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If you're interested in breaking into finance, check out our Private Equity Course and Investment Banking Course, which help thousands of candidates land top jobs every year. Overview Union Square Advisors is a technology-focused boutique investment bank offering M&A, capital markets, and board advisory services. Union Square Advisors has offices in San Francisco and New York. It was founded by Carter McLelland, former chairman of Bank of America's Securities division. Remember that in order to craft a great answer to the common question "Why this Firm?", it's your responsibility to read articles and speak with employees. If you are interviewing with Union Square Advisors, you should make sure you know: 1 deal that the investment banking group has done 1 person at the firm (ideally someone who would have influence over your recruiting process) 1 business model-specific detail to mention We articulate how you can answer this question thoughtfully in our Investment Banking Course. We also cover all technical and qualitative information you need to get a top investment banking offer. Selected Transaction Union Square Advisors primarily works with companies in the technology sector. An example of this was when Union Square Advisors advised optoelectronics firm NeoPhotonics on its sale to strategic acquirer Lumentum. Transaction Description: Lumentum Holdings Inc. (NASDAQ:LITE) entered into an agreement and plan of merger to acquire NeoPhotonics Corporation (NYSE:NPTN) from The Vanguard Group, Inc., BlackRock, Inc. (NYSE:BLK) and others. Under the terms of the transaction, Lumentum will acquire all outstanding shares of NeoPhotonics in an all-cash transaction of $16 per share. Transaction Value: US$900M, all cash Transaction Date: Closed August 2022 Press Release Fact Sheet Company Name: Union Square Advisors Description: Union Square Advisors is a leading technology-focused investment bank that offers strategic mergers & acquisitions advice and execution, agented private capital financing, and debt capital markets advisory services Bank Category: Boutique Company Status: Union Square Advisors is a privately held company Founded: 2007 Employees: 33 Chief Executive Officer: Carter McLelland Headquarters: San Fransisco, USA Resources Company Website LinkedIn Glassdoor

If you're interested in breaking into finance, check out our Private Equity Course and Investment Banking Course, which help thousands of candidates land top jobs every year. Overview Deutsche Bank Securities is a global German investment bank, dual-listed on the Frankfurt Stock Exchange and the New York Stock Exchange. Its parent Deutsche Bank also provides services in corporate banking, private banking, and asset management. Deutsche Bank Securities was named the Best Investment Bank In Germany in 2022. Remember that in order to craft a great answer to the common question "Why this Firm?", it's your responsibility to read articles and speak with employees. If you are interviewing with Deutsche Bank Securities, you should make sure you know: 1 deal that the investment banking group has done 1 person at the firm (ideally someone who would have influence over your recruiting process) 1 business model-specific detail to mention We articulate how you can answer this question thoughtfully in our Investment Banking Course. We also cover all technical and qualitative information you need to get a top investment banking offer. Selected Transaction Deutsche Bank acted as financial advisor and provided debt financing to Madison Dearborn Partners on its acquisition of money transfer company MoneyGram. Transaction Description: Madison Dearborn Partners acquired MoneyGram International, Inc. (NASDAQ:MGI) from Donerail Group LP and others at $11.00 per share. Transaction Value: US$1.8B, all cash Transaction Date: Announced February 2022 Fact Sheet Company Name: Deutsche Bank Securities (part of Deutsche Bank AG) Description: Deutsche Bank AG is a German multinational investment bank and financial services company Bank Category: Bulge Bracket Ticker: NYSE:DB and ETR:DBK Founded: 1973 (for Deutsche Bank Securities) Employees: 85,000 (for Deutsche Bank AG) Chief Executive Officer: Christian Sewing Headquarters: Frankfurt, Germany Resources Company Website LinkedIn Glassdoor H1B Data Page (U.S. Salary) Based on the H1B Database, the average base salary for an Analyst at Deutsche Bank is $90k - $125k.

