Searching for a Summer Internship?
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.
Wall Street Mentors is a great source for ideas and tips too - Wall Street Mentors.
More Wall Street Mentors videos coming soon. Shoot me a PM or email if you have any requests for Q&A topics.
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 Please let me know if I missed any banks, included outdated information, etc.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 chris@wallstreetoasis.com 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_america/institutional_...
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_and_intern.html
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=careers_topnav_subpage
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?xitm=4&yitm=1
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_content&task=view&id=90...
Harris Williams & Co.
http://www.harriswilliams.com/welcometothemiddle/careers.php
Houlihan Lokey Howard & Zukin
http://www.hlhz.com/us/careers.aspx?LangType=1033
Jefferies & Company
http://www.jefferies.com/cositemgr.pl/html/Careers/index.shtml
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/careers.html
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?id=126
Raymond James Financial Inc. http://www.raymondjames.com/professional_opportunities.htm
RBC Capital Markets
https://www.rbccm.com/careers/cid-202867.html
Robert W. Baird & Company
http://www.rwbaird.com/about-baird/careers/careers.aspx
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.aspx
TD Securities
http://www.tdsecurities.com/tds/content/Car_Careers
The Blackstone Group http://www.blackstone.com/cps/rde/xchg/bxcom/hs/careers.htm
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, sgriffith@aethlon.com, (612) 338-0934
Alderwood Capital
www.alderwoodcapital.com
San Francisco, CA
Mr. Christopher Beros, Managing Director, cberos@alderwoodcapital.com
(415) 874-3382
Alexander Hutton
www.alexanderhutton.com
Seattle, WA
Mr. Thomas Elzey, Managing Director, telzey@alexanderhutton.com, (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, tfick@allcapcorp.com, (214) 540-8109
Allen C. Ewing & Co.
www.allenewing.com
Jacksonville, FL; Charlotte, NC
Mr. Morgan Payne, Managing Director, mpayne@allenewing.com, (904) 354-5573
Allison-Williams Company
www.allisonwilliams.com
Minneapolis, MN
Mr. David Kluender, Executive Vice President, dgkluender@allisonwilliams.com (612) 333-3475
America's Growth Capital
www.americasgc.com
Boston, MA; Silicon Valley, CA
Mr. Scott Card, Partner, scard@americasgc.com, (617) 261-4140
Anderson LeNeave & Co.
www.andersonleneave.com
Charlotte, NC
Mr. Gregory LeNeave, Managing Director, gleneave@andersonleneave.com
(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, jennifer@asantepartners.com
(650) 566-9364
Ascendiant Capital Group Inc.
www.ascendiant.com
Irvine, CA
Mr. Bradley Wilhite, Co-Founder & Executive Managing Director
bwilhite@ascendiant.com, (949) 259-4949
Ascent Partners
www.ascentpartners.com
Rachno Santa Margarita, CA
Mr. Scott Foresman, Managing Director, sforesman@ascentpartners.com,
(619) 300-8200
Aspen Advisors
www.aspenadvisors.com
Dallas, TX
Mr. Marc Still Partner, mstill@aspenadvisors.com, (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, mishii@azcainc.com, (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, jack.bailey@baileysouthwell.com
(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, croyston@bengurbran.com , (443) 573-3030
Beringea
www.beringea.com
Detroit, MI
Mr. Jeff Bocan, Managing Director, jbocan@beringea.com, (248) 489-9000
Berkshire Capital
www.berkcap.com
New York, NY; Denver, CO
Mr. Ted Gooden, Managing Director, tgooden@berkcap.com, (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 steveg@blackwatercapital.com, (847) 446-4700
Boenning & Scattergood
http://www.boenninginc.com
Philadelphia, PA; Pittsburgh, PA; Marmora, NJ; Powell, OH
Ms. Kathy Wilhelm, Executive Vice President, kwilhelm@boenninginc.com
(800) 883-1212
Boston Capital Advisors
www.bostoncapitaladvisors.com
Boston, MA
Mr. Mark Slater, Founder & Managing Partner, mark@bostoncapitaladvisors.com (617) 669-5281
Brean Murray, Carret & Co., LLC
www.breanmurraycarret.com
New York, NY
Mr. William McCluskey
President & CEO, mccluskey@bmur.com, (212) 702-6505
Broadmark Capital Corporation
www.broadmark.com
Seattle, WA; New York, NY
Mr. Joseph Schocken, President, jls@broadmark.com, (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, agarvey@cainbrothers.com
(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 danadams@thecapitalcorp.com (846) 672-8400
Cappello Capital Corp.
