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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.

View Transaction Database SUBMIT MANDATE or TRANSACTION to SWFI Research

Notes: If an advisor works on both sides of the transaction, it is counted only once. If an advisor works with multiple parties on the same deal, it is counted only once. This table includes data from sovereign wealth funds and public pension direct transactions. This table excludes fund commitments and investments. This table excludes asset sales or disposals; it only records investments and purchases. This table excludes lapsed or withdrawn deals.

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