BTIG Adds Mike Moen to Its Investment Banking Team
BTIG has strengthened its Investment Banking division by bringing on Mike Moen as a Managing Director within the Financial Sponsors Group. His addition is expected to deepen BTIG’s large-cap financial sponsor coverage, with a close, day-to-day partnership alongside the firm’s existing banking and product teams.
Experience Built Around Financial Sponsors
Mr. Moen brings more than 25 years of hands-on work in mergers and acquisitions, financial sponsors, and government advisory. He’s well versed in the defense and national security arenas, and his background in critical infrastructure and energy gives clients a seasoned guide in complex, highly regulated sectors. That mix of sector familiarity and transaction experience makes him a meaningful resource for BTIG’s platform.
Supporting Aerospace & Defense
Mike will also support the Aerospace & Defense banking team, consistent with BTIG’s focus on delivering thoughtful advice in this important market. Earlier stops at firms including Cantor Fitzgerald, Goldman Sachs, CIBC World Markets, and Citigroup helped him build a durable network and a practical understanding of how capital flows through these sectors.
Strengthening Sponsor Relationships
In his new post, Mr. Moen will focus on deepening ties with financial sponsors and sharpening BTIG’s ability to deliver for those clients. Jon Dever, Head of BTIG Investment Banking, shared the firm’s perspective: "We look forward to leveraging his experience and network as we grow our financial sponsor relationships and provide strategic support to our clients." The goal is straightforward—reinforce client service and keep the work closely aligned with BTIG’s long-standing principles.
What BTIG’s Investment Bank Covers
BTIG’s Investment Banking team partners with corporate clients and institutional investors across a wide slate of services. The group advises on mergers and acquisitions, leads public offerings such as IPOs and follow-ons, arranges private placements, and structures liquidity solutions. Their industry reach spans consumer services, energy, healthcare, industrials, and technology, among others.
Beyond Transactions: Ongoing Support
Alongside deal execution, the firm delivers aftermarket support that includes trading as well as proprietary research and strategy products. That combination helps clients navigate complex transactions and shape plans that reflect their goals, market conditions, and time horizons.
How BTIG Operates Around the World
BTIG is known globally for institutional trading, investment banking, research, and brokerage. More than 700 employees work across 20 locations, extending the firm’s reach throughout the U.S., Europe, Asia, and Australia. The team provides execution, perspective, and insight across multiple instruments, including equities and fixed income.
Core Strengths Clients Rely On
BTIG’s core strengths include global execution, investment banking, and prime brokerage. The firm also emphasizes corporate access, research, and practical strategies aimed at opening new paths for clients. The throughline is consistent: pair expertise with access, then deliver with care.
Frequently Asked Questions
What position did Mike Moen take at BTIG?
He joined as a Managing Director in the Financial Sponsors Group, with a mandate to expand BTIG’s large-cap financial sponsor coverage and work closely with existing teams.
How much experience does Mike Moen bring?
He has more than 25 years of experience across mergers and acquisitions, financial sponsors, and government advisory.
Which areas will he support most directly?
He’ll focus on financial sponsors and will also support BTIG’s Aerospace & Defense banking team, drawing on his familiarity with national security, critical infrastructure, and energy.
What services are available through BTIG’s Investment Banking team?
The team advises on M&A, leads IPOs and follow-ons, arranges private placements, and provides liquidity solutions, supported by research, trading, and strategy resources.
Where does BTIG have a presence?
BTIG operates globally with more than 700 employees across 20 locations in the U.S., Europe, Asia, and Australia, serving clients across equities, fixed income, and more.