www.cappellocorp.com
Santa Monica, CA; Austin, TX
Mr. Alexander Cappello, Managing Director, ac@cappellocorp.com, (310) 393-6632
Capstone Partners, L.C.
www.capstonellc.com
Boston, MA
Mr. John Ferrara, Founder & Managing Partner, jferrara@capstonellc.com
(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, ttullidge@carystreetpartners.com , (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, gfaux@caymuspartnres.com, (404) 995-8302
CBIZ Mergers & Acquisitions Group, Inc.
www.cbiz.com/mergers
Atlanta, GA
Mr. Douglas Hubert, Managing Director, dhubert@cbiz.com, (770) 858-4491
Challenger Capital Group, Ltd.
www.challengercapitalgroup.com
Dallas, TX; Chicago, IL
Mr. Michael Burr, President & Executive Director, mburr@challengecap.com
(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, kshort@claytoncapitalpartners.com, (314) 725-9939
Coady Diemar Partners, LLC
www.coadydiemar.com
New York, NY; Peapack, NJ
Mr. Robert Diemer, Jr. Managing Director, bob@coadydiemar.com, (212) 901-2600
Cogent Partners
www.cogent-partners.com
Dallas, TX; New York, NY
Mr. Scott Myers, Managing Director, smyers@cogent-partners.com, (214) 871-5407
Colchester Partners, LLC
www.colchesterpartners.com
Boston, MA
Mr. Franklin Kettle
Managing Director, fkettle@colchesterpartners.com, (617) 896-0200
The Colmen Group
www.colmengroup.com
Wayne, PA
Mr. Peter Colella, Managing Director, pcolella@colmengroup.com, (610) 964-9020
Colmen Menard Company, Inc.
www.colmenmenard.com
Wayne, PA
Mr. David Menard, President & CEO, dmenard@colmenard.com, (484) 367-0300
Columbia West Capital, LLC
www.columbiawestcap.com
Scottsdale, AZ; El Segundo, CA; Salt Lake City, UT
Mr. Guy Downing, Managing Director, gdowning@columbiawestcap.com
(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, gbs@cpboston.com, (617) 267-0600
Converge Capital
www.convergecapital.com
Dallas, TX
Mr. Jim Stone, Partner & CEO, jstone@convergecapital.com, (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, office.newyork@cdiglobal.com, (203) 655-5436
Corporate Finance Associates Worldwide
www.cfaw.com
CFA has offices in 17 states throughout the US
Mr. Robart Contaldo, Managing Partner, rjc@cfaw.com, (847) 836-7035
The Rodman Energy Group
www.rodmanenergy.com
Houston, TX; Simsbury, CT
Mr. T. Prescott Kessey, Managing Director, tpk@rodm.com, (713) 654-8080
The Courtney Group
www.thecourtneygroup.com
Los Angeles, CA; Newport Beach, CA
Mr. Tom Courtney, Founder, info@courtneygroup.com, (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, rick.hartfiel@craig-hallum.com
(612) 334-6381
Crosskeys Capital
www.crosskeyscapital.com
Ft. Lauderdale, FL; Chicago, IL; Baltimore, MD; Philadelphia, PA; Tampa, FL
Mr. David Burns, Managing Director, dburns@ckcap.com, (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, Dwoodcock@dadco.com (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, tmd@davidsoncapital.com, (202) 365-7000
DecisionPoint International
www.decisionpointint.com
Charlotte, NC; St. Louis, MO
Mr. Douglas Ellis, Managing Partner, Dellis@DecisionPointINT.com, (704) 248-1122
DeSilva & Phillips, LLC
www.mediabankers.com
New York, NY
Mr. Jeffrey Dearth, Partner, jeff@mediabankers.com, (202) 338-5790
Dinan & Company, LLC
www.dinancompany.com
Phoenix, AZ
Mr. John Kelly, Executive Vice President, jkelly@dinancompany.com, (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, gpollack@dresnerco.com, (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, blabry@duncanw.com, (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 , charlie.lapeyre@energyspectrumc.om
(214) 987-6123
Falkenberg Capital Corporation
www.falkenbergcapital.com
Denver, CO
Mr. Bruce Falkenberg, President, bruce@fcapital.com, (303) 320-4800
Ferghana Partners Group
www.ferghanapartners.com
Boston, MA; New York, NY
Mr. William Kridel, Jr. Managing Director, kridel@ferghanapartners.com,
(212) 986-7900
Financo, Inc.
