2024 Best Banking Firms for Client Interaction
Harris Williams
Harris Williams is a global investment bank specializing in M&A and private capital advisory services, with offices in Boston, Chicago, Cleveland, Frankfurt, London, Minneapolis, New York, Richmond, San Francisco, and Washington, D.C. The...
Centerview Partners
In 2006, UBS Vice Chairman Blair Effron had dinner with his friend Robert Pruzan, a veteran investment banker and former CEO of Wasserstein Perella. The two men decided to capitalize on the lucrative M&A boom by going in to business...
Moelis & Company
Moelis & Company provides strategic advice and solutions to a diverse global client base, including corporations, institutions, governments and financial sponsors. Headquartered in New York, the firm operates across 23 locations in the...
William Blair
William Blair is a global boutique with expertise in investment banking, investment management, and private wealth management. It is headquartered in Chicago, with offices in more than 20 cities on four continents. The firm helps corporations,...
Lazard
Founded in 1848, Lazard has advised on some of the most significant mergers and acquisitions in Europe and the Americas since the beginning of the 20th century. The firm's modern history can be traced to the year 2000, when the “three houses of...
Perella Weinberg
Founded in June 2006, Perella Weinberg advises clients on mergers and acquisitions execution, shareholder and defense advisory, financing and capital solutions, capital markets advisory, and private capital placements. Also, following the 2016...
Greenhill & Co. LLC
Greenhill, which closed its acquisition by Tokyo-based Mizuho Financial Group in November 2023, calls itself “a unique investment banking firm,” and to be sure, it follows a model quite unlike the structure of its behemoth competitors. The firm...
Guggenheim Securities
Guggenheim Securities is the investment banking and capital markets arm of Guggenheim Partners, which employs more than 2,200 worldwide and is headquartered in Chicago and New York. Guggenheim Securities, which employs more than 950...
Evercore
Founded in 1995 by Blackstone and U.S. Treasury veteran Roger Altman, independent investment banking advisory firm Evercore went public in August 2006 with an $83 million initial public offering. Since then, the firm has grown into an elite...
Solomon Partners
Founded in 1989 Solomon Partners is a financial advisory firm and one of the first independent investment banks. It offers a global reach through its partnership with Natixis, the international corporate, investment, insurance, and financial...