Investment Banking

Providing investment banking solutions, including M&A, capital raising and risk management, for a broad range of corporations, institutions and governments

Investment Banking outlooks and insights

J.P. Morgan is committed to providing insights into investment banking and the wider world of finance, economics and markets. Coverage spans industry sectors and product groups including healthcare, technology, M&A, shareholder engagement and more.

  |  PODCAST
David Rawlings hosts Jay Horine, North America Head of Investment Banking and Co-Head of Global Energy, Power, Renewables and Mining, for a conversation about what’s ahead for investment banking. They explore market dynamics, the U.S. and global economy, sector trends and the outlook for deal-making in 2024. Jay also shares insights into industry innovation and how CEOs and boards can navigate the evolving investment banking landscape.
VIEW TRANSCRIPT

Capabilities in Investment Banking

Within investment banking, the firm works with a broad range of issuer clients, including high growth companies, corporations, institutions and governments, to deliver comprehensive strategic advice, capital raising and risk management expertise that match their scale and needs.

The Corporate Advisory & Sustainable Solutions (CASS) team is committed to helping clients accelerate and amplify their impact in the global economy, while navigating the shifting industrial policy and accelerating the trend towards sustainability and decarbonization. CASS offers clients holistic advice, capital markets solutions and targeted capital deployment, partnering with coverage and product teams across businesses and functions, including the Corporate & Investment Bank, Commercial Banking and global Corporate Sustainability. Providing strategic advisory and expertise to a global client base, the team is organized around these focused solutions:

  • Corporate finance:
    Work with clients to provide structuring, ratings and capital structure advisory.
    Learn more:
  • Infrastructure:
    Help clients to structure and execute complex infrastructure transactions across investment banking and markets businesses

Corporate Derivatives Marketing (CDM) provides risk management and structured financing solutions for J.P.Morgan’s corporate clients. Part of the Global Markets organization, CDM works closely with investment banking teams to develop relevant solutions & products. Clients benefit from our areas of expertise including:

  • Risk management in M&A transactions
  • Monetization and hedging of single stock positions
  • Commodities hedging and financing
  • FX and interest rate risk management

In-depth, industry-specific expertise and regional market acumen: this is how J.P. Morgan’s industry coverage teams serve the evolving needs of global clients across a broad range of sectors, including:

  • Consumer retail
  • Energy and infrastructure
  • Financial institutions
  • Financial investors
  • Healthcare
  • Industrials
  • Media and communications
  • Public sector
  • Real estate
  • Technology

Our leadership


J.P. Morgan’s Investment Banking group is driven by industry leaders with deep expertise. Hear from key executives who shape deal-making across the investment banking industry.

The strategic priority for individual companies and the desire to drive that should be front and foremost for good boards and less about today's and tomorrow's stock prices.
Rama Variankaval
Anu Aiyengar
Global Co-Head of Mergers & Acquisitions
We should be having conversations with all our clients, talking about their options and the right long-term moves. The discussion has to be had because the opportunity is there.
Rama Variankaval
Kevin Foley
Global Head of Debt Capital Markets
Our advice to clients in times like this is come in operationally ready with a strong balance sheet and the cash and capital to do things. From a strategic perspective, have priority views as to what's really important to you.
Rama Variankaval
Fernandos Rivas
Head of North America Investment Banking
Our approach is to show data, provide context and talk to our clients about what might be the appropriate path for a particular company, at any given point in time.
Rama Variankaval
Rama Variankaval
Global Head of Corporate Advisory & Sustainable Solutions

Solutions for
our clients

J.P. Morgan’s greatest asset is the breadth and depth of its client base. The firm’s approach to serving clients has always centered on doing first-class business in a first-class way. Striving to build trusted, long-term partnerships, J.P. Morgan takes a holistic and forward-looking view of relationships, identifying ways to help clients accomplish their most important business objectives.

| 00:02:42

The clean tech of the future

See highlights from our Clean Tech Stars conference, which brought together 30 of the most exciting, successful, high-growth companies helping to make net zero happen.

Video Play Button
Group Created with Sketch.

| 00:02:42

The clean tech of the future

See highlights from our Clean Tech Stars conference, which brought together 30 of the most exciting, successful, high-growth companies helping to make net zero happen.

AUDIO DESCRIPTION

James Janoskey: What do we mean by Clean Tech Stars? To us, these are the companies that are leading to find solutions and technologies that are required for the world to address our net-zero commitment by 2050. That these companies are the ones that are purely focused on finding solutions through new technologies, new capabilities, new partnerships to address this challenge.

Karl Atenburg: To master the challenge and to get these companies to industrial scale and these clean tech solutions to an industrial operating efficiency, we need a lot of capital. So banks and capital markets are obviously crucial to help raise that capital.

Chuka Umunna: We've brought together 30 of the most exciting, most successful high-growth companies across the different green economy verticals who’ve raised around $7 billion in aggregate over the last few years. Our role here is very important here as a bank because they won’t be able to do what they need to do without raising the finance necessary and we’re committed to financing and facilitating $2.5 trillion to delivery against the UN’s sustainable development to 2030, with a trillion of that focused on the green economy.