www.financo.com
Los Angeles, CA; New York, NY
info@financo.com, (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
stephen.johnson@firstsw.com, (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, whill@fminet.com, (303) 398-7237
FocalPoint Partners LLC
www.focalpointllc.com
Los Angeles, CA
Mr. Daniel Conway, Managing Director, dconway@focalpointllc.com, (310) 405-7000
Focus Strategies, LLC
www.focus-strategies.com
Austin, TX
Mr. F. Gary Valdez, Founder, gvaldez@focus-strategies.com, (512) 477-3280
Gemini Partners Inc.
www.geminipartners.net
Baltimore, MD; Los Angeles, CA
Mr. Jeff McKenzie. Managing Director, Head of Mergers & Acquisitions Jmckenzie@geminipartners.net, (310) 696-4009
Genesis Capital, l.l.c.
www.genesis-capital.com
Atlanta, GA
Mr. Jeffrey Villwock, Managing Director, jvillwock@genesis-capital.com, (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, Robert.Maley@gilfordsecurities.com
Goldmark Advisers, Inc.
www.goldmarkadvisers.com
New York, NY
Mr. Jeffrey Gold, President, jmg@goldmarkadvisers.com, (212) 779-6059
Grace Matthews
www.gracematthews.com
Milwaukee, WI
Mr. John Beagle, Managing Director, jbeagle@gracematthews.com, (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, chammond@gmbltd.com, (303) 592-4820
Greene Holcomb & Fisher LLC
www.ghf.net
Minneapolis, MN; Phoenix, AZ; Seattle, WA
Mr. Chip Fisher, Managing Director, cfisher@ghf.net, (612) 904-5704
Greif & Co.
www.greifco.com
Los Angeles, CA
Mr Jeremy Back, Director, back@greifco.com, (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, jgrimes@growth-capital.com, (214) 303-1177
GrowthPoint Technology Partners, LLC
www.gptpartners.com
Palo Alto, CA
Mr. Michael Shepherd, Managing Director, mshepherd@gptpartners.com,
(650) 322-2306
GTK Partners
www.gtkpartners.com
Los Angeles, CA; New York, NY; San Francisco, CA
Mr. James Turo, Managing Director , turo@gtkpartners.com, (310) 694-8202
Hales & Company, Inc.
www.halesgroup.com
Chicago, IL; New York, NY; San Francisco, CA; Seattle, WA
Mr. Mike Fletcher, Partner, mfletcher@halesgroup.com, (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, jippolito@headwatersmb.com, (781) 273-6062
HealthCare Markets Group
www.healthcaremarkets.com
Houston, TX
Mr. Francis Curry, Managing Director, fcurry@healthcaremarkets.com, (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, tlynch@howebarnes.com, (312) 655-2980
Hovde
www.hovde.com
Austin, TX; Chicago, IL; Dallas, TX; Los Angeles, CA; Palm Beach
Mr. James Hill, Managing Director, jhill@hovde.com, (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, jmack@imperialcapital.com
(310) 246-3705
Integris Partners
www.integris-partners.com
Denver, CO
Mr. Bill Eastwood, Managing Director, Bill@integris-partners.com, (970) 346-3950
Janney Montgomery Scott
www.janney.com
Over 50 offices Nationwide
Mr. Cliff Booth, Managing Director, cbooth@janney.com, (215) 665-6000
JD Ford & Company, L.L.C.
