Investment Banking

BTIG Investment Banking delivers customized advice and solutions to help clients achieve critical business objectives. Our senior professionals, each with over 20 years’ experience, leverage an extensive network to identify opportunities and deliver superior results.

We provide a full range of services, including capital markets advisory, mergers and acquisitions, IPOs, follow-ons, private placements, convertible and debt financing, buybacks, liquidity solutions, and access to venture and private equity. We also handle specialized transactions such as SPACs and PIPEs.

Clients receive actionable intelligence, industry expertise, and unbiased strategic guidance—with senior management engaged in every transaction. Our aftermarket services, including trading coverage and corporate access, connect issuers directly with investors.

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Services

Strategic Advisory Services

We work with leading corporations, premier asset owners, and emerging businesses—both public and private—to identify and execute high-impact transactions and capitalize on strategic market opportunities. Our seasoned professionals advise clients on M&A, fairness opinions, and capital markets assignments, helping redefine business models and skillfully structure and negotiate deal terms.

Equity Capital Markets

BTIG’s Equity Capital Markets team advises on equity, equity-linked, and derivative products, structuring offerings to maximize execution and valuation. We serve public and private companies across IPOs, follow-ons, ATMs, CMPOs, RDs, PIPEs, SPACs, private placements, convertibles, buybacks, and other tailored capital solutions.

Debt Capital Advisory

BTIG’s Debt Capital Advisory team structures and executes debt financings for corporate issuers and sponsors, collaborating with our Fixed Income Credit desk to reach targeted buyers. Our experienced specialists deliver superior pricing, distribution, and aftermarket services, building long-term relationships and providing tailored solutions to optimize clients’ capital structures.

Emerging Markets Debt Capital Markets

BTIG’s Emerging Markets Debt Capital Markets team partners with institutional and corporate clients across Emerging and Frontier Markets, originating and structuring government, quasi-government, and corporate debt. We provide tailored financing solutions—bonds, loans, private placements, and liability management—leveraging global trading expertise and access to major financial centers worldwide.

Sectors

Drawing on BTIG’s comprehensive resources, our Healthcare Investment Banking team partners with private and public healthcare companies—both established and emerging—to support their growth and strategic objectives. We provide specialized sector and transaction expertise across biotechnology, life sciences and diagnostic tools, medical technology, and specialty pharmaceuticals. At every stage of development, our senior professionals offer tailored operational and financial guidance to clients across the healthcare spectrum.

Biotechnology
Life Science Tools
Diagnostic Tools
Medical Device
Healthcare IT / Digital Health

Our Technology, Media and Telecommunications (TMT) Investment Banking professionals work with clients to unlock growth, drive innovation, and enable transformation across data infrastructure, cloud services, media, software, telecommunications, and related sectors.

As technology evolves rapidly, we partner closely with clients to assess each opportunity—analyzing risks, costs, returns, and potential value to ensure informed execution.

Following each transaction, our institutional trading desk and corporate access team provide comprehensive aftermarket services to help clients effectively navigate dynamic market conditions.

Software
Data and Cloud Infrastructure
Digital Media & Gaming
Cloud Technology
Industrial Technology

Our experienced professionals combine a global platform with deep sector expertise to deliver effective solutions for leading banks, insurers, and asset and wealth managers. In today’s rapidly evolving financial services landscape, we support clients at every stage—from initial consultation and deal execution to ongoing aftermarket trading services—delivering responsive strategies that help clients achieve their objectives.

Asset Managers
Finance Companies
Mortgage REITs
BDCs
Financial SaaS
Insurtech and Wealthtech
Payments and Bank Technology

Our Energy, Infrastructure and Transportation Investment Banking team delivers actionable strategic advice and tailored financing solutions to companies and investors across traditional energy, transportation, and energy transition sectors. Leveraging deep industry expertise, we help clients navigate complex challenges, capitalize on emerging opportunities, and execute transactions that drive long-term value.

Alternative Energy
Exploration and Production
Pipelines
Utilities
Transportation

Our Industrials, Aerospace & Defense team provides comprehensive advisory services spanning general industrials, aerospace and defense, engineering and construction, industrial software, and specialty chemicals.

Led by senior bankers with over 20 years of industry experience, we are committed to building long-term relationships by offering trusted guidance and tailored solutions that help clients navigate their most complex business challenges and strategic objectives.

General Industrials
Aerospace & Defense
Specialty Chemicals
Engineering & Construction
Industrial Software

Drawing on extensive insight into emerging trends and sector dynamics, our Consumer Investment Banking team delivers tailored advisory and execution services to private and public clients. Our senior bankers combine deep industry expertise, product knowledge, and proven transactional experience with strong access to major distribution channels.

Across consumer products, healthy living, homebuilding, restaurants, retail – hardlines/broadlines and other key subsectors, we offer strategic guidance to help companies strengthen their market position and outperform in today’s highly competitive, interconnected environment.

Consumer Products
Retail & Apparel
Restaurants
Food & Beverage
Lifestyle Brands and Wellness

We serve a wide range of real estate clients—including homebuilders, real estate investment trusts (REITs), and land developers—providing specialized advisory and financial solutions tailored to their unique needs.
Our Real Estate Investment Banking team is dedicated to maximizing operating income, growing asset value, and managing risk, all while supporting our clients’ strategic and financial objectives.