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News & Perspective


Can Registered Reps Get Paid Directly into their Business Entities?
Learn how FINRA Rule 2040, Fleischer v. Commissioner, and SEC guidance affect paying registered reps individually vs. into their entities.
6 days ago


Using AI to Help with Marketing Materials: Is it a Breach of Your NDA?
Using public AI tools is generally considered a breach of an NDA. Here's why — and 6 ways to help reduce risk.
Jan 26


The “State-Line Trap” for M&A Advisors: Why the Federal Exemption Isn’t Enough
The federal M&A exemption doesn’t pre-empt state law. Unregistered advisors face fee clawbacks and other risks. See how FINRA registration removes the risk.
Jan 19


FINRA Series 7 vs. Series 82 vs. Series 79: Which License Is Right for You?
This distinction between different FINRA licenses is critical. Learn which one is right for you as an M&A advisor or private placement agent.
Jan 5


Britehorn Securities Welcomed 31 New Representatives to its Broker-Dealer Platform in 2025
2025 has been a banner year, and we are proud to have welcomed an exceptional group of 31 investment banking, M&A advisory, and private placement professionals to the Britehorn Securities platform.
Dec 29, 2025


What Is an Independent Broker-Dealer? A Complete Guide for M&A and Private Placement Professionals
An independent broker-dealer is a FINRA-registered firm supporting M&A advisors and placement agents with broker-dealer sponsorship and compliance services.
Dec 22, 2025


Britehorn Partners: Telecom Investment Banking Expertise That Shapes the Future of Fiber Infrastructure
Britehorn Partners delivers deep telecom investment-banking expertise — structuring transformative fiber deals that power broadband growth and community value.
Nov 29, 2025


Why Customer Service Is the True Differentiator in Broker-Dealer Relationships
See how Britehorn Securities provides industry-leading customer service as a broker-dealer.
Sep 22, 2025


Britehorn Partners Advises Requordit on its Sale to Willcrest Partners
Britehorn Partners is pleased to announce that its client, Requordit, a leading provider of enterprise content management and workflow automation solutions, has been acquired by Willcrest Partners.
Aug 6, 2025


Beyond Valuation: How Smart Sellers Prioritize People and Purpose
From studies by BNY, Deloitte, and McKinsey — see why business owners say culture is so important to a successful M&A process.
Jul 24, 2025


Is AI Disrupting the Mergers Acquisitions Industry – A Podcast with Brett Story
How is artificial intelligence disrupting the mergers & acquisitions industry? Britehorn’s Brett Story joins Jonathan Green of the Artificial Intelligence Podcast to discuss.
Jun 15, 2025


The Intersection of Finance & Compliance – a Ross Ronan Podcast with Brett Story
In this podcast episode of The Compliance Advantage with Ross Ronan, Brett Story of Britehorn discusses the intersection of finance and compliance and what healthcare CEOs need to know before going to market.
Apr 20, 2025


Why an M&A Broker Should Consider FINRA Registration Instead of Relying on the Federal Broker Exemption
Many M&A brokers often look to the federal broker exemption as a way to avoid the formalities and costs associated with FINRA registration. However, this may not be the smartest path forward — here's why.
Feb 20, 2025


Britehorn Securities Welcomed 4 New Reps to Its Broker-Dealer Platform in January
It’s been a busy start to the year here at Britehorn Securities in 2025 — with 4 new registered representatives that have joined our broker-dealer platform just this past January.
Jan 30, 2025


Britehorn Securities Welcomed 6 New Reps to Its Broker-Dealer Platform in 2024
As we close out the year, we at Britehorn Securities want to take a moment to reflect and express our gratitude to the seven outstanding registered representatives who joined our broker-dealer platform in 2024.
Dec 30, 2024


Think Twice About Trying To Sell Your Business Yourself - Business Transactions Forum
In a recent article for the Business Transactions Forum, Peter Hurmer interviews Brett Story about the dangers of trying to sell your business yourself.
Oct 19, 2024


Mastering Business Growth: Insights on Private Equity, Asset Diversification
Unlock the secrets to mastering business growth and financial decisions with the insights from Brett Story, Partner here at Britehorn Partners and guest expert on Steve Ramona’s “Mastering Business Growth” podcast.
Jul 27, 2024


Britehorn Partners Advises Dovetail Cultural Resource Group on Acquisition by Mead & Hunt
Britehorn Partners is pleased to announce that its client, Dovetail Cultural Resources Group (Dovetail), has been acquired by Mead & Hunt, Inc. (Mead & Hunt), an architectural, engineering, planning, and construction services firm consistently ranked in ENR’s Top 100 Design Firms list.
Jun 19, 2024


The Business Growth Show: How to Exit Your Business – a podcast with Athin Cassiotis
On this episode of The Business Growth Show, Athin Cassiotis interviews Brett Story on how to prepare to sell your business.
Jun 5, 2024
How To Exit Your Business For Maximum Value - A Podcast with Kevin Bees
In this podcast with profit maximization expert Kevin Bees, Brett Story of Britehorn talks about how to exist your business for maximum value.
Jun 3, 2024
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