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 ( , , , , 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 Please let me know if I missed any banks, included outdated information, etc.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
2) Large, Mid-sized, and Prestigious Boutique Investment Banks
Allen & Company
(does not have a website - old school)
Alvarez & Marsal
Peter J. Solomon 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
Dallas, TX; Washington, D.C.
Mr. A. Joseph Shepard, President, (214) 614-8444
Los Angeles, CA
Ms. Diana Maranon, Managing Partner, (310) 553-5351
New York, NY; Boston, MA; Charlotte, NC; Hartford, CT; Springfield, IL; Washington, DC
Mr. John Clarke, Jr., President, (603) 668-4353
New York, NY; Los Angeles, CA
Irvine, CA; Chicago, IL; New York, NY
Mr. William Porter, Managing Director, (888) 477-9301
& 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]
Mr. Edward Dawson, Chairman, President & CEO, (214) 638-8280
Mr. Michael Butler, Chairman & CEO, (206) 436-2500
Minnentonka, MN; Denver, CO
Mr. Tony Christianson, Managing General Partner, (952) 893-9012
Boston, MA; New York, NY
Mr. Michael O'Hara, Founder & CEO, (617) 437-6500
D.A. Davidson & Co.
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
& Company, LLC
Boston, MA; Houston, TX; New York, NY; San Francisco, CA
Mr. Alexander Khutorsky, Managing Director, Head of Mergers & Acquisitions
& 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
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
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
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;
& Company, Inc.
Boston, MA; New York, NY; San Francisco, CA
Mr. James Boylan, Senior Managing Director, (617) 248-1601
Boston, MA; Menlo Park, CA; New York, NY; San Francisco, CA
Sperry, Mitchell & Company
New York, NY
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!