If you're interested in breaking into finance, check out our Private Equity Course and Investment Banking Course, which help thousands of candidates land top jobs every year. Overview Stifel Institutional is a leading middle market bank in the U.S. Stifel Institutional’s parent company, Stifel Financial Corp., is a full-service financial services firm providing brokerage, trading, investment banking, investment advisory, and related services to investors, institutions, and municipalities. In 2019, Stifel acquired GMP Capital, a middle-market Canadian investment bank, for US$52M. This deal helped improve Stifel’s presence in the Canadian markets and solidified its position in the Natural Resources sector. Remember that in order to craft a great answer to the common question "Why this Firm?", it's your responsibility to read articles and speak with employees. If you are interviewing with Stifel Institutional, you should make sure you know: 1 deal that the investment banking group has done 1 person at the firm (ideally someone who would have influence over your recruiting process) 1 business model-specific detail to mention We articulate how you can answer this question thoughtfully in our Investment Banking Course. We also cover all technical and qualitative information you need to get a top investment banking offer. Selected Transaction Stifel covers all industries. An example of a deal it advised on was the acquisition of neuromedicine company Natus by Archimed, a healthcare PE investor. Transaction Description: Med Platform II, a fund managed by ArchiMed SAS entered into a definitive agreement to acquire Natus Medical Incorporated (NASDAQ:NTUS) from a group of shareholders. Transaction Value: US$1.1B post-closing equity value Transaction Date: Closed July 2022 Press Release Fact Sheet Company Name: Stifel Institutional (part of Stifel Financial Corp.) Description: Stifel Financial Corp. is an American investment bank and financial services firm that provides corporate and investment banking, equity research and equity retail brokerage services to institutional investors, governments and corporations Bank Category: Middle Market Ticker: NYSE:SF Founded: 1983 (for Stifel Financial Corp.) Employees: 8,600 (for Stifel Financial Corp.) Chief Executive Officer: Ronald Kruszewski Headquarters: St. Louis, USA Resources Company Website LinkedIn Glassdoor Glassdoor Salary Data Page The H1B database does not show any applicable salaries for Investment Banking Analysts at Stifel. According to Glassdoor, the salary range is $86k - $101k.

If you're interested in breaking into finance, check out our Private Equity Course and Investment Banking Course, which help thousands of candidates land top jobs every year. Overview Piper Sandler is a middle market U.S. investment bank with services including sell-side and buy-side M&A, equity and debt capital markets, private placements, and restructuring. The firm also offers sales & trading, research, and alternative asset management services. Piper Sandler is the result of a merger between Piper Jaffray and Sandler O'Neill + Partners in 2020. In October 2022, Piper Sandler acquired DBO Partners, an independent technology investment banking firm in the San Francisco Bay Area. The addition of DBO will significantly increase Piper’s strength in the technology sector. Remember that in order to craft a great answer to the common question "Why this Firm?", it's your responsibility to read articles and speak with employees. If you are interviewing with Piper Sandler, you should make sure you know: 1 deal that the investment banking group has done 1 person at the firm (ideally someone who would have influence over your recruiting process) 1 business model-specific detail to mention We articulate how you can answer this question thoughtfully in our Investment Banking Course. We also cover all technical and qualitative information you need to get a top investment banking offer. Selected Transaction Piper Sandler acted as a lead book-running manager for the IPO of ProFrac, an oilfield services company backed by billionaires Dan and Farris Wilks. Transaction Description: ProFrac offered 16,000,000 shares at $18 per share and was listed on the NASDAQ under ticker PFHC. Transaction Value: US$288M Transaction Date: May 2022 Press Release Fact Sheet Company Name: Piper Sandler Description: Piper Sandler is an investment banking firm that partners with corporate clients and financial sponsors to provide advisory and financing services in sectors including agriculture, business services, consumer, retail, industrials and services, energy, financial services and healthcare Bank Category: Middle Market Ticker: NYSE:PIPR Founded: 1895 Employees: 475 (for Investment Banking) Chief Executive Officer: Chad Abraham Headquarters: Minneapolis, USA Resources Company Website LinkedIn Glassdoor H1B Data Page (U.S. Salary) Based on the H1B Database, the average base salary for an Investment Banking Analyst at Piper Sandler is $72-110k.

