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WSO Free Modeling Series - Now Open Through
July 31, 2026
9 Free Financial Modeling Lessons
Get instant access to lessons taught by experienced private equity pros and bulge bracket investment bankers including financial statement modeling, DCF, M&A, LBO, Comps and Excel Modeling.
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+Bonus: Get 27 financial modeling templates in swipe file
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Smaller but growing shop. They are really good at macro/policy themes. Everyone I know is smart and down to earth (as much as finance ppl can be). Personally it's a great boutique and will only continue to grow.
Source; I've met and spoken with senior management, have been to their NYC office/used to get their research reports and have watched them present. Overall if you can get an interview I'd absolutely check it out.
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