, Executive Vice President, [email protected] (612) 333-3475

America's Growth Capital
www.americasgc.com
Boston, MA; Silicon Valley, CA
Mr. Scott Card, Partner, [email protected], (617) 261-4140

Anderson LeNeave & Co.
www.andersonleneave.com
Charlotte, NC
Mr. Gregory LeNeave, Managing Director, [email protected]
(704) 552-9212

Antaeus Capital
www.antaeuscap.com
Los Angeles, CA
Mr. Cesar Moya, President & CEO, (310) 788-8653

Aquilo Partners
www.aquilopartners.com
San Francisco, CA
Mr. John Dyer, Managing Director. (415) 677-8989

Aramar Capital
www.aramarcapital.com
New York, NY; San Francisco, CA
Mr. Jeffrey Lehman, Founder, n.a., (212) 708-0700

Arbor Advisors
www.arboradvisors.com
Palo Alto, CA
Mr. Stan Christensen, Managing Director, Stan@ArborAdvisors.com, (650) 305-2582

Archway Capital Management
www.archwaycapital.com
Dallas, TX; Washington, D.C.
Mr. A. Joseph Shepard, President, (214) 614-8444

Asante Partners
www.asantepartners.com
New York, NY; Menlo Park, CA
Jennifer Hasley, Founder & Managing Director, [email protected]
(650) 566-9364

Ascendiant Capital Group Inc.
www.ascendiant.com
Irvine, CA
Mr. Bradley Wilhite, Co-Founder & Executive Managing Director
[email protected], (949) 259-4949

Ascent Partners
www.ascentpartners.com
Rachno Santa Margarita, CA
Mr. Scott Foresman, Managing Director, [email protected],
(619) 300-8200

Aspen Advisors
www.aspenadvisors.com
Dallas, TX
Mr. Marc Still Partner, [email protected], (214) 292-5000

Averil Capital Markets Group, Inc.
www.averil.com
Los Angeles, CA
Ms. Diana Maranon, Managing Partner, (310) 553-5351

AZCA, Inc.
www.azcainc.com
Menlo Park, CA
Mr. Masazumi Ishii, Managing Director, [email protected], (650) 324-9100

Babson Capital Management LLC
www.babsoncapital.com
New York, NY; Boston, MA; Charlotte, NC; Hartford, CT; Springfield, IL; Washington, DC

Bailey Southwell & Co.
www.baileysouthwell.com
Nashville, TN; St. Louis, MO
Mr. Jack Bailey, Co-Founder & Partner, [email protected]
(615) 371-6155

Baldwin & Clarke Corporate Finance, Inc.
www.bcfinance.com
Bedford, NH
Mr. John Clarke, Jr., President, (603) 668-4353

Barman Capital LLC
www.barmancapital.com
New York, NY; Los Angeles, CA
(310) 421-0270

Bengur Bryan & Co., Inc.
www.bengurbryan.com
Baltimore, MD
Mr. Chris Royston, Managing Director, [email protected] , (443) 573-3030

Beringea
www.beringea.com
Detroit, MI
Mr. Jeff Bocan, Managing Director, [email protected], (248) 489-9000

Berkshire Capital
www.berkcap.com
New York, NY; Denver, CO
Mr. Ted Gooden, Managing Director, [email protected], (212) 207-1043

Blackwater Capital Group, Inc.
www.blackwatercapital.com/
Chicago, IL; New York, NY; Los Angeles, CA; Austin, TX
Mr. Steven Green, Founder & Senior Managing Director [email protected], (847) 446-4700

Boenning & Scattergood
http://www.boenninginc.com
Philadelphia, PA; Pittsburgh, PA; Marmora, NJ; Powell, OH
Ms. Kathy Wilhelm, Executive Vice President, [email protected]
(800) 883-1212

Boston Capital Advisors
www.bostoncapitaladvisors.com
Boston, MA
Mr. Mark Slater, Founder & Managing Partner, [email protected] (617) 669-5281

Brean Murray, Carret & Co., LLC
www.breanmurraycarret.com
New York, NY
Mr. William McCluskey
President & CEO, [email protected], (212) 702-6505

Broadmark Capital Corporation
www.broadmark.com
Seattle, WA; New York, NY
Mr. Joseph Schocken, President, [email protected], (646) 467-8615

C. K. Cooper & Company
www.ckcooper.com
Irvine, CA; Chicago, IL; New York, NY
Mr. William Porter, Managing Director, (888) 477-9301

Cain Brothers & Company, LLC
www.cainbrothers.com
New Ywork, NY; Atlanta, GA; Chicago, IL; Houston, TX; Indianapolis, IN; Orlando, FL; San Francisco, CA; St. Louis, MO
Mr. Andrew McB. Garvey, Head of Capital Markets, [email protected]
(212) 869-5600

Capital Alliance Corporation
www.cadallas.com
Dallas, TX
Mr. Edward Dawson, Chairman, President & CEO, (214) 638-8280

The Capital Corporation
www.thecapitalcorp.com
Greenville, SC; New York, NY; Spartanburg, SC
Mr. Dan Adams President & CEO [email protected] (846) 672-8400

Cappello Capital Corp.
www.cappellocorp.com
Santa Monica, CA; Austin, TX
Mr. Alexander Cappello, Managing Director, [email protected], (310) 393-6632

Capstone Partners, L.C.
www.capstonellc.com
Boston, MA
Mr. John Ferrara, Founder & Managing Partner, [email protected]
(617) 619-3325

Cary Street Partners LLC
www.carystreetpartners.com
Richmond, VA; Abingdon, VA; Atlanta, GA; Fredricksburg, VA; Greensboro, NC; Staunton, VA
Mr. Tom Tullidge, Managing Director, [email protected] , (804) 521-3340

Cascadia Capital LLC
www.cascadiacapital.com
Seattle, WA
Mr. Michael Butler, Chairman & CEO, (206) 436-2500

Caymus Partners LLC
www.caymuspartners.com
Atlanta, GA; New York, NY
Mr. Geoffrey L. Faux, Managing Partner, [email protected], (404) 995-8302

CBIZ Mergers & Acquisitions Group, Inc.
www.cbiz.com/mergers
Atlanta, GA
Mr. Douglas Hubert, Managing Director, [email protected], (770) 858-4491

Challenger Capital Group, Ltd.
www.challengercapitalgroup.com
Dallas, TX; Chicago, IL
Mr. Michael Burr, President & Executive Director, [email protected]
(630) 908-7248

Cherry Tree Investments, Inc.
www.cherrytree.com
Minnentonka, MN; Denver, CO
Mr. Tony Christianson, Managing General Partner, (952) 893-9012

Clayton Capital Partners
www.claytoncapitalpartners.com
St. Louis; Golden, CO; Dallas, TX
Mr. Kevin Short, Managing Partner, [email protected], (314) 725-9939