If you're interested in breaking into finance, check out our Private Equity Course and Investment Banking Course, which help thousands of candidates land top jobs every year. Overview Morgan Stanley is one of the top investment banks in both the U.S. and around the world. They have solidified its position at the top of the bulge bracket group, consistently operating on the largest M&A and IPO transactions. Morgan Stanley has a variety of divisions including investment banking and capital markets, wealth management, sales and trading, research, investment management, sustainable investing, and inclusive innovation. In 2021, Morgan Stanley was named the best U.S. investment bank thanks to its agility in adapting to the pandemic and finding new opportunities for clients. Their technology team is often regarded as one of the best in the industry and they are often selected as lead bookrunner on technology IPOs. Remember that in order to craft a great answer to the common question "Why this Firm?", it's your responsibility to read articles and speak with employees. If you are interviewing with Morgan Stanley, you should make sure you know: 1 deal that the investment banking group has done 1 person at the firm (ideally someone who would have influence over your recruiting process) 1 business model-specific detail to mention We articulate how you can answer this question thoughtfully in our Investment Banking Course. We also cover all technical and qualitative information you need to get a top investment banking offer. Selected Transaction Morgan Stanley served as lead financial advisor to Unity Software during its purchase of Israeli software company ironSource, which will be merged into a wholly-owned subsidiary of Unity. Transaction Description: Unity Software Inc. (NYSE:U) entered into an agreement to acquire ironSource Ltd. (NYSE:IS) at a 74% share price premium. ironSource's CEO will be granted a spot on Unity's board. Transaction Value: US$4.4B, all stock Transaction Date: Announced July 2022 Press Release Fact Sheet Company Name: Morgan Stanley Description: Morgan Stanley is an American multinational investment management and financial services company that, through its affiliates and subsidiaries, advises, originates, trades, manages, and distributes capital for institutions, governments, and individuals Bank Category: Bulge Bracket Ticker: NYSE:MS Founded: 1935 Employees: 60,000 Chief Executive Officer: James Gorman Headquarters: New York City, USA Resources Company Website LinkedIn Glassdoor H1B Data Page (U.S. Salary) Based on the H1B Database, the average base salary for an Analyst at Morgan Stanley is $100k - $125k.

If you're interested in breaking into finance, check out our Private Equity Course and Investment Banking Course, which help thousands of candidates land top jobs every year. Overview Founded by its namesake 19th-century financier, J.P. Morgan is one of the leading global bulge bracket investment banks. Its parent company, J.P. Morgan Chase & Co., offers complementary services including sales & trading, corporate & commercial banking, and asset management. In recent years, J.P. Morgan has led Wall Street in investment banking revenue largely due to its strength in debt capital markets (DCM) deals. Remember that in order to craft a great answer to the common question "Why this Firm?", it's your responsibility to read articles and speak with employees. If you are interviewing with J.P. Morgan, you should make sure you know: 1 deal that the investment banking group has done 1 person at the firm (ideally someone who would have influence over your recruiting process) 1 business model-specific detail to mention We articulate how you can answer this question thoughtfully in our Investment Banking Course. We also cover all technical and qualitative information you need to get a top investment banking offer. Selected Transaction J.P. Morgan acted as financial advisor to private equity fund Clayton, Dubilier & Rice for its acquisition of a majority stake in the Industrials business of Roper Technologies. Transaction Description: Clayton, Dubilier & Rice, LLC entered into an agreement to acquire a 51% stake in RIPIC Holdings, LLC from Roper Technologies, Inc. (NYSE:ROP). Roper will receive pre-tax cash proceeds while retaining a 49% minority interest in a new standalone entity. Transaction Value: US$2.6B Transaction Date: Announced June 2022 Press Release Fact Sheet Company Name: J.P. Morgan (part of J.P. Morgan Chase & Co.) Description: J.P. Morgan Chase & Co. is an American multinational investment bank and financial services holding company that offers advisory and capital market services to corporate, government, and institutional clients worldwide Bank Category: Bulge Bracket Ticker: NYSE:JPM Founded: 1871 Employees: 271,000 Chief Executive Officer: Jamie Dimon Headquarters: New York City, USA Resources Company Website LinkedIn Glassdoor H1B Data Page (U.S. Salary) Based on the H1B Database, the average base salary for an Investment Banking Analyst at J.P. Morgan is $100k - $125k.

