Utilizing the expertise of our traders and insights of our analytics team, BTIG generates trade ideas and executes strategies that respond to the market and are crystallized by planning for specific corporate events. BTIG identifies opportunities for you that materialize through corporate actions.

Pre-Trade Analytics

BTIG’s desk analysts measure the potential impact of corporate events against the market by leveraging information flow aggregated via the group’s extensive industry relationships. We evaluate events for their impact on the market, stock price and, in the case of arbitrage situations, the likelihood that the transaction will be executed. Across sectors, industries and public companies, BTIG creates original content, trade ideas and commentary, while also developing strategies that include:

  • Risk Arbitrage
  • Specific Event-Driven Strategies
  • Spin Offs
  • SPACs
  • Enhancement/Leverage Strategies
  • Relative Value Strategies

Intra-Trade

We actively access deep and varied pockets of liquidity. Unique sources arise from our institutional equities trading desk, recognized for its block and portfolio expertise. Notably, our team seamlessly navigates markets through an agency-focused model that ensures that we never compete with clients.

Post-Trade Analysis

Our analytics and methodologies provide transparency into trade activity while tracking performance against a wide universe of benchmarks. The team also continues a dialogue with clients post trade to craft future trading strategies.

Research and Strategy

BTIG Equity Research and Strategy professionals offer the latest stock-specific insights and technical analysis across markets and within various industries. In addition, BTIG’s Event-Driven Trading desk develops in-depth intelligence that provides clarity into the strategy around names relevant to each client.

  • Corporate Actions Analyzed Include Mergers, Acquisitions, Balance-Sheet Restructuring, Litigations, Regulatory Actions, Spin Offs and Special Situations

Personally Vested in Client Success, we Convert Smart Ideas Into Valuable Outcomes.

Event-Driven Trading LEADERSHIP

Senior Managing Director, Head of Event-Driven Trading