Fri. Jun 9th, 2023

investment banking groups

Investment Banking Groups

Investment banking groups advise clients on a variety of deal types, including mergers and acquisitions, debt issuances, equity issuances, and IPOs. They also advise on public finance, corporate treasury, and capital markets.

They’re typically split into industry groups and product groups, with industries focusing on healthcare, power & energy, technology, media, and financial institutions. Products focus on mergers and acquisitions, leveraged finance, public finance, asset financing and leasing, structured finance, and restructuring.


Evercore is one of the largest independent investment banking groups worldwide. Its advisory services focus on advising corporate boards and management teams on strategic transactions and financial restructurings. It also advises private asset managers on recapitalization and liquidity transactions.

Founded in 1995 and headquartered in New York City, Evercore has advised on over US$4.7T of deals since its founding. It is one of the few investment banks with a strong track record of advising on large-cap deals, and it is among the fastest growing groups globally.

The company’s advisory services include strategic corporate advisory, institutional equities, capital markets and investor relations. Its global advisory business helps companies evaluate potential targets, provide valuation analyses, and propose financial and strategic alternatives. It also provides assistance to corporate boards and management on the timing, structure, financing and pricing of proposed transactions.

Its equity capital markets business helps companies raise capital as an underwriter primarily through initial public offerings (IPOs) and convertible bond issuances. Its institutional equities group provides investment research, valuations and other equity capital market consulting services to institutional investors. Its strategic shareholder advisory team offers advice on activist issues related to corporate governance, board advisory, and hostile takeover situations.

In its Restructuring business, Evercore provides corporate and financial restructuring advisory to corporations, creditors, shareholders, and investors facing financial distress. Its Restructuring group works on a variety of transaction types including corporate mergers, tender offers, asset purchases and LBOs. Its Restructuring Advisory business continues to perform well, having recently been involved in a number of noteworthy mandates.

Compensation expense is generally based on revenue and can fluctuate materially in any particular quarter depending upon the amount of revenue recognized as well as other factors. This can lead to an increase in compensation expense in the current period compared to the prior period.


The LionTree Group is an investment banking firm that focuses on technology, media and telecommunications (TMT). This includes advising clients on mergers and acquisitions as well as capital raisings.

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Founded in 2012, LionTree is based in New York and serves clients around the world. It is involved in both investment banking and merchant banking and provides services such as mergers and acquisitions, share repurchase, capital raising, joint ventures and bankruptcy.

Since its founding, LionTree has worked on more than $300 billion in transactions and is a top-ranked U.S. and global TMT boutique, according to Dealogic. Its founders are Aryeh Bourkoff and Ehren Stenzler, who both formerly served as investment bankers at UBS.

Its current portfolio of clients is a mix of large and mid-cap companies across the industry. Examples of its recent work include Liberty Global’s acquisition of Virgin Media and BC Partners’ purchase of CenturyLink’s data centers.

One of the things that differentiates LionTree from other firms in its industry is its culture. The firm has a very flat structure and does not have a lot of formal job titles. This is a major factor that helps it retain young talent.

Another aspect of LionTree’s culture is its openness to new ideas. This is something that sets them apart from other banks and makes them a great place to work for those looking to break into the industry.

In addition to this, LionTree has an impressive list of clients. Some of them are household names like Verizon and Yahoo!

The firm has also advised on some of the most important deals in TMT. These include the Verizon-Yahoo deal, and Liberty Global’s acquisition of Virgin Media.

Despite its size, LionTree is one of the strongest firms in TMT. This is because it combines both investment banking and merchant banking.

Its strategy is to provide clients with tailored ideas and actionable opportunities. This is done by combining deep sector expertise with unyielding execution. The firm has offices in New York, San Francisco, London and Paris.

Its team of more than 100 people is led by Aryeh Bourkoff and Ehren Schenzler, who are both former UBS alumnus. They have a strong track record in the industry and are known for their innovative approach to investing and mergers and acquisitions. They have been involved in many high-profile deals, including Liberty Global’s $16 billion purchase of Virgin Media and Warner Music Group’s purchase of EMI Group’s Parlophone Label Group.

