With Great Independence Comes Great Responsibility
My husband and I recently bought our twelve-year-old son his first iPhone. I vaguely recall that at some point we had made a commitment to wait until he was in eighth grade, but things change, middle… 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
Investment Banking Sponsorship and New Securities Testing
FINRA released Regulatory Notice 17-30 which outlines the changes made to registration and qualification requirements for representatives, effective October 1, 2018. The change that is the most relevant to Burch & Company and to prospective representatives… 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
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
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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
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
read more