Where to Get the Best Access to U.S. Companies
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Where to Get the Best Access to U.S. Companies


Money managers and public companies rate the top sell-side firms in II’s ranking of America’s Top Corporate Access Providers.

For the seventh year in a row, JPMorgan Chase & Co. leads the buy side’s ranking of America’s Top Corporate Access Providers.

Money managers surveyed by Institutional Investor overwhelmingly chose the New York-based bank as their preferred corporate intermediary, awarding JPMorgan nearly twice as many team positions as its next closest competitor, Morgan Stanley.

U.S. companies were similarly impressed by JPMorgan’s corporate access capabilities, leading to the bank’s second win from the corporate point-of-view.

The 2018 ranking of America’s Top Corporate Access Providers was based on input from 1,755 investors and 565 corporate respondents. Each side of the investor-company relationship ranked the top sell-side firms based on their ability to facilitate meetings, arrange site visits and factory tours, host investor conferences, and organize non-deal road shows. Corporate respondents additionally considered which firms were best at collecting insightful investor feedback.

These responses were tabulated to create two separate leader boards, with one dedicated to the buy-side point-of-view and the other focusing on the corporate perspective.

JPMorgan topped both leaderboards. It scored best among companies in these industries: consumer; health care; and technology, media, and telecommunications. Buy-side voters similarly valued JPMorgan’s performance within the health care industry, giving the bank a first-team position in all but one sector.

In total, JPMorgan won 41 team positions across 53 sectors included in the buy-side survey. Meanwhile, second-place Morgan Stanley earned 22 team positions and third-place Citi was awarded 17 team positions.

Both firms leapfrogged ahead of last year’s silver medalist, Bank of America Corp., which slipped to fourth place as its number of team positions declined to 13 from 22.

Among corporates, however, BofA Merrill Lynch shot up the leaderboard, finishing in second thanks to a strong showing among basic materials firms and financial institutions. Third place in the corporate ranking again went to Robert W. Baird & Co., which performed best among capital goods and industrials companies.


JPMorgan Chase is No. 1 in II’s 2023 ranking of America’s Top Corporate Access providers.
JPMorgan, Morgan Stanley, and BofA remain in the top three with lessons gleaned from the hybrid model.
JPMorgan remains the unanimous leader in II’s ranking of America’s Top Corporate Access Providers.
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