Changing Landscape
Rise of the Europeans?
Wow talk about a changing landscape....
So assuming that ML and LEH go out tonight, the landscape will be:
Independents:
Goldman
Morgan
Universals:
JPMorgan
Citi
BofA
Europeans:
UBS
Deutsche
Credit Suisse
Boutiques:
Evercore
Greenhill
Moelis
Perella
Who do you think the major M&A players will be? Can Goldman and Morgan stand the assault of the universals? Will the Europeans become the new lenders? Where will boutiques place in all of this?


