Incoming Analyst Referral Situation

I'm an incoming analyst at a MM bank, think HL/WB/HW and I am currently navigating a situation that I would like some advice on. I recently finished my internship at one of the above banks and was lucky enough to receive a return offer. 

During my internship, I reached out to a high-school alumni of mine who owns a company in the same niche sector I covered to see if I could learn more about what it takes to run a business in the space and to briefly introduce the idea of them meeting with my firm/group. The call went well and they seemed receptive to the idea of eventually meeting with them to learn more about the sector and what the bankers are seeing. 

Since this call it's been about a month and a half and I have returned to college to finish out my senior year. However, on friday, the alumni asked if I could facilitate an intro to someone on the team because they are thinking about divesting an asset (potentially in the high 8 figure valuation range) and would like to explore a conversation with my bank.

The bank had one business development meeting with the previous CEO 3 years ago but nothing has happened since. I was close to one of the VPs on this team who I will be sending the email but would this count as a referral if this led to a mandate? I do think there is a chance that this leads to a mandate so I want to protect myself to get the referral fee but how would this work given I am technically not yet employed by the firm. 

What would you advise me to do in a situation like this? I don't want to overstep but I also don't want to get screwed out of what could be a big payday for an A1. Thanks!

2 Comments
 

Numquam molestiae illo qui assumenda expedita fugit. Omnis fugit aut nulla totam omnis. Quod voluptatibus quod rerum. Quo earum doloribus et. Dolor ab distinctio optio qui laudantium voluptatem dicta odit.

Career Advancement Opportunities

November 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 99.0%
  • JPMorgan 01 98.4%
  • Guggenheim Partners 02 97.9%
  • Morgan Stanley 06 97.4%

Overall Employee Satisfaction

November 2026 Investment Banking

  • Moelis & Company No 99.5%
  • Morgan Stanley 02 99.0%
  • Evercore 01 98.4%
  • Banco Santander 02 97.9%
  • BMO Capital Markets 13 97.4%

Professional Growth Opportunities

November 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 99.0%
  • Morgan Stanley 05 98.4%
  • Goldman Sachs 01 97.9%
  • JPMorgan No 97.4%

Total Avg Compensation

November 2026 Investment Banking

  • Vice President (16) $429
  • Associates (57) $264
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (29) $183
  • Intern/Summer Associate (16) $161
  • 1st Year Analyst (84) $151
  • Intern/Summer Analyst (76) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

1
redever's picture
redever
99.2
2
kanon's picture
kanon
99.0
3
BankonBanking's picture
BankonBanking
99.0
4
Secyh62's picture
Secyh62
99.0
5
GameTheory's picture
GameTheory
98.9
6
Betsy Massar's picture
Betsy Massar
98.9
7
CompBanker's picture
CompBanker
98.9
8
dosk17's picture
dosk17
98.9
9
DrApeman's picture
DrApeman
98.9
10
Mimbs's picture
Mimbs
98.8
success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”