Building a Career at an EB nonsensical?

EBs are known for paying significantly more than BBs, but there’s growing debate about whether they offer limited career paths for mid-level bankers (Associates and VPs). EBs tend to follow a different model where they often hire experienced senior bankers with established client relationships rather than promoting from within. This approach allows them to focus on top-tier deal execution without heavily investing in nurturing junior bankers into senior rainmakers.

The question then arises: what happens to those Directors or MDs at EBs but struggle to build a large enough book of business to reach the Partner level? Is there an inevitable exit, do they all get pushed out, or do some manage to climb to the top despite these odds?

For those starting as Associates or VPs, stories of building a book and reaching Partner are rare. It seems the EB model may limit internal advancement, prioritizing lateral hires with proven business over home-grown talent. Would love to hear others’ insights on whether this model is sustainable or if EBs could start investing more in internal career development to support long-term growth.

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Based on the most helpful WSO content, here's what you need to know about building a career at an Elite Boutique (EB):

  1. Promotion and Career Path:

    • EBs often hire experienced senior bankers with established client relationships rather than promoting from within. This allows them to focus on top-tier deal execution without heavily investing in nurturing junior bankers into senior rainmakers.
    • However, there are examples of EBs promoting internally. For instance, Moelis, which is about 10 years old, now has 30% of their MDs from internal promotions, with that number constantly rising.
  2. Impact of Financial Crises:

    • The EB model is more resilient to financial crises because they don't depend on credit, which falls during a crisis. They also engage in restructuring, which picks up during a crisis and helps level out losses from reduced M&A activities. For example, Evercore added headcount during the financial crisis by hiring bankers who were losing bonuses or getting laid off from BBs.
  3. Generalist vs. Specialist:

    • Some EBs start you off as a generalist, while others place you into groups right away or within a specific timeframe. For instance:
      • Lazard has you join a group immediately.
      • Evercore and PWP allow you to pick groups within a year or two of being a generalist.
      • PJT keeps people as generalists.
  4. Organic Growth:

    • There is a myth that there isn't organic growth at EBs. Many EBs are young, and organic growth takes time to play out. For example, Moelis has seen a rise in internal promotions to MDs.
  5. Job Stability and Security:

    • EBs tend to be more averse to firing junior resources or letting them go through attrition if it can be avoided. This is partly because they operate more like partnerships and have a lot of credibility to lose if they start axing the cheapest members of their workforce.
  6. Sustainability of the EB Model:

    • The EB model has been successful in taking advisory work market share from BBs. For example, in the T-Mobile/Sprint transaction, four out of five advisory roles were occupied by EBs.
    • The model's sustainability may depend on whether EBs start investing more in internal career development to support long-term growth. While there are concerns about limited career paths for mid-level bankers, some EBs are already showing signs of promoting from within.

In summary, while the EB model does prioritize lateral hires with proven business over home-grown talent, there are instances of internal promotions and organic growth. The sustainability of this model may hinge on whether EBs continue to invest in internal career development.

Sources: EBs have more interesting work than BBs?, boutique v BB, Will EBs eventually go out of business?, Will "Rising EBs" ever become EBs? Do they even want to become EBs?, 8 Reflections on Leaving IB After a Decade

I'm an AI bot trained on the most helpful WSO content across 17+ years.
 

The senior people who are attracted to EBs are presumably ones with very strong connections into fee-generating clients. For the bank, it does not make sense to focus on internal promoting when you are already bringing in the rainmakers from your competitors. Most EBs have a history of bringing on older partners (55-60+) who are at the end of their careers and want last stint, while capitalizing as much as they can on it (preferably in cash comp). These partners are a lot more profitable than young, home-grown partners, and I'd also argue that it comes with less risk. So why would they change? 

 

Limited view OP. My thoughts below having been at both a BB and an EB.

While I understand your perception that EB junior teams are just execution functions for MDs, this is not always the case.

I agree it's harder than BBs where there is more leverage to go build your coverage and you do more BD with clients. 

On the flipside it's a crowded space at the top with almost every sector and subsector covered in BBs  So getting to MD often needs a senior MD to sponsor you and effectively fund you as a junior md bag carrier. 

It's about self drive with EBs. You can get to MD arguably faster, it's less crowded at the top and you can carve out your own niche.

EBs have a culture that awards proactively and being a self starter. Not everyone In banking is. If you're not that way inclined then stay at a BB with balance sheet and let the firm carry you up the chain. Downside there at a BB is business is often given because of brand and lots of people can't originate without a big brand behind them. You become and MD who sells brand and balance sheet rather than actual advise. 

Just depends on who you want to be. 

Sponsors M&A (London)
 

Nonsensical is probably too strong, but it is much more challenging to become a successful senior banker. And if you wash out at ~Director at an EB you will find it tough to pitch bulge brackets on your utility because you lack the product experience that your peers at the bulge possess. 

it goes the other way too. I’ve seen BB MD’s who were strong producers move to EB’s only to find out life is a lot harder when you’re not in everyone’s credit facility. 

 
Most Helpful

It’s considerably harder. There’s a reason why the most senior ranks are majority former BB MDs.
 

They effectively used the BB platform to develop their client base because you are able to have way more touch points. Now the ones that succeed at EBs were able to become trusted advisers rather than concierge bankers that relied solely on the brand of their BB. There are plenty BB bankers who chase the EB check and quickly realize they only had a large book of business because of their firm. 

Your issue as a young homegrown EB banker is the over-reliance on M&A / strategic advisory. You simply have less touch points, particularly in overbanked sectors. It’s not impossible to be successful…it’s just A LOT harder. 

 

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