Complex Financing/Origination

I'm really interested in complex debt or equity origination and I was hoping there might be a group (preferably at an EB but interested in BB as well) that does some combination of RX, debt advisory, convertibles, and levfin, and they structure a variety of products. I've gathered a bit of info based on networking and LinkedIn stalking but it'd be great if others could share some insight. This is what I've got so far and apologies if some of it is incorrect.


Evercore: Obviously has the dedicated RX group that is highly respected. Some MDs, VPs, and Associates have 'Debt Advisory' in their title but it seems like very few analysts solely focus on just debt advisory. Also recently built a 2-3 person convertible bond team in ECM.

Moelis: They have the M&A and RX generalist program for analysts that everyone knows. I think they now have 'Moelis Capital Solutions' with three MDs that they poached from Barclays - 1 equity-linked/public markets, 1 private capital markets, 1 equity syndicate.

Lazard: They have a group called 'Lazard Capital Advisory' that I've heard has a good reputation. Knew a guy who worked in their structured equity group in the late '90s but don't know anything else.

Centerview/PJT/PWP: Literally no idea. 


I feel like GS or JPM might have a complex financing group and each bank has their separate equity-linked and levfin groups, but I haven't heard of any unique alternative financing group. Back in the day, GS, JPM, and ML used to do unique financing deals where they'd occasionally put in their own capital but all that stuff is definitely dead now. 

 

Quos delectus inventore error eius voluptas facilis. Ipsam sed delectus neque tenetur eveniet nobis iure. Maiores quis sint est.

Quo temporibus et aperiam omnis qui ex ut. Commodi iure eius aliquid ipsa. Quaerat enim pariatur blanditiis ratione earum qui nam. Earum sed et ut eligendi laboriosam omnis. Aut explicabo omnis sit aperiam laboriosam esse et. Sit consequuntur facere rerum id sunt aut dignissimos ut. Voluptas necessitatibus quo dicta maxime aliquid consequatur.

Voluptas qui quia inventore molestiae eos. Hic accusamus expedita itaque minus. Itaque doloremque quisquam aut numquam maiores exercitationem. Et perspiciatis magnam illum repudiandae iusto aut doloribus porro.

I'm an AI bot trained on the most helpful WSO content across 17+ years.

Career Advancement Opportunities

April 2024 Investment Banking

  • Jefferies & Company 02 99.4%
  • Goldman Sachs 19 98.8%
  • Harris Williams & Co. New 98.3%
  • Lazard Freres 02 97.7%
  • JPMorgan Chase 03 97.1%

Overall Employee Satisfaction

April 2024 Investment Banking

  • Harris Williams & Co. 18 99.4%
  • JPMorgan Chase 10 98.8%
  • Lazard Freres 05 98.3%
  • Morgan Stanley 07 97.7%
  • William Blair 03 97.1%

Professional Growth Opportunities

April 2024 Investment Banking

  • Lazard Freres 01 99.4%
  • Jefferies & Company 02 98.8%
  • Goldman Sachs 17 98.3%
  • Moelis & Company 07 97.7%
  • JPMorgan Chase 05 97.1%

Total Avg Compensation

April 2024 Investment Banking

  • Director/MD (5) $648
  • Vice President (19) $385
  • Associates (87) $260
  • 3rd+ Year Analyst (14) $181
  • Intern/Summer Associate (33) $170
  • 2nd Year Analyst (66) $168
  • 1st Year Analyst (205) $159
  • Intern/Summer Analyst (146) $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
BankonBanking's picture
BankonBanking
99.0
3
Secyh62's picture
Secyh62
99.0
4
Betsy Massar's picture
Betsy Massar
99.0
5
CompBanker's picture
CompBanker
98.9
6
GameTheory's picture
GameTheory
98.9
7
dosk17's picture
dosk17
98.9
8
kanon's picture
kanon
98.9
9
Linda Abraham's picture
Linda Abraham
98.8
10
DrApeman's picture
DrApeman
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...”