Blog

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

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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 more

FINRA- Burch & Company Sponsorship for Registration

FINRA Sponsorship- As a FINRA member firm, Burch & Company regularly receives calls from experie

read more

Series 79 Sponsorship / M&A Licensing

As an independent broker-dealer, Burch & Company receives inquiries from professionals who speci

read more