Why this search matters
Most M&A press releases don't disclose deal value. When you can't filter by deal size directly, bank size is a useful proxy — the kind of bank that advised on a deal tells you a lot about what the deal probably looked like. A boutique with three people doesn't run a $2B carve-out; a bulge bracket rarely takes a $15M software exit.
Use this search for:
Sell-side mandate prep — pick the bank tier that matches your deal size; ignore the others.
Buy-side advisor selection — match advisor capability to your deal complexity.
Banker league-table building — sliced by bank tier (the most useful slice for most pitches).
Vendor and service-provider targeting — tech, insurance, and consulting vendors often have tier-specific offerings; filter to the bank tier your product fits.
A quick terminology note: in Mergr, Financial Advisor, Bank, and Investment Bank all refer to the same thing.
Step 1
Open the M&A Advisor Search page from the top navigation.
Step 2
Check the Financial Advisor box under Advisor Type. Leave Law Firm unchecked unless you also want legal advisors in the same view.
Open the Size dropdown and select the size category (or categories) you want. The dropdown includes both financial and legal advisor sizes — pick the financial advisor sizes (Broker, Boutique, Middle-Market, Large, Bulge Bracket).
Click Search.
Step 3
Results show every investment bank matching the selected size buckets, with deal counts, recent activity, and links to their team members and client lists.
Additional filters to try
Pick multiple sizes (e.g., Boutique + Middle-Market) to build a combined mid-market view (union, not intersection).
Add a Country filter to narrow geographically.
Add a Sector filter under Target Company to combine bank tier + sector focus — e.g., Boutique investment banks in healthcare
Combine with a Deal Value filter for the cases where deal value is disclosed — adds precision beyond the bank-tier proxy.
Going further
For a specific target you're advising on — use Advisor Match to rank likely competing banks by full track record, not just size tier.
For one specific company's incumbent advisors across its full ownership history — see the Advisor Relationships tab in Ownership Graph.
For the always-on ranked version of investment banks — see Rankings → Investment Bank tab, with size filters applied.