Frank Riley Investments Analysis and Portfolio Management Solutions
Delivering Unparalleled Value
For Every Financial Need
B. Riley Financial, Inc. ("B. Riley") companies provide tailored financial solutions to meet the strategic, operational, financial advisory and capital needs of its clients through a diverse range of collaborative and complementary business capabilities.
Opportunistic. Focused. Results-Driven.
We have built an unmatched, diversified financial services platform with the expertise to lead in every sector. The fact that our financial solutions do not easily square into just one business sector sets us apart from our competitors and empowers us to better serve clients and return value to shareholders.
While our grassroots efforts have largely flown under the radar over the years, our demonstrated execution across the platform, and therefore our performance, have not. B. Riley's diverse suite of business capabilities goes beyond traditional financial service offerings. By leveraging cross-platform expertise and assets, our business units are uniquely positioned to provide full service, collaborative solutions at every stage of the business life cycle and in all market conditions. B. Riley is made more exciting by our willingness to invest our own capital in opportunities organically derived from the platform along with our ability to maximize return on investment by leveraging in-house operational expertise.
*As of 12/1 /2021
Over 50
Capabilities
In Nine Areas of Expertise
B. Riley Ranked #2 in Fortune's 100 Fastest-Growing Companies
B. Riley Financial ranked No. 2 on FORTUNE 100 Fastest Growing Companies 2021 list based on revenue growth rate, EPS growth rate, and three-year annualized total return for the period ended June 30, 2021. From Fortune. © 2021 Fortune Media IP Limited All rights reserved. Used under license.
Our History
With over 20 years of continual growth, B. Riley has created a unique platform with diverse revenue streams and a full suite of end-to-end services and solutions for clients and partners.
Acquired 272 CAPITAL
August 4, 2021
The growing registered investment advisor employs an in-depth primary fundamental research approach to its long/short investment thesis, specializing in small cap equity securities. This addition closely aligns with B. Riley's focus on active small cap management and serves to complement both firms' investment offerings for institutional and individual high-net-worth clients.
Acquired National Holdings Corporation
February 25, 2021
The completed acquisition created a meaningfully enhanced wealth management platform.
B. Riley Financial Hires Dan Kraft and Tim Bottrell to Launch Financial Sponsors Group
November 18, 2020
The team will focus on developing and maintaining relationships with alternative capital managers, including private equity firms, family offices, sovereign wealth, credit funds and hedge funds.
B. Riley Financial Launches B. Riley Operations Management Services
November 5, 2020
B. Riley Operations Management Services' focus is to assist middle market manufacturing companies that are seeking ways to produce more efficiently and operate leaner at any point during their business life cycle.
ESTABLISHED VENTURE CAPITAL DIVISION
October 6, 2020
Established Venture Capital division which will pursue investments in late-stage growth companies with a path toward public markets.
REBRANDED B. RILEY FBR, GLASSRATNER, AND GREAT AMERICAN GROUP
September 14, 2020
Subsidiary companies adopted new brand names to provide greater external consistency and affiliation among diverse stakeholders.
B. Riley Financial Acquires Automotive Restructuring Firm, Alderney Advisors
June 23, 2020
Alderney's team of experienced crisis and turnaround advisors join B. Riley Advisory Services.
Completed BRPM SPAC-Alta combination
February 10, 2020
Established Real Estate division
February 1, 2020
Established Real Estate division which specializes in providing end-to-end solutions to maximize distressed real estate values.
Established Brand Investment portfolio
October 1, 2019
Established Brand Investment portfolio, which aligns with the Company's strategy of pursuing strong free cash flow investment opportunities to generate accretive recurring revenue. B. Riley holds majority ownership of the assets and intellectual property of six brands, with plans to add others.
Launched B. Riley Principal Merger Corp.
April 1, 2019
Launched B. Riley Principal Merger Corp., a Special Purpose Acquisition Company (SPAC).
Acquired magicJack
November 14, 2018
Acquired magicJack under Principal Investments.
Acquired GlassRatner
August 1, 2018
Acquired GlassRatner, expanding our financial advisory services offering, strengthening the platform with complementary expertise and adding market presence.
Acquired Wunderlich Securities
July 1, 2017
Acquired Wunderlich Securities and expanded our wealth management division.
Acquired FBR & Co.
June 1, 2017
Acquired FBR & Co. which was merged with B. Riley & Co. to create an industry-leading, small-cap investment banking and brokerage firm.
