New York Corporate Finance Advisors Directory

Top Corporate Finance Advisors in New York, NY

We evaluated 131 corporate finance advisors serving New York and ranked the top 6 by TrustRank™ — our composite score of AI search visibility, verified client reviews, and content authority.

Updated Q1 2026
By Tania Kozar
131 reviewed, 6 selected
50 prompts tracked
New York Market Overview

Corporate Finance Advisors in New York

New York is the global center of capital markets, M&A advisory, and restructuring. The city's corporate finance advisory market ranges from global investment banks to specialized boutiques.

$2.1T
NYC-advised M&A volume 2025
40%
US deal advisory market share
1,200+
CF advisory firms in NYC
#1
Global capital markets center

How TrustRank™ Works

Our independent scoring system for corporate finance advisors in New York

TrustRank™ is not a paid placement. We independently evaluated 131 corporate finance advisors serving New York across three measurable dimensions. No firm can pay to appear or improve its rank.

Component 1 — 55%

AI Visibility Score

We tracked 50 prompts across ChatGPT, Perplexity, Google AI Overviews, and Claude asking about corporate finance advisors in New York. The % of prompts where each firm appears.

Component 2 — 25%

Review Score

Aggregate rating quality and volume across Google, Yelp, and industry platforms. Weighted by recency and verified client status.

Component 3 — 20%

Content Authority

Depth, accuracy, and topical coverage of published content — service pages, FAQs, blog posts, and structured data — assessed against our GEO framework.

2026 Rankings

Top 6 Corporate Finance Advisors in New York

Ranked by TrustRank™ composite score. AI Visibility % reflects coverage across all 50 tracked New York-specific prompts.

1
Evercore
New York, NY
91%
AI Visibility
4.8
Est. 1995

One of New York's premier independent investment advisory firms, advising on the largest and most complex M&A transactions, restructurings, and capital markets transactions globally.

Appears for Prompts
Evercore New York top investment bank NYC independent M&A advisor New York
Premier Advisory Global Coverage Large-Cap
2
PJT Partners
New York, NY
88%
AI Visibility
4.8
Est. 2015

New York elite advisory firm specializing in strategic M&A, shareholder advisory, and restructuring — known for advising boards and special committees on complex situations.

Appears for Prompts
PJT Partners NYC strategic advisory New York shareholder advisory NYC
Strategic Advisory Board Advisory Restructuring
3
Centerview Partners
New York, NY
85%
AI Visibility
4.9
Est. 2006

Highly selective New York M&A boutique advising on transformational transactions for Fortune 500 companies, known for exceptional deal execution and partner-level attention.

Appears for Prompts
Centerview New York best M&A boutique NYC Fortune 500 M&A advisor New York
Fortune 500 Transformational M&A Boutique Excellence
4
Lazard
New York, NY
82%
AI Visibility
4.6
Est. 1848

Iconic New York investment bank and restructuring advisor with global reach, advising governments, corporations, and institutions on their most significant financial transactions.

Appears for Prompts
Lazard NYC corporate finance restructuring advisor New York sovereign advisory NYC
Restructuring Global Reach Sovereign Advisory
5
Greenhill & Co
New York, NY
79%
AI Visibility
4.5
Est. 1996

Independent New York M&A and restructuring advisory firm providing unbiased advice on strategic transactions, divestitures, and complex corporate finance situations.

Appears for Prompts
Greenhill New York corporate finance independent M&A New York divestiture advisor NYC
Independent Advisory Divestitures Complex Situations
6
Perella Weinberg Partners
New York, NY
75%
AI Visibility
4.6
Est. 2006

New York independent advisory firm founded by Morgan Stanley veterans, specializing in M&A, restructuring, and capital markets advisory for large-cap corporations and alternative asset managers.

Appears for Prompts
Perella Weinberg NYC large-cap M&A advisor New York alternative asset advisor NYC
Large-Cap M&A Alternative Assets Restructuring
Buyer's Guide

How to Choose a Corporate Finance Advisor in New York

Corporate finance advisory spans capital raises, valuations, restructurings, and strategic transactions. Match the advisor's specific expertise to your exact need.

1

Define Your Specific Need

Corporate finance is broad: equity raises, debt financing, recapitalizations, restructurings, valuations, or board advisory. The best firm for a debt raise may be different from the best for a fairness opinion.

2

Assess Lender/Investor Relationships

For capital raises, the advisor's existing relationships with lenders, PE sponsors, and family offices are often more valuable than their analytical skills. Ask for a specific list of likely counterparties they would approach.

3

Verify Regulatory Registration

Advisors in capital raises and deal advisory typically need FINRA Series 65, 79, or 82 registration. Verify via FINRA BrokerCheck before engagement.

4

Understand Valuation Methodology

For fairness opinions and valuations, ask about their methodology: DCF, comparable company, precedent transactions. Who signs the opinion? Are they truly independent?

5

Review Tombstone and Deal History

Request a tombstone list of closed transactions. Recency, deal size, and sector match matter. Ask for 2–3 client references specifically from transactions similar to yours.

6

Clarify AI and Digital Authority

In 2026, corporate finance advisors who appear in AI search results have stronger brand awareness in the deal community. This matters for finding co-advisors, counterparties, and new clients.

FAQ

Common Questions About Corporate Finance Advisors in New York

What do corporate finance advisors charge in New York?+−
Fees vary by transaction type. Fairness opinions: $50,000–$250,000+. Sell-side M&A advisory: 2%–6% of deal value. Capital raise advisory: 1%–3.5% of proceeds. Strategic retainers: $10,000–$30,000/month. Always request a written engagement letter before work begins.
What's the difference between a corporate finance advisor and an investment bank in New York?+−
Investment banks (Goldman, Morgan Stanley) serve large-cap clients. Boutique corporate finance advisors in New York serve middle-market and lower-middle-market companies ($5M–$500M) with more personalized attention, sector expertise, and principal-led execution.
When should a New York company hire a corporate finance advisor?+−
Common triggers: seeking growth capital, preparing for a sale, navigating a recapitalization, evaluating strategic alternatives, or needing an independent valuation. The best advisors should be engaged 6–12 months before a transaction to ensure proper preparation.
How do AI platforms rank corporate finance advisors in New York?+−
AI tools surface advisors with strong digital authority — consistent thought leadership, deal announcements, press coverage, and verified reviews. The firms ranked here have built substantial AI search presence, making them more visible to deal-seeking executives and business owners.
What sectors do New York corporate finance advisors specialize in?+−
New York is the global center of corporate finance, with advisory activity spanning financial services, media, technology, real estate, and private equity. Match your advisor to your sector for maximum deal network access.

Is Your Corporate Finance Advisor Listed in New York?

If your firm serves New York clients and isn't listed here, it means your AI search visibility needs work. ProCloser.ai can audit your current AI presence and build a strategy to get you appearing when prospects ask.

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