Margo Rudd

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. Headquartered in Minneapolis, U.S. Bancorp is the parent company of U.S. Bank National Association, the fifth-largest commercial bank in the United States. The company’s three major business lines serve 15 million clients, and its team of nearly 70,000 people invest their hearts and minds to power human potential every day. Ranked 105th on the Fortune 500, U.S. Bancorp is deeply respected for its culture and long-term stewardship and admired for its diversified business mix and product capabilities. BTIG and U.S. Bancorp have worked closely over the past decade prior to the acquisition. In 2014, BTIG became U.S. Bancorp’s equity capital markets referral partner. In 2023, the two began an M&A advisory referral program. The partnership has resulted in many U.S. Bancorp clients experiencing the high-touch service and excellent execution for which BTIG is known. ©BTIG, LLC — Member of FINRA and SIPC brokercheck.finra.org BTIG is a subsidiary of U.S. Bancorp. Investment products and services are: NOT A DEPOSIT · NOT FDIC INSURED · MAY LOSE VALUE · NOT BANK GUARANTEED · NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY Deposit products are offered by U.S. Bank National Association. Member FDIC. All credit products offered by U.S. Bank National Association are subject to normal credit approval and program guidelines. Eligibility requirements, other fees and conditions may apply. Not all loan programs are available in all states for all loan amounts. Interest rates and program terms are subject to change without notice.