Lazard Inc. is a financial advisory and asset management firm that engages in investment banking, asset management and other financial services, primarily with institutional clients. It is the world's largest independent investment bank, with principal executive offices in New York City, Paris and London.
Dresdner Bank AG was a German bank, founded in 1872 in Dresden, then headquartered in Berlin from 1884 to 1945 and in Frankfurt from 1963 onwards after a postwar hiatus. Long Germany's second-largest bank behind Deutsche Bank, it was eventually acquired by Commerzbank in May 2009.
Bruce Jay Wasserstein was an American investment banker, businessman, and writer. He was a graduate of the McBurney School, University of Michigan, Harvard Business School, and Harvard Law School, and spent a year at the University of Cambridge. He was prominent in the mergers and acquisitions industry, credited with working on 1,000 transactions with a total value of approximately $250 billion.
Wasserstein Perella & Co. was a boutique investment bank established by Bruce Wasserstein, Joseph R. Perella, Bill Lambert, and Charles Ward in 1988, former bankers at First Boston Corp., until its eventual sale to Dresdner Bank in 2000 for some $1.4 billion in stock. The private equity business of the investment firm was not included in the sale and was to be sold off to existing Wasserstein shareholders.
Wasserstein is a surname and can refer to:
Joseph R. Perella is an American financier.
Kleinwort Benson was a leading investment bank that offered a wide range of financial services from offices throughout the United Kingdom and Channel Islands. Two families, the Kleinworts and the Bensons, founded two different merchant banks in London. They merged in 1961 to create Kleinwort Benson Lonsdale, later Kleinwort Benson. Following its acquisition by Société Générale in June 2016, it was merged with SG Hambros, already a subsidiary of Société Générale, to form Kleinwort Hambros in November 2016.
The First Boston Corporation was a New York–based bulge bracket investment bank, founded in 1932 and acquired by Credit Suisse in 1988. After the acquisition, it operated as an independent investment bank known as CS First Boston until 2006, when the company was fully integrated into Credit Suisse. In 2022, Credit Suisse revived the "First Boston" brand as part of an effort to spin out the business.
Peter Amory Weinberg is an American businessman. He spent almost twenty years of his career at Goldman Sachs before co-founding Perella Weinberg Partners with merger specialist, Joseph Perella in 2006. The firm provides M&A advisory and alternative asset management services. Weinberg is its chief executive officer and founding partner.
The American Lawyer is a monthly legal magazine and website published by ALM Media. The periodical and its parent company, ALM, were founded in 1979 by Steven Brill.
Perella Weinberg Partners is an American global financial services firm focused on investment banking advisory services.
Mario L. Baeza is a Cuban-American corporate lawyer, and investment and merchant banker firm. He is currently the Founder and controlling shareholder of The Baeza Group LLC, the first U.S. Hispanic owned merchant banking.
Miller Buckfire & Co. is an investment banking firm that provides various advisory services, focused on corporate restructurings. In addition to its core restructuring business, the firm provides merger and acquisition advisory and valuation services as well as capital raising, and private placements of debt and equity. The firm specializes in the transportation, retail, media and communication, entertainment, power, food and consumer and financial services sectors. The firm is based in New York City.
A boutique investment bank is an investment bank that specializes in at least one aspect of investment banking, generally corporate finance, although some banks' strengths are retail in nature, such as Charles Schwab. Of those involved in corporate finance, capital raising, mergers and acquisitions and restructuring and reorganizations are their primary activities. Boutiques usually provide advisory and consulting services, but lack capacity to provide funding. After the Gramm–Leach–Bliley Act, investment banks have either had a retail deposit base or have had funding from overseas owners or from Wealth Management arms. Boutique banks on the other hand often turn to other banks to provide funding or deal directly with capital rich firms such as insurers to provide capital for deals.
John P. Costas is an American businessman, banker, and trader. He is the former chairman and CEO of UBS Investment Bank, where he oversaw the growth of the Swiss bank's investment banking franchise globally from 2000 to 2005. From 2005 through 2007, Costas was the chairman and CEO of Dillon Read Capital Management, a UBS proprietary trading unit and alternatives management company.
Blair W. Effron is an American financier. Effron co-founded Centerview Partners, a leading global investment banking firm based in New York City. Centerview has offices in London, Paris, Chicago, Los Angeles, Palo Alto and San Francisco. The firm provides advice on mergers and acquisitions, financial restructurings, valuation, and capital structure to companies, institutions and governments.
Robert B. McKeon was Chairman of New York-based Veritas Capital Management LLC, a private equity firm that he formed in 1992. He was also a founding partner of Wasserstein Perella & Co., where he served as the Chairman of Wasserstein Perella Management Partners.
An independent advisory firm is an investment bank that provides strategic and financial advice to clients primarily including corporations, financial sponsors, and governments. Revenues are typically generated by providing deal-specific advice related to mergers and acquisitions and financing. The WSJ noted in January 2016 that "boutique is a fuzzy label, defined as much by what these firms do as what they don’t do ."
PJT Partners, Inc. is a global advisory-focused investment bank, founded in October 2015 as part of The Blackstone Group's spin-off of its financial and strategic advisory services businesses. The firm was founded by Paul J Taubman after his 30-year tenure at Morgan Stanley, where he served as Global Head of Mergers and Acquisitions, Global Head of Investment Banking and until the end of 2012, Co-President of the Institutional Securities Group, which included Investment Banking as well as Sales and Trading.
Grieveson Grant was a prominent stockbroking firm on the London Stock Exchange.
