Advisory Bulge Bracket Profitability 
Mergers and Inquisitions
MARCH 22, 2023
Do Not Use Customer Deposits for Funding – Some financial institutions operate like this, but it’s much more expensive, so they need to make riskier loans and investments to profit (think: mortgage REITs and business development companies). First, Credit Suisse is obviously no longer a bulge bracket bank , so I’ll have to update that article.
The TRADE
OCTOBER 18, 2024
This has created an ongoing opportunity for mid-tier prime brokers, particularly those with broad asset class and geographical capabilities comparable to those of the bulge bracket banks. This is an ongoing pattern that we suspect will continue for some time.”
Mergers and Inquisitions
MAY 14, 2025
However, public finance teams advise only governments, non-profits, and tax-exempt entities not private corporations and the scope of deals and industries is much narrower. Theres some controversy around Macquarie , as it is best known for infrastructure investment but less for advisory.
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