www.jdford.com
Dallas, TX; Denver, CO; Orange County, CA
info@jdford.com (303) 333-3673
JH Chapman Group L.L.C.
www.jhchapman.com
Chicago, IL
Mr. David Epstein, Principal, depstein@jhchapman.com, (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, phunt@jmpsecurities.com
(212) 906-3500
Jordan, Knauff & Company
www.jordanknauff.com
Chicago, IL; Kansas City, MO;
Mr. Thomas Knauff, Managing Principal, tknauff@jordanknauff.com
(312) 254-5900
Kaufman & Company, LLC
www.kcollc.com
Boston, MA
Mr. Seth Kaufman, Managing Director, sethkaufman@kcollc.com, (617) 426-0444
Kerlin Capital Group, LLC
www.kerlincapital.com
Los Angeles, CA
Mr. William Doyle, Managing Partner, wdoyle@kerlincapital.com, (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, ashtaynberger@laidlawltd.com, (212) 697-5200
Landmark Ventures
www.landmarkventures.com
New York, NY; San Francisco, CA
info@landmarkventures.com (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, rbrown@lincolninternational.com
(312) 580-8340
M. R. Beal & Company
www.mrbeal.com
Chicago, IL; Dallas, TX; New York, NY; Sacramento, CA
Ms. Donna Sims-Wilson, President, dwillson@mrbeal.com, (212) 983-3930
Matrix Capital Markets Group, Inc.
www.matrixcapitalmarkets.com
Baltimore, MD; Richmond, VA
Mr. Jeff Moore, President, jmoore@matrixcmg.com, (804) 780-0060
Mazzone & Associates, LLC
www.globalmna.com
Atlanta, GA
Mr. Michael Bllom, Managing Director, mbloom@globalmna.com, (404) 931-8545
Mesirow Financial Holdings, Inc.
www.mesirowfinancial.com/investmentbanking/
Chicago, IL; New York, NY
Mr. John Chrysikopoulos, Managing Director, jsc@mesirowfinancial.com,
(212) 351-8181
MidMarket Capital Advisors, LLC
www.mmadvisors.com
Philadelphia, PA
Mr. Graem Howard, Managing Director, ghoward@mmadvisors.com, (215) 875-8201
Milestone Merchant Partners LLC
www.milestonecap.com
Miami, FL; Newport Beach, CA; Washington, DC
Mr. David Doyle, Managing Director, ddoyle@milestonecap.com, (202) 367-3005
Miller Buckfire
www.millerbuckfire.com
New York, NY
Mr. Jason Anderson, Managing Director, jason.anderson@millerbuckfire.com
(212) 895-1849
Morgan Joseph & Co. Inc.
www.morganjoseph.com
New York, NY
Ms. Sharon Reaves, Head of Investment Banking Recruiting sreaves@morganjoseph.com, (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, afullerton@newburypiret.com, (617) 367-7300
North Point Advisors
www.nptadvisors.com
San Francisco, CA
Mr. Bill Placke, Managing Director, bplacke@nptadvisors.com, (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!






That's brilliantly
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.
Wow! Thanks a lot!
Wow! Thanks a lot!
"Many of life's failures are people who didn't realise how close to success they were when they gave up"
~~ Thomas Edison ~~
This is great. I don't mean
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.
Glad you guys find it
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
Mock Finance Interviews
Wow. That is very impressive
Wow. That is very impressive and I commend your efforts. Especially for making it public and free. That is some valuable information
yeah this is really great
yeah this is really great stuff.. wish i had this list available last year when i was looking!
