Should I Preemptively Reach Out to Associates on My MD's Calling List to "Cross-Polinate" and Break the Ice?

So my MD has put me in charge of updating the buyers list for our sell-side M&A outreach. The thing is, I went to Harvard and know the dudes who actually process CIMs and build the models at most of these places better than he does. I feel like there's more value in me reaching out to my Associate buddies beforehand to let them know what's coming and shooting them a CIM before my MD just shoots out a cold-email to one of his boomer buddies that probably works from his boat and checks email in the morning and before sleep.

He's a big "cross-polination" guy, so I feel like he'll be stoked if I can get bonafied interest from an actual CIM reviewer by the time he's finished figuring out how to work his outlook and send an email. What say you, WSO brain trust?

8 Comments
 
Most Helpful

between your username, picture, and Harvard insertion you clearly lack the tact to pull this off without alienating your MD or your MD's client.

Your tired troll aside, for anyone else considering this, you really need to have 0 doubts about how your MD would react to something like this.  Preempting your boss for clout amongst your nerd friends is just such an unnecessary risk.  

 
ebitDUMBDUMB

Harvard insertion  

You clearly went to Yale. Harvard's been inserting it in your mother's rear-end on the League tables since 1636.

That aside, I appreciate the input. Thanks!

 

You should rebrand as MelatoninMan because your stuff is sleeeeeeeeeepy

 

Molestias voluptatum enim assumenda aut nemo omnis distinctio. Dolorem aut molestias mollitia a qui et praesentium non. Laboriosam molestias dolor natus veritatis delectus voluptas. Fugiat excepturi at corporis labore placeat eum culpa. Eveniet magnam nisi et iusto qui.

Career Advancement Opportunities

August 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 98.9%
  • JPMorgan 01 98.4%
  • Morgan Stanley 08 97.8%
  • Goldman Sachs 02 97.3%

Overall Employee Satisfaction

August 2026 Investment Banking

  • Moelis & Company No 99.5%
  • Evercore No 98.9%
  • Morgan Stanley 01 98.4%
  • Banco Santander 02 97.8%
  • BMO Capital Markets 12 97.3%

Professional Growth Opportunities

August 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 98.9%
  • Morgan Stanley 06 98.4%
  • Goldman Sachs 01 97.8%
  • JPMorgan No 97.3%

Total Avg Compensation

August 2026 Investment Banking

  • Vice President (16) $429
  • Associates (50) $259
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (25) $178
  • Intern/Summer Associate (14) $159
  • 1st Year Analyst (84) $151
  • Intern/Summer Analyst (75) $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
Secyh62's picture
Secyh62
99.0
3
BankonBanking's picture
BankonBanking
99.0
4
kanon's picture
kanon
99.0
5
DrApeman's picture
DrApeman
98.9
6
CompBanker's picture
CompBanker
98.9
7
Betsy Massar's picture
Betsy Massar
98.9
8
dosk17's picture
dosk17
98.9
9
GameTheory's picture
GameTheory
98.9
10
Jamoldo's picture
Jamoldo
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...”