Mod Note (Andy): Bumped this back up from winter 2010 and it is still useful, but even more companies and banks are listed in the WSO Company Database (with e-mail formats)
If you're still on the internship hunt, no worries - lots of boutique investment banks wait to do their hiring until the Spring. Check-out the list of banks that I put together for potential leads and a Q&A video below.
Original Post:
I recently joined the WSO team in September to run Wall Street Mentors, and our goal is to provide the members of WSO the ability to receive personalized job search help, mentoring, interview prep from professionals that have 10+ years at top finance firms (Goldman Sachs, Bain Capital, Morgan Stanley, McKinsey, etc.).
Since joining, I've been working on compiling a comprehensive list of investment banks to help WSO members that are trying to identify the right investment banks and/or aggressively network. I started with a list of ~1,200 banks exported from CapitalIQ, and I whittled it down to what I thought seemed to be the top 200.
I've segmented the list into three categories:
1) Large, International Investment Banks - 10 Banks
2) Large, Mid-sized, and Prestigious Boutique Investment Banks - 40 Banks
3) Boutique Investment Banks - 150 Banks
For groups 1&2, I simply provide a link to the bank's career website. Perhaps the most valuable part of this list is the information I provided for group 3. For this group, I went onto the website of each bank and tried to gather as much information as possible:
Website
Office Locations
Senior Member at the Firm
Email address
Phone # (many of them are direct dials so be ready if you call!)
If you are seeking to expand your job search to regional boutiques, this list is a great place to start the process.
It was no small task going through this list, so I'm sure that there's plenty of room for improvement. Please let me know if I missed any banks, included outdated information, etc. I'd love input to improve this list.
If you want some help from an experienced investment banking professional, you should check out Wall Street Mentors. Feel free to email our team at [email protected] with any feedback on this list or requests for help with your job search or to see if any of our mentors would be a good match for you.
Also, if you want to see the banks in your location, you can simply use the "search function" and type in your city's name while still on this forum.
Hope this list helps.
1) Large, International Investment Banks
Bank of America Merrill Lynch
Barclays Capital
Credit Suisse
Deutsche Bank
Goldman Sachs
HSBC
JPMorgan Chase
Morgan Stanley
UBS AG
Wells Fargo/Wachovia
2) Large, Mid-sized, and Prestigious Boutique Investment Banks
Allen & Company
Alvarez & Marsal
BB&T Capital Markets
BMO Capital Markets
BNP Paribas
Broadpoint Gleacher Securities Group, Inc.
Brown Brothers Harriman
Cantor Fitzgerald
Centerview Partners
CIBC Wholesale Banking
Cowen Group
Duff & Phelps
Edgeview Partners
Evercore Partners
Friedman Billings Ramsey
Greenhill & Co.
Harris Williams & Co.
Houlihan Lokey Howard & Zukin
Jefferies & Company
Keefe Bruyette & Woods Inc.
Lazard Ltd
Moelis & Company
Montgomery & Co.
Morgan Keegan
Nomura Holdings, Inc.
Oppenheimer & Co.
Perella Weinberg Partners
Peter J. Solomon Company
Piper Jaffray
Raymond James Financial Inc.
RBC Capital Markets
Robert W. Baird & Company
Rothschild
Royal Bank of Scotland
Sandler O'Neill + Partners L.P.
Stephens Inc.
TD Securities
The Blackstone Group
Thomas Weisel Partners/Stifel Financial
William Blair & Company
Wedbush
3) Regional/Boutique Investment Banks
Aethlon Capital
www.aethlon.com
Minneapolis, MN
Ms. Sima Griffith, Managing Principal, [email protected], (612) 338-0934
Alderwood Capital
www.alderwoodcapital.com
San Francisco, CA
Mr. Christopher Beros, Managing Director, [email protected]
(415) 874-3382
Alexander Hutton
www.alexanderhutton.com
Seattle, WA
Mr. Thomas Elzey, Managing Director, [email protected], (206) 792-1968
Allegiant Capital Corporation
www.allcapcorp.com
Dallas, TX; Chicago, IL; Lake Elmo, MN; New York, NY; Seattle, WA.
Mr. Terry Fick, Senior Managing Director, [email protected], (214) 540-8109
Allen C. Ewing & Co.
www.allenewing.com
Jacksonville, FL; Charlotte, NC
Mr. Morgan Payne, Managing Director, [email protected], (904) 354-5573
Allison-Williams Company
www.allisonwilliams.com
Minneapolis, MN
Mr. David Kluender, Executive Vice President, [email protected] (612) 333-3475
America's Growth Capital
www.americasgc.com
Boston, MA; Silicon Valley, CA
Mr. Scott Card, Partner, [email protected], (617) 261-4140
Anderson LeNeave & Co.
www.andersonleneave.com
Charlotte, NC
Mr. Gregory LeNeave, Managing Director, [email protected]
(704) 552-9212
Antaeus Capital
www.antaeuscap.com
Los Angeles, CA
Mr. Cesar Moya, President & CEO, (310) 788-8653
Aquilo Partners
www.aquilopartners.com
San Francisco, CA
Mr. John Dyer, Managing Director. (415) 677-8989
Aramar Capital
www.aramarcapital.com
New York, NY; San Francisco, CA
Mr. Jeffrey Lehman, Founder, n.a., (212) 708-0700
Arbor Advisors
www.arboradvisors.com
Palo Alto, CA
Mr. Stan Christensen, Managing Director, [email protected], (650) 305-2582
Archway Capital Management
www.archwaycapital.com
Dallas, TX; Washington, D.C.
