Position history · quarterly
Track record — MNA·SMB
Every position held in M&A Advisory, smb tier, United States, by quarter. Rank with movement arrows; a machine-readable matrix follows the same data.
| Organization | 2025-Q3 | 2025-Q4 | 2026-Q1 | 2026-Q2 |
|---|---|---|---|---|
| Morgan Stanley Investment Banking | R5 | R3▲2 | R5▼2 | R1▲4 |
| Goldman Sachs Investment Banking | R4 | R4— | R3▲1 | R2▲1 |
| JPMorgan Investment Banking | R1 | R2▼1 | R6▼4 | R3▲3 |
| Centerview Partners | R7 | R8▼1 | R1▲7 | R4▼3 |
| Evercore | R6 | R5▲1 | R7▼2 | R5▲2 |
| Rothschild & Co US | R2 | R1▲1 | R4▼3 | R6▼2 |
| Lazard | R3 | R6▼3 | R2▲4 | R7▼5 |
| Perella Weinberg Partners | R8 | R12▼4 | R13▼1 | R8▲5 |
| Moelis & Company | R15 | R10▲5 | R10— | R9▲1 |
| Piper Sandler | R11 | R17▼6 | R12▲5 | R10▲2 |
| Houlihan Lokey | R9 | R7▲2 | R8▼1 | R11▼3 |
| Bank of America Investment Banking | R12 | R15▼3 | R18▼3 | R12▲6 |
| Jefferies | R10 | R9▲1 | R11▼2 | R13▼2 |
| Citi Investment Banking | R19 | R16▲3 | R20▼4 | R14▲6 |
| PJT Partners | R14 | R11▲3 | R19▼8 | R15▲4 |
| William Blair | R20 | R18▲2 | R9▲9 | R16▼7 |
| Deutsche Bank Investment Banking US | R16 | R13▲3 | R15▼2 | R17▼2 |
| Raymond James | R18 | R14▲4 | R16▼2 | R18▼2 |
| Barclays Investment Banking US | R13 | R20▼7 | R17▲3 | R19▼2 |
| Guggenheim Securities | R17 | R19▼2 | R14▲5 | R20▼6 |
Positions change only at quarter close; monthly signals do not move ranks.
history.json · history.csv · CC BY 4.0