When it comes to mergers and acquisitions (M&A), brokers play a crucial role in facilitating transactions, connecting buyers and sellers, and guiding clients through the complex process. Many M&A brokers often look to the federal broker exemption as a way to avoid the formalities and costs associated with FINRA (Financial Industry Regulatory Authority) registration. However, depending on the nature of the business and the scope of services provided, it’s worth considering FINRA registration via a reliable broker-dealer such as Britehorn Securities. Here’s why.
It’s been a busy start to the year here at Britehorn Securities in 2025 — with 5 new registered representatives that have joined our broker-dealer platform just this past January. As a boutique broker-dealer that specializes in providing high-touch, yet streamlined, regulatory and compliance services to investment bankers and private placement professionals like ourselves — we highly value every new relationship we form and cannot wait to support each of these individuals in their future endeavors and successes.
As we close out the year, we at Britehorn Securities want to take a moment to reflect and express our gratitude to the seven outstanding registered representatives who joined our broker-dealer platform in 2024. As a boutique broker-dealer that specializes in providing high-touch, yet streamlined, regulatory and compliance services to investment bankers and private placement professionals like ourselves — we highly value every new relationship we form and cannot wait to support each of these individuals in their future endeavors and successes.
In a recent article for the Business Transactions Forum, Peter Hurmer interviews Brett Story, co-founding Partner of Britehorn Securities. They discuss:
– The dangers of taking your eye off what you do best (running your business)
– Avoiding a “DIY Disaster”
– Allowing transition experts to help find the optimal buyer
Unlock the secrets to mastering business growth and financial decisions with the insights from Brett Story, Partner here at Britehorn Partners and guest expert on Steve Ramona’s “Mastering Business Growth” podcast. You’ll discover the nitty-gritty of the regulatory landscape and practical steps for business owners eyeing private equity or raising capital.
Britehorn Partners is pleased to announce that its client, Dovetail Cultural Resources Group (Dovetail), has been acquired by Mead & Hunt, Inc. (Mead & Hunt), an architectural, engineering, planning, and construction services firm consistently ranked in ENR’s Top 100 Design Firms list.
On episode 207 of The Business Growth Show, Athin Cassiotis interviews Brett Story — the Founding Partner at Britehorn Partners & Britehorn Securities. Brett specializes in arming business owners, management teams and boards with the information they need to decide when to sell a business or raise capital, and then his team skillfully executes those transformative and often life-changing transactions.
In this podcast with profit maximization expert Kevin Bees, Brett Story of Britehorn talks about how to exist your business for maximum value. Brett Story has 20 years specializing in arming business owners, management teams and boards with the information they need to decide when to sell a business or raise capital, and then his […]
In this podcast, M&A Masters host Patrick Stroth sits down with Britehorn’s Brett Story and delves into Brett’s transition from corporate law to M&A, the founding and rebranding of Britehorn Partners, and why staying focused on the middle market can be more rewarding than chasing larger deals. Brett also shares insights into the unique challenges […]
Brett Story of Britehorn Partners joins Sean Hampton on the Bizzy Signal podcast to talk about how Britehorn helps business owners answer the “why” and “why now” when contemplating a full or partial exit. They discuss owners’ mindsets when going into a transaction, their perception of the value of the business, and the importance of working with the right partners to sell the business.
