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  2. The Raine Group - Wikipedia

    en.wikipedia.org/wiki/The_Raine_Group

    Raine provides investment banking advisory services to companies in the TMT sector. Its business model follows Allen & Company where its deal-making contacts would give it exclusive access to prospective investments. Raine does not make many pitches for new business and instead prefers to focus on existing clients for repeat business. [3] [4] [8]

  3. LionTree - Wikipedia

    en.wikipedia.org/wiki/LionTree

    LionTree LLC is an American boutique investment and merchant bank that has a focus on industries related to technology, media and telecommunications (TMT). [2] [3] Although the firm is based in the United States, it also has a significant presence in Europe. [3] LionTree also has a media company called Kindred Media. [2] [4]

  4. Marlin & Associates - Wikipedia

    en.wikipedia.org/wiki/Marlin_&_Associates

    Marlin & Associates (M&A) is a New York City based boutique investment banking and strategic advisory firm, advising owners and managers of U.S. and international companies in the technology, digital information, and healthcare-related sectors. Over the past ten years the firm has been recognized with numerous awards:

  5. Connor, Clark & Lunn - Wikipedia

    en.wikipedia.org/wiki/Connor,_Clark_&_Lunn

    Connor, Clark & Lunn Financial Group (CC&L) is a Canadian multi asset investment management firm headquartered in Toronto, Ontario. It is one of Canada's largest privately owned investment management firms. Outside Canada, it has offices in the United States, the United Kingdom and India.

  6. Boutique Firms Steal M&A Business from Bigger Banks - AOL

    www.aol.com/news/2010-04-13-boutique-firms-steal...

    The Blackstone Group (BX) is going back to its roots. Led by Stephen Schwarzman, the New York based firm was originally founded as a mergers and acquisitions boutique investment bank in 1985.

  7. Allen & Company - Wikipedia

    en.wikipedia.org/wiki/Allen_&_Company

    Allen & Company LLC is an American privately held boutique investment bank based at 711 Fifth Avenue, New York. [1] The firm specializes in real estate, technology, media and entertainment. [ 2 ] [ 3 ]

  8. 6 Best Wealth Management Firms for 2024 - AOL

    www.aol.com/finance/6-best-wealth-management...

    Firm. Fees. Account Minimums. Morgan Stanley. As low as $0. As low as $0. JPMorgan Chase. As low as $0. As low as $0. UBS. 0.70% to 5% of the principal amount, plus a fixed fee; depending on the ...

  9. 7 best investment platforms for Dec. 2024: Low-cost options ...

    www.aol.com/finance/best-investment-platforms...

    Fidelity is an investment service, brokerage and advisory firm that was established in 1946 and has since become one of the largest investment management companies in the world. The company’s ...

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