If you're interested in breaking into finance, check out our Private Equity Course and Investment Banking Course, which help thousands of candidates land top jobs every year. Overview Rothschild is a leading elite boutique investment bank operating globally. The parent company, has a long history in European finance and operates several other divisions including wealth management and merchant banking. We note that Rothschild's U.S. business is primarily focused on advisory. They do not underwrite any securities and focus solely on guiding clients to reach their strategic and financial goals. Remember that in order to craft a great answer to the common question "Why this Firm?", it's your responsibility to read articles and speak with employees. If you are interviewing with Rothschild, you should make sure you know: 1 deal that the investment banking group has done 1 person at the firm (ideally someone who would have influence over your recruiting process) 1 business model-specific detail to mention We articulate how you can answer this question thoughtfully in our Investment Banking Course. We also cover all technical and qualitative information you need to get a top investment banking offer. Selected Transaction Acting as financial advisor to private equity firm Apollo, Rothschild & Co. was involved with the take-private acquisition of Tenneco, a major auto parts supplier. Transaction Description: Certain funds managed by affiliates of Apollo Global Management, Inc. (NYSE:APO) entered into an agreement to acquire Tenneco Inc. (NYSE:TEN) from The Vanguard Group, Inc., Fuller & Thaler Asset Management, Inc., BlackRock, Inc. (NYSE:BLK) and others. Transaction Value: US$7.1B post-closing enterprise value, all cash Transaction Date: Announced February 2022 Press Release Fact Sheet Company Name: Rothschild Description: Rothschild is a multinational investment bank and financial services provider that offers transaction and capital raising advisory services to corporate, government, and institutional clients Bank Category: Elite Boutique Ticker: EPA:ROTH and OTCMKTS: PIEJF Founded: 1811 (for Rothschild & Co.) Employees: 3,600 (for Rothschild & Co.) Chief Executive Officer: Alexandre de Rothschild Headquarters: Paris, France Resources Company Website LinkedIn Glassdoor H1B Data Page (U.S. Salary) Based on the H1B Database, the average base salary for an Analyst at Rothschild & Co. is $85k. We note that this salary information may be dated and not reflective of their current pay.

If you're interested in breaking into finance, check out our Private Equity Course and Investment Banking Course, which help thousands of candidates land top jobs every year. Overview Canaccord Genuity Capital Markets is a middle market investment bank that has Canadian roots. Canaccord Genuity, its parent, also offers Wealth Management services and operates as a full-service investment bank. To grow its U.S. footprint, Canaccord acquired consumer-focused M&A advisory firm Sawaya Partners in December 2021. The firm has made similar acquisitions in Europe and Asia to bolster its global practice. In 2023, a team of Canaccord executives launched an attempt to take the bank private amidst low public valuation and increased profit-sharing opportunities. However, this opportunity recently expired. Remember that in order to craft a great answer to the common question "Why this Firm?", it's your responsibility to read articles and speak with employees. If you are interviewing with Canaccord Genuity Capital Markets, you should make sure you know: 1 deal that the investment banking group has done 1 person at the firm (ideally someone who would have influence over your recruiting process) 1 business model-specific detail to mention We articulate how you can answer this question thoughtfully in our Investment Banking Course. We also cover all technical and qualitative information you need to get a top investment banking offer. Selected Transaction Canaccord Genuity Capital Markets advised Asante Gold Corporation on its acquisition of the Chirano Gold Mine in western Ghana. Transaction Description: Asante Gold Corporation (CNSX:ASE) acquired all shares of Red Back Mining Party Ltd., which indirectly holds a 90% stake in the Chirano Gold Mine, a subsidiary of Kinross Gold Corporation (TSE:K). Transaction Value: US$225M, cash and stock Transaction Date: Closed August 2022 Press Release Fact Sheet Company Name: Canaccord Genuity Capital Markets (part of Canaccord Genuity) Description: Canaccord Genuity Capital Markets is a leading global full-service investment bank that offers advisory and capital markets services to clients around the world Bank Category: Middle Market Ticker: TSE:CF Founded: 2010 (Canaccord Financial Inc. acquired Genuity Capital Markets) Employees: 890 (for Canaccord Genuity Capital Markets) Chief Executive Officer: Dan Daviau Headquarters: Toronto, Canada Resources Company Website LinkedIn Glassdoor H1B Data Page (U.S. Salary) Based on the H1B Database, the average base salary for a second-year Investment Banking Analyst at Canaccord Genuity is $105k - $110k. We note that salary information is only available for second-year banking positions.

