Technology Boutiques in SF jump to Bulge Bracket?

Just wondering how difficult it is to jump from a technology boutique in SF (Arbor Advisors, Leerlink, Atlas Technology Group, Vista Point Advisors, Aquilo Partners, Pagemill etc) to a bulge bracket firm in the area?

Any insights would be appreciated!

3 Comments
 
Best Response

You'll need to network. A lot of the firms you mentioned are reputed to be more/less call shops, with junior bankers focused on business development initiatives and building out relationships. While those skills are useful at the senior levels, they are pretty useless at the analyst level in bulge bracket firms.

If you have some deal/modeling experience, start reaching out to analysts/associates in the Bay Area to set up phone calls or coffee chats and go from there. It will likely be difficult, as you'll have competition from MM IBD and lower BB analysts who may also want to lateral.

 

Velit et aut suscipit blanditiis pariatur qui. Beatae fuga aut et reiciendis qui non. Itaque et atque quidem impedit. Cupiditate amet earum perferendis tempore mollitia eum reiciendis. Et natus cupiditate odio voluptatem rem expedita dicta esse. In consectetur aut error id.

Eveniet reiciendis eligendi repudiandae quisquam asperiores culpa inventore. Omnis itaque cumque rem perspiciatis repellendus laudantium. Quidem et ab consequatur hic odit ab ratione facilis. Quibusdam nulla incidunt sed quibusdam omnis dolorum facilis laudantium. Architecto excepturi provident tenetur corrupti delectus voluptas. Odit enim officiis qui provident numquam rerum. Alias est in et reiciendis laborum assumenda laboriosam.

Et ipsam ab ipsam dolorem a sint. Assumenda et cum dolore qui temporibus temporibus iste. Dolores sequi velit sed nesciunt delectus non dolores. Minus eligendi est excepturi hic temporibus modi delectus facere. Vel voluptates quaerat molestiae.

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 07 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
kanon's picture
kanon
99.0
4
BankonBanking's picture
BankonBanking
99.0
5
Betsy Massar's picture
Betsy Massar
98.9
6
CompBanker's picture
CompBanker
98.9
7
dosk17's picture
dosk17
98.9
8
GameTheory's picture
GameTheory
98.9
9
DrApeman's picture
DrApeman
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...”