Mr. A. Joseph Shepard, President, (214) 614-8444
Asante Partners
www.asantepartners.com
New York, NY; Menlo Park, CA
Jennifer Hasley, Founder & Managing Director, [email protected]
(650) 566-9364
Ascendiant Capital Group Inc.
www.ascendiant.com
Irvine, CA
Mr. Bradley Wilhite, Co-Founder & Executive Managing Director
[email protected], (949) 259-4949
Ascent Partners
www.ascentpartners.com
Rachno Santa Margarita, CA
Mr. Scott Foresman, Managing Director, [email protected],
(619) 300-8200
Aspen Advisors
www.aspenadvisors.com
Dallas, TX
Mr. Marc Still Partner, [email protected], (214) 292-5000
Averil Capital Markets Group, Inc.
www.averil.com
Los Angeles, CA
Ms. Diana Maranon, Managing Partner, (310) 553-5351
AZCA, Inc.
www.azcainc.com
Menlo Park, CA
Mr. Masazumi Ishii, Managing Director, [email protected], (650) 324-9100
Babson Capital Management LLC
www.babsoncapital.com
New York, NY; Boston, MA; Charlotte, NC; Hartford, CT; Springfield, IL; Washington, DC
Bailey Southwell & Co.
www.baileysouthwell.com
Nashville, TN; St. Louis, MO
Mr. Jack Bailey, Co-Founder & Partner, [email protected]
(615) 371-6155
Baldwin & Clarke corporate finance, Inc.
www.bcfinance.com
Bedford, NH
Mr. John Clarke, Jr., President, (603) 668-4353
Barman Capital LLC
www.barmancapital.com
New York, NY; Los Angeles, CA
(310) 421-0270
Bengur Bryan & Co., Inc.
www.bengurbryan.com
Baltimore, MD
Mr. Chris Royston, Managing Director, [email protected] , (443) 573-3030
Beringea
www.Beringea.com
Detroit, MI
Mr. Jeff Bocan, Managing Director, [email protected], (248) 489-9000
Berkshire Capital
www.berkcap.com
New York, NY; Denver, CO
Mr. Ted Gooden, Managing Director, [email protected], (212) 207-1043
Blackwater Capital Group, Inc.
www.blackwatercapital.com/
Chicago, IL; New York, NY; Los Angeles, CA; Austin, TX
Mr. Steven Green, Founder & Senior Managing Director [email protected], (847) 446-4700
Boenning & Scattergood
https://www.boenninginc.com
Philadelphia, PA; Pittsburgh, PA; Marmora, NJ; Powell, OH
Ms. Kathy Wilhelm, Executive Vice President, [email protected]
(800) 883-1212
Boston Capital Advisors
www.bostoncapitaladvisors.com
Boston, MA
Mr. Mark Slater, Founder & Managing Partner, [email protected] (617) 669-5281
Brean Murray, Carret & Co., LLC
www.breanmurraycarret.com
New York, NY
Mr. William McCluskey
President & CEO, [email protected], (212) 702-6505
Broadmark Capital Corporation
www.broadmark.com
Seattle, WA; New York, NY
Mr. Joseph Schocken, President, [email protected], (646) 467-8615
C. K. Cooper & Company
www.ckcooper.com
Irvine, CA; Chicago, IL; New York, NY
Mr. William Porter, Managing Director, (888) 477-9301
Cain Brothers & Company, LLC
www.cainbrothers.com
New Ywork, NY; Atlanta, GA; Chicago, IL; Houston, TX; Indianapolis, IN; Orlando, FL; San Francisco, CA; St. Louis, MO
Mr. Andrew McB. Garvey, Head of Capital Markets, [email protected]
(212) 869-5600
Capital Alliance Corporation
www.cadallas.com
Dallas, TX
Mr. Edward Dawson, Chairman, President & CEO, (214) 638-8280
The Capital Corporation
www.thecapitalcorp.com
Greenville, SC; New York, NY; Spartanburg, SC
Mr. Dan Adams President & CEO [email protected] (846) 672-8400
Cappello Capital Corp.
www.cappellocorp.com
Santa Monica, CA; Austin, TX
Mr. Alexander Cappello, Managing Director, [email protected], (310) 393-6632
Capstone Partners, L.C.
www.capstonellc.com
Boston, MA
Mr. John Ferrara, Founder & Managing Partner, [email protected]
(617) 619-3325
Cary Street Partners LLC
www.carystreetpartners.com
Richmond, VA; Abingdon, VA; Atlanta, GA; Fredricksburg, VA; Greensboro, NC; Staunton, VA
Mr. Tom Tullidge, Managing Director, [email protected] , (804) 521-3340
Cascadia Capital LLC
www.cascadiacapital.com
Seattle, WA
Mr. Michael Butler, Chairman & CEO, (206) 436-2500
Caymus Partners LLC
www.caymuspartners.com
Atlanta, GA; New York, NY
Mr. Geoffrey L. Faux, Managing Partner, [email protected], (404) 995-8302
Challenger Capital Group, Ltd.
www.challengercapitalgroup.com
Dallas, TX; Chicago, IL
Mr. Michael Burr, President & Executive Director, [email protected]
(630) 908-7248
Cherry Tree Investments, Inc.
