Global Investment Banks Database and Directory   Excel template (XLSX)
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Global Investment Banks Database and Directory – Excel XLSX

Excel (XLSX)

$99.00
This toolkit is created by trained McKinsey and BCG consultants and is the same used by MBB, Big 4, and Fortune 100 companies when performing Research Initiatives.
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BENEFITS OF THIS DOWNLOADABLE EXCEL DOCUMENT

  1. Provides a comprehensive framework for analyzing global investment banks and identifying strategic opportunities.
  2. Offers actionable insights into investment bank structures, deal sizes, and sector focus for professional decision-making.
  3. Delivers a structured approach to evaluating hiring patterns, career exits, and talent pipelines across the investment banking landscape.

INVESTMENT BANKING EXCEL DESCRIPTION

Global Investment Banks Database and Directory is an Excel template (XLSX) available for immediate download upon purchase.

Curated by McKinsey-trained Executives


🏦 Global Investment Bank Database & Directory

200 Carefully Curated Investment Banks. Institutional Intelligence – Without the Institutional Data Price Tag.

Stop paying $10,000–$25,000 per year for bloated financial databases just to extract a tiny fraction of useful investment banking intelligence.

The Global Investment Bank Database & Directory gives you structured intelligence on 200 global investment banks in a single, highly organized dataset built for investors, finance professionals, recruiters, and researchers.

Instead of navigating thousands of irrelevant firms, you get a carefully curated list of global investment banks that actually matter.

This includes:
β€’ Global bulge bracket banks
β€’ Elite boutique advisory firms
β€’ Leading middle market investment banks
β€’ High-growth boutique advisory firms
β€’ Regional investment banking specialists
Everything is organized into clean, structured data fields that make the investment banking landscape immediately understandable.

This is high-signal investment banking intelligence built for real professionals.


What This Investment Bank Database Contains
Each investment bank entry includes deep firm intelligence and strategic context, not just a name on a list.
Every investment bank profile includes the following fields:
β€’ Name – Investment bank name
β€’ Type – Bulge bracket, elite boutique, middle market, advisory boutique, etc.
β€’ HQ – Global headquarters location
β€’ Founding – Year the firm was established
β€’ Services – Core advisory and capital markets services offered
β€’ Parent – Parent company (if applicable)
β€’ Offices – Global office footprint
β€’ Sectors – Industry coverage areas
β€’ Geo Focus – Primary geographic markets served
β€’ Employees – Estimated employee count
β€’ IB Size – Firm scale classification
β€’ Deal Size – Typical transaction size range
β€’ Hire Profile – Typical recruitment background and target schools
β€’ Exit Opps – Common career exits (PE, HF, corporate, etc.)
β€’ Rankings – League table positioning and reputation indicators
β€’ News – Recent developments and notable transactions
β€’ Hiring – Hiring trends and team growth signals
β€’ Sources – Verified research links for every firm
This structure means you are not just getting a spreadsheet of banks.
You are getting structured intelligence about how investment banks operate, hire, and compete globally.


Why This Investment Bank Directory Is Different πŸš€
Most financial databases are built for maximum size, not maximum usefulness.

They provide:
β€’ Tens of thousands of companies
β€’ Limited qualitative insight
β€’ Expensive subscription access
β€’ Data that still requires heavy cleaning

This directory is built around a different principle:
Maximum signal. Minimum noise.
Instead of overwhelming you with thousands of irrelevant firms, this dataset focuses on 200 carefully selected investment banks across the global advisory landscape.
The result is a clear map of the global investment banking ecosystem.
You get coverage of:
β€’ Global bulge bracket banks
β€’ Elite M&A advisory boutiques
β€’ Leading middle market banks
β€’ Regional dealmakers
β€’ Fast-growing sector specialists
This creates a much more useful dataset for real-world analysis.


Save Thousands Compared to Institutional Data Platforms πŸ’°
Institutional financial data providers often charge massive annual subscriptions.

