"Morgan Stanley cedes title of chief Goldman Sachs rival to Both JPM and Evercore"

"JPMorgan Chase and investment banking boutique Evercore have displaced Morgan Stanley as the chief rivals to Goldman Sachs in the core Wall Street business of dealmaking advice.

 JPMorgan generated financial advisory fees last year — including mergers and acquisitions — of $3.29bn, while Evercore recorded $2.45bn and Morgan Stanley $2.38bn."

New trio GS, JPM, EVR ? 

FT article: https://www.ft.com/content/83ba0d71-388d-41e3-bec4-232e4368f7d0


 

10 Comments
 

Based on the most helpful WSO content, it's clear that JPMorgan and Evercore have been making significant strides in the dealmaking space, challenging Morgan Stanley's position as a top rival to Goldman Sachs. JPMorgan's dominance in financial advisory fees, as highlighted in the 2021 10-Ks, shows its strength in M&A advisory ($4.4 billion) and fixed income ($5.0 billion), surpassing Morgan Stanley in these areas. Evercore, as a leading independent advisory firm, has also solidified its reputation with strong deal flow and execution capabilities.

The new trio of Goldman Sachs, JPMorgan, and Evercore reflects a shift in the competitive landscape, with JPMorgan leveraging its universal banking model and Evercore excelling as a boutique powerhouse. This dynamic highlights the evolving nature of Wall Street's top players in dealmaking. For further insights, you can explore the FT article here: https://www.ft.com/content/83ba0d71-388d-41e3-bec4-232e4368f7d0</a">https://www.ft.com/content/83ba0d71-388d-41e3-bec4-232e4368f7d0.

Sources: JP Morgan is Better than Morgan Stanley, Is Prestige Really All That Important?, MBA SA Goldman vs Evercore, Private Wealth Management/Private Banking Guide for Associates, Why so serious?

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

JPM has been firing on all cylinders for several years now, so no surprise there. All three of GS, JPM, EVR do a good job of covering both large-cap  and mid-cap deals, which is key. There is lots of $ to be made doing sub $2bn deals...it's where all the growth in the industry is at the moment. MS hasn't done a good job with this for whatever reason. Personally, I think MS has become way too top heavy with very impressive Vice Chair and group head level people, but then an unimpressive group of mid/jr level MDs to fill the shoes as that senior group starts to ramp down and retire.  

 

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