www.cherrytree.com
Minnentonka, MN; Denver, CO
Mr. Tony Christianson, Managing General Partner, (952) 893-9012
Clayton Capital Partners
www.claytoncapitalpartners.com
St. Louis; Golden, CO; Dallas, TX
Mr. Kevin Short, Managing Partner, [email protected], (314) 725-9939
Coady Diemar Partners, LLC
www.coadydiemar.com
New York, NY; Peapack, NJ
Mr. Robert Diemer, Jr. Managing Director, [email protected], (212) 901-2600
Cogent Partners
www.cogent-partners.com
Dallas, TX; New York, NY
Mr. Scott Myers, Managing Director, [email protected], (214) 871-5407
Colchester Partners, LLC
www.colchesterpartners.com
Boston, MA
Mr. Franklin Kettle
Managing Director, [email protected], (617) 896-0200
The Colmen Group
www.colmengroup.com
Wayne, PA
Mr. Peter Colella, Managing Director, [email protected], (610) 964-9020
Colmen Menard Company, Inc.
www.colmenmenard.com
Wayne, PA
Mr. David Menard, President & CEO, [email protected], (484) 367-0300
Columbia West Capital, LLC
www.columbiawestcap.com
Scottsdale, AZ
Mr. John Farr, Managing Director, [email protected]
(480) 664_3949
Consensus Advisors LLC
www.consensusadvisors.com
Boston, MA; New York, NY
Mr. Michael O'Hara, Founder & CEO, (617) 437-6500
Consilium Partners LLC
www.cpboston.com
Wellesley, MA
Mr. Gregory Sneddon, Senior Managing Director, [email protected], (617) 267-0600
Converge Capital
www.convergecapital.com
Dallas, TX
Mr. Jim Stone, Partner & CEO, [email protected], (972) 726-1911
CDI Global
www.cdiglobal.com
Boca Raton, FL; Chicago, IL; Evergreen, CO; Darien, CT; Los Angeles, CA;
Wilmington, DE
Mr. Terry A. Busskohl, Partner, [email protected], (203) 655-5436
Corporate Finance Associates Worldwide
www.cfaw.com
CFA has offices in 17 states throughout the US
Mr. Robart Contaldo, Managing Partner, [email protected], (847) 836-7035
The Rodman Energy Group
www.rodmanenergy.com
Houston, TX; Simsbury, CT
Mr. T. Prescott Kessey, Managing Director, [email protected], (713) 654-8080
The Courtney Group
www.thecourtneygroup.com
Los Angeles, CA; Newport Beach, CA
Mr. Tom Courtney, Founder, [email protected], (949) 706-3600
Covington Associates LLC
www.covingtonassociates.com
Craig-Hallum Capital Group LLC
www.craighallum.com
Minneapolis, MN; Boston, MA; Philadelphia, PA
Mr. Rick Hartfiel, Director of Investment Banking, [email protected]
(612) 334-6381
Crosskeys Capital
www.crosskeyscapital.com
Ft. Lauderdale, FL; Chicago, IL; Baltimore, MD; Philadelphia, PA; Tampa, FL
Mr. David Burns, Managing Director, [email protected], (954) 779-2600
D.A. Davidson & Co.
https://www.davidsoncompanies.com/dc/jobs.cfm
Davidson Companies has over 60 office locations throughout the United States in these states: California, Colorado, Iowa, Idaho, Massachusetts, Minnesota, Missouri, Montana, Nebraska, Ohio, Oklahoma, Oregon, Utah, Washington, Wyoming
Mr. Doug Woodcock, President of Equity Capital Markets, [email protected] (503) 603-3001
Dahlman Rose & Company, LLC
https://www.dahlmanrose.com/Content/Careers.asp
Boston, MA; Houston, TX; New York, NY; San Francisco, CA
Mr. Alexander Khutorsky, Managing Director, Head of Mergers & Acquisitions
(212) 920-2940
Davidson Capital
www.davidsoncapital.com
Santa Rosa Beach, FL; Atlanta, GA
Mr. Thomas Davidson, Sr. President, [email protected], (202) 365-7000
DecisionPoint International
www.decisionpointint.com
Charlotte, NC; St. Louis, MO
Mr. Douglas Ellis, Managing Partner, [email protected], (704) 248-1122
DeSilva & Phillips, LLC
www.mediabankers.com
New York, NY
Mr. Jeffrey Dearth, Partner, [email protected], (202) 338-5790
Dinan & Company, LLC
www.dinancompany.com
Phoenix, AZ
Mr. John Kelly, Executive Vice President, [email protected], (866) 447-3500
Dougherty & Company LLC
www.doughertymarkets.com
Minneapolis, MN
(612) 376-4000
Dresner Partners
www.dresnerpartners.com
Chicago, IL
Mr. Gregg Pollack, Managing Director, [email protected], (312) 780-7207
Duncan-Williams, Inc.
www.duncanw.com
Charlotte, NC; Chicago, IL; Cleveland, OH; Hattiesburg, MS; Houston, TX; Jackson, MS; Jersey City, NJ; Knoxville, TN; Los Angeles, CA; Memphis, TN; Nashville, TN; New York, NY; Philadelphia, PA; San Francisco, CA; Seattle, WA
Mr. Ben Labry, Executive Managing Director, b[email protected], (901) 260-6833
Eastdil Secured
www.eastdilsecured.com
Atlanta, GA; Boston, MA; Chicago, IL; Dallas, TX; Los Angeles, CA; Orange County, CA; Richmond, VA; San Diego, CA; San Francisco, CA; Silicon Valley; Washington, DC (212) 315-7200
Energy Spectrum Advisors
www.energyspectrumadvisors.com
Dallas, TX
Mr. Charlie Lapeyre, Managing Director , [email protected]
(214) 987-6123
Falkenberg Capital Corporation
www.falkenbergcapital.com
Denver, CO
Mr. Bruce Falkenberg, President, [email protected], (303) 320-4800
Ferghana Partners Group
www.ferghanapartners.com
Boston, MA; New York, NY
Mr. William Kridel, Jr. Managing Director, [email protected],
(212) 986-7900
Financo, Inc.
