Finding out about boutique firms?

How do I go about finding out which boutique firms are in my area? I'm trying to find out all the boutique banks and hedge funds in Portland. I have no idea where to even start. How do I found information on boutique firms?

Sorry if this is stupid but I really have no idea.

26 Comments
 

Not a first year analyst, i'll change that. I just filled everything out real quick as I was trying to post a question earlier. No I've never used S&P CapIQ, thanks.

 
Best Response

This is from a 2007 thread I bookmarked back in the day, but it might help.

Screening Criteria 1) Business Description: investment bank 2) Industry Classification: Investment Banking and Brokerage 3) Geographic Location: Portland Area

Company Name Friedman Billings Ramsey Group Inc. (NYSE:FBR) GunnAllen Financial, Inc. Seattle Northwest Securities Hudson Holding Corp. (OTCBB:HDHL) Scotia Capital (USA) Inc. Paulson Capital Corp. (NasdaqSC:PLCC) Blackwell Donaldson & Company Columbia Financial Advisors, Inc. Conifer Investments, LLC Crader & Associates DMI Capital Funding Group, LLC JMW Capital Partners Inc. Langham Capital Limited Macadam Capital Partners Rosenfeld & Co Strategic Companies The Piper Group, L.L.C. Veber Partners LLC Wells Fargo Securities, LLC Willamette Management Associates

 
jt183I'm a sophomore currently trying to compile a list of local boutiques/mms/pwms to contact after the holidays to look for an internship over the summer. So far I've used google maps and wso's company database. Any other tips on finding local firms?

Also one last question regarding BBs. There are 3 BBs in my area but it seems to be a mix of commercial banking/investment banking. I can only seem to find generic contact information. Is there anyway to differentiate the two (commercial/ib) or will I have to just call and ask? Thank you.

yes, you can use capital iq to grab a list of firms in your city. there should be threads on this, depending on which city. otherwise, ask someone on WSO with cap iq access to screen for you.

 
GBB_19NHSBIWS database might also work if you are willing to spend the 97 bucks (not sure if it contains such small boutiques from 1 - 10 people though)

what is the bwis database?

 

There is a thread at the top of this very page, stickied, that contains extensive lists of regional boutiques. Capital IQ is also an option; someone might take pity on you and post search results here, but it would be better if you examine the above link first to see if your question has already been answered. If you love spending money, I think that m&i has some product with a list of boutiques.

 
drexelalum11There is a thread at the top of this very page, stickied, that contains extensive lists of regional boutiques. Capital IQ is also an option; someone might take pity on you and post search results here, but it would be better if you examine the above link first to see if your question has already been answered. If you love spending money, I think that m&i has some product with a list of boutiques.

Yeah I've looked at it and taken the names I could, but the list is a good number of years old.

 
Love spending money...its $47 comon...and it pretty good its not just a list but also other networking tools

So what do you do? -I work for an investment banking firm. Oh okay; you are like my brother, he works for Edward Jones. -No, a college degree is required in my profession

Reality hits you hard, bro...
 

Fuck around on google with combos like: Minneapolis investment banking, Minneapolis M&A, etc.

Also, check out the city's business journals/newspapers. For example, Milwaukee has this: http://www.biztimes.com/data/8694/access-to-capital-directory.

I can tell you right now, that list is missing a few, so check out the Regional Boutiques top thread in this forum to complete the list. Good luck.

 

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