JP Morgan and Piper Sandler were the top M&A financial advisers in the financial services sector in Q1-Q3 2023, according to GlobalData’s ranking of leading M&A advisers.

JP Morgan topped the charts when measuring the value of deals, advising on $16.6bn worth of deals during the period, while Piper Sandler advised on the most transactions with a total of 21 deals.

“JP Morgan, which led by value, was comfortably ahead of its peers. It managed to advise on six billion-dollar deals [deals valued at or above $1bn] during Q1-Q3 2023. Apart from leading by value, JP Morgan also occupied the fifth position by volume,” said GlobalData lead analyst Aurojyoti Bose.

“Meanwhile, Piper Sandler managed to occupy the top spot by volume but faced close competition from UBS during Q1-Q3 2023. UBS fell short of just one deal to occupy the top spot by volume.”

UBS came second in terms of volume by advising on 20 deals, followed by Rothschild & Co with 19 deals, Houlihan Lokey with 19 deals and JP Morgan with 17 deals.

Bank of America occupied the second place in terms of value, by advising on $14.8bn worth of deals, followed by Morgan Stanley with $12.7bn, Goldman Sachs with $10.6bnn and RBC Capital Markets with $10.5bn.

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GlobalData’s league tables are based on the real-time tracking of thousands of company websites, advisory firm websites and other reliable sources available on the secondary domain. A dedicated team of analysts monitors all these sources to gather in-depth details for each deal, including adviser names.

To ensure further robustness to the data, the company also seeks submissions of deals from leading advisers.