BTIG

BTIG

Global investment banking and trading provider

Overview

BTIG is a global financial services firm offering investment banking, institutional trading, research, and brokerage services to institutional and corporate clients. It provides strategic advisory and capital markets solutions, including prime brokerage and outsourced trading. It differentiates itself by delivering a broad, integrated set of services through a global network with direct market access. Its goal is to help clients meet tactical and transactional needs with advisory, execution, and financing capabilities.

About BTIG

Simplify's Rating
Why BTIG is rated
B-
Rated B on Competitive Edge
Rated B on Growth Potential
Rated C on Differentiation

Industries

Data & Analytics

Financial Services

Company Size

501-1,000

Company Stage

Acquired

Total Funding

$725M

Headquarters

San Francisco, California

Founded

2002

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Simplify's Take

What believers are saying

  • U.S. Bancorp closed BTIG on June 1, 2026, adding capital-markets scale immediately.
  • BTIG booked $98 million revenue in June 2026, its strongest month ever.
  • June 2026 hires in energy, utilities, and derivatives broaden BTIG’s deal and trading coverage.

What critics are saying

  • FINRA fined BTIG $600,000 on March 25, 2026 for off-channel communications failures.
  • BTIG’s StoneX dispute exposed weak employee supervision and costly trade-secret litigation.
  • U.S. Bancorp bought BTIG for up to $1 billion; missed performance targets crush upside.

What makes BTIG unique

  • BTIG kept its separate broker-dealer model after U.S. Bancorp’s June 1, 2026 acquisition.
  • BTIG ranks among top 10 U.S. brokers for high-touch equity trading volume.
  • BTIG spans equities, derivatives, ETF, fixed income, currency, commodities, and M&A.

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Funding

Total Funding

$725M

Above

Industry Average

Funded Over

1 Rounds

Acquisition funding comparison data is currently unavailable. We're working to provide this information soon!
Acquisition Funding Comparison
Coming Soon

Benefits

Hybrid Work Options

Flexible Work Hours

Company News

Yahoo Finance
Aug 26th, 2026
BTIG appoints Mangesh Ghogre as managing director for metals and mining coverage

BTIG, a U.S. Bancorp company, has appointed Mangesh Ghogre as managing director within its Industrials Investment Banking group, focusing on metals and mining coverage. Ghogre brings over 20 years of global investment banking experience across the US and Asia. He previously served as managing director at ThinkEquity, providing equity capital markets coverage for US and Canadian metals, mining, and industrial companies. He also founded One Capita Advisors, offering capital raising and advisory services. Earlier in his career, Ghogre was regional head of equity capital markets at Nomura in Asia, leading IPOs, follow-on offerings, and block trades. He began his investment banking career in equity capital markets at HSBC in Asia.

Business Wire
Aug 26th, 2026
BTIG appoints Mangesh Ghogre as managing director for metals and mining coverage

BTIG, a U.S. Bancorp company, has appointed Mangesh Ghogre as Managing Director within its Industrials Investment Banking group, focusing on metals and mining coverage. Ghogre brings over 20 years of global investment banking experience across the US and Asia. He previously served as Managing Director at ThinkEquity, providing equity capital markets coverage for US and Canadian metals, mining, and industrial companies. He also founded One Capita Advisors and held senior positions at Nomura and HSBC in Asia. Jon Dever, Head of Investment Banking at U.S. Bancorp | BTIG, said Ghogre's deep knowledge of the metals and mining landscape will strengthen the firm's Industrials franchise.

Associated Press
Aug 5th, 2026
BTIG appoints Brayden Mathews as head of franchise sales following U.S. Bancorp acquisition

BTIG, a U.S. Bancorp company, has appointed Brayden Mathews as Head of Franchise Sales. In this role, he will also lead the firm's Specialty Sales and Corporate Access teams. Mathews brings over 20 years of experience in institutional equity sales and equity capital markets. He spent two decades at J.P. Morgan, most recently serving as the public side Head of ECM Distribution and previously leading the New York Equity Franchise Sales effort. BTIG's Franchise Sales group connects institutional investors with the firm's equity research, sector insights, and corporate access across US and global markets. The team works alongside research, trading, and investment banking to help clients translate analysis into investment ideas.

Business Wire
Aug 5th, 2026
U.S. Bancorp | BTIG announces Brayden Mathews as Head of Franchise Sales.