www.Financo.com
Los Angeles, CA; New York, NY
[email protected], (212) 593-9000
First Southwest Company
www.CBIZ.com/mergers/
Over 20 offices in the following statesL Alaska, Arkansas, California, Colorado, Connecticut, Florida, Massachusetts, New York, North Carolina, Rhode Island, Texas Mr. Stephen Johnson, Managing Director
[email protected], (214) 953-8856
FMI Corporation
www.fminet.com/investment-banking
Denver, CO; Napa, CA; Phoenix, AZ; Raleigh, NC; Tampa, FL
Mr. William Hill, Managing Director, [email protected], (303) 398-7237
FocalPoint Partners LLC
www.focalpointllc.com
Los Angeles, CA
Mr. Daniel Conway, Managing Director, [email protected], (310) 405-7000
Focus Strategies, LLC
www.focus-strategies.com
Austin, TX
Mr. F. Gary Valdez, Founder, [email protected], (512) 477-3280
Gemini Partners Inc.
www.geminipartners.net
Baltimore, MD; Los Angeles, CA
Mr. Jeff McKenzie. Managing Director, Head of Mergers & Acquisitions [email protected], (310) 696-4009
Genesis Capital, l.l.c.
www.genesis-capital.com
Atlanta, GA
Mr. Jeffrey Villwock, Managing Director, [email protected], (404) 816-7503
Gilford Securities
www.gilfordsecurities.com
Fort Lauderdale, FL; Melville, NY; Morristown, NJ; New York, NY; Spokane, WA; Westhampton Beach, NY
Mr. Robert Maley, President, [email protected]
Goldmark Advisers, Inc.
www.goldmarkadvisers.com
New York, NY
Mr. Jeffrey Gold, President, [email protected], (212) 779-6059
Grace Matthews
www.gracematthews.com
Milwaukee, WI
Mr. John Beagle, Managing Director, [email protected], (414) 278-1120
Gramercy Venture Advisors
www.gramercyventures.com
San Francisco, CA
Mr. Dave Weinstein, Partner, (415) 543-3000
Green Manning & Bunch, Ltd.
www.gmbltd.com
Denver, CO; Phoenix, AZ
Mr. Chris Hammond, Managing Director, [email protected], (303) 592-4820
Greene Holcomb & Fisher LLC
www.ghf.net
Minneapolis, MN; Phoenix, AZ; Seattle, WA
Mr. Chip Fisher, Managing Director, [email protected], (612) 904-5704
Greif & Co.
www.greifco.com
Los Angeles, CA
Mr Jeremy Back, Director, [email protected], (213) 346-9269
Growth Capital Partners, L.P.
www.growth-capital.com
Austin, TX; Dallas, TX; Greenwich, CT; Houston, TX
Mr. John Grimes, Managing Director, [email protected], (214) 303-1177
GrowthPoint Technology Partners, LLC
www.gptpartners.com
Palo Alto, CA
Mr. Michael Shepherd, Managing Director, [email protected],
(650) 322-2306
GTK Partners
www.gtkpartners.com
Los Angeles, CA; New York, NY; San Francisco, CA
Mr. James Turo, Managing Director , [email protected], (310) 694-8202
Hales & Company, Inc.
www.halesgroup.com
Chicago, IL; New York, NY; San Francisco, CA; Seattle, WA
Mr. Mike Fletcher, Partner, [email protected], (212) 592-5700
Harvey & Company LLC
www.harveyllc.com, Newport Beach, CA,
Mr. Eric Hartley, Managing Director (949) 757-0400
Headwaters MB
www.headwatersmb.com
Boston, MA; Burlington, VT; Denver, CO; Irvine, CA
Mr. John Ippolito, Managing Director, [email protected], (781) 273-6062
HealthCare Markets Group
www.healthcaremarkets.com
Houston, TX
Mr. Francis Curry, Managing Director, [email protected], (713) 629-6070
Hoefer & Arnett, Inc.
www.howebarners.com
Atlanta, GA; Austin, TX; Charlotte, NC; Chicago, IL; Cohasset, MA, Marblehead, MA; Raleigh, NC; San Francisco
Mr. Thomas Lynch, Managing Director, [email protected], (312) 655-2980
Hovde
www.Hovde.com
Austin, TX; Chicago, IL; Dallas, TX; Los Angeles, CA; Palm Beach
Mr. James Hill, Managing Director, [email protected], (310) 535-9200
Imperial Capital, LLC
www.imperialcapital.com
Boston, MA; Los Angeles, CA; Houston, TX; Minneapolis, MN; New York, NY;
Mr. John Mack, Head of Mergers & Acquisitions, [email protected]
(310) 246-3705
Integris Partners
www.integris-partners.com
Denver, CO
Mr. Bill Eastwood, Managing Director, [email protected], (970) 346-3950
Janney Montgomery Scott
www.janney.com
Over 50 offices Nationwide
Mr. Cliff Booth, Managing Director, [email protected], (215) 665-6000
JD Ford & Company, L.L.C.
