Best Lesser Known U.S. Boutique IBs
What are the best boutique investment banks in the U.S. that consistently punch above their weight? (Exclude firms like Allen & Co. and Dyal as they've been discussed a fair bit here and are extremely exclusive)
What are the best boutique investment banks in the U.S. that consistently punch above their weight? (Exclude firms like Allen & Co. and Dyal as they've been discussed a fair bit here and are extremely exclusive)
| +186 | Piper Sandler in talks to acquire PWP | 75 | 1d |
| +124 | UBS Appears to be Exploring Sale | 19 | 4d |
| +99 | Paradise Is Paradise | 8 | 1d |
| +80 | Drunk VP. How to manage? | 27 | 2d |
| +40 | How do I take my foot off the gas? (AN1) | 4 | 2d |
| +38 | Lazard US Views 2026/2027 | 13 | 2d |
| +26 | Why did EVR succeed vs GHL or PWP that ended up getting acquired? | 9 | 21h |
| +22 | Mandated 9:00am Arrival? | 6 | 5d |
| +21 | Prestige Upgrade: Incoming Piper Sandler Intern (PWP Merger) | 4 | 5d |
| +21 | How early is to early? | 9 | 13h |
Career Resources
From Wall Street Prep
Allen & Company (Global M&A Advisory – Media and Entertainment focused)
Cowen (Global M&A Advisory – Boutique)
Perella Weinberg Partners (Global M&A Advisory – Boutique)
Lazard (Global M&A Advisory)
Rothschild (Global M&A Advisory – Boutique)
Evercore Partners (Global M&A Advisory - Boutique)
Greenhill & Co. (Global M&A Advisory - Boutique)
Blackstone (Global M&A Advisory)
Houlihan Lokey (Global Investment Bank - Boutique)
Jefferies & Co. (Global Investment Bank)
Centerview Partners (Global M&A Advisory)
Oppenheimer & Co. (Global lnvestment Bank – Boutique)
Sandler O’Neill Partners (Global Investment Bank – Boutique - FIG focused)
Moelis & Company (Global Investment Bank – Boutique)
Miller Buckfire & Co. (Restructuring focused)
Morgan Keegan & Co.
WR Hambrecht & Co.
Montgomery & Co. (Media & Internet and Technology focused)
Stephens, Inc.
Stifel Financial
Capstone Partners
CSG Partners
Foros
Needham & Co.
Berkery, Noyes & Co.
Gleacher & Company
Guggenheim Partners
Imperial Capital
Keefe, Bruyette, & Woods
Ladenburg Thalmann
Cain Brothers (Healthcare focused)
Fennebresque & Co
Ziegler
Sonenshine Partners
Lancaster Pollard (Health care focused)
BG Capital
Allegiance Capital Corporation
Sucsy, Fischer & Company
Marathon Capital (Global Energy and Infrastructure focused)
Arma Partners
Financo (Consumer and Retail focused)
Marlin & Associates (Technology, Information, and Healthcare focused)
C.W. Downer
McColl Partners
Panmure Gordon
PCE Investment Bankers, Inc.
Roth Capital Partners
Sagent Advisors
Cantor Fitzgerald
Corporate Finance Associates
Europa Partners
Lincoln International
From Finance Walk
New York, NYC:
- Akin Bay Company
- AGM Partners LLC
- Barman Capital LLC
- Brocair Partners LLC
- Chardan Capital Markets, LLC
- Charles Morgan Securities, Inc.
- Dynamica, Inc.
- DZ Financial Markets LLC
- Fieldstone Private Capital Group, Inc.
- FinanceNYC, LLC
- GLC Advisors & Co., LLC
- Hyde Park Advisors, LLC
- Junewicz & Co. Inc.
- Lighthouse Financial Group
- Lightstone Securities, LLC
- Merchant & Schumacher Associates, LLC
- Mercury Capital Advisors, LLC
- Torreya Partners LLC
- Touchstone Group, LLC
- Walsh Manning Securities Inc.
