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WSO Free Modeling Series - Now Open Through
October 31, 2026
9 Free Financial Modeling Lessons
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+Bonus: Get 27 financial modeling templates in swipe file
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Harris Williams and Lincoln international
Two of the best in the space (just look up “[insert industry] M&A update [insert name of bank].” You can also add PDF to that search
Neither of these teams cover utilities or have equity research departments that issue primers
most of the primers out there are on utilities
MS, Moelis, Laz, Rothschild, JPM
My advice is open a free brokage account with etrade, BofA, chase/JPM, Stifel, and any other bank that has a good research arm. Go through all the stocks in their coverage in the space and read everything. Good luck
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