Morgan Stanley Healthcare

Does anyone have any insight on this group?

JPM is the undisputed leader in healthcare banking. Goldman isn't that strong in the space, from what I understand, nor are many of the other BB's. And then you have middle market firms like Jefferies, Cowen, Leerink that have good deal flow but don't have the BB brand name pulling for them.

Where does Morgan Stanley fit in - can anyone familiar with the group offer some insight? Thanks.

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https://www.thomsonreuters.co.jp/content/dam/openweb/documents/pdf/japa…</a">https://www.thomsonreuters.co.jp/content/dam/openweb/documents/pdf/japa…

Healthcare in the US 2017

1- GS ($126bn)

2- Barclays ($95bn)

3- Lazard ($85bn)

I don't know how students come here and say stuff like this without any regard for actual data. Who told you JPM was an "undisputed leader"? There are no undisputed leaders in IBD it's a very competitive market even holy GS only has 20% of market share in M&A. You should be more careful re soundbites

 
"Bananas101"I don't know how students come here and say stuff like this without any regard for actual data. Who told you JPM was an "undisputed leader"? There are no undisputed leaders in IBD it's a very competitive market even holy GS only has 20% of market share in M&A. You should be more careful re soundbites

THANK YOU +++

 
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Above ranking being based on deal size skews it. You can be a print advisor on a Pfizer deal and be sitting at $100bn+ league table cred.

Total fee (including Lev Fin and Equity) would put JPM on top. But they have lost some footing over last couple of years compared to say 2014. GS probably equally strong in M&A and equity. GS does very well with public company sell sides. Among BBs BAML and Barclays come next. MS does some big deals but is smaller / less volume. CS lost most of their guys but still shows up now and then. UBS rarely but sometimes. DB/(RBC/WF) non factors.

Among boutiques Lazard and Centerview gets most. Centerview got some GS/CS people recently and also have ex-ML people. Evercore, Guggenheim probably after that. You’ll find all these guys do deals based on their sub vertical focus / power MDs.

And if you want to pump out sponsor sell sides CIMs, can’t go wrong with Jefferies and Moelis. Would argue Jefferies does more deal than any of the above even. Harris Williams, William Blair, Houlihan Lokey does lot for the smaller sponsor sell sides.

 

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