www.jdford.com
Dallas, TX; Denver, CO; Orange County, CA
[email protected] (303) 333-3673
JH Chapman Group L.L.C.
www.jhchapman.com
Chicago, IL
Mr. David Epstein, Principal, [email protected], (773) 693-4800
JMP Group Inc.
www.jmpg.com
Boston, MA; Chicago, IL; New York, NY; San Francisco, CA
Mr. Peter Hunt, Director of Mergers & Acquisitions, [email protected]
(212) 906-3500
Jordan, Knauff & Company
www.jordanknauff.com
Chicago, IL; Kansas City, MO;
Mr. Thomas Knauff, Managing Principal, [email protected]
(312) 254-5900
Kaufman & Company, LLC
www.kcollc.com
Boston, MA
Mr. Seth Kaufman, Managing Director, [email protected], (617) 426-0444
Kerlin Capital Group, LLC
www.kerlincapital.com
Los Angeles, CA
Mr. William Doyle, Managing Partner, [email protected], (213) 627-3300
Kurt Salmon Associates Capital Advisors, Inc.
www.kurtsalmon.com
Atlanta, GA; Los Angeles, CA; Minneapolis, MN; New York, NY; San Francisco, CA (212) 319-9450
Ladenburg Thalmann
www.ladenburg.com
Boca Raton, FL; Lincolnshire, IL; Los Angeles, CA; Miami, FL; Melville, NY; New York City, NY;
(212) 308-9494
Laidlaw & Company (UK) Ltd.
www.laidlawholdings.com
Boerne, TX; Fort Lauderdale, FL; Miami, FL; Melville, NY; New York, NY; San Francisco, CA; Stamford, CT
Mr. Alex Shtaynberger, Director, [email protected], (212) 697-5200
Landmark Ventures
www.landmarkventures.com
New York, NY; San Francisco, CA
[email protected] (212) 268-8500
Leerink Swann & Company, Inc.
www.leerink.com
Boston, MA; New York, NY; San Francisco, CA
Mr. James Boylan, Senior Managing Director, (617) 248-1601
Lincoln International LLC
www.lincolninternational.com
Chicago, IL; Los Angeles, CA; New York, NY
Mr. Robert Brown , Managing Director, [email protected]
(312) 580-8340
M. R. Beal & Company
www.mrbeal.com
Chicago, IL; Dallas, TX; New York, NY; Sacramento, CA
Ms. Donna Sims-Wilson, President, [email protected], (212) 983-3930
Matrix Capital Markets Group, Inc.
www.matrixcapitalmarkets.com
Baltimore, MD; Richmond, VA
Mr. Jeff Moore, President, [email protected], (804) 780-0060
Mazzone & Associates, LLC
www.globalmna.com
Atlanta, GA
Mr. Michael Bllom, Managing Director, [email protected], (404) 931-8545
Mesirow Financial Holdings, Inc.
www.mesirowfinancial.com/investmentbanking/
Chicago, IL; New York, NY Mr. Jeffrey Golman, Vice Chairman and Head of Investment Banking, [email protected],
(312) 595-7880
MidMarket Capital Advisors, LLC
www.mmadvisors.com
Philadelphia, PA
Mr. Graem Howard, Managing Director, [email protected], (215) 875-8201
Milestone Merchant Partners LLC
www.milestonecap.com
Miami, FL; Newport Beach, CA; Washington, DC
Mr. David Doyle, Managing Director, [email protected], (202) 367-3005
Miller Buckfire
www.millerbuckfire.com
New York, NY
Mr. Jason Anderson, Managing Director, [email protected]
(212) 895-1849
Morgan Joseph & Co. Inc.
www.morganjoseph.com
New York, NY
Ms. Sharon Reaves, Head of Investment Banking Recruiting [email protected], (212) 218-3984
Needham & Company
www.needhamco.com
Boston, MA; Menlo Park, CA; New York, NY; San Francisco, CA
(212) 371-8300
Newbury Piret
www.newburypiret.com
Boston, MA
Mr. Allen Fullerton, Managing Director, [email protected], (617) 367-7300
North Point Advisors
www.nptadvisors.com
San Francisco, CA
Mr. Bill Placke, Managing Director, [email protected], (415) 358-3500
Pagemill Partners, L.L.C.