Coady Diemar Partners, LLC
www.coadydiemar.com
New York, NY; Peapack, NJ
Mr. Robert Diemer, Jr. Managing Director, [email protected], (212) 901-2600

Cogent Partners
www.cogent-partners.com
Dallas, TX; New York, NY
Mr. Scott Myers, Managing Director, [email protected], (214) 871-5407

Colchester Partners, LLC
www.colchesterpartners.com
Boston, MA
Mr. Franklin Kettle
Managing Director, [email protected], (617) 896-0200

The Colmen Group
www.colmengroup.com
Wayne, PA
Mr. Peter Colella, Managing Director, [email protected], (610) 964-9020

Colmen Menard Company, Inc.
www.colmenmenard.com
Wayne, PA
Mr. David Menard, President & CEO, [email protected], (484) 367-0300

Columbia West Capital, LLC
www.columbiawestcap.com
Scottsdale, AZ; El Segundo, CA; Salt Lake City, UT
Mr. Guy Downing, Managing Director, [email protected]
(480) 664_3949

Consensus Advisors LLC
www.consensusadvisors.com
Boston, MA; New York, NY
Mr. Michael O'Hara, Founder & CEO, (617) 437-6500

Consilium Partners LLC
www.cpboston.com
Wellesley, MA
Mr. Gregory Sneddon, Senior Managing Director, [email protected], (617) 267-0600

Converge Capital
www.convergecapital.com
Dallas, TX
Mr. Jim Stone, Partner & CEO, [email protected], (972) 726-1911

CDI Global
www.cdiglobal.com
Boca Raton, FL; Chicago, IL; Evergreen, CO; Darien, CT; Los Angeles, CA;
Wilmington, DE
Mr. Terry A. Busskohl, Partner, [email protected], (203) 655-5436

Corporate Finance Associates Worldwide
www.cfaw.com
CFA has offices in 17 states throughout the US
Mr. Robart Contaldo, Managing Partner, [email protected], (847) 836-7035

The Rodman Energy Group
www.rodmanenergy.com
Houston, TX; Simsbury, CT
Mr. T. Prescott Kessey, Managing Director, [email protected], (713) 654-8080

The Courtney Group
www.thecourtneygroup.com
Los Angeles, CA; Newport Beach, CA
Mr. Tom Courtney, Founder, [email protected], (949) 706-3600

Covington Associates LLC
www.covingtonassociates.com

Craig-Hallum Capital Group LLC
www.craighallum.com
Minneapolis, MN; Boston, MA; Philadelphia, PA
Mr. Rick Hartfiel, Director of Investment Banking, [email protected]
(612) 334-6381

Crosskeys Capital
www.crosskeyscapital.com
Ft. Lauderdale, FL; Chicago, IL; Baltimore, MD; Philadelphia, PA; Tampa, FL
Mr. David Burns, Managing Director, [email protected], (954) 779-2600

D.A. Davidson & Co.
http://www.davidsoncompanies.com/dc/jobs.cfm
Davidson Companies has over 60 office locations throughout the United States in these states: California, Colorado, Iowa, Idaho, Massachusetts, Minnesota, Missouri, Montana, Nebraska, Ohio, Oklahoma, Oregon, Utah, Washington, Wyoming
Mr. Doug Woodcock, President of Equity Capital Markets, [email protected] (503) 603-3001

Dahlman Rose & Company, LLC
http://www.dahlmanrose.com/Content/Careers.asp
Boston, MA; Houston, TX; New York, NY; San Francisco, CA
Mr. Alexander Khutorsky, Managing Director, Head of Mergers & Acquisitions
(212) 920-2940

Davidson Capital
www.davidsoncapital.com
Santa Rosa Beach, FL; Atlanta, GA
Mr. Thomas Davidson, Sr. President, [email protected], (202) 365-7000

DecisionPoint International
www.decisionpointint.com
Charlotte, NC; St. Louis, MO
Mr. Douglas Ellis, Managing Partner, [email protected], (704) 248-1122

DeSilva & Phillips, LLC
www.mediabankers.com
New York, NY
Mr. Jeffrey Dearth, Partner, [email protected], (202) 338-5790

Dinan & Company, LLC
www.dinancompany.com
Phoenix, AZ
Mr. John Kelly, Executive Vice President, [email protected], (866) 447-3500

Dougherty & Company LLC
www.doughertymarkets.com
Minneapolis, MN
(612) 376-4000

Dresner Partners
www.dresnerpartners.com
Chicago, IL
Mr. Gregg Pollack, Managing Director, [email protected], (312) 780-7207

Duncan-Williams, Inc.
www.duncanw.com
Charlotte, NC; Chicago, IL; Cleveland, OH; Hattiesburg, MS; Houston, TX; Jackson, MS; Jersey City, NJ; Knoxville, TN; Los Angeles, CA; Memphis, TN; Nashville, TN; New York, NY; Philadelphia, PA; San Francisco, CA; Seattle, WA
Mr. Ben Labry, Executive Managing Director, [email protected], (901) 260-6833

Eastdil Secured
www.eastdilsecured.com
Atlanta, GA; Boston, MA; Chicago, IL; Dallas, TX; Los Angeles, CA; Orange County, CA; Richmond, VA; San Diego, CA; San Francisco, CA; Silicon Valley; Washington, DC (212) 315-7200

Energy Spectrum Advisors
www.energyspectrumadvisors.com
Dallas, TX
Mr. Charlie Lapeyre, Managing Director , [email protected]
(214) 987-6123

Falkenberg Capital Corporation
www.falkenbergcapital.com
Denver, CO
Mr. Bruce Falkenberg, President, [email protected], (303) 320-4800

Ferghana Partners Group
www.ferghanapartners.com
Boston, MA; New York, NY
Mr. William Kridel, Jr. Managing Director, [email protected],
(212) 986-7900

Financo, Inc.
www.financo.com
Los Angeles, CA; New York, NY
[email protected], (212) 593-9000

First Southwest Company
www.cbiz.com/mergers/
Over 20 offices in the following statesL Alaska, Arkansas, California, Colorado, Connecticut, Florida, Massachusetts, New York, North Carolina, Rhode Island, Texas Mr. Stephen Johnson, Managing Director
[email protected], (214) 953-8856

FMI Corporation
www.fminet.com/investment-banking
Denver, CO; Napa, CA; Phoenix, AZ; Raleigh, NC; Tampa, FL
Mr. William Hill, Managing Director, [email protected], (303) 398-7237

FocalPoint Partners LLC
www.focalpointllc.com
Los Angeles, CA
Mr. Daniel Conway, Managing Director, [email protected], (310) 405-7000

Focus Strategies, LLC
www.focus-strategies.com
Austin, TX
Mr. F. Gary Valdez, Founder, [email protected], (512) 477-3280

