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
Minimizing Merger & Acquisition Advisors Compliance Risk
One of the most important events that occurs in the life of a business owner is when they have reached a level of success that allows them to sell their company. This event can be the… Read More
ACG Northwest Middle Market Growth Conference 2016 Seattle, WA
DATES: July 27th and 28th. Please let us know if you are in the Seattle area and would like to discuss how Burch and Company’s services can fit into your practice. We will be meeting… Read More
ACG Intergrowth- 2016 New Orleans, LA
DATES: May 2nd - May 4th. This year’s ACG Intergrowth Conference was very well attended by Investment Banking as well as Private Equity groups. While we do not source M&A Deals, we were able to meet… Read More
ACG Rocky Mountain Corporate Growth Conference 2016 Denver, CO
DATES: April 13th and 14th. Burch and Company attended the Rocky Mountain Conference this year with hopes of broadening our network and gaining a deeper understanding of the Denver regional Mergers and Acquisitions market. The… Read More
Licensing Whitepaper
Latest Blog Posts
Investment Banking Sponsorship and New Securities Testing
FINRA released Regulatory Notice 17-30 which outlines the changes made to registration and qualifica
read moreFINRA- Burch & Company Sponsorship for Registration
FINRA Sponsorship- As a FINRA member firm, Burch & Company regularly receives calls from experie
read moreSeries 79 Sponsorship / M&A Licensing
As an independent broker-dealer, Burch & Company receives inquiries from professionals who speci
read more