Growth opportunities Target mid-market corporate clients and cannabis sector participants leveraging ATB Capital Markets recent mandate with Cronos Group to expand relationships in growth-oriented sectors and high-growth publicly traded names.

Energy sector outreach capitalize on ATB Capital Markets’ engagement with the Fall 2025 Energy Institutional Investor Conference to identify energy and energy transition clients for equity and debt advisory, M&A, and project finance opportunities.

Women’s program Leverage the Women’s Rotation Program to source potential female-led or diverse management teams for capital markets advisory, fundraising, and strategic financing discussions.

US and Canada cross-sell With dual regulatory memberships (IIROC CIPF in Canada; FINRA SIPC in the US) pursue cross-border client opportunities and cross-listing or cross-border financing services for firms seeking North American access.

Tech-enabled services Promote ATB Capital Markets’ technology stack and digital engagement capabilities (Cloud CDN, Mautic, RUM, HTTP/3) to offer client onboarding, marketing automation, and real-time market data integration as differentiators in client pitches.