Gemini Partners Inc.
www.geminipartners.net
Baltimore, MD; Los Angeles, CA
Mr. Jeff McKenzie. Managing Director, Head of Mergers & Acquisitions [email protected], (310) 696-4009

Genesis Capital, l.l.c.
www.genesis-capital.com
Atlanta, GA
Mr. Jeffrey Villwock, Managing Director, [email protected], (404) 816-7503

Gilford Securities
www.gilfordsecurities.com
Fort Lauderdale, FL; Melville, NY; Morristown, NJ; New York, NY; Spokane, WA; Westhampton Beach, NY
Mr. Robert Maley, President, [email protected]

Goldmark Advisers, Inc.
www.goldmarkadvisers.com
New York, NY
Mr. Jeffrey Gold, President, [email protected], (212) 779-6059

Grace Matthews
www.gracematthews.com
Milwaukee, WI
Mr. John Beagle, Managing Director, [email protected], (414) 278-1120

Gramercy Venture Advisors
www.gramercyventures.com
San Francisco, CA
Mr. Dave Weinstein, Partner, (415) 543-3000

Green Manning & Bunch, Ltd.
www.gmbltd.com
Denver, CO; Phoenix, AZ
Mr. Chris Hammond, Managing Director, [email protected], (303) 592-4820

Greene Holcomb & Fisher LLC
www.ghf.net
Minneapolis, MN; Phoenix, AZ; Seattle, WA
Mr. Chip Fisher, Managing Director, [email protected], (612) 904-5704

Greif & Co.
www.greifco.com
Los Angeles, CA
Mr Jeremy Back, Director, [email protected], (213) 346-9269

Growth Capital Partners, L.P.
www.growth-capital.com
Austin, TX; Dallas, TX; Greenwich, CT; Houston, TX
Mr. John Grimes, Managing Director, [email protected], (214) 303-1177

GrowthPoint Technology Partners, LLC
www.gptpartners.com
Palo Alto, CA
Mr. Michael Shepherd, Managing Director, [email protected],
(650) 322-2306

GTK Partners
www.gtkpartners.com
Los Angeles, CA; New York, NY; San Francisco, CA
Mr. James Turo, Managing Director , [email protected], (310) 694-8202

Hales & Company, Inc.
www.halesgroup.com
Chicago, IL; New York, NY; San Francisco, CA; Seattle, WA
Mr. Mike Fletcher, Partner, [email protected], (212) 592-5700

Harvey & Company LLC
www.harveyllc.com, Newport Beach, CA,
Mr. Eric Hartley, Managing Director (949) 757-0400

Headwaters MB
www.headwatersmb.com
Boston, MA; Burlington, VT; Denver, CO; Irvine, CA
Mr. John Ippolito, Managing Director, [email protected], (781) 273-6062

HealthCare Markets Group
www.healthcaremarkets.com
Houston, TX
Mr. Francis Curry, Managing Director, [email protected], (713) 629-6070

Hoefer & Arnett, Inc.
www.howebarners.com
Atlanta, GA; Austin, TX; Charlotte, NC; Chicago, IL; Cohasset, MA, Marblehead, MA; Raleigh, NC; San Francisco
Mr. Thomas Lynch, Managing Director, [email protected], (312) 655-2980

Hovde
www.hovde.com
Austin, TX; Chicago, IL; Dallas, TX; Los Angeles, CA; Palm Beach
Mr. James Hill, Managing Director, [email protected], (310) 535-9200

Imperial Capital, LLC
www.imperialcapital.com
Boston, MA; Los Angeles, CA; Houston, TX; Minneapolis, MN; New York, NY;
Mr. John Mack, Head of Mergers & Acquisitions, [email protected]
(310) 246-3705

Integris Partners
www.integris-partners.com
Denver, CO
Mr. Bill Eastwood, Managing Director, [email protected], (970) 346-3950

Janney Montgomery Scott
www.janney.com
Over 50 offices Nationwide
Mr. Cliff Booth, Managing Director, [email protected], (215) 665-6000

JD Ford & Company, L.L.C.
www.jdford.com
Dallas, TX; Denver, CO; Orange County, CA
[email protected] (303) 333-3673

JH Chapman Group L.L.C.
www.jhchapman.com
Chicago, IL
Mr. David Epstein, Principal, [email protected], (773) 693-4800

JMP Group Inc.
www.jmpg.com
Boston, MA; Chicago, IL; New York, NY; San Francisco, CA
Mr. Peter Hunt, Director of Mergers & Acquisitions, [email protected]
(212) 906-3500

Jordan, Knauff & Company
www.jordanknauff.com
Chicago, IL; Kansas City, MO;
Mr. Thomas Knauff, Managing Principal, [email protected]
(312) 254-5900

Kaufman & Company, LLC
www.kcollc.com
Boston, MA
Mr. Seth Kaufman, Managing Director, [email protected], (617) 426-0444

Kerlin Capital Group, LLC
www.kerlincapital.com
Los Angeles, CA
Mr. William Doyle, Managing Partner, [email protected], (213) 627-3300

Kurt Salmon Associates Capital Advisors, Inc.
www.kurtsalmon.com
Atlanta, GA; Los Angeles, CA; Minneapolis, MN; New York, NY; San Francisco, CA (212) 319-9450

Ladenburg Thalmann
www.ladenburg.com
Boca Raton, FL; Lincolnshire, IL; Los Angeles, CA; Miami, FL; Melville, NY; New York City, NY;
(212) 308-9494

Laidlaw & Company (UK) Ltd.
www.laidlawholdings.com
Boerne, TX; Fort Lauderdale, FL; Miami, FL; Melville, NY; New York, NY; San Francisco, CA; Stamford, CT
Mr. Alex Shtaynberger, Director, [email protected], (212) 697-5200

Landmark Ventures
www.landmarkventures.com
New York, NY; San Francisco, CA
[email protected] (212) 268-8500

Leerink Swann & Company, Inc.
www.leerink.com
Boston, MA; New York, NY; San Francisco, CA
Mr. James Boylan, Senior Managing Director, (617) 248-1601

Lincoln International LLC
www.lincolninternational.com
Chicago, IL; Los Angeles, CA; New York, NY
Mr. Robert Brown , Managing Director, [email protected]
(312) 580-8340

M. R. Beal & Company
www.mrbeal.com
Chicago, IL; Dallas, TX; New York, NY; Sacramento, CA
Ms. Donna Sims-Wilson, President, [email protected], (212) 983-3930

Matrix Capital Markets Group, Inc.
www.matrixcapitalmarkets.com
Baltimore, MD; Richmond, VA
Mr. Jeff Moore, President, [email protected], (804) 780-0060

Mazzone & Associates, LLC
www.globalmna.com
Atlanta, GA
Mr. Michael Bllom, Managing Director, [email protected], (404) 931-8545

Mesirow Financial Holdings, Inc.
www.mesirowfinancial.com/investmentbanking/
Chicago, IL; New York, NY
Mr. John Chrysikopoulos, Managing Director, [email protected],
(212) 351-8181

