International Corporate Finance

USA BEST INVESTMENT BANKS

Retail & Consumer Goods - Small to Mid Cap

The firms are listed alphabetically within each band

FIRMS KEY LEADERS

LEADING

Deutsche Bank Blake Hallinan (Head of Global Retail Investment Banking Coverage)

Goldman Sachs FX de Mallmann (Global Co-Head of Consumer Retail and Healthcare), K. Elsesser (Global Co-Head of Consumer Retail)

Houlihan Lokey Jay Novak (Head of Consumer & Retail)

William Blair James Bertram (Head of Consumer & Retail), Laura Provenzale (Managing Director, Consumer & Retail)

EXCELLENT

Citi Douglas Trauber (Head of Retail Investment Banking)

Morgan Stanley Lennertz Jan (Managing Director, Consumer & Retail), Billy Sarracino (Executive Director, Consumer & Retail)

HIGHLY RECOMMENDED

Bank of America Merrill Lynch David Finkelstein (Co-Head of Consumer M&A), Richard Peacock (Co-Head of Consumer M&A)

Centerview Partners Kenneth Berliner (Partner, Consumer Retail and Healthcare)

Guggenheim Partners Ryan Mash (Senior Managing Director, Retail Investment Banking)

J.P. Morgan Erik Oken (Head of Consumer & Retail Investment Banking)

Macquarie Group Robert Redmond (Chairman, Americas)

Piper Jaffray & Co. D. Chandik (Co-Head of Consumer Investment Banking), M. Hoffman (Co-Head of Consumer Investment Banking)

RECOMMENDED

Blair Franklin Capital Partners David Pyper (Managing Partner), Joel Kazman (Partner)

Lazard Eric Roth (Head of Consumer & Retail)

Moelis & Company Dan Motulsky (Managing Director, Consumer & Retail)

RBC Capital Markets Blair Fleming (Head of US Investment Banking)

Rothschild James Ben (Managing Director, Consumer & Retail), David Baron (Head of Western Region)

Track record: The investment banking team at

William Blair has been involved in more than

210 M&A transactions during the last two

years. Among these, more than 190 were in

the capacity of a sell-side adviser. Concer-

ning the consumer goods & retail sector, the

bank recently advised on the $975 million sale

of Boulder Brands to Pinnacle Foods.

Team & differentiation: William Blair has offices

in more than 20 cities across five continents,

giving it the ability to ensure that its deals clear

the market globally. Since 2012, the bank’s

300-plus investment bankers have advised

clients on transactions in more than 30 coun-

tries. The consumers team has engaged in

over 10 mid-cap transactions in the US in

2015, and is headed by James Bertram.

L eaders:

James Bertram and Laura

Provenzale

E stablished:

1935

James Bertram

WILLIAM BLAIR: OPERATING ON ALL FIVE CONTINENTS