Established Principal Investments division
April 1, 2017
Established Principal Investments division to focus on companies with attractive investment return characteristics that offer stability to our revenue platform and allow us to efficiently utilize our intellectual and capital assets to maximize value.
Acquired United Online
July 1, 2016
Acquired United Online, looking to benefit from UOL's ability to achieve predictable recurring revenue and EBITDA, while optimizing business operations to maximize free cash flow for distribution to our shareholders.
RILY listed on NASDAQ
July 1, 2015
RILY listed on NASDAQ.
Launched Great American Capital Partners
April 1, 2015
Launched Great American Capital Partners, our Specialty Lending division, which remains dedicated to providing opportunistic and responsive capital to the underserved middle market.
Acquired MK Capital Advisors
February 1, 2015
Acquired MK Capital Advisors and launched our Wealth Management division.
Merged with Great American Group
June 1, 2014
Merged with Great American Group and created a diversified financial advisory offering, adding asset appraisal and disposition services.
Acquired Caris & Co.
December 1, 2012
Acquired Caris & Co., which enhanced our equity research and institutional sales divisions.
Acquired Friend & Co.
July 1, 2003
Acquired Friend & Co. and expanded into investment banking and corporate finance.
Bryant Riley formed B. Riley & Co.
January 1, 1997
Bryant Riley formed B. Riley & Co., an "anti-investment banker", boutique stock-picking and research firm serving small cap companies.
"We are excited to partner with B. Riley. The team is experienced and will help us take the next steps in executing our plan. This financing will help fuel growth as both BIGtoken.com and SRAXir.com are gaining traction in their goals to be the leaders in their respective data businesses."
Christopher Miglino, Founder and CEO of SRAX
"The addition of American Freight provides meaningful scale to our existing business and we could not be more pleased with the performance of the entire B. Riley team in making this acquisition an efficient and seamless process.
Brian Kahn , President and CEO of Franchise Group
"The sale of South Coast Acura to Orange Coast had all the characteristics of a challenging deal. It made sense to bring Mike Issa of B. Riley Advisory Services to the table as he's an expert at navigating the most complex financial situations, including dealing with challenging tax issues."
Andy Coyle , Laguna Classic Cars
"B. Riley Securities did a remarkable job executing Legacy's IPO in an extremely difficult and volatile market environment in mid-December. Their investment banking team gave us thoughtful and timely advice through the process, and I was very impressed with the quality of investors introduced to us by their sales force."
Curt Hodgson, Co-Chief Executive Officer of Legacy Housing
"B. Riley Securities demonstrated their in-depth knowledge of our business and industry expertise throughout the entire process. Their extensive relationships across the broadband industry ensured that all qualified buyers were approached, and the best buyers were identified. We were very pleased with the outcome of the transactions."
Chris Hilliard, CEO of USA Communications
"The B. Riley Securities team played a critical role in advising and guiding us through the complexities of a corporate sale process. They were the clear choice to represent Christy's and I am exceptionally pleased with the result."
Jon Christy, Chief Executive of T. Christy Enterprises
"The B. Riley team played a critical role in completing this deal. Their transactional insights, process leadership and experience quickly became evident and their execution was flawless. We are exceptionally pleased with the acquisition and B. Riley Securities' post-closing assistance and guidance in integrating Lambeth Groves into the Perricone Juices organization."
Bob Rozvar, Chief Executive of Perricone Juices
"B. Riley Securities distinguished themselves as leading M&A experts in managing the unique characteristics and confidential nature of privately-held, family-owned businesses. The B. Riley team demonstrated extensive knowledge of our business and were fully committed to this process from day one through the closing of the transaction."
Don West, Co-Founder and former President of HOB
"We are grateful to Dan Shribman, Bryant Riley and the entire B. Riley Financial team for their partnership and look forward to sharing our progress with our stockholders as we continue to deliver on our growth strategy. Our strengthened capital structure will further support organic growth as well as robust opportunities in our acquisition pipeline."
Ryan Greenawalt, Chief Executive Officer and Chairman of the Board of Directors of Alta Equipment Holdings, Inc.
"We could not be more pleased with the work of B. Riley Securities throughout this process. Their team demonstrated expertise in navigating the complexities of our transactions, as well as deep knowledge of SPACs and the real estate industry. We are grateful to B. Riley Securities and the commitment of its senior leadership in its support to help establish a long-term oriented shareholder base for Broadmark Realty."