If you're interested in breaking into finance, check out our Private Equity Course and Investment Banking Course, which help thousands of candidates land top jobs every year. Overview Evercore is one of the premier elite boutique investment banks (also known as independent advisors), having advised on over US$4.7T since its founding in New York City in 1995. In 2022, Evercore ranked seventh in advisory revenues among all investment banks with North American involvement and first among independent firms. Evercore also had a total market share of 21%. Evercore is one of the few independent advisors that consistently advises on large-cap transactions. They are one of the fastest growing investment banks globally, having grown revenues at 20% annually over the past decade. They ranked 4th on the list of the most prestigious investment banking firms. Remember that in order to craft a great answer to the common question "Why this Firm?", it's your responsibility to read articles and speak with employees. If you are interviewing with Evercore, you should make sure you know: 1 deal that the investment banking group has done 1 person at the firm (ideally someone who would have influence over your recruiting process) 1 business model-specific detail to mention We articulate how you can answer this question thoughtfully in our Investment Banking Course. We also cover all technical and qualitative information you need to get a top investment banking offer. Selected Transaction To further penetrate the B2B payments space, Global Payments hired Evercore to advise on its intended acquisition of EVO Payments (NASDAQ:EVOP). Transaction Description: Global Payments Inc. (NYSE:GPN) entered into a definitive agreement to acquire EVO Payments, Inc. (NASDAQ:EVOP) from a group of institutional shareholders. Transaction Value: US$4.0B post-closing enterprise value Transaction Date: Announced August 2022 Press Release Fact Sheet Company Name: Evercore Description: Evercore is a premier global independent investment banking advisory firm offering trusted independent and innovative advice on strategic matters including mergers and acquisitions, strategic shareholder advisory, and restructuring Bank Category: Elite Boutique Ticker: NYSE:EVR Founded: 1995 Employees: 1,950 Chief Executive Officer: John Weinberg Headquarters: New York City, USA Resources Company Website LinkedIn Glassdoor H1B Data Page (U.S. Salary) Based on the H1B Database, the average base salary for a First-Year Analyst at Evercore is $105k.

If you're interested in breaking into finance, check out our Private Equity Course and Investment Banking Course, which help thousands of candidates land top jobs every year. Overview Based in Zürich, UBS Investment Bank is a top bulge bracket firm and boasts a rich history in Swiss finance. Its parent, Union Bank of Switzerland, has several divisions and operates as a full-service investment bank worldwide. In March 2023, UBS historically announced the historic acquisition of fellow Swiss bank Credit Suisse for CHF 3B. The deal came after years of scandals associated with CS and multiple bank runs that threatened to result in Credit Suisse's collapse. Remember that in order to craft a great answer to the common question "Why this Firm?", it's your responsibility to read articles and speak with employees. If you are interviewing with UBS Investment Bank, you should make sure you know: 1 deal that the investment banking group has done 1 person at the firm (ideally someone who would have influence over your recruiting process) 1 business model-specific detail to mention We articulate how you can answer this question thoughtfully in our Investment Banking Course. We also cover all technical and qualitative information you need to get a top investment banking offer. Selected Transaction UBS services all industries, with an example being its advisory role to private equity firm Clayton, Dubilier & Rice for its purchase of a majority stake in the Hospice and Personal Care practice of health insurance firm Humana. Transaction Description: Clayton, Dubilier & Rice, LLC entered into a definitive agreement to acquire a 60% stake in the Hospice and Personal Care Divisions of Kindred At Home, a subsidiary of Humana Inc. (NYSE:HUM). Transaction Value: US$3.4B post-closing enterprise value Transaction Date: Announced April 2022 Press Release Fact Sheet Company Name: UBS Investment Bank (part of UBS) Description: UBS Investment Bank provides advisory services, research, and access to global capital markets to corporate and institutional clients Bank Category: Bulge Bracket Ticker: NYSE:UBS and SWX:UBSG Founded: 1998 (for UBS) Chief Executive Officer: Sergio Ermotti Headquarters: Zurich, Switzerland Resources Company Website LinkedIn Glassdoor H1B Data Page (U.S. Salary) Based on the H1B Database, the average base salary for an Investment Banking Analyst at UBS is $68k - $92k. We note that this salary information may be dated and not reflective of their current pay.

