BTIG Investment Banking Adds Forrest Koenig, CFA as Head of Equity-Linked Capital Markets

New York – July 13, 2023BTIG announced today that it has hired Forrest Koenig as Managing Director and Head of Equity-Linked Capital Markets within its Investment Banking division. In this pivotal role, Mr. Koenig will help lead the firm’s efforts in expanding its equity-linked capital markets reach by fostering strategic relationships with clients and driving innovative solutions to meet their evolving needs.

Mr. Koenig brings more than 20 years of industry experience and extensive client relationships to the firm. Prior to BTIG, he was a Managing Director and Head of Convertible and Equity-Linked Capital Markets at JMP Securities. Previously, Mr. Koenig was a Managing Director in the equity-linked origination group at Piper Jaffray, focusing on the origination and structuring of convertible and equity-linked securities offerings. He started at Piper Jaffray as a quantitative risk analyst on the convertible sales and trading desk, where he concentrated on valuation, modeling and credit analysis. Mr. Koenig began his Wall Street career at Citigroup Smith Barney.

“We are excited to welcome Forrest to our leadership team as the Head of Equity-Linked Capital Markets,” said Scott Kovalik, Co-Founder and Chief Executive Officer of BTIG. “His extensive knowledge of the industry and wide-ranging professional connections make him an excellent fit for the firm as we continue to build out our investment banking and capital markets divisions.”

BTIG’s investment banking products include mergers and acquisitions, capital markets advisory, IPOs, follow-on offerings, ATMs, SPACs, private placements, convertibles, debt, buybacks, liquidity solutions, venture capital, private equity and private capital. Clients benefit from proprietary and actionable market intelligence, and BTIG’s comprehensive understanding of financial dynamics. Aftermarket services include trading coverage and corporate access, connecting issuers with the buy side.


 About BTIG

BTIG is a global financial services firm specializing in institutional trading, investment banking, research and related brokerage services. With an extensive global footprint and more than 700 employees, BTIG, LLC and its affiliates operate out of 20 cities throughout the U.S., and in Europe, Asia and Australia. BTIG offers execution, expertise and insights for equities, equity derivatives, ETFs and fixed income, currency and commodities. The firm’s core capabilities include global execution, portfolio, electronic and outsource trading, investment banking, prime brokerage, capital introduction, corporate access, research and strategy, commission management and more.



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