www.pmib.com
Palo Alto, CA
Mr. Mark Grossman, Managing Director, [email protected], (650) 354-4086
Pharus Advisors, LLC
www.pharus.com
New York, NY; San Francisco, CA
Mr. Michael Goodman, Managing Director, [email protected], (212) 904-0100
Philpott Ball & Werner
www.pbandw.com
Boston, MA; Charlotte, NC
Mr. Edward Werner, President, [email protected], (978) 526-4200
Qatalyst Partners
https://www.qpartners.com/
San Francisco, CA; London, UK
[email protected], (415) 844-7700
Reynolds Advisory Partners
https://www.reynoldsap.com/recruiting.php
Denver, CO
Doug Reynolds, Managing Director, [email protected]
Roth Capital Partners, LLC
wwww.roth.com
Los Angeles, CA; Newport Beach, CA; New York, NY; Radnor, PA; San Diego, CA; Seattle, WA
Mr. Michael Chill, Managing Director, [email protected], (646) 358-1905
Sagent Advisors
www.sagentadvisors.com
Charlotte, NC; Chicago, IL; New York, NY; San Francisco
Mr. David Bain, Managing Director, [email protected]
(415) 489-4400
Salem Partners LLC
www.salempartners.com
Los Angeles, CA
Mr. Trevor Bohn, Managing Director, [email protected], (310) 806-4200
Savvian, LLC
www.gcasavvian.com
Chicago, IL; Menlo Park, CA; New York, NY; San Francisco, CA
Mr. James Avery, Managing Director, [email protected], (415) 318-3600
Seven Hills Group LLC
www.sevenhillspartners.com
San Francisco, CA
Mr. David Weiss, Partner, [email protected], (415) 869-6225
Shattuck Hammond Partners
www.shattuckhammond.com
Atlanta, GA; Chicago, IL; Nashville, TN; New York, NY; San Francisco, CA
Mr. Phillip Camp, Managing Director, [email protected]
(212) 314-0400
Shoreline Pacific LLC
www.shorelinepacific.com
San Francisco, CA
Mr. Paresh Patel, Director of corporate finance, [email protected]
(415) 477 9908
Signal Hill Capital Group LLC
www.signalhill.com
Baltimore, MD; Nashville, TN; San Francisco, CA
Mr. Justin Balciunas, Managing Director, [email protected], (443) 478-2400
Sperry, Mitchell & Company
www.sperrymitchell.com
New York, NY
(212) 832-6628
St. Charles Capital, LLC
www.stcharlescapital.com
Denver, CO
Mr. Wesley Brown, Managing Director, [email protected]
(303) 339-9099
Susquehanna International Group, LLP
www.sig.com
Bala Cynwyd, PA; Boston, MA; Chicago, IL; New York, NY; Pasadena, CA; San Francisco, CA; Stamford, CT
(610) 617-2600
SVB Alliant
www.svb.com
Palo Alto, CA; Santa Clara, CA
Mr. Brian Larson, Head of Human Resources, [email protected], (408) 654-7400
The Riderwood Group Inc.
www.Riderwood.com
Baltimore, MD
Mr. Mitchell Fillet President, [email protected], (410) 825-5445
ThinkEquity Partners LLC
www.thinkequity.com
Boston, MA; Chicago, IL; Minneapolis, MN; New York, NY; San Francisco
Mr. Doug Gonsalves, Head of Mergers & Acquisitions, [email protected] (415) 249-2900
Trinity Capital LLC
www.trinitycapitalllc.com
Los Angeles, CA
Mr. Chad Spaulding, Managing Director, [email protected],
(310) 231-3109
TripleTree
www.triple-tree.com
Edina, MN
Mr. Scott Tudor, Managing Director, [email protected], (952) 253-5300
Triton Pacific Capital, LLC
www.tritonpacific.com
Los Angeles, CA
Mr. Joseph Davis, Managing Director, [email protected], (310) 943-4990
Updata Capital, Inc.
www.updataadvisors.com
New York, NY, Reston, VA
Mr. John MacDonald, Partner, [email protected], (212) 710-5795
Viant Capital LLC
www.viantgroup.com
San Francisco, CA
Mr. Tyler Comann, Managing Director, [email protected], (415) 820-6100
Waller Capital Corporation
www.wallercc.com
New York, NY
Mr. Jeffrey Brandon, Managing Director, [email protected], (212) 632-3600
Westlake Securities LLC
www.westlakesecurities.com
Austin, TX; Houston, TX
Mr. Randy Finch, Managing Director, [email protected], (512) 306-1651
Windstone Capital Partners, Inc.
www.windstonecapital.com
Scottsdale, AZ
Mr. Bill Miller, Managing Director, [email protected], (602) 224-2400
XRoads Solutions Group
www.xroadsllc.com
Santa Ana, CA
Mr. Dennis Simon, Head of Corporate Restructuring, [email protected]
(949) 567-1612
Please post any feedback, corrections or requested additions.
Thanks for the help!
Comments (145)
That's brilliantly comprehensive and effort-intensive of you, thanks so much.
Cool to find info for SIG. I'm from that area and wanted to know more about them, thanks for the insider info. :)
I am permanently behind on PMs, it's not personal.
Wow! Thanks a lot!
This is great. I don't mean to sound ungrateful, but would you be able to compile a list of s&t firms. I think we all know the BB S&T firms, but what about the smaller ones.
This is a great effort and I agree that if time affords you many of us would be forever grateful for a S&T list.
This is a great effort and I agree that if time affords you many of us would be forever grateful for a S&T list.
Thank you WSM,
+1 for S&T firms when you have time. Much thanks in advance!
Glad you guys find it helpful.
RKBanker,
I can do put a S&T list on my "to-do" list. I was going to tackle a list of Private Equity firms next, but I can try get to S&T soon.
These are the only shops you should be working at... here is a guide to all the grasshoppers on wall street.
The Dream Team : 1: PJT, GS, Evercore, MS, Lazard, Moelis
Warriors: 2: JPM, Centerview, Greenhill, Perella Weinberg Partners
Any team made around Lebron: 2.5: CS, BAML________________________Mega fund cut line*________________
Houston Rockets of the world:
3: Barclays3.5: DB, Citi, Houlihan, Jefferies4: UBS, Roths of the world like Liontree
NCAA Championship teams:
5: Wells Fargo, RBC,BMO________________________Don't even think about PE line_______
Highschool C teams:
6: HSBC, Baird, KBW,Other no name boutiques, Regional bank IB like Key bank, Foreign banks with no deal flow like Mizuho/Nomura/SocGen
Wow. That is very impressive and I commend your efforts. Especially for making it public and free. That is some valuable information
yeah this is really great stuff.. wish i had this list available last year when i was looking!
