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 2023 Fortune 500 list of the largest United States corporations by total revenue.
Citigroup Inc. or Citi is an American multinational investment bank and financial services corporation incorporated in Delaware and headquartered in New York City. The company was formed by the merger of Citicorp, the bank holding company for Citibank, and Travelers in 1998; Travelers was spun off from the company in 2002.
Shearman & Sterling LLP is a multinational law firm headquartered in New York City, United States.
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.
Wachtell, Lipton, Rosen & Katz is an American law firm in New York City, considered to be the top firm in the United States for major mergers and acquisitions. While many peer law firms have grown and become international brands, Wachtell has only a single, Manhattan office. It is one of the smallest firms in the AmLaw 100, but has the highest per partner profits of any law firm and pays significantly above the "Cravath scale" market rate for associates. The firm pays its partners through a lockstep system, meaning that compensation is tied to firm seniority, rather than hours billed or business brought in. The same is true for associate bonuses. This compensation model has led to the firm being called the "last true partnership."
Joseph R. Perella is an American financier.
Martin Lipton is an American lawyer, a founding partner of the law firm of Wachtell, Lipton, Rosen & Katz specializing in advising on mergers and acquisitions and matters affecting corporate policy and strategy. From 1958–1978 he taught courses on Federal Regulation of Securities and Corporation Law as a lecturer and adjunct professor of law at New York University School of Law.
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.
Perella Weinberg Partners L.P. is an American global financial services firm focused on investment banking advisory services.
George Calvin Kern Jr., a native of Baltimore, Maryland, was a leading New York corporate lawyer in the 1970s and 1980s.
Guggenheim Partners is a global investment and advisory financial services firm that engages in investment banking, asset management, capital markets services, and insurance services.
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. 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.
Michael D. Fricklas is an American lawyer and an executive in the entertainment industry. He is Chief Legal Officer and Corporate Secretary of Advance Publications. Previously, he was executive vice president, general counsel and secretary of Viacom Inc. from 1993 to 2017, and general counsel from 1998 to 2017. Viacom is now known as Paramount Global.
Paulson & Co. Inc. is a family office based in New York City, previously it was a hedge fund established by John Paulson in 1994. It specializing in "global merger, event arbitrage and credit strategies", the firm had a relatively low profile on Wall Street until its hugely successful bet against the subprime mortgage market in 2007. At one time the company had offices in London and Dublin.
Robert S. Khuzami was the Deputy U.S. Attorney for the United States Attorney's Office for the Southern District of New York until March 22, 2019. He previously was a United States federal prosecutor and Assistant United States Attorney for the office, and a former director of the Division of Enforcement of the U.S. Securities and Exchange Commission. He was previously a partner at law firm Kirkland & Ellis. and general counsel of Deutsche Bank AG.
Richard H. Walker is an American lawyer. He is former general counsel of corporate and investment banking at Deutsche Bank and former director of the United States Securities and Exchange Commission (SEC), Division of Enforcement, where he worked for ten years. Before working at the SEC, Walker was a partner at Cadwalader, Wickersham & Taft.
Jane C. Sherburne is an American lawyer who currently servesas Senior Executive Vice President and General Counsel to The Bank of New York Mellon and as a member of the Council of the Administrative Conference of the United States. Sherburne is known primarily for her experience in crisis management, her work in civil rights, and her counseling to corporate boards and major financial institutions. Sherburne was Special Counsel to President Bill Clinton and managed the White House response to ethics investigations by the Independent Counsel, most notably during the Whitewater controversy.
Mack Rossoff is an American financier and investment banker. He is Managing Director at GLC Advisors, LLC and the founder of Rossoff & Co., an independent financial advisory firm based in New York City. Rossoff has had a long career in investment banking, with over 39 years of experience. GLC Advisors and Rossoff & Co. operate in the United States and internationally.
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 ."
Brent James McIntosh is an American attorney who served as Under Secretary of the Treasury for International Affairs from 2017 to 2019. He previously served as General Counsel of the United States Treasury. Prior to his government service, McIntosh was a partner at Sullivan & Cromwell and served as co-head of the firm's cybersecurity practice. Mcintosh is currently Citigroup's General Counsel and Corporate Secretary.
