2025 Investment Banking & Securities Dealing Industry Report

Industry Overview

This industry comprises establishments primarily engaged in underwriting, originating, and/or maintaining markets for issues of securities. Investment bankers act as principals (i.e., investors who buy or sell on their own account) in firm commitment transactions or act as agents in best effort and standby commitments. This industry also includes establishments acting as principals in buying or selling securities generally on a spread basis, such as securities dealers or stock option dealers. Illustrative Examples: Bond dealing (i.e., acting as a principal in dealing securities to investors) Stock options dealing Securities underwriting
Source: U.S. Census Bureau

Market Size and Industry Forecast

The Investment Banking and Securities Dealing industry report contains historical and forecasted statistics used by leading private equity firms and consultants. Market sizes from 2020 to 2030 reflect industry trends and growth patterns. Revenues include both public and private companies in the Investment Banking & Securities Dealing industry.

	Historical					Forecasted
	2020	2021	2022	2023	2024	2025	2026	2027	2028	2029	2030
Market Size (Total Revenue)
% Growth Rate
Number of Companies
Total Employees
Average Revenue per Company
Average Employees per Company

Source: U.S. government financial data



Advanced econometric models forecast five years of industry growth based on short- and long-term trend analysis. Market size includes revenue generated from all products and services sold within the industry.

Geographic Breakdown by U.S. State

Market size by state reveals local opportunity through the number of companies located in the region. Each state's growth rate is affected by regional economic conditions. Data by state can be used to pinpoint profitable and nonprofitable locations for Investment Banking & Securities Dealing companies in the United States.

Distribution by Company Size

Company Size	All Industries	Investment Banking & Securities Dealing
Small Business (< 5 Employees)
Small Business (5 - 20)
Midsized Business (20 - 100)
Large Business (100 - 500)
Enterprise (> 500)

Investment Banking & Securities Dealing Industry Income Statement (Average Financial Metrics)

Financial statement analysis determines averages for the following industry forces:

• Cost of goods sold
• Compensation of officers
• Salaries and wages
• Employee benefit programs
• Rent paid
• Advertising and marketing budgets

The report includes a traditional income statement from an "average" company (both public and private companies included).

	Industry Average	Percent of Sales
Total Revenue
Operating Revenue
Cost of Goods Sold (COGS)
Gross Profit
Operating Expenses
Operating Income
Non-Operating Income
Earnings Before Interest and Taxes (EBIT)
Interest Expense
Earnings Before Taxes
Income Tax
Net Profit

Financial Ratio Analysis

Financial ratios allow a company's performance to be compared against that of its peers.

Financial Ratio	Industry Average
Profitability Ratios
Profit Margin
ROE
ROA
Liquidity Ratios
Current Ratio
Quick Ratio
Activity Ratios
Average Collection Period
Asset Turnover Ratio
Receivables Turnover Ratio
Inventory Conversion Ratio

Investment Banking & Securities Dealing Industry Product Mix

Product Description	Description	Revenue ($ Millions)
Industry total
Financing related to securities
Financial planning and investment management products
Brokering and dealing products - equities
Financial planning and investment mgt serv for bus & govt
Scrty lend fees, including scrty borwd from brok invent & margin accts
Brokering and dealing products - debt instruments
Securities origination products
Repurchase agreements
Corporate and trust notes and bonds

Investment Banking & Securities Dealing Industry Compensation and Salary Surveys

Title	Percent of Workforce	Bottom Quartile	Average (Median) Salary	Upper Quartile
Management Occupations	10%
Chief Executives	0%
General and Operations Managers	2%
Operations Specialties Managers	5%
Business and Financial Operations Occupations	35%
Business Operations Specialists	5%
Financial Specialists	30%
Financial Analysts and Advisors	23%
Financial Analysts	8%
Personal Financial Advisors	15%
Computer and Mathematical Occupations	6%
Computer Occupations	6%
Sales and Related Occupations	21%
Sales Representatives, Services	20%
Securities, Commodities, and Financial Services Sales Agents	19%
Securities, Commodities, and Financial Services Sales Agents	19%
Office and Administrative Support Occupations	26%
Information and Record Clerks	10%
Secretaries and Administrative Assistants	7%
Secretaries and Administrative Assistants	7%

Government Contracts

The federal government spent an annual total of $209,013,005 on the investment banking & securities dealing industry. It has awarded 59 contracts to 17 companies, with an average value of $12,294,883 per company.

Top Companies in Investment Banking & Securities Dealing and Adjacent Industries

Company	Address	Revenue ($ Millions)