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Investment banking pertains to certain activities of a financial services company or a corporate division that consist in advisory-based financial transactions on behalf of individuals, corporations, and governments. Traditionally associated with corporate finance, such a bank might assist in raising financial capital by underwriting or acting as the client's agent in the issuance of debt or equity securities. An investment bank may also assist companies involved in mergers and acquisitions (M&A) and provide ancillary services such as market making, trading of derivatives and equity securities, FICC services or research. Most investment banks maintain prime brokerage and asset management departments in conjunction with their investment research businesses. As an industry, it is broken up into the Bulge Bracket, Middle Market, and boutique market.
J.P. Morgan & Co. is an American financial institution specialized in investment banking, asset management and private banking founded by financier J. P. Morgan in 1871. Through a series of mergers and acquisitions, the company is now a subsidiary of JPMorgan Chase, one of the largest banking institutions in the world. The company has been historically referred to as the "House of Morgan" or simply Morgan. For 146 years, until 2000, J.P. Morgan specialized in commercial banking, before a merger with Chase Manhattan Bank led to the business line spinning off under the Chase brand.
Piper Sandler Companies is an American independent investment bank and financial services company, focused on mergers and acquisitions, financial restructuring, public offerings, public finance, institutional brokerage, investment management and securities research. Through its principal subsidiary, Piper Sandler & Co., the company targets corporations, institutional investors, and public entities.
KeyBank, the primary subsidiary of KeyCorp, is an American regional bank headquartered in Cleveland, Ohio, and is the only major bank based in Cleveland. KeyBank is one of the largest banks in the United States.
Evercore Inc., formerly known as Evercore Partners, is a global independent investment banking advisory firm founded in 1995 by Roger Altman, David Offensend, and Austin Beutner. The firm has advised on over $4.7 trillion of merger, acquisition, and restructuring transactions since its founding.
Perella Weinberg Partners L.P. is an American global financial services firm focused on investment banking advisory services.
Houlihan Lokey, Inc., is an American multinational independent investment bank and financial services company. Houlihan Lokey was founded in 1972 and is headquartered at Constellation Place in Century City, Los Angeles, California. The firm advises large public and closely held companies as well as institutions and governments. Its main service lines include mergers and acquisitions, capital markets, restructuring and distressed M&A, fairness opinions, and financial and valuation advisory. As of June 2022, Houlihan Lokey employs more than 2,200 employees worldwide.
Shearson was the name of a series of investment banking and retail brokerage firms from 1902 until 1994, named for Edward Shearson and the firm he founded, Shearson Hammill & Co. Among Shearson's most notable incarnations were Shearson / American Express, Shearson Lehman / American Express, Shearson Lehman Brothers, Shearson Lehman Hutton and finally Smith Barney Shearson.
One Equity Partners is a private equity firm with over $10 billion in assets under management which primarily deals with the industrial, healthcare and technology sectors in North America and Europe. One Equity Partners was the merchant banking arm of JPMorgan Chase, focused on leveraged buyout and growth capital investments in middle-market companies. Formed by Bank One in 2001, the group has offices in New York City, Chicago, Sao Paulo, Vienna, Hong Kong and Frankfurt. In 2014, it was announced that J.P Morgan was to sell off half of its stake in One Equity Partners.
James Bainbridge Lee, Jr. was an American investment banker, notable for his role in the development of the leveraged finance markets in the U.S. in the 1980s. He is widely credited as the architect of the modern-day syndicated loan market. At the time of his death, Lee was vice chairman of JPMorgan Chase & Co. and a member of the bank's executive committee. He was also Co-Chairman of JPMorgan's investment bank.
Trimaran Capital Partners is a middle-market private equity firm formerly affiliated with CIBC World Markets. Trimaran is headquartered in New York City and founded by former investment bankers from Drexel Burnham Lambert. Trimaran's predecessors were early investors in telecom and Internet businesses, most notably backing Global Crossing in 1997. Trimaran also led the first leveraged buyout of an integrated electric utility.
Moelis & Company is a global investment bank that provides financial advisory services to corporations, governments, and financial sponsors. The firm advises on strategic decisions such as mergers and acquisitions, recapitalizations and restructurings and other corporate finance matters. Moelis is widely considered one of the most prestigious investment banking advisory firms and has advised on more than $3.5 trillion in transactions since its inception.
A boutique investment bank is a 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.
Lincoln International LLC is a multinational independent investment bank and financial services company specializing in advisory services and financings on middle market transactions. The firm works with publicly traded and privately owned companies, financial sponsors, and lenders. The firm provides advisory services including mergers & acquisitions, capital advisory consisting of growth equity, debt and restructuring advisory, valuations and opinions, private funds advisory and joint ventures & partnering. The firm completed more than 400 advisory assignments globally in 2021, as well as over 10,000 debt and equity valuations.
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.
Centerview Partners is an American independent investment banking firm. Centerview operates primarily as an investment banking advisory firm. Centerview has 60 partners and 300 professionals with expertise across a wide range of industries, geographies, transaction structures and sizes.
Solomon Partners, previously known as PJ Solomon, is an independently operated American investment bank and financial services company headquartered in New York City. Solomon Partners advises on mergers, acquisitions, divestitures, restructurings, recapitalizations, SPACs and capital markets.
TM Capital Corp. is an independent investment bank with offices in New York City, Atlanta and Boston. The firm advises clients on complex mergers and acquisitions, debt and equity financings, minority and majority recapitalizations, restructurings, and advisory services including takeover defense, fairness opinions and solvency opinions, and valuations. Industry specialties include consumer and retail, industrial, technology & tech-enabled services, business services and healthcare. Its partners are promoted in the trade press. TM Capital is a member firm of Oaklins,
Greenhill & Co., Inc. is an American investment bank founded in 1996 by Robert F. Greenhill. The firm provides advice on mergers, acquisitions, restructurings, financings, and capital raisings to leading corporations, partnerships, institutions and governments across a number of industries.
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.
References
- ↑ Sarnoff, Paul (Spring 1968). "The Banking House of Zilkha". 151 (2).
{{cite journal}}: Cite journal requires|journal=(help) - ↑ "Executive Profile Donald E Zilkha". Bloomberg. November 25, 2015.
- ↑ Kaye, Tony (March 28, 1989). "A Gleaming Window in America". Financial Review.
- 1 2 Bushnell, Noel (June 21, 1989). "Wall Street Comes to the Village". Australian Business.
- ↑ Rumplmayr, Rainer (1989). Globalization in the Banking and Securities Industry. p. 84.
- ↑ Dubois, Martin (October 8, 1997). "Colt Misses Target as Politics Kill Deal for Belgian Gunsmith". The Wall Street Journal.
- ↑ Barrett, Paul (May 29, 2014). "Why Colt Can't Shoot Straight". Bloomberg.