Deutsche Bank

Founded in 1870, and headquartered in Frankfurt am Main, Germany, Deutsche Bank provides retail and private banking, corporate and transaction banking, lending, asset and wealth management products and services and focused investment banking to clients in Europe, the Americas and Asia. Its purpose is to enable economic growth and societal progress through its positive impact.

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With its extensive network and expertise, the bank can provide comprehensive financial solutions that help people build a better future for themselves and their families. The company’s global operations support all aspects of the banking industry, from capital markets to investment management and credit, with offices in 58 countries.

The investment bank offers a full range of global banking products and services to institutional and corporate clients with risk management and liquidity provision, financing capabilities, origination and advisory services in all areas, and a strong focus on the underlying business. The bank’s Private Bank provides affluent and entrepreneur clients in Germany and globally with the most advanced and comprehensive private banking services and wealth management solutions, including investment advice, wealth planning, trust services, and custody and custodial services.

In July 2019, CEO Christian Sewing announced a fundamental shift in the bank’s strategy, stating that “Deutsche Bank has refocused its activities on a much more concentrated client base.” He said this was designed to strengthen its core banking business, which includes lending to large and medium-sized German and European companies as well as to the US market. The restructuring aims to make the business more focused on a smaller number of its top 100 clients and at the same time improve revenues.

On the surface, this isn’t a particularly bold move. Rather, it reflects the bank’s recent experience in restructuring its US operations under Dodd-Frank regulations.

And the success of that restructuring has been apparent in the firm’s results. Overall revenues, which had been on the decline in recent years, have risen by 19% over the last four quarters. That’s a bigger jump than at rivals such as Goldman Sachs, which have also stripped out their equities business, and it puts the lender in good company with Morgan Stanley and JPMorgan.

Morgan Stanley

Morgan Stanley is an investment banking firm that provides a range of services. Its operations span around the globe and are based in New York City.

It was founded in 1935 by former employees of J.P. Morgan & Company, which had been divided into an investment banking business and a commercial banking business by the Glass-Steagall Act of 1933. Following this legislation, a number of its executives left to start their own firm.

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Today, Morgan Stanley has more than 600 offices worldwide and employs more than 55,000 people. The company offers investment banking, securities, investment management and wealth management services to corporations, governments and individuals.

The firm has a global footprint and is headquartered in mid-town Manhattan. It is divided into three business units: Institutional Securities, Global Wealth Management and Investment Management.

Institutional Securities handles capital raising and M&A activities and makes money by charging fees on its advisory services. It also earns a profit from its sales and trading activities, which involve acting as a market maker for customers’ purchases and sales of financial instruments.

Its Wealth Management segment provides stockbrokerage and investment advisory services to high-net-worth individuals. This segment’s net revenues in 2021 were up 26.7% over the previous year.

This segment is a growing area for the company, and its assets under management reached $1.2 trillion in fiscal 2021. Its clients are primarily corporate and government entities, as well as high-net-worth individuals.

Morgan Stanley is an international investment bank that specializes in mergers and acquisitions, equity underwriting and securities offerings. It is one of the leading global firms in these areas.

In addition to these activities, the company also conducts research and provides advice on business development. It is also engaged in philanthropic efforts.

The company is a member of the World Economic Forum’s Partnering Against Corruption Initiative. Its mission is to help develop a more equitable global economy through a variety of initiatives.

It is one of the top three investment banks in the United States, and its headquarters are located in New York. It has a network of over 600 offices in 43 countries and employs more than 55,000 people.

Jeffrey Augers
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By Jeffrey Augers

Jeffrey Augers is a highly skilled and experienced financial analyst with over 12 years of experience in the finance industry. He has a proven track record of delivering exceptional financial insights and recommendations to clients, empowering them to make informed decisions and achieve their financial goals. Jeffrey holds a Bachelor's degree in Finance from the University of Michigan, and an MBA from the Wharton School of Business.