At BTIG, our Financials Investment Banking professionals demonstrate excellence through the origination and execution of transactions and other opportunities for corporate clients. Our experienced professionals leverage a global platform and relevant sector-specific insights to successfully maneuver the marketplace for some of the world’s leading banks, insurers, and other asset and wealth managers. Working side by side with clients, we tailor each engagement to your specifications. Operating within a constantly shifting financial services landscape, we quickly address the goals of clients from the initial meeting, until the close of a deal and then through aftermarket trading services.

Core attributes include valuable deal flow, expertise in growing emerging brands and scaling established ones, as well as access to a senior banking team that works with clients from beginning to end of each engagement. With an entrepreneurial approach to everything we do, we help clients identify what’s next and fulfill their corporate aspirations.

Banks

Asset Managers

Specialty Finance

Insurers

MEET OUR BANKERS

Managing Director, Head of Financial Technology and Financial Services

SELECT TRANSACTIONS

December 2023

$105,000,000
Financial Advisor

November 2023

$750,000,000
ATM
Placement Agent

August 2023

£2,027,250,000
Block Trade
Co-Lead-Manager

September 2022

$1,680,000,000
IPO
Co-Manager

See Our Financials Research Capabilities

Giving clients a full range of research capabilities for financials-related entities

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OTHER BTIG PRODUCTS & SERVICES

Institutional Sales & Trading

With a broad global footprint, connects clients with experienced traders, and state-of-the-art technology that quickly responds and delivers results.

Outsource Trading & Prime Brokerage

Expert prime brokerage, outsource trading, capital introduction and electronic execution tools for emerging and established fund managers.

Research & Strategy

Contextualizing critical data points, BTIG helps clients connect the dots, focus on the big picture and elevate what matters most.