MENU CLIENT LOGIN Financials Investment Banking Personalized Advice and Solutions. Investment Banking Capabilities Research Capabilities 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 Daniel Blood Managing Director, Head of Specialty Finance Kimberly Boulmetis Managing Director, Specialty Finance Investment Banking David Fullerton Managing Director, Head of Equity-Linked Capital Markets RECENT TRANSACTIONS February 2021 $111,250,000 Senior Notes Bookrunner September 2020 $197,726,107 Stock Buyback Repurchase Agent September 2020 $76,375,000 Follow-On Co-Manager June 2020 $230,115,000 Follow-On Co-Manager See Our Financials Research Capabilities Giving clients a full range of research capabilities for financials-related entities View More PRESS RELEASES August 12, 2020 BTIG Investment Banking Adds Industry Veteran Kimberly Boulmetis as a Managing Director to Its Specialty Finance Unit BTIG announced today that Kimberly Boulmetis has joined the firm’s Specialty Finance Investment Banking unit as a Managing Director. Ms. Boulmetis will be based in the firm’s New York office, and will report to Dan Blood, Managing Director and Head of Specialty Finance, at BTIG. June 2, 2020 BTIG Expands Investment Banking Unit with Head of Specialty Finance Daniel Blood BTIG announced today that Daniel Blood has joined the firm’s Investment Banking unit as the Head of Specialty Finance. In the last three years, BTIG has significantly expanded Investment Banking, adding to its existing corporate finance teams in San Francisco, New York, Chicago and Boston. 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. ABOUT US NEWS & EVENTS CONTACT US Home Disclosures Report Disclaimer Imagery Use BTIG, LLC — Member of FINRA and SIPC brokercheck.finra.org Copyright 2021 BTIG, LLC. All Rights Reserved.