Keith

When my partners and I formed our firm, we wanted to be able to focus our complete attention on advising our clients.  When it came to broker-dealer operations we knew we wanted to outsource this important function if we could find a firm that truly understood the M&A process and investment banking business model.  After meeting with several broker-dealers that were unconvincing as to their understanding of our business model, we were delighted to discover Burch & Company.  From the inception of the relationship we felt that the associates at Burch were our partners.  They, of course, make sure we are compliant and current on regulatory trends  and at the same time were very helpful in guiding a proper outcome for our various engagement documents and follow on documentation within the transaction process.

The team at Burch has been professional, prompt with their reviews, and always available to us.  I, personally, could not be more pleased with our relationship.  It has allowed us to focus on our clients while Burch manages our compliance and broker dealer operations which was fundamental element in our original partnership model.