This is a great effort,
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.
RKBanker wrote: This is
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.
RKBanker wrote: This is
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.
+1000 thanks for the post. I
+1000 thanks for the post. I too would be very grateful for a S&T list.
SB for you. Good job on this.
SB for you. Good job on this.
Learn Financial Modeling
Interview Guides
Great Post. Appreciate your
Great Post. Appreciate your effort in doing this for the WSO community.
WSM, This is an easy thing
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.
Wow.
Wow.
Financial Modeling Training
Guide to Finance Interviews
Chris, awesome job! I just
Chris, awesome job! I just bookmarked this list and will definitely use it for my search. +1 SB.
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
AwkwardStudentsMeetWarrenBuffett
"Concentrate your energies, your thoughts, and your capital. The wise man puts all his eggs in one basket and watches the basket." -Carnegie
I agree with everyone else on
I agree with everyone else on the great stuff, but just out of curiosity why didn't HSBC show up? Aren't they are a significant bank?
smile and dial, bitch.
smile and dial, bitch.
Thanks for the feedback from
Thanks for the feedback from everyone - great to hear that this will be helpful.
I'll get started on the S&T list shortly. I'm not as familiar with that industry, so recommendations for sites to pull data from (other than WSO) would be really helpful.
I added HSBC and Qatalyst Partners to the list and I realized that I forgot TD Securities. I'm sure I missed at least a dozen or so others, so please let me know if you notice that a bank is missing.
Thanks again,
Chris
chris@wallstreetoasis.com
Wall Street Mentors
Mock Finance Interviews
Great stuff. Thank you very
Great stuff. Thank you very much wsm. Could you also do a list on VC´s? Cheers
Very impressive. How did you
Very impressive. How did you go about getting all of those direct numbers to managing directors? This must have been very labor intensive.
Men are so simple and so much inclined to obey immediate needs that a deceiver will never lack victims for his deceptions.
-Niccolo Machiavelli
Damn...
Damn...
This must have taken a long
This must have taken a long time to compile. I am sure it will be of help to us monkeys trying to break into banking. Thanks for the awesome list!
This is awesome. Thank you!!
This is awesome. Thank you!!
Any opinion on the shops that
Any opinion on the shops that only engage in deal sourcing ?
Any value/ decent exit opportunity (besides back to school) from working for a company like this?
Nice list. You can also add
Nice list. You can also add Loop Capital Markets on the #3 Boutiques, which you missed.
Nice list! Thanks for sharing
Nice list! Thanks for sharing this. I'm looking forward to the PE one.
One to add to the banking list is is Foros Group.
There's also one firm that posts jobs on WSO on occasion - Mooreland Partners
This is excellent. Much
This is excellent. Much appreciated. Will bookmark and grind it out over the weekend.
How would you go about trying
How would you go about trying to find an email? I want to get an email for some in the Philadelphia branch of Alvares & Marsal but am having a hard time.
What are people's thoughts on
What are people's thoughts on contacting the partners listed?
I don't mind trying to reach out, but are there inboxes going to get flooded now that their contact info is posted somewhere?
NestoGrande wrote: What are
What are people's thoughts on contacting the partners listed?
I don't mind trying to reach out, but are there inboxes going to get flooded now that their contact info is posted somewhere?
Yep, it'll totally get flooded. Don't do it!
Wow, incredible list Chris.
Wow, incredible list Chris. Tell Patrick to give you a bonus, but I'll just give you a silver banana.
- 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
That's a REALLY good list,
That's a REALLY good list, got to see some Denver companies I haven't found before. Thanks a lot Chris!
"So who lost the hundy?" -Tom Montag
"WSO is like the 300 for anti spamage. None shall pass." -happypantsmcgee
not to be a dick but if there
not to be a dick but if there are more qualified candidates coming from top schools than there are positions... why should companies consider people with no proven track record, come from non target schools and are most likely from an unrelated field/major with irrelevant experience?
