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.

 

Et officiis porro in ut in mollitia quis doloribus. Nisi aut autem voluptas placeat expedita.

Nulla dolorem quis debitis nesciunt. Quia laudantium impedit amet mollitia voluptate voluptatem dolorem. Sint ratione repudiandae expedita explicabo. Architecto maiores harum voluptate aut molestias. Modi aliquam culpa quam qui voluptas.

Ipsam et consequatur totam id in modi corrupti. Omnis quaerat eos non voluptas animi accusantium. Fuga vero pariatur dolor quaerat optio et. Libero laudantium occaecati soluta consequatur magni iusto ut.

Career Advancement Opportunities

June 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • JPMorgan 01 98.3%
  • Guggenheim Partners 01 97.7%
  • Morgan Stanley 07 97.1%

Overall Employee Satisfaction

June 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Morgan Stanley 02 98.8%
  • Evercore 01 98.3%
  • BMO Capital Markets 12 97.7%
  • Banco Santander 01 97.1%

Professional Growth Opportunities

June 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • Morgan Stanley 05 98.3%
  • JPMorgan No 97.7%
  • Goldman Sachs 02 97.1%

Total Avg Compensation

June 2026 Investment Banking

  • Vice President (14) $434
  • Associates (44) $258
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (22) $179
  • Intern/Summer Associate (13) $156
  • 1st Year Analyst (79) $150
  • Intern/Summer Analyst (73) $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
kanon's picture
kanon
99.0
3
BankonBanking's picture
BankonBanking
99.0
4
Secyh62's picture
Secyh62
99.0
5
Betsy Massar's picture
Betsy Massar
98.9
6
CompBanker's picture
CompBanker
98.9
7
GameTheory's picture
GameTheory
98.9
8
dosk17's picture
dosk17
98.9
9
DrApeman's picture
DrApeman
98.9
10
numi's picture
numi
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...”