Investment Banking

BTIG Investment Banking provides tailored advice and solutions to help clients achieve their most critical business goals. Our experienced team—each with over 20 years in advisory and capital markets—partners with clients to unlock their full potential. We connect clients with our extensive network of decision makers and thought leaders, identifying unique market opportunities and delivering superior results.

We offer a comprehensive suite of services, including capital markets advisory, mergers and acquisitions, IPOs, follow-on offerings, private placements, convertible and debt financing, buybacks, liquidity solutions, and access to venture and private equity. We also guide clients through specialized transactions such as SPACs and PIPEs.

Clients benefit from actionable market intelligence, deep industry insight, and unbiased strategic advice—all delivered with exceptional service. Senior management is involved in every transaction, regardless of client size. Our aftermarket services include trading coverage and corporate access, connecting issuers directly with investors.

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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

Our team advises clients on equity, equity-linked, and equity-derived products, working closely to structure offerings, maximize execution efficiency, and enhance valuation.

We identify opportunities for public and private companies across a broad spectrum of products, including IPOs, follow-ons, at-the-market offerings (ATMs), confidentially marketed public offerings (CMPOs), registered directs (RDs), PIPEs, SPACs, private placements, convertibles, corporate buybacks, and various capital solut

Debt Capital Advisory

We originate, structure, and execute debt financings for corporate issuers and financial sponsors, delivering tailored capital solutions to meet diverse strategic objectives. In close collaboration with BTIG’s Fixed Income Credit desk, we connect new debt issuances with engaged and targeted buyers across the credit spectrum—maximizing pricing, optimizing distribution, and supporting active aftermarket trading.

Our credit distribution platform is composed of more than 70 experienced sales, tradi

Emerging Markets Debt Capital Markets

We partner with institutional and corporate clients across emerging and frontier markets, specializing in government, quasi-government, and corporate debt. Our global team originates and structures a comprehensive range of debt products—including bonds, loans, private placements, local currency instruments, and liability management solutions—tailored to address each client’s unique requirements.

By collaborating closely with BTIG’s trading desks, our Emerging Markets Debt Capital Markets team c

Sectors

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

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 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

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 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

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.

Housing Ecosystem
Homebuilding
Land Developers
Real Estate Management
REITs

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.