Investment Banks:
Providing Orderly Movement of Capital

Recently Released!!!
Date Published: August 28, 2015
Summary PPT Deck: 39 Slides
Reference PPT Deck: 350 Slides


The purpose of this research is to provide readers with an initial understanding of the investment banks industry, including the businesses of securities underwriting, mergers & acquisitions advice, institutional sales & trading, and high net worth brokerage. The high net worth brokerage business is also addressed in Tiburon's financial advisor channels research services.

This research addresses the three historical phases of the the investment banks industry, including: 
  • Bulge Bracket Foundation Phase
  • Second Tier Investment Banks Formation Phase
  • Industry Consolidation Phase

    This research defines four distinct business, including:

    • Securities Underwriting Business
    • Mergers & Acquisitions Advisory Business
    • Institutional Sales & Trading Business
    • High Net Worth Brokerage Business

And this research makes the following future predictions for the the investment banks industry, including: 

  • Increasing Investment Banking Regulation
  • Moderate Growth in Three Largest Businesses
  • Narrowing Securities Underwriting Business Spreads
  • Increasing Mergers & Acquisitions Advisory Business Competition from Boutique Firms
  • Narrowing Institutional Sales & Trading Business Spreads
  • Growing Importance of High Net Worth Brokerage Business

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