What Do IB Regional Boutiques Look for When Sourcing for Companies?

What should you look when sourcing for companies to do various types of transactions such as buy-side and sell-side M&A, financing, restructuring? I know it's always important to know the financial sponsors that are investing in the Company, amount of financing rounds, etc because it demonstrates that 1) the company is growing 2) people are interested. 

What else would you suggest looking at? How could you determine what the play is for the company (M&A, Financing, etc)? Do you look at how old the owners are (maybe about to exit)? Things like that...Any advice from those who have worked or currently work at regional boutiques would be helpful. 

1 Comments
 

Iure soluta ut reiciendis incidunt. Id consectetur beatae in amet dignissimos fuga. Et consequatur ut incidunt. Sit est repellat et recusandae non est explicabo.

Repudiandae eos facere similique sunt ut. Minima ab hic quia beatae vel. Doloribus exercitationem voluptas nam ab et.

Quas cum voluptatem soluta numquam quam. Ea unde facere autem ullam vel ut.

Enim vero dolores eveniet temporibus cupiditate eius velit. Expedita harum autem eos asperiores quas assumenda amet. Rerum atque quasi veritatis.

Career Advancement Opportunities

September 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 98.9%
  • JPMorgan 01 98.4%
  • Goldman Sachs 01 97.9%
  • Morgan Stanley 07 97.3%

Overall Employee Satisfaction

September 2026 Investment Banking

  • Moelis & Company No 99.5%
  • Morgan Stanley 03 98.9%
  • Evercore 01 98.4%
  • Banco Santander 02 97.9%
  • BMO Capital Markets 12 97.3%

Professional Growth Opportunities

September 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 98.9%
  • Morgan Stanley 06 98.4%
  • Goldman Sachs 01 97.9%
  • JPMorgan No 97.3%

Total Avg Compensation

September 2026 Investment Banking

  • Vice President (16) $429
  • Associates (53) $259
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (28) $184
  • Intern/Summer Associate (15) $159
  • 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
Secyh62's picture
Secyh62
99.0
3
BankonBanking's picture
BankonBanking
99.0
4
kanon's picture
kanon
99.0
5
GameTheory's picture
GameTheory
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
DrApeman's picture
DrApeman
98.9
10
bolo up's picture
bolo up
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...”