RKBanker wrote: This is
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.
Thank you WSM,
+1 for S&T firms when you have time. Much thanks in advance!
ambition56 wrote: not to be a
not to be a dick but if there are more qualified candidates coming from top schools than there are positions... why should companies consider people with no proven track record, come from non target schools and are most likely from an unrelated field/major with irrelevant experience?
Because when your job is to beat the markets and not think the way everyone else does it might be beneficial to have a unique life experience that might not fit the traditional banker mold? Just at a guess.
Protip of the day: If you have to preface your statement with "not to be a dick", you're being a dick.
Great work on generating this
Great work on generating this list and fantastic interview. SB for you.
Aren't a lot of these people
Aren't a lot of these people going to get very frustrated when tons of people start contacting them? Especially the people towards the top of the list?
That said, I really appreciate you posting these video interviews... they are extremely helpful and so is the concept of building a custom list.
I wish there were someone who
I wish there were someone who could do the same for Canadian Banks!
not too sure about your
not too sure about your placements of banks but good job!
Chris great list! One point
Chris great list! One point to correct even though they are a very small shop and very rarely take on any new analysts / associates the area code for The Capital Corporation is "864" not 846 wanted your contact info to be accurate.
-An opportunity not taken is an opportunity lost.
+1 SB for you. You may want
+1 SB for you. You may want to add Pacific Crest Securities to list number 3.
I'm sorry if this sounds like
I'm sorry if this sounds like a silly question, but almost all of the banks in the third category are unfamiliar to me. When I do contact them by email, is there an ideal way to mention how I found out about their bank?
anyone?
anyone?
Just tell them you found it
Just tell them you found it online or heard of their 'great reputation' come on dude...
If I had asked people what they wanted, they would have said faster horses - Henry Ford
Okay, I just wanted to make
Okay, I just wanted to make sure it's okay to say that. Especially since I've heard boutiques pay more attention to cover letters. Thanks!
This is incredible!
This is incredible!
Big4 Consultant.
I can't even get my mind
I can't even get my mind around the time taken to put this together.
Too bad you don't have contacts for the BBs
Big4 Consultant.
protip duly noted
protip duly noted lol
not to be a dick but if there are more qualified candidates coming from top schools than there are positions... why should companies consider people with no proven track record, come from non target schools and are most likely from an unrelated field/major with irrelevant experience?
Because when your job is to beat the markets and not think the way everyone else does it might be beneficial to have a unique life experience that might not fit the traditional banker mold? Just at a guess.
Protip of the day: If you have to preface your statement with "not to be a dick", you're being a dick.
If the glove don't fit, you must acquit!
ambition56 wrote: not to be a
not to be a dick but if there are more qualified candidates coming from top schools than there are positions... why should companies consider people with no proven track record, come from non target schools and are most likely from an unrelated field/major with irrelevant experience?
Because hiring managers are smart enough to realize that where you went to school is a highly imprecise, noisy signal of your actual talent and intellect. There are plenty of kids coming from non-targets who will run intellectual circles around target kids. For example, most target kids probably couldn't succeed in a Math PhD program, although plenty of non-targets do it every single year. Potential is a complicated thing...
"Many of life's failures are people who didn't realise how close to success they were when they gave up"
~~ Thomas Edison ~~
+1 for this comment. Well
+1 for this comment. Well done.
You can also add:
George K Baum (Kansas City, Salt Lake, Denver, etc)
http://www.gkbaum.com/insidegkb/career.cfm
Seattle Northwest Securities/SNW
http://www.snwsc.com/contact/
A. Dashen and Associates
http://www.adashen.com/contact-us
Public Financial Management Inc.
https://fm.pfm.com/default.aspx/ctrl/Default/nodeID/53c1afed-818e-4083-9...
Roosevelt and Cross Inc.
http://www.roosevelt-cross.com/
Stone and Youngberg
http://www.syllc.com/