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.
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:
Senior Member at the Firm
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 Please let me know if I missed any banks, included outdated information, etc.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
2) Large, Mid-sized, and Prestigious Boutique Investment Banks
Allen & Company
(does not have a website - old school)
Alvarez & Marsal
BB&T Capital Markets
BMO Capital Markets
Broadpoint Gleacher Securities Group, Inc.
Brown Brothers Harriman
CIBC Wholesale Banking
Duff & Phelps
Friedman Billings Ramsey
Greenhill & Co.
Harris Williams & Co.
Houlihan Lokey Howard & Zukin
Jefferies & Company
Keefe Bruyette & Woods Inc.
Moelis & Company
Montgomery & Co.
Nomura Holdings, Inc.
Oppenheimer & Co.
Perella Weinberg Partners
Peter J. Solomon Company
Raymond James Financial Inc.https://www.raymondjames.com/professional_opportun...
RBC Capital Markets
Robert W. Baird & Company
Royal Bank of Scotland
Sandler O'Neill + Partners L.P.
The Blackstone Group
Thomas Weisel Partners/Stifel Financial
William Blair & Company
3) Regional/Boutique Investment Banks
Los Angeles, CA
Mr. Cesar Moya, President & CEO, (310) 788-8653
San Francisco, CA
Mr. John Dyer, Managing Director. (415) 677-8989
New York, NY; San Francisco, CA
Mr. Jeffrey Lehman, Founder, n.a., (212) 708-0700
Archway Capital Management
Dallas, TX; Washington, D.C.
Mr. A. Joseph Shepard, President, (214) 614-8444
Averil Capital Markets Group, Inc.
Los Angeles, CA
Ms. Diana Maranon, Managing Partner, (310) 553-5351
Babson Capital Management LLC
New York, NY; Boston, MA; Charlotte, NC; Hartford, CT; Springfield, IL; Washington, DC
Baldwin & Clarke corporate finance, Inc.
Mr. John Clarke, Jr., President, (603) 668-4353
Barman Capital LLC
New York, NY; Los Angeles, CA
C. K. Cooper & Company
Irvine, CA; Chicago, IL; New York, NY
Mr. William Porter, Managing Director, (888) 477-9301
Cain Brothers & Company, LLC
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]
Capital Alliance Corporation
Mr. Edward Dawson, Chairman, President & CEO, (214) 638-8280
Cary Street Partners LLC
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
Mr. Michael Butler, Chairman & CEO, (206) 436-2500
Cherry Tree Investments, Inc.
Minnentonka, MN; Denver, CO
Mr. Tony Christianson, Managing General Partner, (952) 893-9012
Consensus Advisors LLC
Boston, MA; New York, NY
Mr. Michael O'Hara, Founder & CEO, (617) 437-6500
Covington Associates LLC
D.A. Davidson & Co.
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
Boston, MA; Houston, TX; New York, NY; San Francisco, CA
Mr. Alexander Khutorsky, Managing Director, Head of Mergers & Acquisitions
Dougherty & Company LLC
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, [email protected], (901) 260-6833
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
First Southwest Company
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
Gramercy Venture Advisors
San Francisco, CA
Mr. Dave Weinstein, Partner, (415) 543-3000
Harvey & Company LLC
www.harveyllc.com, Newport Beach, CA,
Mr. Eric Hartley, Managing Director (949) 757-0400
Hoefer & Arnett, Inc.
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
Kurt Salmon Associates Capital Advisors, Inc.
Atlanta, GA; Los Angeles, CA; Minneapolis, MN; New York, NY; San Francisco, CA (212) 319-9450
Boca Raton, FL; Lincolnshire, IL; Los Angeles, CA; Miami, FL; Melville, NY; New York City, NY;
Laidlaw & Company (UK) Ltd.
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
Leerink Swann & Company, Inc.
Boston, MA; New York, NY; San Francisco, CA
Mr. James Boylan, Senior Managing Director, (617) 248-1601
Needham & Company
Boston, MA; Menlo Park, CA; New York, NY; San Francisco, CA
Sperry, Mitchell & Company
New York, NY
Susquehanna International Group, LLP
Bala Cynwyd, PA; Boston, MA; Chicago, IL; New York, NY; Pasadena, CA; San Francisco, CA; Stamford, CT
Please post any feedback, corrections or requested additions.
Thanks for the help!