B. Riley Securities Updates Financial Strategies Post Carve-Out

Author: Henry Turner Updated: 05-19-2025 05:39 PM

Business Insights from B. Riley Securities

B. Riley Securities Holdings, Inc. ("B. Riley Securities," "BRS" or the "Company"), a prominent middle-market investment bank, has shared a significant update surrounding its business and financial standing following its carve-out transaction. This restructuring enables BRS to enhance transparency, thus giving stakeholders a more profound insight into the firm's strengths as it prepares for future reporting on the OTC Markets.

Leadership Perspectives

Andy Moore, Chairman and Co-CEO of B. Riley Securities, emphasized the company's commitment to delivering exceptional services to clients. He expressed confidence in the carve-out's potential, noting that it provides a distinct view into the firm’s operational strengths. The strategic decision is aimed at fostering long-term value for stakeholders even amidst overall market volatility.

Co-CEO and Head of Capital Markets, Jimmy Baker, commented on the previous year's challenges. He proudly announced that B. Riley Securities successfully raised $16.5 billion in capital across various sectors, including debt and equity. The firm has strategically aligned its advisory services with its client's interests, emphasizing growth in capital markets and bolstering its investment banking teams.

Financial Highlights for the Year

For the preceding fiscal year, BRS revealed notable financial metrics on an adjusted basis. Total revenue reached $217.7 million, while adjusted net income was reported at $33.1 million. Although a net loss of $14.5 million occurred, the firm showed resilience by maintaining strong liquidity with $68 million in cash and securities post-carve-out.

Investment Opportunities and Market Focus

B. Riley Securities remains steadfast in its long-term vision, looking to enhance its market share through client-focused execution procedures. The investment bank is continuously upgrading its services in areas like Equity Research, Sales & Trading, and Investment Banking. This ongoing investment in talent is pivotal for creating sustainable growth, particularly for middle-market entities.

The firm’s dedication is to remain a reliable partner to its client base while fostering a work environment conducive to the retention of top talent in the investment banking sphere.

About B. Riley Securities

B. Riley Securities is recognized for providing a comprehensive suite of investment banking services, including initial and secondary public offerings, M&A advisory, and corporate restructuring services. The firm benefits immensely from its broad network and deep industry expertise, allowing it to deliver innovative solutions to its clients.

Frequently Asked Questions

What is the recent financial status of B. Riley Securities?

As of the latest reports, B. Riley Securities achieved total revenues of $217.7 million despite a net loss of $14.5 million for the year.

How did the carve-out impact B. Riley Securities?

The carve-out has provided B. Riley Securities more transparency regarding its financials and streamlined operational strategies to better serve its clients and stakeholders.

Who leads B. Riley Securities?

The leadership includes Co-CEOs Andy Moore and Jimmy Baker, who emphasize client service and operational growth.

What sectors does B. Riley Securities predominantly serve?

B. Riley Securities provides its services to clients across various industries, focusing on middle-market companies and investors.

What are the firm's plans for future growth?

B. Riley Securities plans to continue expanding its service offerings and investing in talent to maintain its position as a leading investment bank in the market.

About The Author

Hi there, As a writer and financial specialist, Henry Turner is passionate about guiding people through the complex world of finance. Having worked in finance for many years, I am an expert at simplifying difficult financial ideas into understandable, useful insights for my blog and articles. My goal is to arm you with the confidence and information you need to make wise financial choices.

Writing for a number of financial blogs has allowed me to interact with readers from novice investors looking for fresh ideas to seasoned investors starting their financial journeys. My mission is to enable everyone to understand and access finance, so enabling you to confidently and clearly reach your financial goals. I appreciate you traveling with me toward success and financial literacy.

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