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WSO Free Modeling Series - Now Open Through
July 31, 2026
9 Free Financial Modeling Lessons
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.
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+Bonus: Get 27 financial modeling templates in swipe file
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You'll need access to some sort of financial data portal like Bloomberg, Reuters, factset etc.
CapIQ has some data, although not comprehensive
Agree with the points above. Haven't seen a free one that works (but maybe someone knows of one).
If you want to brute force it and track them manually, you can google the legal name of the bank on google news in quotations, along with "financial advisor" and you should get the press release material, which will always have the legal name of the bank and the term financial advisor. But this really only works well for non-BBs because of ER and other news posts.
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