Morgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in Midtown Manhattan, New York City. With offices in 41 countries and more than 75,000 employees, the firm's clients include corporations, governments, institutions, and individuals. Morgan Stanley ranked No. 61 in the 2021 Fortune 500 list of the largest United States corporations by total revenue.
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.
Dean Witter Reynolds was an American stock brokerage and securities firm catering to a variety of clients. Prior to the company's acquisition, it was among the largest firms in the securities industry with over 9,000 account executives and was among the largest members of the New York Stock Exchange. The company served over 3.2 million clients primarily in the U.S. Dean Witter provided debt and equity underwriting and brokerage as mutual funds and other saving and investment products for individual investors. The company's asset management arm, Dean Witter InterCapital, with total assets of $90.0 billion prior to the acquisition, was one of the largest asset management operations in the U.S.
CGI Inc. is a Canadian multinational information technology consulting and Software Development company headquartered in Montreal, Quebec, Canada. CGI went public in 1986 with a primary listing on the Toronto Stock Exchange. CGI is also a constituent of the S&P/TSX 60 and has a secondary listing on the New York Stock Exchange.
TD Cowen, is an American multinational investment bank and financial services division of TD Securities that operates through two business segments: a broker-dealer and an investment management division. The company's broker-dealer division offers investment banking services, equity and credit research, sales and trading, global prime brokerage, outsourced trading, global clearing and commission management services. Cowen's investment management segment offers actively managed alternative investment products. Founded in 1918, the firm is headquartered in New York and has offices worldwide. Cowen claims it is known for successfully identifying emerging industries early on, especially the emerging cannabis industry.
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 serves as its chief executive officer and founding partner.
Marsh & McLennan Companies, Inc., doing business as Marsh McLennan, is a global professional services firm, headquartered in New York City with businesses in insurance brokerage, risk management, reinsurance services, talent management, investment advisory, and management consulting. Its four main operating companies are Marsh, Guy Carpenter, Mercer, and Oliver Wyman.
James A. Runde is an American investment banker, author and corporate director specializing in strategic and financial advice. As a 50 year veteran of Morgan Stanley, he is now an Advisory Director and a former Vice Chairman. Runde is one of America's longest-serving investment bankers at a single institution and was honored by Morgan Stanley for his length of service as well as ongoing contributions to the firm. Over the course of his 50 year career, he has served as a trusted advisor to many of the world's leading companies, with a focus on the transportation and infrastructure industries. He has been a member of the board of directors of The Kroger Co., one of the nation's largest grocery retail chains and also served on the board of directors of Burlington Resources, a major U.S. oil and gas company. In addition, he served as a trustee of The Morgan Library & Museum along with Annette de la Renta.
McMillan LLP is a Canadian business law firm serving public, private and not-for-profit clients across various industries in North America and around the world. McMillan LLP is the only national Canadian law firm with an office in Hong Kong, in addition to its offices across Canada in Vancouver, Calgary, Toronto, Ottawa and Montréal. The firm has industry groups in different sectors such as technology, energy, oil and gas, mining, construction and infrastructure, automotive, and transportation.
Lieutenant General Sir Graeme Cameron Maxwell Lamb is a retired British Army officer. He is a former Commander of the Field Army at Land Command, known for his contributions to counter-insurgency.
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 May 2023, Houlihan Lokey employs more than 2,600 employees worldwide.
Mercer is an American consulting firm founded in 1945. It is one of the four operating subsidiaries of global professional services firm Marsh McLennan. Mercer is headquartered in New York City with offices in 43 countries and operations in 130 countries. The company primarily provides human resources and financial services consulting services to its clients.
Keefe, Bruyette & Woods, Inc., a Stifel Company, is an investment banking firm headquartered in New York City, specializing exclusively in the financial services sector. KBW's primary business lines include research, corporate finance, equity sales and trading, equity capital markets, debt capital markets, and asset management.
Stanley Allen McChrystal is a retired United States Army general best known for his command of Joint Special Operations Command (JSOC) from 2003 to 2008 where his organization was credited with the death of Abu Musab al-Zarqawi, leader of Al-Qaeda in Iraq. His final assignment was as Commander, International Security Assistance Force (ISAF) and Commander, United States Forces – Afghanistan (USFOR-A). He previously served as Director, Joint Staff from August 2008 to June 2009. McChrystal received criticism for his alleged role in the cover-up of the Pat Tillman friendly fire incident. McChrystal was reportedly known for saying what other military leaders were thinking but were afraid to say; this was one of the reasons cited for his appointment to lead all forces in Afghanistan. He held the post from June 15, 2009, to June 23, 2010.
Bain & Company is an American management consulting company headquartered in Boston, Massachusetts. The firm provides advice to public, private, and non-profit organizations. One of the Big Three management consultancies, Bain & Company was founded in 1973 by former Group Vice President of Boston Consulting Group Bill Bain and his colleagues, including Patrick F. Graham. In the late 1970s and early 1980s, the firm grew rapidly. Bill Bain later spun off the alternative investment business into Bain Capital in 1984 and appointed Mitt Romney as its first CEO. Bain experienced several setbacks and financial troubles from 1987 to the early 1990s. Romney and Orit Gadiesh are credited with returning the firm to profitability and growth in their sequential roles as the firm's CEO and chairman respectively.
Heidrick & Struggles International Incorporated is an international executive search and management consulting company headquartered in Chicago, Illinois, United States. The firm also has a consulting practice focused on leadership and shaping corporate culture.
John Joseph Paul Studzinski, CBE is an American-British investment banker and philanthropist. Since September 2018 he has been Managing Director and Vice Chairman of the global investment-management firm PIMCO.
Brian Charles Duperreault is a Bermuda-born American executive in the insurance industry. He stepped down as executive chairman of American International Group in December 2021.
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.
Andrea Lee Thompson is an American government official and former military officer. She is the former Under Secretary of State for Arms Control and International Security Affairs. Prior to this, she was the National Security Advisor to Vice President Mike Pence. Before entering government service, she was a career intelligence officer in the United States Army.
