ALI CLE’s Regulation D Offerings and Private Placements program in Scottsdale March 16 – 18th
Our President & CCO will be attending ALI CLE’s Regulation D Offerings and Private Placements program in Scottsdale March 16 – 18th. As we serve as a leading broker dealer who can license institutional sales staff… Read More
SIFMA’s C&L 2023 Annual Seminar March 12-15, 2023
We will be attending SIFMA’s C&L 2023 Annual Seminar March 12-15, 2023. Please reach out should you wish to meet up with our President & CCO Jessica. https://events.sifma.org/cl-annual-2023-program Read More
Burch & Company at ACG Kansas City
DATE: October 21 Please let us know if you are in the Kansas City area or will be attending ACG’s monthly meeting on Friday October 21st and would like to discuss how Burch & Company’s independent… Read More
Principals of True North Advise ACRT Services in Acquisition of StrategiTech
https://www.truenorthsa.com/selected-transactions/ STOW, OHIO July 1, 2020: ACRT Services, a leading provider of independent consulting solutions to utilities and associated organizations throughout the United States, is pleased to announce that it has acquired metering services provider StrategiTech of Ruskin, Florida.… Read More
AM&AA The Alliance 2018 Summer M&A Conference
DATES: July 17th through the 19th. Please let us know if you are in the Chicago area or will be attending AM&AA and would like to discuss how Burch & Company’s services can fit into… Read More
FINRA- Burch & Company Sponsorship for Registration
FINRA Sponsorship- As a FINRA member firm, Burch & Company regularly receives calls from experienced advisors interested in obtaining a FINRA license which requires sponsorship. Many of these professionals have an idea of which particular license… Read More
2017 M&A Source Spring Conference
DATES: May 8th through the 10th. Please let us know if you are in the Dallas/Ft. Worth area or will be attending M&A Source and would like to discuss how Burch & Company’s services can… Read More
AM&AA Alliance 2017 Winter Conference
DATES: Feburary 1st through the 3rd. Please let us know if you are in the Las Vegas area or will be attending AM&AA and would like to discuss how Burch & Company’s services can fit… Read More
Series 79 Sponsorship / M&A Licensing
As an independent broker-dealer, Burch & Company receives inquiries from professionals who specialize in many different sectors of the financial industry seeking a well reputed firm with whom to associate. While there are many different types… Read More
Private Equity Regulatory Compliance
The Wall Street Journal recently published an article written by Norm Champ, An Iniquitous Raid on Private Equity, on June 28th, 2016, http://www.wsj.com/articles/an-iniquitous-raid-on-private-equity-1467151510, discussing the Securities and Exchange Commission’s (“SEC”) enforcement action against the private equity firm,… Read More
Licensing Whitepaper
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read morePrincipals of True North Advise ACRT Services in Acquisition of StrategiTech
https://www.truenorthsa.com/selected-transactions/ STOW, OHIO July 1, 2020: ACRT Services, a leadin
read moreInvestment Banking Sponsorship and New Securities Testing
FINRA released Regulatory Notice 17-30 which outlines the changes made to registration and qualifica
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