What groups does BAML still have in Charlotte. Are there groups that are considered to be strong in that office? M&A? LevFin? Industry Groups? Looking for a sense of what groups are still in the office compared to NY office
| +85 | Drunk VP. How to manage? | 28 | 11h |
| +45 | How do I take my foot off the gas? (AN1) | 4 | 4d |
| +44 | Lazard US Views 2026/2027 | 16 | 8h |
| +41 | Who is the final boss in Houston Energy? (GS, JEFF or EVR) | 9 | 12h |
| +37 | Tomorrow Will Be Better | 5 | 18h |
| +34 | Moelis PCA vs Lower tier BB Coverage | 20 | 40m |
| +28 | Why Do We Turn Comments? | 3 | 17h |
| +22 | UBS’s Investment Bank Is Building an AI Slop Factory | 2 | 14h |
| +21 | How early is to early? | 9 | 1d |
| +21 | [2026 - October] Unbiased Prestige Rankings | 7 | 14h |
Career Resources
Get instant access to lessons taught by experienced private equity pros and bulge bracket investment bankers including financial statement modeling, DCF, M&A, LBO, Comps and Excel Modeling.
Heard the CLT Lev Fin group is pretty strong
does CLT lf typically go into mm PE?
Mostly credit shops, but few MM PE, and seen people go to MFs in T1 cities too.
Syndication. They may have smaller deal teams, but think syndication is the only one based there.
Don't work at the bank, but from what I understand the levfin group is split between NYC and Charlotte, but mostly in NYC. I think some of the seniors in the Charlotte office may focus on specific niches (energy, healthcare, segments of industrials, middle market), but juniors in both offices are cross-staffed regularly regardless of which office the deal originated.
It’s 2/3 in NYC and 1/3 in Charlotte.
Charlotte office is also very heavy on SE schools like Duke/UNC
What's the major difference between the NYC and CLT office in regards to culture or deal flow?
Why do they have LevFin in Charlotte at all? I know it’s a remnant from when BofA was more involved in Charlotte, but just curious as to why they haven’t moved the whole team to NYC.
Bump
Qui eius ipsum deserunt cupiditate autem sit sit. Eum laborum ipsam officia odit molestiae. Rem omnis tempore itaque sit error.
Est debitis fugit eum. Nobis fuga alias dignissimos voluptatem perspiciatis. Beatae eaque laboriosam magni modi nihil doloremque inventore molestiae. Doloremque ut dicta dolores maxime.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...