U.S. Bancorp | BTIG announces Brayden Mathews as Head of Franchise Sales. NEW YORK-(BUSINESS WIRE)-BTIG, a U.S. Bancorp company, announced today that Brayden Mathews has joined the firm as Head of Franchise Sales, where he will also lead BTIG's Specialty Sales and Corporate Access teams. "We are pleased to welcome Brayden to BTIG," said Chris Rollins, Co-Head of Securities at U.S. Bancorp | BTIG. "He brings a strong background in institutional equity franchise sales and equity capital markets, with an excellent track record of delivering market and transaction insight to clients. Brayden will be instrumental as we continue to build and enhance our Sales and Corporate Access platforms." Mr. Mathews has more than two decades of experience across institutional equity sales, equity capital markets, and technology-focused investing and research. He spent 20 years at J.P. Morgan, most recently as the public side Head of ECM Distribution, and previously led the New York Equity Franchise Sales effort. Mr. Mathews also served as an Analyst at Agnos Partners and an Associate Analyst at Fred Alger Management. Earlier in his career, he was an Equity Research Associate at UBS Investment Research, and an Equity Research Associate and Corporate Bond Product Manager at Salomon Smith Barney. BTIG's Franchise Sales group connects institutional investors with the firm's equity research, sector insights, and corporate access across U.S. and global markets. Working closely with research, trading, and investment banking, the team helps clients translate thematic and company-specific analysis into actionable conversations and investment ideas. The group supports tailored outreach, investor engagement, and ongoing coverage visibility. About U.S Bancorp | BTIG BTIG, a U.S. Bancorp company, is a global financial services firm specializing in institutional trading, investment banking, research and related brokerage services. 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. U.S. Bancorp acquired BTIG in 2026. Learn more. More News From BTIG NEW YORK-( BUSINESS WIRE )-BTIG announced today the appointment of Michael Bodino and Chris Gibson as Managing Directors within its Energy & Infrastructure Investment Banking group. These hires add senior expertise to the team and broaden the firm's coverage footprint."We are excited to welcome Michael and Chris to BTIG," said Jon Dever, Head of BTIG Investment Banking. "They bring complementary experience, deep industry knowledge, and strong client relationships that will further enhance ou... NEW YORK-( BUSINESS WIRE )-BTIG announced today the appointment of Tom Widener as Managing Director and Head of Power & Utilities within BTIG's Energy & Infrastructure Investment Banking group. Mr. Widener will play a key role in expanding BTIG's coverage across the power, utilities and broader energy infrastructure sectors, further strengthening the firm's capabilities in an increasingly active and evolving market. Mr. Widener brings more than 35 years of investment banking experience... NEW YORK-( BUSINESS WIRE )-BTIG announced today the appointment of Jason Rockland as a Managing Director and Yingkang Duan as a Director within the firm's Equity Derivatives Trading group. Mr. Duan and Mr. Rockland were hired to help expand BTIG's capabilities in risk-arbitrage volatility trading, a natural fit alongside the firm's Event Driven Trading business. "We are excited to welcome Jason and Yingkang to BTIG," said Anton LeRoy, Chief Executive Officer of BTIG. "Their deep experience in e... BTIG. Release Versions

BTIG
Jul 8th, 2026
BTIG expands energy and Infrastructure Investment Banking coverage with the addition of Michael Bodino and Chris Gibson.

BTIG expands energy and Infrastructure Investment Banking coverage with the addition of Michael Bodino and Chris Gibson. New York - July 8, 2026 - BTIG announced today the appointment of Michael Bodino and Chris Gibson as Managing Directors within its Energy & Infrastructure Investment Banking group. These hires add senior expertise to the team and broaden the firm's coverage footprint. "We are excited to welcome Michael and Chris to BTIG," said Jon Dever, Head of BTIG Investment Banking. "They bring complementary experience, deep industry knowledge, and strong client relationships that will further enhance our ability to deliver strategic advice and capital markets solutions." Mr. Bodino brings more than 30 years of experience advising and financing energy companies across the sector. Most recently, he served as a Managing Director and Co-Head of Energy Investment Banking at Texas Capital Securities, where he helped establish the firm's first industry vertical. Previously, Mr. Bodino was a Partner, Managing Director and Co-Head of Energy Investment Banking at Seaport Global Securities. Before investment banking, he led award-winning energy research teams producing commodity forecasts and thematic analysis. Mr. Bodino received The Wall Street Journal's "Best on the Street" award and was consistently ranked among the top analysts covering U.S. oil and gas companies. Prior to BTIG, Mr. Gibson served as a Managing Director in Investment Banking and Co-Head of Energy Investment Banking at Texas Capital Securities. Previously, he was a Managing Director and Co-Head of the U.S. Energy Investment Banking Group at Stifel. Earlier in his career, Mr. Gibson served as Head of U.S. Energy Investment Banking at GMP Securities and Canaccord Genuity, where he helped build and lead their U.S. energy investment banking practices. He also held roles in energy corporate finance at Bank of America Securities, an energy investment affiliate of Jefferies Capital Partners, and RBC Capital Markets. BTIG's Investment Banking and Capital Markets groups engage with clients and institutional investors on mergers and acquisitions, public offerings including IPOs and follow-on offerings, ATMs, SPACs, private placements and PIPEs, convertibles, debt and loans, buybacks, liquidity solutions, and venture capital, private equity transactions. About BTIG BTIG is a global financial services firm specializing in institutional trading, investment banking, research and related brokerage services. 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. In 2026, BTIG was acquired by U.S. Bancorp. Learn more. Media Contacts: Jill Gordon 443.668.2055 | [email protected] Vanessa Siderow 212.738.6148 | [email protected]

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