- Winchester Realty, LLC
- Wynston Hill Capital LLC
- XT Capital Partners, LLC
San Francisco:
- Jefferies
- San Trust Robinson Humphrey
- Headwaters MB
- Viant Capital
- Pharus Advisors
- Stifel Nicolaus Weisel
Chicago:
- AG Becker & Co.
- Arnstein & Company, LLC
- Blackmore Partners Ltd.
- Blackwater Capital Group, Inc.
- Chicago Investment Group, L.L.C.
- China-America Capital Company, LLC
- Dresner Partners
- DSI Global M&A
- Fort Dearborn Advisors, LLC
- Gardner Rich & Co.
- GTR Partners
- Hamptons International
- Healthstrat Capital Advisors, LLC
- Houlihan Capital, LLC
- Iliad Avenues, LLC
- Performance Trust Capital Partners, LLC
- Plaisance Advisors LLC
- Resource Financial Corporation
- River Branch Capital LLC
- Stout Risius Ross, Inc.
- Sustainable Capital, LLC
- The Alliance for Corporate Wealth LLC
- The Biotech Capital Group
Boston:
- 3LP Advisors, LLC
- Adventum Group, Inc.
- Aeris Partners
- America’s Growth Capital LLC
- CFBDS Inc.
- Chestnut Securities, Inc.
- Commonwealth Capital Advisors, LLC
- Consensus Advisors LLC
- Consilium Partners LLC
- Copley Browne, Inc.
- Corby Capital Markets, Inc.
- Covington Associates LLC
- EnCapital
- Envoy Advisors
- G2 Capital Advisors LLC
- Game Plan LLC
- Gordon Associates, Inc.
- Gryphon Management Company, Inc.
- Northstar Global Partners, LLC
- O’Conor, Wright Wyman, Inc.
- Prevail Capital, LLC
- Progress Partners, LLC
- Provident Corporate Finance, LLC
- Thornton Group LLC
- Trudeau & Trudeau Associates, Inc.
- Versailles Group, Ltd.
Houston:
- Corporate Finance Associates
- Howard Weil
- Mike Adams Enterprices
- Mills & Stowell
- Tudor, Pickering, Holt & Company, LLC
Washington:
- Jefferies Quarterdeck
- Friedman, Billings, Ramsey & Company
- FBR Capita Markets
- McLean Group
- Newman & Associates
- NorthMarq
- The PFM Group
- PRC Grpup
- Monticello Capital
London:
- Ambrian Capital
- Arma Partners
- The Blackstone Group
- Boenning & Scattergood
- Brewin Dolphin
- Brown Brothers Hariman
- Climate Change Capital
- DC Advisory Partners
- Hawkpoint
- Evercore Partners
- Evolution Securities
- Execution Nobel
- Glaecher Shacklock
- GCA Saavian
- Harris Williams & Company
- Houlihan Lokey
- Liberium Capital
- Moelis
- Panmure Gordon
- Perella Weinberg Partners
- Piper Jaffray
- Seymour Pierce
- Thomas Weisel Partners
- William Blair & Company
- McQueen
Rerum et laboriosam ad temporibus molestiae sequi. Modi accusantium iste quibusdam officiis temporibus reprehenderit corrupti dolorum. Quia voluptatem dolore fugit quasi provident.
Ducimus natus quas reiciendis modi non modi rem. Ducimus id vel qui ipsum illum totam sapiente. Maxime recusandae minus eum ipsa mollitia. Ea accusamus possimus blanditiis ducimus.
Exercitationem ut omnis nihil sit beatae repellendus necessitatibus qui. Eos est optio ea voluptas. Dicta sit vel et voluptatum mollitia.
Non ut impedit nemo dignissimos et fugit sit eum. Repellendus dolore voluptatem velit molestias nihil sequi aspernatur adipisci. Quia ut officiis possimus minima ut aut in.
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...