Steve Haggerty, Managing Partner of Trinity Investments and Director of Broadmark Realty
"We were pleased to work with B. Riley Securities on the sale of PCM to Insight. The team demonstrated deep knowledge of our business and helped guide us through this significant transaction. The combination of Insight and PCM not only allows us to provide greater value to our clients, but also to our shareholders, and we look forward to the opportunities ahead."
Frank Khulusi, Chairman and Chief Executive Officer of PCM
"Graco represents the perfect partner for E.V. Roberts. This is a great opportunity for two leading brands to leverage each other's respective strengths and offer our customers and vendors an expanded set of innovative solutions. The B. Riley team played a critical role in securing the right partner and structuring a transaction that successfully maximized shareholder value. They were the clear choice and I am exceptionally pleased with the outcome."
Ron Cloud, Chief Executive Officer of E.V. Roberts
"On behalf of Perricone Juices, we would like to express our sincere gratitude to the United Juice Board of Directors, the entire Lambeth Groves team, and Glenn Adams at Holland and Knight for working with us on this transaction. We would also like to thank B. Riley associates who served as out investment bankers on this project."
Joe Perricone of Perricone Juices
"General Photonics falls right into the center of what Luna does, and adds greater scale with complementary products and expanded exposure to various end markets, particularly in Asia. This is yet another significant step for us as we continue to focus our business on our core strengths in fiber optic-based test and measurement technologies, and we were very pleased with the B. Riley Securities team's support in helping us to complete this important transaction."
Scott Graeff, President and Chief Executive Officer of Luna Innovations
"The B. Riley Securities team worked diligently throughout this process and were critical to the successful outcome we achieved. They coordinated and communicated with our legal and accounting advisors, as well as negotiated and structured a mutually beneficial structure for the shareholders and Sverica. This was our first time through this type of process and we are incredibly pleased with the outcome B. Riley Securities delivered."
David Regn, Co-Founder of Stream Companies
"The B. Riley Securities team worked diligently throughout this process and were critical to the successful outcome we achieved. They coordinated and communicated with our legal and accounting advisors, as well as negotiated and structured a mutually beneficial structure for the shareholders and Sverica. This was our first time through this type of process and we are incredibly pleased with the outcome B. Riley Securities delivered."
David Regn, Co-Founder of Stream Companies
"We are pleased to welcome Bryant as a director to the SIC board. Bryant Riley is a longstanding partner and was instrumental in leading a successful capital raise for the company in 2017. Bryant's deep knowledge of our business, significant prior board experience and solid track record in more than two decades in investment management will be invaluable to our board."
Tyrone Johnson, Chief Executive Officer of Select Interior Concepts
"The addition of Bryant Riley complements our board of directors' skills and experiences and we believe he will contribute valuable insights on behalf of our shareholders."
David Smith, Chairman of the Board of Directors of Select Interior Concepts
Perry Mandarino and his team at B. Riley have been extremely proactive and supportive to the CarePoint group as its hospitals become the epicenter in the war against the COVID-19 pandemic. Perry has reached out to me on his own accord and arranged for the hospitals to get PPE and ventilators which are needed so badly right now. These gestures are even more valuable than the monetary support that kept the Christ Hospital Medical Center and Bayonne Medical Center open to face this challenge. I shudder to think if the hospitals without B. Riley help had shut down before this unforeseen pandemic the communities at Bayonne and Jersey City would have been devastated as the other hospitals just do not have the capacity to deal with this.
Achintya Moulick MD, MBA, M.Ch
"We are grateful for the diligent efforts of B. Riley Securities and the other joint book runners and managers to successfully complete these significant transactions for the Company."
Scott Slater, Cadiz CEO and President
"We are very pleased to have completed this debt transaction with B. Riley Principal Investments. We believe this transaction is a strong validation of LifeMD's telehealth platform and our continued investment in growth. As we noted previously, our management team has remained very focused on bolstering our balance sheet to support our aggressive growth strategy and pathway to profitability while doing so with the best interests of our shareholders in mind. By completing this debt financing, LifeMD not only enhances the cash on the balance sheet but forms a key partnership with a tremendous institution with strong capital markets capabilities and deep relationships in the space."
Marc Benathen, CFO of LifeMD
Frank Riley Investments Analysis and Portfolio Management Solutions
Source: https://brileyfin.com/