MidMarket Capital Advisors, LLC
www.mmadvisors.com
Philadelphia, PA
Mr. Graem Howard, Managing Director, [email protected], (215) 875-8201

Milestone Merchant Partners LLC
www.milestonecap.com
Miami, FL; Newport Beach, CA; Washington, DC
Mr. David Doyle, Managing Director, [email protected], (202) 367-3005

Miller Buckfire
www.millerbuckfire.com
New York, NY
Mr. Jason Anderson, Managing Director, [email protected]
(212) 895-1849

Morgan Joseph & Co. Inc.
www.morganjoseph.com
New York, NY
Ms. Sharon Reaves, Head of Investment Banking Recruiting [email protected], (212) 218-3984

Needham & Company
www.needhamco.com
Boston, MA; Menlo Park, CA; New York, NY; San Francisco, CA
(212) 371-8300

Newbury Piret
www.newburypiret.com
Boston, MA
Mr. Allen Fullerton, Managing Director, [email protected], (617) 367-7300

North Point Advisors
www.nptadvisors.com
San Francisco, CA
Mr. Bill Placke, Managing Director, [email protected], (415) 358-3500

Pagemill Partners, L.L.C.
www.pmib.com
Palo Alto, CA
Mr. Mark Grossman, Managing Director, mgrossman@pmib.com, (650) 354-4086

Pharus Advisors, LLC
www.pharus.com
New York, NY; San Francisco, CA
Mr. Michael Goodman, Managing Director, mgoodman@pharus.com, (212) 904-0100

Philpott Ball & Werner
www.pbandw.com
Boston, MA; Charlotte, NC
Mr. Edward Werner, President, twerner@pbandw.com, (978) 526-4200

Qatalyst Partners
http://www.qpartners.com/
San Francisco, CA; London, UK
info@qatalyst.com, (415) 844-7700

Reynolds Advisory Partners
http://www.reynoldsap.com/recruiting.php
Denver, CO
Doug Reynolds, Managing Director, dreynolds@reynoldsap.com

Roth Capital Partners, LLC
wwww.roth.com
Los Angeles, CA; Newport Beach, CA; New York, NY; Radnor, PA; San Diego, CA; Seattle, WA
Mr. Michael Chill, Managing Director, mchill@roth.com, (646) 358-1905

Sagent Advisors
www.sagentadvisors.com
Charlotte, NC; Chicago, IL; New York, NY; San Francisco
Mr. David Bain, Managing Director, dbain@sagentadvisors.com
(415) 489-4400

Salem Partners LLC
www.salempartners.com
Los Angeles, CA
Mr. Trevor Bohn, Managing Director, tbohn@salempartners.com, (310) 806-4200

Savvian, LLC
www.gcasavvian.com
Chicago, IL; Menlo Park, CA; New York, NY; San Francisco, CA
Mr. James Avery, Managing Director, javery@gcasavvian.com, (415) 318-3600

Seven Hills Group LLC
www.sevenhillspartners.com
San Francisco, CA
Mr. David Weiss, Partner, dweiss@sevenhills.com, (415) 869-6225

Shattuck Hammond Partners
www.shattuckhammond.com
Atlanta, GA; Chicago, IL; Nashville, TN; New York, NY; San Francisco, CA
Mr. Phillip Camp, Managing Director, pcamp@shattuckhammond.com
(212) 314-0400

Shoreline Pacific LLC
www.shorelinepacific.com
San Francisco, CA
Mr. Paresh Patel, Director of Corporate Finance, ppatel@shorelinepacific.com
(415) 477 9908

Signal Hill Capital Group LLC
www.signalhill.com
Baltimore, MD; Nashville, TN; San Francisco, CA
Mr. Justin Balciunas, Managing Director, jbalciunas@signalhill.com, (443) 478-2400

Sperry, Mitchell & Company
www.sperrymitchell.com
New York, NY
(212) 832-6628

St. Charles Capital, LLC
www.stcharlescapital.com
Denver, CO
Mr. Wesley Brown, Managing Director, wbrown@stcharlescapital.com
(303) 339-9099

Susquehanna International Group, LLP
www.sig.com
Bala Cynwyd, PA; Boston, MA; Chicago, IL; New York, NY; Pasadena, CA; San Francisco, CA; Stamford, CT
(610) 617-2600

SVB Alliant
www.svb.com
Palo Alto, CA; Santa Clara, CA
Mr. Brian Larson, Head of Human Resources, blarson@svb.com, (408) 654-7400

The Riderwood Group Inc.
www.riderwood.com
Baltimore, MD
Mr. Mitchell Fillet President, mfillet@riderwood.com, (410) 825-5445

ThinkEquity Partners LLC
www.thinkequity.com
Boston, MA; Chicago, IL; Minneapolis, MN; New York, NY; San Francisco
Mr. Doug Gonsalves, Head of Mergers & Acquisitions, dgonsalves@thinkequity.com (415) 249-2900

Trinity Capital LLC
www.trinitycapitalllc.com
Los Angeles, CA
Mr. Chad Spaulding, Managing Director, cspaulding@trinitycapitalllc.com,
(310) 231-3109

TripleTree
www.triple-tree.com
Edina, MN
Mr. Scott Tudor, Managing Director, studor@triple-tree.com, (952) 253-5300

Triton Pacific Capital, LLC
www.tritonpacific.com
Los Angeles, CA
Mr. Joseph Davis, Managing Director, jdavis@tritonpacific.com, (310) 943-4990

Updata Capital, Inc.
www.updataadvisors.com
New York, NY, Reston, VA
Mr. John MacDonald, Partner, careers@updata.com, (212) 710-5795

Viant Capital LLC
www.viantgroup.com
San Francisco, CA
Mr. Tyler Comann, Managing Director, tcomann@viantgroup.com, (415) 820-6100

Waller Capital Corporation
www.wallercc.com
New York, NY
Mr. Jeffrey Brandon, Managing Director, wallercapital@wallercc.com, (212) 632-3600

Westlake Securities LLC
www.westlakesecurities.com
Austin, TX; Houston, TX
Mr. Randy Finch, Managing Director, rfinch@westlakesecurities.com, (512) 306-1651

Windstone Capital Partners, Inc.
www.windstonecapital.com
Scottsdale, AZ
Mr. Bill Miller, Managing Director, bfm@windstonecapital.com, (602) 224-2400

XRoads Solutions Group
www.xroadsllc.com
Santa Ana, CA
Mr. Dennis Simon, Head of Corporate Restructuring, dsimon@xroads.com
(949) 567-1612

Please post any feedback, corrections or requested additions.

Thanks for the help!

chris@wallstreetoasis.com Wall Street Mentors Mock Finance Interviews
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APAE's picture

That's brilliantly

APAE
     
 
(Neanderthal, 3,714
 
Points)
 on 12/10/10 at 4:23am

That's brilliantly comprehensive and effort-intensive of you, thanks so much.