Sydney Locksley: So, when we think about the importance of green and sustainable financing, not all financial instruments fall under this green label, but the really rapid growth in green investing, such as in green bonds or in SLBs, demonstrates an appetite to shift capital towards clean investment. And with support for additional clean and sustainable investment, we can reorient cashflows towards clean investments and have this reciprocal benefit bode for investors as well as for the clean energy companies that require this intensive capital inflow to scale and grow the businesses.

Alberto Piana: This is not a slogan anymore. The carbonization net zero company really have to take action and they are taking action. And there’s a reality: all the company who’re here today with us are enabling the transformation to happen. So that’s why it’s so important that we identify company that would be the future leader in this transition towards the net zero and the carbonization economy.

Careers in
Investment Banking

Investment banking is a unique, challenging and rewarding career path. Working to facilitate capital funding across various industries and markets, investment bankers will advise clients and execute transactions with care and precision.

Hear about investment banking careers from our executives

Jennifer Nason: Joined J.P. Morgan in 1986
Robbie Huffines: Joined J.P. Morgan in 1992
Liz Myers: Joined J.P. Morgan in 1992

Some J.P. Morgan products and services may not be available in certain regions. Please consult your J.P. Morgan representative to learn more about the products and services available to you.

This material (including market commentary, market data, observations or the like) has been prepared by personnel in the Investment Banking Group of JPMorgan Chase & Co. It has not been reviewed, endorsed or otherwise approved by, and is not a work product of, any research department of JPMorgan Chase & Co. and/or its affiliates (“J.P. Morgan”).

Any views or opinions expressed herein are solely those of the individual authors and may differ from the views and opinions expressed by other departments or divisions of J.P. Morgan. This material is for the general information of our clients only and is a “solicitation” only as that term is used within CFTC Rule 1.71 and 23.605 promulgated under the U.S. Commodity Exchange Act.

RESTRICTED DISTRIBUTION: This material is distributed by the relevant J.P. Morgan entities that possess the necessary licenses to distribute the material in the respective countries. This material is proprietary and confidential to J.P. Morgan and is for your personal use only. Any distribution, copy, reprints and/or forward to others is strictly prohibited.

This material is intended merely to highlight market developments and is not intended to be comprehensive and does not constitute investment, legal or tax advice, nor does it constitute an offer or solicitation for the purchase or sale of any financial instrument or a recommendation for any investment product or strategy.

Information contained in this material has been obtained from sources believed to be reliable but no representation or warranty is made by J.P. Morgan as to the quality, completeness, accuracy, fitness for a particular purpose or noninfringement of such information. In no event shall J.P. Morgan be liable (whether in contract, tort, equity or otherwise) for any use by any party of, for any decision made or action taken by any party in reliance upon, or for any inaccuracies or errors in, or omissions from, the information contained herein and such information may not be relied upon by you in evaluating the merits of participating in any transaction. All information contained herein is as of the date referenced and is subject to change without notice. All market statistics are based on announced transactions. Numbers in various tables may not sum due to rounding.

J.P. Morgan may have positions (long or short), effect transactions, or make markets in securities or financial instruments mentioned herein (or options with respect thereto), or provide advice or loans to, or participate in the underwriting or restructuring of the obligations of, issuers mentioned herein. All transactions presented herein are for illustration purposes only. J.P. Morgan does not make representations or warranties as to the legal, tax, credit, or accounting treatment of any such transactions, or any other effects similar transactions may have on you or your affiliates. You should consult with your own advisors as to such matters.

The use of any third-party trademarks or brand names is for informational purposes only and does not imply an endorsement by JPMorgan Chase & Co. or that such trademark owner has authorized JPMorgan Chase & Co. to promote its products or services.

J.P. Morgan is the marketing name for the investment banking activities of JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC (member, NYSE), J.P. Morgan Securities plc (authorized by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority), J.P. Morgan SE (Authorised as a credit institution by the Federal Financial Supervisory Authority (Bundesanstalt für Finanzdienstleistungsaufsicht, BaFin) and jointly supervised by the BaFin, the German Central Bank (Deutsche Bundesbank) and the European Central Bank (ECB)), J.P. Morgan Securities Australia Limited (ABN 61 003 245 234/AFS Licence No: 238066 and regulated by Australian Securities and Investments Commission) and their investment banking affiliates. J.P. Morgan Securities plc is exempt from the licensing provisions of the Financial and Intermediary Services Act, 2002 (South Africa).

For Brazil: Ombudsman J.P. Morgan: 0800-7700847 / ouvidoria.jp.morgan@jpmorgan.com

For Australia: This material is issued and distributed by J.P. Morgan Securities Australia Limited (ABN 61 003 245 234/ AFS Licence No: 238066) (regulated by ASIC) for the benefit of “wholesale clients” only. This material does not take into account the specific investment objectives, financial situation or particular needs of the recipient. The recipient of this material must not distribute it to any third party or outside Australia without the prior written consent of J.P. Morgan Securities Australia Limited.