1st Place Tie for Goldman Sachs and Bank of America for 1H 2017 PI Dealmakers

Bank of America Merrill Lynch and Goldman Sachs tied for first place in the public institutional investor transaction database for the first half of 2017 for financial advisors. SWFI’s public investor database tracks direct deals and transactions made by institutional investors such as sovereign wealth funds and public pensions. Both firms reached 10 deals each in the first half. Bank of America Merrill Lynch participated in deals such as the Allfunds Bank S.A. transaction.

Morgan Stanley reached second place with 8 deals.

JPMorgan, Credit Suisse and Citi tied for third with 6 deals each. Evercore and Eastdil Secured tied for fourth.

Credit Suisse and Eastdil Secured tied for first from the second half of 2016.

Financial Advisor League Table – H1 2017

Position Firm Transactions
1 Bank of America Merrill Lynch 10
1 Goldman Sachs 10
2 Morgan Stanley 8
3 Citigroup 6
3 Credit Suisse 6
3 JPMorgan 6
4 Evercore 5
4 Eastdil Secured 5
5 Nomura 4
5 Rothschild 4
5 KPMG 4

Source: Sovereign Wealth Fund Transaction Database, Extracted: July 24, 2017
Data from the report is pulled at a certain time, there may be discrepancies between both sets.

First Half 2017 League Table Page



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