Cool to find info for SIG. I'm from that area and wanted to know more about them, thanks for the insider info. :)

A lot of people do certain things to add days to their life. I do things to add life to my days.

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econ's picture

Wow! Thanks a lot!

econ
      O
 
 
(Neanderthal, 2,419
 
Points)
 on 12/6/10 at 11:45pm

Wow! Thanks a lot!

For my aspiring Entrepreneurial Nomads, check out my blog.

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RKBanker's picture

This is great. I don't mean

RKBanker
     
 
(Baboon, 154
 
Points)
 on 12/7/10 at 12:05am

This is great. I don't mean to sound ungrateful, but would you be able to compile a list of s&t firms. I think we all know the BB S&T firms, but what about the smaller ones.

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Wall Street Mentors's picture

Glad you guys find it

Wall Street Mentors
      EN
 
 
(Gorilla, 623
 
Points)
 on 12/7/10 at 12:19am

Glad you guys find it helpful.

RKBanker,

I can do put a S&T list on my "to-do" list. I was going to tackle a list of Private Equity firms next, but I can try get to S&T soon.

chris@wallstreetoasis.com
Wall Street Mentors
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Wow. That is very impressive

eyelikecheese (not verified)
     
 
(Chimp, 0
 
Points)
 on 12/7/10 at 12:35am

Wow. That is very impressive and I commend your efforts. Especially for making it public and free. That is some valuable information

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Chris_Marlin's picture

yeah this is really great

Chris_Marlin
      AM
 
 
(Senior Baboon, 177
 
Points)
 on 12/7/10 at 1:26am

yeah this is really great stuff.. wish i had this list available last year when i was looking!

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George87's picture

This is a great effort,

George87
      IB
 
 
(Orangutan, 253
 
Points)
 on 12/7/10 at 8:15am

This is a great effort, excellent job! Much appreciated. Also would've liked to have this when I was still looking, especially the mid-sized list.

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In reply to RKBanker
tyrets's picture

RKBanker wrote: This is

tyrets
      ST
 
(Senior Baboon, 190
 
Points)
 on 12/7/10 at 8:34am
RKBanker:

This is great. I don't mean to sound ungrateful, but would you be able to compile a list of s&t firms. I think we all know the BB S&T firms, but what about the smaller ones.

This is a great effort and I agree that if time affords you many of us would be forever grateful for a S&T list.

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In reply to RKBanker
tyrets's picture

RKBanker wrote: This is

tyrets
      ST
 
(Senior Baboon, 190
 
Points)
 on 12/7/10 at 8:34am
RKBanker:

This is great. I don't mean to sound ungrateful, but would you be able to compile a list of s&t firms. I think we all know the BB S&T firms, but what about the smaller ones.

This is a great effort and I agree that if time affords you many of us would be forever grateful for a S&T list.

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jmdude's picture

+1000 thanks for the post. I

jmdude
      ST
 
(Orangutan, 301
 
Points)
 on 12/7/10 at 8:49am

+1000 thanks for the post. I too would be very grateful for a S&T list.

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Mzz's picture

SB for you. Good job on this.

Mzz
      O
 
 
(King Kong, 1,506
 
Points)
 on 12/7/10 at 8:51am

SB for you. Good job on this.

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kareti's picture

Great Post. Appreciate your

kareti
     
 
(Chimp, 8
 
Points)
 on 12/7/10 at 9:22am

Great Post. Appreciate your effort in doing this for the WSO community.

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Frieds's picture

WSM, This is an easy thing

Frieds
      AM
 
 
(Neanderthal, 2,547
 
Points)
 on 12/7/10 at 9:24am

WSM,

This is an easy thing to say, but if I could, I would give you at least 3-4 SB for this, but I can't, so I'll at least give a +1. I think this will help out alot of the prospective monkeys in their quest for a job.

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GoodBread's picture

Wow.

GoodBread
      AM
 
 
(Neanderthal, 3,639
 
Points)
 on 12/7/10 at 10:27am

Wow.

Financial Modeling Training
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Nouveau Richie's picture

Chris, awesome job! I just

Nouveau Richie
      IB
 
(Neanderthal, 2,813
 
Points)
 on 12/7/10 at 11:03am

Chris, awesome job! I just bookmarked this list and will definitely use it for my search. +1 SB.

Wall Street Mentors:

It was no small task going through this list, so I'm sure that there's plenty of room for improvement. Please let me know if I missed any banks, included outdated information, etc. I'd love input to improve this list.

Found one well known firm missing from the list: Qatalyst Partners

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I agree with everyone else on

vanillathunder12 (not verified)
     
 
(Chimp, 0
 
Points)
 on 12/7/10 at 11:41am
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Kools's picture

smile and dial, bitch.

Kools
      O
 
(Senior Baboon, 223
 
Points)
 on 12/7/10 at 12:14pm
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Wall Street Mentors's picture

Thanks for the feedback from

Wall Street Mentors
      EN
 
 
(Gorilla, 623
 
Points)
 on 12/7/10 at 12:41pm

chris@wallstreetoasis.com
Wall Street Mentors
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Inept Speculator's picture

Great stuff. Thank you very

Inept Speculator
      EN
 
(Senior Baboon, 180
 
Points)
 on 12/7/10 at 12:42pm
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mike55555's picture

Very impressive. How did you

mike55555
      O
 
(Senior Orangutan, 464
 
Points)
 on 12/7/10 at 4:02pm

Men are so simple and so much inclined to obey immediate needs that a deceiver will never lack victims for his deceptions.

-Niccolo Machiavelli

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MrLove's picture

Damn...

MrLove
      ST
 
(Monkey, 64
 
Points)
 on 12/7/10 at 4:06pm
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Ryu Banker's picture

This must have taken a long

Ryu Banker
      IB
 
(Senior Monkey, 78
 
Points)
 on 12/7/10 at 10:41pm
    • Credits
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maverik's picture

This is awesome. Thank you!!

maverik
      HF
 
(Senior Chimp, 17
 
Points)
 on 12/7/10 at 11:50pm
    • Credits
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DesertBanker's picture

Any opinion on the shops that

DesertBanker
      IA
 
(Chimp, 4
 
Points)
 on 12/8/10 at 5:07pm
    • Credits
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kbluearmor7's picture

Nice list. You can also add

kbluearmor7
      IB
 
 
(Orangutan, 280
 
Points)
 on 12/8/10 at 5:30pm
    • Credits
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Kanon's picture

Nice list! Thanks for sharing

Kanon
      O
 
(King Kong, 1,504
 
Points)
 on 12/8/10 at 5:37pm
    • Credits
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JulianRobertson's picture

This is excellent. Much

JulianRobertson
      IA
 
(Senior Baboon, 232
 
Points)
 on 12/9/10 at 7:29am
    • Credits
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ewlang's picture

How would you go about trying

ewlang
      IB
 
(Senior Baboon, 175
 
Points)
 on 12/9/10 at 1:56pm
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NestoGrande's picture

What are people's thoughts on

NestoGrande
      IB
 
(Baboon, 159
 
Points)
 on 12/12/10 at 1:00am
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In reply to NestoGrande
monkeysama's picture

NestoGrande wrote: What are

monkeysama
      O
 
(King Kong, 1,622
 
Points)
 on 12/12/10 at 1:05am
    • Credits
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CaptK's picture

Wow, incredible list Chris.