This is a great effort, excellent job! Much appreciated. Also would've liked to have this when I was still looking, especially the mid-sized list.
+1000 thanks for the post. I too would be very grateful for a S&T list.
SB for you. Good job on this.
Great Post. Appreciate your effort in doing this for the WSO community.
WSM,
This is an easy thing to say, but if I could, I would give you at least 3-4 SB for this, but I can't, so I'll at least give a +1. I think this will help out alot of the prospective monkeys in their quest for a job.
Wow.
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Chris, awesome job! I just bookmarked this list and will definitely use it for my search. +1 SB.
Found one well known firm missing from the list: Qatalyst Partners
I agree with everyone else on the great stuff, but just out of curiosity why didn't HSBC show up? Aren't they are a significant bank?
smile and dial, bitch.
Thanks for the feedback from everyone - great to hear that this will be helpful.
I'll get started on the S&T list shortly. I'm not as familiar with that industry, so recommendations for sites to pull data from (other than WSO) would be really helpful.
I added HSBC and Qatalyst Partners to the list and I realized that I forgot TD Securities. I'm sure I missed at least a dozen or so others, so please let me know if you notice that a bank is missing.
Thanks again,
Chris
Great stuff. Thank you very much wsm. Could you also do a list on VC´s? Cheers
Very impressive. How did you go about getting all of those direct numbers to managing directors? This must have been very labor intensive.
Damn...
This must have taken a long time to compile. I am sure it will be of help to us monkeys trying to break into banking. Thanks for the awesome list!
This is awesome. Thank you!!
Any opinion on the shops that only engage in deal sourcing ? Any value/ decent exit opportunity (besides back to school) from working for a company like this?
Nice list. You can also add Loop Capital Markets on the #3 Boutiques, which you missed.
Nice list! Thanks for sharing this. I'm looking forward to the PE one.
One to add to the banking list is is Foros Group. There's also one firm that posts jobs on WSO on occasion - Mooreland Partners
This is excellent. Much appreciated. Will bookmark and grind it out over the weekend.
How would you go about trying to find an email? I want to get an email for some in the Philadelphia branch of Alvares & Marsal but am having a hard time.
What are people's thoughts on contacting the partners listed?
I don't mind trying to reach out, but are there inboxes going to get flooded now that their contact info is posted somewhere?
Yep, it'll totally get flooded. Don't do it!
Wow, incredible list Chris. Tell Patrick to give you a bonus, but I'll just give you a silver banana.
That's a REALLY good list, got to see some Denver companies I haven't found before. Thanks a lot Chris!
not to be a dick but if there are more qualified candidates coming from top schools than there are positions... why should companies consider people with no proven track record, come from non target schools and are most likely from an unrelated field/major with irrelevant experience?
Because when your job is to beat the markets and not think the way everyone else does it might be beneficial to have a unique life experience that might not fit the traditional banker mold? Just at a guess.
Protip of the day: If you have to preface your statement with "not to be a dick", you're being a dick.
protip duly noted lol
Because hiring managers are smart enough to realize that where you went to school is a highly imprecise, noisy signal of your actual talent and intellect. There are plenty of kids coming from non-targets who will run intellectual circles around target kids. For example, most target kids probably couldn't succeed in a Math PhD program, although plenty of non-targets do it every single year. Potential is a complicated thing...
Great work on generating this list and fantastic interview. SB for you.
Aren't a lot of these people going to get very frustrated when tons of people start contacting them? Especially the people towards the top of the list?
That said, I really appreciate you posting these video interviews... they are extremely helpful and so is the concept of building a custom list.
I wish there were someone who could do the same for Canadian Banks!
not too sure about your placements of banks but good job!
Chris great list! One point to correct even though they are a very small shop and very rarely take on any new analysts / associates the area code for The Capital Corporation is "864" not 846 wanted your contact info to be accurate.
+1 SB for you. You may want to add Pacific Crest Securities to list number 3.
I'm sorry if this sounds like a silly question, but almost all of the banks in the third category are unfamiliar to me. When I do contact them by email, is there an ideal way to mention how I found out about their bank?
anyone?
Just tell them you found it online or heard of their 'great reputation' come on dude...
Okay, I just wanted to make sure it's okay to say that. Especially since I've heard boutiques pay more attention to cover letters. Thanks!
This is incredible!
I can't even get my mind around the time taken to put this together.
Too bad you don't have contacts for the BBs
+1 for this comment. Well done.
You can also add:George K Baum (Kansas City, Salt Lake, Denver, etc) http://www.gkbaum.com/insidegkb/career.cfm
Seattle Northwest Securities/SNW http://www.snwsc.com/contact/
A. Dashen and Associates http://www.adashen.com/contact-us
Public Financial Management Inc. https://fm.pfm.com/default.aspx/ctrl/Default/nodeID/53c1afed-818e-4083-99cc-eb350e292d20
Roosevelt and Cross Inc. http://www.roosevelt-cross.com/
Stone and Youngberg http://www.syllc.com/
thank you so much. Tons of help
some of MDS will definitely be pissed
I totally agree with this, and I will be one of the ones pissing these MDs off.
