Patent ID: 7689486

Claim:
A method of estimating a wallet share for one or more advisors for investment banking deals involving investment-grade debt offerings that occurred during an evaluation time period, the method comprising: storing, in a database of a computer system, data regarding the deals investment-grade debt offerings during the evaluation time period, wherein the data includes an identification of the one or more advisors for each of the deals investment-wade debt offerings during the evaluation time period, the role of the one or more advisors in the investment-grade debt offerings during the evaluation time period, and a plurality of parameters for the investment-grade debt offerings, wherein the plurality of parameters comprise: a maturity of the investment-grade debt offerings; a credit rating for the investment-grade debt offerings; a geographic region for the investment-made debt offerings; determining, by the computer system, a fee estimate for the one or more advisors for the investment-grade debt offerings during the evaluation time period, wherein the fee estimate for each investment-grade debt offering is determined by determining the geographic region for each investment-grade debt offering; for investment-grade debt offering that occurred in a first geographic region, determining the estimates for the one or more advisors based on a first set of parameters using a first look-up table for the first geographic region; and for investment-grade debt offerings that occurred in a second geographic region that is different from the first geographic region, determining the estimates for the one or more advisors based on a second set of parameters that is different from the first set of parameters using a second look-up table for the second geographic region; and determining, by the computer system, a wallet share for the one or more advisors over the evaluation time period based on an aggregation of the fee estimates for the one or more advisors during the evaluation time period, wherein the computer system comprises a processor and a computer-readable medium that stores instructions that are executed by the processor.