CaptK
      PE
 
 
(Neanderthal, 2,345
 
Points)
 on 12/14/10 at 9:29pm

- Capt K -
"Prestige is like a powerful magnet that warps even your beliefs about what you enjoy. If you want to make ambitious people waste their time on errands, bait the hook with prestige." - Paul Graham

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D M's picture

That's a REALLY good list,

D M
      O
 
(Senior Neanderthal, 5,018
 
Points)
 on 12/14/10 at 10:22pm

"WSO is like the 300 for anti spamage. None shall pass." -happypantsmcgee
"You stop being an asshole when it sucks to be you." -IlliniProgrammer

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ambition56's picture

not to be a dick but if there

ambition56
      ST
 
(Gorilla, 604
 
Points)
 on 12/20/10 at 6:32pm
    • Credits
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In reply to RKBanker
JSA's picture

RKBanker wrote: This is

JSA
     
 
(Monkey, 37
 
Points)
 on 12/20/10 at 11:23pm
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In reply to ambition56
monkeysama's picture

ambition56 wrote: not to be a

monkeysama
      O
 
(King Kong, 1,622
 
Points)
 on 12/21/10 at 12:15am
    • Credits
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Commodity Bull's picture

Great work on generating this

Commodity Bull
      CO
 
(Baboon, 154
 
Points)
 on 12/21/10 at 7:55pm
    • Credits
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ikicker's picture

Aren't a lot of these people

ikicker
      PE
 
(Monkey, 47
 
Points)
 on 12/22/10 at 12:28am
    • Credits
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IbankerWannabe's picture

I wish there were someone who

IbankerWannabe
     
 
(Monkey, 50
 
Points)
 on 12/23/10 at 12:22am
    • Credits
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Ricqles's picture

not too sure about your

Ricqles
      O
 
 
(King Kong, 1,271
 
Points)
 on 12/23/10 at 12:45pm
    • Credits
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KeyboardCrab's picture

Chris great list! One point

KeyboardCrab
      IB
 
(Senior Chimp, 20
 
Points)
 on 1/2/11 at 3:00am

-An opportunity not taken is an opportunity lost.

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SHORTmyCDO's picture

+1 SB for you. You may want

SHORTmyCDO
      IB
 
(Gorilla, 740
 
Points)
 on 1/2/11 at 4:56am
    • Credits
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theparadox's picture

I'm sorry if this sounds like

theparadox
      IB
 
(Orangutan, 336
 
Points)
 on 1/8/11 at 6:26pm
    • Credits
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theparadox's picture

anyone?

theparadox
      IB
 
(Orangutan, 336
 
Points)
 on 1/15/11 at 3:35pm
    • Credits
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happypantsmcgee's picture

Just tell them you found it

happypantsmcgee
      O
 
 
(Almost Human, 9,627
 
Points)
 on 1/15/11 at 5:06pm

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

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theparadox's picture

Okay, I just wanted to make

theparadox
      IB
 
(Orangutan, 336
 
Points)
 on 1/15/11 at 10:28pm
    • Credits
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khara 3alekon's picture

This is incredible!

khara 3alekon
      CO
 
(Senior Baboon, 243
 
Points)
 on 2/28/11 at 8:20pm

Strategy Everything.

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khara 3alekon's picture

I can't even get my mind

khara 3alekon
      CO
 
(Senior Baboon, 243
 
Points)
 on 2/28/11 at 8:21pm

Strategy Everything.

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In reply to monkeysama
WalMartShopper's picture

protip duly noted

WalMartShopper
     
 
(Senior Gorilla, 939
 
Points)
 on 3/8/11 at 10:06am

If the glove don't fit, you must acquit!

    • Credits
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In reply to ambition56
econ's picture

ambition56 wrote: not to be a

econ
      O
 
 
(Neanderthal, 2,419
 
Points)
 on 3/8/11 at 6:48pm

For my aspiring Entrepreneurial Nomads, check out my blog.

    • Credits
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khatar's picture

+1 for this comment. Well

khatar
      ST
 
(Baboon, 109
 
Points)
 on 3/9/11 at 5:32pm
    • Credits
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You shall not copy or adapt the HTML code that the Company creates to generate its pages. It is also protected by the Company?s copyright.

Acceptable Site Use.

General Rules: Users may not use the Web Site in order to transmit, distribute, store or destroy material (a) in violation of any applicable law or regulation, (b) in a manner that will infringe the copyright, trademark, trade secret or other intellectual property rights of others or violate the privacy, publicity or other personal rights of others, or (c) that is defamatory, obscene, threatening, abusive or hateful.

Web Site Security Rules. Users are prohibited from violating or attempting to violate the security of the Web Site, including, without limitation, (a) accessing data not intended for such user or logging into a server or account which the user is not authorized to access, (b) attempting to probe, scan or test the vulnerability of a system or network or to breach security or authentication measures without proper authorization, (c) attempting to interfere with service to any user, host or network, including, without limitation, via means of submitting a virus to the Web Site, overloading, "flooding", "spamming", "mailbombing" or "crashing", (d) sending unsolicited e-mail, including promotions and/or advertising of products or services, or (e) forging any TCP/IP packet header or any part of the header information in any e-mail. Violations of system or network security may result in civil or criminal liability. The Company will investigate occurrences which may involve such violations and may involve, and cooperate with, law enforcement authorities in prosecuting users who are involved in such violations.

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The Company specifically prohibits any use of the Web Site, and all users agree not to use the Web Site, for any of the following:

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When you register for the Web Site, you will be asked to provide the Company with certain information including, without limitation, a valid email address (your "Information"). In addition to the terms and conditions that may be set forth in any privacy policy on this Web Site, you understand and agree that the Company may disclose to third parties, on an anonymous basis, certain aggregate information contained in your registration application. The Company reserves the right to offer third party services and products to you based on the preferences that you identify in your registration and at any time thereafter; such offers may be made by the Company or by third parties. Please see the Company's Privacy Policy below for further details regarding your Information.

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As a condition to your use of this site, you release the Company (and our agents and employees) from claims, demands and damages (actual and consequential, direct and indirect) of every kind and nature, known and unknown, suspected and unsuspected, disclosed and undisclosed, arising out of or in any way connected with such disputes. If you are a California resident, you waive California Civil Code d1542, which says: "A general release does not extend to claims which the creditor does not know or suspect to exist in his favor at the time of executing the release, which if known by him must have materially affected his settlement with the debtor."