Examples include platforms like:
β€’ PitchBook
β€’ Preqin
β€’ Refinitiv
β€’ S&P Capital IQ

These platforms often cost $10,000 to $30,000+ per year.
And even then, you still spend hours filtering irrelevant firms and cleaning the data.
With this directory you get:
βœ” One purchase
βœ” Immediate download
βœ” No subscriptions
βœ” No hidden costs
You pay once, and the database is yours permanently.


Who This Investment Bank Database Is For
This dataset is designed for professionals who need clear intelligence about the global investment banking landscape.
It is particularly valuable for:
Finance Professionals & Investment Banking Candidates
β€’ Identify top banks by sector coverage
β€’ Understand typical hire profiles
β€’ Map career exit opportunities
β€’ Learn which banks dominate specific deal sizes


Recruiters & Executive Search Firms
β€’ Identify banks hiring by region
β€’ Map team structures and scale
β€’ Track talent pipelines
β€’ Target high-growth firms


Investors & Corporate Development Teams
β€’ Identify advisory firms by sector expertise
β€’ Discover regional dealmakers
β€’ Compare investment bank scale and capabilities


Researchers, Analysts & Journalists
β€’ Access structured firm profiles
β€’ Understand the investment banking ecosystem
β€’ Track firm developments and positioning


Built for Immediate Use
The database is designed so you can immediately start analyzing the investment banking industry.

You can easily:
β€’ filter banks by type
β€’ sort by deal size focus
β€’ analyze sector specialization
β€’ compare global vs regional firms
β€’ identify banks by geographic focus
β€’ track hiring trends

It integrates perfectly with:
β€’ Excel
β€’ Google Sheets
β€’ internal research workflows
β€’ recruiting pipelines
β€’ investment banking career research

No scraping.
No data cleaning.
No wasted time.
Just ready-to-use investment banking intelligence.


Manually Curated for Maximum Quality
This directory was manually researched and curated, not automatically scraped.
That means:
βœ” Higher information quality
βœ” Relevant strategic context
βœ” Verified research sources
βœ” More useful qualitative insights
Every investment bank profile was compiled from multiple sources, giving you a clearer picture of each firm's positioning and activity.


The Research Shortcut That Saves Weeks ⏳
Building a comparable dataset yourself would require:
β€’ researching hundreds of investment banks
β€’ mapping global office networks
β€’ identifying sector coverage
β€’ analyzing hiring patterns
β€’ compiling deal size ranges
β€’ verifying sources and news
That process can easily take weeks of research.
This database gives you the finished intelligence instantly.


Key Advantages
βœ” Access 200 global investment banks in one dataset
βœ” Combine bulge bracket, elite boutiques, and middle market banks
βœ” Understand services, sector focus, and geographic coverage
βœ” Track hiring patterns and career exit opportunities
βœ” Identify banks by deal size and scale
βœ” Save thousands vs institutional data subscriptions


Information Advantage Matters πŸ“ˆ
In investment banking, information speed and clarity create opportunity.

Whether you are:
β€’ preparing for interviews
β€’ researching the advisory landscape
β€’ mapping talent pipelines
β€’ analyzing deal ecosystems
This database gives you a structured overview of 200 global investment banks so you can understand the market faster than competitors relying on expensive or fragmented data sources.


Instant Download – Start Using It Today
The Global Investment Bank Database & Directory gives you:
β€’ 200 curated global investment banks
β€’ structured institutional-grade data
β€’ career, deal, and firm intelligence
β€’ no subscriptions

Download the dataset today and gain immediate access to one of the most practical investment banking intelligence resources available.



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Source: Best Practices in Investment Banking Excel: Global Investment Banks Database and Directory Excel (XLSX) Spreadsheet, SB Consulting


$99.00
This toolkit is created by trained McKinsey and BCG consultants and is the same used by MBB, Big 4, and Fortune 100 companies when performing Research Initiatives.
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Author: SB Consulting
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