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Ladenburg Thalmann Appoints Daniel Blood as Co-Head of Investment Banking & Head of Financial Institutions Group

April 07, 2025

Ladenburg Thalmann Appoints Daniel Blood as Co-Head of Investment Banking and Head of Financial Institutions Group

35+ year veteran tapped to oversee expansion of investment banking division, strengthening of key relationships

NEW YORK, NY - April 7, 2025 - Ladenburg Thalmann & Co. Inc. ("Ladenburg Thalmann"), a subsidiary of Osaic, Inc. ("Osaic"), announces the appointment of Daniel Blood as co-head of investment banking and head of financial institutions group. He will work alongside Nicholas Stergis to lead the firm's investment banking division, drive strategic growth and strengthen client relationships across key markets.

"We are thrilled to welcome Dan to Ladenburg. His leadership and experience will be key to expanding our investment banking capabilities and delivering top-tier solutions to clients," said Barry Steiner, Co-CEO at Ladenburg Thalmann.

Blood joins Ladenburg with 35 years of investment banking experience, having held senior leadership positions at Bear Stearns, FBR Capital Markets and BTIG. Throughout his career, he has developed deep expertise in capital markets, strategic finance, real estate investment trusts and yield-oriented securities. In addition to his technical knowledge, Dan has a strong track record of executing complex transactions and providing strategic advice to top-tier clients, helping them navigate evolving market conditions and achieve their financial goals.

"I'm excited to join Ladenburg at such a pivotal time. The firm has a strong reputation for excellence in investment banking, and I look forward to collaborating with its talented team to drive growth and create value for clients," added Blood.

Ladenburg's investment banking division provides a full suite of advisory and capital-raising services, including mergers and acquisitions, debt and equity financing, and strategic advisory services across a wide range of industries. Ladenburg's parent company, Osaic, a portfolio company of Reverence Capital Partners, is one of the nation's largest providers of wealth management solutions, supporting approximately 11,000 financial professionals.

Steiner, a long-standing member of Ladenburg's investment banking team and its chief operating officer for 10 years, was appointed co-CEO alongside Mike Gideon in May 2024. Gideon has overseen Ladenburg's operations since 2018.

"It's inspiring to look back and see the evolution of this historic firm since its inception in 1876," said Jamie Price, president and CEO at Osaic. "Barry and Mike make for a formidable co-CEO duo and are building an amazing leadership team to carry Ladenburg Thalmann through the next growth phase."

For further information, please visit the firm's newly redesigned website, ladenburg.com.

About Ladenburg Thalmann:

Ladenburg Thalmann is a full-service, diversified financial services firm that offers a full suite of investment banking and capital markets products and services, including equity and debt capital raising, mergers and acquisitions, corporate finance advisory and fairness opinions. Ladenburg was established in 1876 and has been a member of the New York Stock Exchange for 150 years.

About Osaic:

Osaic, Inc., a portfolio company of Reverence Capital Partners, is one of the nation's largest providers of wealth management solutions, supporting approximately 11,000 financial professionals. Osaic's mission is to empower entrepreneurial advisors to build thriving businesses and fulfill their clients' dreams. Visit
www.osaic.com to learn more.

Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc. and Osaic Institutions, Inc., broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Osaic Services, Inc. and Ladenburg Thalmann & Co., broker-dealers and members of FINRA and SIPC. Advisory services are offered through Ladenburg Thalmann Asset Management, Inc., and Osaic Advisory Services, LLC., registered investment advisers. Advisory programs offered by Osaic Wealth, Inc. are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser.

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