We are under no legal obligation to, and generally do not, control the information provided by other users which is made available through the Web Site. By its very nature, other people?s information may be offensive, harmful or inaccurate, and in some cases will be mislabeled or deceptively labeled. We expect that you will use caution and common sense when using this Web Site.

The Material may contain inaccuracies or typographical errors. The Company makes no representations about the accuracy, reliability, completeness, or timeliness of the Web Site or the Material. The use of the Web Site and the Material is at your own risk. Changes are periodically made to the Web Site and may be made at any time.

You acknowledge and agree that you are solely responsible for the content and accuracy of any resume or material contained therein placed by you on the Web Site and you agree to let any users that are identified as recruiters (designated in the sole discretion of the Company) to have access to your resume.

The Company is not to be considered to be an employer with respect to your use of the Web Site and the Company shall not be responsible for any employment decisions, for whatever reason made, made by any entity posting jobs on the Web Site.

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Disclaimer of Consequential Damages.

IN NO EVENT SHALL THE COMPANY, ITS SUPPLIERS, OR ANY THIRD PARTIES MENTIONED ON THE WEB SITE BE LIABLE FOR ANY DAMAGES WHATSOEVER (INCLUDING, WITHOUT LIMITATION, INCIDENTAL AND CONSEQUENTIAL DAMAGES, LOST PROFITS, OR DAMAGES RESULTING FROM LOST DATA OR BUSINESS INTERRUPTION) RESULTING FROM THE USE OR INABILITY TO USE THE WEB SITE AND THE MATERIAL, WHETHER BASED ON WARRANTY, CONTRACT, TORT, OR ANY OTHER LEGAL THEORY, AND WHETHER OR NOT THE COMPANY IS ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.

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The Web Site may contain links to third party web sites. These links are provided solely as a convenience to you and not as an endorsement by the Company of the contents on such third-party Web sites. The Company is not responsible for the content of linked third-party sites and does not make any representations regarding the content or accuracy of materials on such third party Web sites. If you decide to access linked third party Web sites, you do so at your own risk.

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Limitation of Liability.

The aggregate liability for the Company to you for all claims arising from the use of the Materials is limited to $1.

Termination.

The Company reserves the right, at its sole discretion, to pursue all of its legal remedies, including but not limited to immediate termination of your registration with or ability to access the Web Site and/or any other service provided to you by the Company, upon any breach by you of these Terms and Conditions or if the Company is unable to verify or authenticate any information you submit to the Web Site registration with or ability to access the Web Site.

Indemnity.

You agree to defend, indemnify, and hold harmless the Company, its officers, directors, employees and agents, from and against any claims, actions or demands, including without limitation reasonable legal and accounting fees, alleging or resulting from your use of the Material or your breach of the terms of these Terms and Conditions. The Company shall provide notice to you promptly of any such claim, suit, or proceeding and shall assist you, at your expense, in defending any such claim, suit or proceeding.

General.

The Company makes no claims that the Materials may be lawfully viewed or downloaded outside of the United States. Access to the Materials may not be legal by certain persons or in certain countries. If you access the Web Site from outside of the United States, you do so at your own risk and are responsible for compliance with the laws of your jurisdiction. These Terms and conditions are governed by the internal substantive laws of the State of New York, without respect to its conflict of laws principles. Jurisdiction for any claims arising under this agreement shall lie exclusively with the state or federal courts within New York, New York. If any provision of these Terms and Conditions are found to be invalid by any court having competent jurisdiction, the invalidity of such provision shall not affect the validity of the remaining provisions of these Terms and Conditions, which shall remain in full force and effect. No waiver of any term of these Terms and Conditions shall be deemed a further or continuing waiver of such term or any other term. Except as expressly provided in additional terms of use for areas of the Web Site a particular "Legal Notice," or Software License or Material on particular Web pages, these Terms and Conditions constitute the entire agreement between you and the Company with respect to the use of Web Site. No changes to these Terms and Conditions shall be made except by a revised posting on this page.

PRIVACY POLICY

The Company recognizes that you are concerned about privacy. We are committed to preserving your privacy and safeguarding your sensitive information. The following statement describes the general information-gathering and usage practices of our sites.

Our staff, contractors, Internet service providers and others involved in this site follow this policy or similarly strict policies regarding your Information.

Disclosure

The Company is committed to fully disclosing our policies regarding the collection, use, maintenance, disclosure and security of personal information obtained from users of our site. The term "personal information" includes a name, address, email address, or any other information which could be used to contact you directly or to identify you personally.

Use and Disclosure Limitations

The Company only uses personal information about its Web site users for specific purposes. We do not share user information with third parties except when we have told users about the disclosures, when we have prior consent, or when required by law.

Use Policy: When the Company gathers personal information from users, we ask for permission first. We also disclose, at the time of collection, how the information will be used by us. Personal information is used for activities such as auto-completion of commonly-used forms and helping us contact you when you solicit information from us.

Disclosure Policy: We do not normally disclose personal information to anyone outside of the Company unless we have previously informed users about the disclosures. However, some data may be used from time to time by outside contractors, including auditors or consultants, to assist us in carrying out necessary financial or operational activities. These uses will be consistent with this privacy policy and all contractors using this potential personal information must agree to safeguard it, to use it only for the authorized purpose, and to return it or destroy it upon completion of the activity.

The Company might be required to disclose personal information in response to a valid legal process such as a subpoena, search warrant or court order.

Although unlikely, it is possible that we may have to make certain disclosures to ensure the security of our Web site, to protect its integrity, or to take precautions against potential liability. In any of these situations, we will take any reasonable steps to limit the scope of the data disclosed.

Web Logs: The Company maintains standard Web logs that record basic information about visitors to our Web site. These logs contain: * The Internet domain from which you came to our Web site. * Your IP address. An IP address is a series of numbers which uniquely identifies your connection to the Internet. Although it is possible in some instances, certain types of IP addresses may be used by interested persons to identify users but we do not attempt to identify users in this way. * The type of browser (e.g., Internet Explorer or Netscape) and operating system (e.g., Windows 98) you use. * The date and time you visited the site, and the pages you saw.

We use Web log information to design our Web site, identify popular features, and in similar ways. We do not try to identify individuals from Web logs or to link Web logs to other user information. However, if someone tries to damage our Web site or use it in an unauthorized or illegal way, we may share Web log information with law enforcement agencies. The Company may provide aggregate information such as the number of users who visit particular pages of the site, or the number of people who link to certain external sites from our site, to other parties.

Changes to Privacy Policy

The Company's features and services will change over time and our information-gathering practices and policies may also change.