Follow the shit your fellow monkeys say @shitWSOsays
Life is hard, it's even harder when you're stupid - John Wayne
Great post, can't even imagine the hours that went into that.
Couple of others to consider - Macquarie (#2), Simmons & Co. (#3), and Scotia Waterous (#3)
With the indexing speed of Google, these banks are gonna get swamped this weekend.
Superb effort man, my only complain would be that it is very US biased, nevertheless so is the financial industry XD. I will add some info later.
is it too late o get an internship in a bb even from networking in???
Small correction - Alvarez & Marsal is a management consultancy group (does some tax work too I think), not a bank.
Thanks a lot for your efforts OP'ER! Extremely useful info.
Incredible work. Huge kudos.
Best post ever...thanks a lot
Who called everyone on the list...be honest....
I thought about it for shits.
save
Also SunTrust Robinson Humphrey headquartered in Atlanta.
Great list, thanks very much!
Wow this list is really helpful and also a bit overwhelming. Do you think it'd be too late to contact and apply for internships? I just got into learning about finance/recruiting/etc, so I'm not exactly sure what is the best course of action.
Any advice would be greatly appreciated! Thanks in advance!
thanks
I would say that finding a spot from this list now, starting on June 18 or wtv rotation there is, is a big time long shot.
I say apply for a fall internship in wtv city your in and take less course load. :)
Thanks for all the help you have given; this gives me more confidence in my search. I appreciate all your hard work for guys like me. Thanks
this is great! is there any successful story?
Great List but few at top doesn't replied may be due to heavy queries they are getting from people from here...
Is there any way to "Favorite" this thread or save it somewhere?
Wow... this list is great. Thank you for putting in the hard work.
Nice piece of information, compiled together. Thank you very much.
Great help, much appreciated.
This is helpful. when does recruitig season fully begin
Dude you are awesome!
Great list if i was in the US! Anyone know where i can get something similar but for South-Africa?
Thanks! I really appreciate the info.
You did all the research for me, thanks
Wow! I have to say that this post is spectacular. It gives a reasonable amount of insight on the subject. It is clear that a lot of effort went into it. It is great how you give listings because as important it is to tell, it is also important to show. Great post. Keep em coming.
Thanks for the info, and the video post is also useful.
To those seeking to break in, too: don't be afraid to be bold, as it does show your determination.
Invaluable. Compiling a database this summer.
The list below includes some of my all time favorites and the ones I use on a regular basis for finding internships. Several of these sites are excellent choices for just about any type of internship while others focus more on specific career fields or areas of interest. When beginning my search for an internship, these would be the first places I would look. You will find opportunities on these sites for summer internships, fall internships, spring internships, paid internships, non profit internships, and internships abroad. Thanks
Wow!!! Have been looking around for one of these lists for a while and finally came across this. Thank you so much for putting this together!!!
Jay
really useful
..
This is all sorts of awesome.
Very useful. Thanks!
dankness
Wow. Very helpful for those of us trying to get into IB.
Thank you for this!
even more in the WSO Company Database
WSO Elite Modeling Package | PE Interview Course | IB Interview Course | All WSO Courses
Chris, thanks for putting this list together.
+1
If it hasn't been posted already/covered above, here's a list or two that helped me:
IB- http://equity-research.com/list-of-top-200-investment-banks-and-boutiques/
ER- http://equity-research.com/equity-research-companies-worldwide/
Thanks for sharing! I am so surprised that I know so little below the BB.
Has anyone had success with this list in the past ?
A very good starting point~Thanks.
THANK YOU !!!
Excellent post, thanks a lot.
Excellent resource!
Wow very impressive. How long did this take?
I would recommend adding SunTrust Robinson Humphrey.
you forgot Macquarie Capital
Wow thank you so much!
can you also have a list for europe? and usually how much is the average salary ?? Many thanks
Wow this is great!! Thank you so much for making this!
This list is amazing. Thanks so much!!
thanks!
This is great! Thanks for the work!
Thanks for the help. I'm actually looking for a summer internship so this has been quite useful. Regards
Hello does anyone have a list like this for london offices?
bump
You are the best!!!!!!!
Incredibly useful resource. You are the man!
Thanks for putting this together
That is great list. Thanks
Thanks for the list!
Thnx for the list.... not sure if the thread is still active but still....... I am interested in corporate finance(M&A)(internship) in boutique investment bank around DC. I wanted to know should I email them first and ask for an informational interview or should I directly call them...
Sorry for bumping if this has been beaten to death - I'm wondering if there is a general guideline to use to decide on a few marginally less selective banks to apply to just to raise the chances of getting anything. I'm aware a boutique isn't always easier than a BB or MM, but is there any type of rule of thumb? I'd assume the lesser known MMs would be easiest simply because they have more openings but less applicants. Any input?
Really amazing ...Thanks for sharing....Very useful...
Is there any way this can be updated? I lot of these email addresses are inactive now.
Thank you!
Thanks for the list!
This is super helpful! Thanks!
Thanks a lot ! I will save time with this list
Hi WSM thanks for posting such an exhaustive list! Would you be able to do a list for London or the UK, i think it would really help us EMEA guys out. Thanks, keep u the good work!
bump
Thank you. This was extremely helpful!
SunTrust Robinson Humphrey HQ: Atlanta, GA https://www.suntrustrh.com/about-strh/careers
Definitely a good reference to have. Excellent and comprehensive list
Bump
This is a genuinely impressive work. Thanks a lot!
Bu
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