If you're interested in breaking into finance, check out our Private Equity Course and Investment Banking Course, which help thousands of candidates land top jobs every year. Overview Scotiabank Global Banking and Markets is one of the top Canadian investment banks and is part of the Big 6 Canadian banks. Bank of Nova Scotia (operating as Scotiabank), the parent company, has several divisions and operates as a full-service investment bank in Canada. The firm is known for its Sustainable Finance practice, having been recognized as a global leader in the space and taking the top spot amongst banks in Canada. Remember that in order to craft a great answer to the common question "Why this Firm?", it's your responsibility to read articles and speak with employees. If you are interviewing with Scotiabank GBM, you should make sure you know: 1 deal that the investment banking group has done 1 person at the firm (ideally someone who would have influence over your recruiting process) 1 business model-specific detail to mention We articulate how you can answer this question thoughtfully in our Investment Banking Course. We also cover all technical and qualitative information you need to get a top investment banking offer. Selected Transaction Scotiabank Global Banking & Markets has a presence in all sectors, with strengths lying in Power, Utilities, and Infrastructure (PU&I). An example of this is when Scotiabank Global Banking & Markets advised natural resource firm Enerflex Ltd. on its acquisition of Exterran Corporation. Transaction Description: Enerflex Ltd. acquired Exterran Corporation (formerly NYSE:EXTN). These companies merged to become the premier provider of energy infrastructure a leader in gold mining and production. The companies boast clients around the world. Transaction Value: US$1.5B post-merger market capitalization Transaction Date: Announced January 2022 Press Release Fact Sheet Company Name: Scotiabank Global Banking and Markets (part of Scotiabank) Description: Scotiabank Global Banking and Markets is a global capital markets firm providing services including investment banking, sales and trading, sustainable finance, and market research to clients globally Bank Category: Canadian bulge bracket Ticker: NYSE:BNS and TSE:BNS Founded: 2012 (for Scotiabank Global Banking and Markets) Chief Executive Officer: Jake Lawrence Headquarters: Toronto, Canada Resources Company Website LinkedIn Glassdoor H1B Data Page (U.S. Salary) Based on the H1B Database, the average base salary for an Analyst at Scotiabank is $90k - $120k.

If you're interested in breaking into finance, check out our Private Equity Course and Investment Banking Course, which help thousands of candidates land top jobs every year. Overview National Bank Financial Markets is one of the top Canadian investment banks and is a member of the Big 6. National Bank of Canada, the parent company, has several divisions and operates as a full-service investment bank in Canada. National Bank is the only major Canadian bank with headquarters outside of Toronto - it is based in Montreal, which contributes to its heavy deal flow in the province of Quebec and the Francophone presence within its workforce. Remember that in order to craft a great answer to the common question "Why this Firm?", it's your responsibility to read articles and speak with employees. If you are interviewing with National Bank Financial Markets, you should make sure you know: 1 deal that the investment banking group has done 1 person at the firm (ideally someone who would have influence over your recruiting process) 1 business model-specific detail to mention We articulate how you can answer this question thoughtfully in our Investment Banking Course. We also cover all technical and qualitative information you need to get a top investment banking offer. Selected Transaction National Bank works across all sectors. An example of National Bank's impact in the Infrastructure sector is when it advised a Special Committee of IBI Group on IBI Group's sale to Arcadis. Arcadis is a large-cap engineering firm based in Amsterdam, whereas IBI Group is a Toronto-based engineering firm. Transaction Description: Arcadis NV acquired IBI Group (TSE:IBG) to develop new digital solutions and build a stronger client base in Canada. Transaction Value: US$710M with debt Transaction Date: Announced July 2022 Press Release Fact Sheet Company Name: National Bank Financial Markets (part of CIBC) Description: National Bank Financial Markets is a Canadian financial services provider helping clients with their capital raising, risk management, and advisory requirements Bank Category: Canadian bulge bracket Ticker: TSE:NA Founded: 2013 (for National Bank Financial Markets) Employees: 500 (for National Bank Financial Markets) Chief Executive Officer: Étienne Dubuc Headquarters: Montreal, Canada Resources Company Website LinkedIn Glassdoor Glassdoor Salary Data Page Based on Glassdoor, the average base salary for an Investment Banking Analyst at National Bank is $95k. As National Bank does not have a U.S. presence, we note that this information is only reflective of Canadian salaries.