While our philosophy of protecting user information from inappropriate uses and disclosures will not change, this policy will be updated occasionally to include any change that materially affects the collection, maintenance, use, or disclosure of personal information.

Forum Topics

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  • I'm a rising sophomore at a non-target liberal arts college. I am currently interning at a marketing company in one of asian countries that I am from and I have been actively looking for something else I can do this summer. I was accepted to the program so called Fullbridge which is a...
    Opinion on business bridge program?
  • I joined a top consulting firm after graduating last year. Now its been a year and I do not like consulting very much. I have been doing completely unrelated projects, and going forward I would like to have a little bit more focus. Plus I want to learn more about finance. Is it possible for me...
    Is it still possible to start over? from MBB to finance
  • Hey All, I just wanted to see if anyone could give me some ideas about exit opps from top Natural Resources Groups? In this case think BB. I am curious if exit Opps are primarily in industry specific funds or if you still see recruitment for general buyout practices at Megafunds? Thanks....
    Natural Resources Group Exit Opps
  • Hey guys, Anybody know if York Capital runs a macro fund? I saw it somewhere that a guy named Marc Helwani runs a $1.5b macro fund but I couldnt find any other source to verify that. One thing I do know is that out of their $15b AUM, about $6.5 is dedicated to traditional long/short. Lol......
    York Capital - Macro?
  • Last year Dalian Wanda Group bought theater chain AMC Entertainment for $2.6 Bn, and now it is snagging up Sunseeker International. [quote] Dalian Wanda said it would pay £320 million for a 91.8 percent stake in Sunseeker, based in Dorset, England, with the remaining stake to be acquired by...
    The Chinese are upping up their shopping spree
  • I'm graduating soon and am looking for opportunities in either IB or consulting. Am indifferent between them. How should I customize my resume towards IB? Also you guys with consulting background, how do you customize to a consulting (MBB) one as well. But most importantly, I need it down to 1...
    Resume review for IB
  • Is anyone familiar with this firm? Started by 3 experienced guys in the media industry. Looks like they've done a couple notable deals in the past 2-3 years. How big is the firm (esp. analyst & associate level)? How is the dealflow? Do they only have an office in SF? Thanks in...
    CODE Advisors
  • Hi everyone! Some of you may remember me, I stopped posting on this forum about a year ago because I got tired of the site for a number of reasons and it wasn't worth it for me anymore. However I'm a big believer of giving back, and I did learn a lot from this site and from a few of the...
    Q&A: 1st year BB London Rates Trader Taking Your Questions
  • This question is regarding background checks and references. I worked at a boutique IB and want to use my old boss as a reference. However, my old boss no longer works at the boutique IB anymore. Is it still acceptable to use him as a reference, or will employers want a reference who still...
    Reference no longer works at firm
  • I'm a student currently deciding between attending either Tulane or Uconn as an incoming junior and wanted to get a picture of which would be better from a recruiting standpoint. Tulane will cost $14K more total over the next two years, or 7K more per year, but in either regard I will still...
    Tulane vs. Uconn
  • 1:41pm: Buy 200 shares WFC @ $41.10 on 99% margin. Currently down $87.98 + $0.90 interest. I normally stay away from margin. I was having a good day and got cocky. Today wiped out a week's worth of profits for me. Note: I swing trade with some day trades thrown in. What would you...
    I Made a Stupid Bernanke-Inspired Trade: Exit?
  • Hello everybody, I just finished up my sophomore year at a semi target and now am trying to choose an internship which will best position me for IB recruiting next year. I'm trying to decide between two internships - one is a credit analyst position at a commercial bank where I would...
    Which internship?
  • Hey everyone, Does anyone know of any reputable firms in Miami? Can you speak to their: 1. Pay 2. Culture 3. Focus (i.e. middle market? tech?) 4. Reputation in comparison to NYC...
    PE in Miami
  • So the sudden spike in interbank lending rate in China surpassed 13 percent at one point. The seven-day repurchase rate hasn't risen this high in over 10 years. With the PBOC refusing to inject funds to the monetary market, will this liquidity squeeze hurt the government's efforts to...
    Chinese Overnight Repo Rate hits record high
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<em>Mod note: make sure to see the great comment below by CompBanker</em> I come from a small town where nobody had ever heard of consulting or IB. I was fortunate enough to attend a top target college (a good Ivy) and land a gig in IB at a BB/EB. I'm starting full time this...
Finance Culture - Personalities
<strong>Background</strong> I randomly discovered WSO nearly seven years ago just weeks after I secured a FT MM IB position. The website was extremely nascent at the time with only a few thousand registered users. The majority of the users were college students with only a handful...
How WSO has enhanced my IB/PE career
<em>Mod note: <strong><a href="http://www.wallstreetoasis.com/faq/what-are-the-best-qa-threads-and-interviews-with-top-finance-professionals-on-wso ">Click here</a></strong> to see all of our q&a's and interviews</em><P> I figured I...
Open for Questions - Equities in Dallas
<em>Mod Note: This is a syndication from Jared's Daily Dirtnap daily market newsletter. WSO readers qualify for a $100 discount...just email info@dailydirtnap.com and mention "WSO Monkey Discount" You can follow Jared on twitter at @dailydirtnap</em> This one has...
THE LAST MILE
Hi everyone! Some of you may remember me, I stopped posting on this forum about a year ago because I got tired of the site for a number of reasons and it wasn't worth it for me anymore. However I'm a big believer of giving back, and I did learn a lot from this site and from a few of...
Q&A: 1st year BB London Rates Trader Taking Your Questions
After over one year in the making, the <strong><a href="http://www.wallstreetoasis.com/2013-wso-compensation-report-full">2013 WSO Compensation Report</a></strong> is here! Access to the FULL 108 page 2013 WSO Compensation Report is <strong>100%...
2013 WSO Compensation Report has Arrived
When I first started as a PE analyst, I constantly struggled with judging the amount of time I should spend on reviewing sourced deals. How much time is enough to really get a handle on the company’s revenue streams? How granular do I need my analysis to be on industry threats? With this...
Misguided Efforts: A Cautionary Tale
Fellow Primates, We are looking for 1-2 students on each campus to help WSO in its sales efforts to student clubs/career centers, and overall promotion at your school both online and on the ground. Below is a description of the position and benefits...thanks in advance for your help! <a...
WSO is Looking for Campus Reps For Summer/Fall 2013 (and beyond)
Many of the questions that have come in surround recruiting for front office Wall Street careers from a non-target so we’ll start with some ideas for recruiting, move on to interviewing, preparing for the job and finally long-term career management advice. Before we begin, it has been...
Stand Out as a Non-Target: Recruiting (Part 1 of 4)
Any Asset Management people here who could give me some insights on it, such as the nature of the work, the pay, the hours, the potential for career advancement, ect? I was looking into IB before but I've decided that I would rather pursue a career that's more intellectually...
Asset Management a better choice than Investment Banking?
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