Blog

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

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Latest Blog Posts

With Great Independence Comes Great Responsibility

My husband and I recently bought our twelve-year-old son his first iPhone.  I vaguely recall th

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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 leadin

read more

Investment 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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