top of page

News & Perspective


Draycott Place Partners Announces Strategic Alignment with Britehorn Securities
Draycott Place Partners has joined Britehorn Securities’ broker-dealer platform, marking a strategic alignment rooted in a shared history of M&A transactions within the title and real estate services sector.
Feb 19


SEC Approves FINRA Gift Limit Increase to $300
SEC approves FINRA’s gift limit increase from $100 to $300 per person per year, modernizing Rule 3220 while preserving compliance safeguards.
Feb 18


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


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


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


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 16, 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 28, 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 20, 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 6, 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 4, 2024
Unveiling the Secrets to Successful Business Exits (Podcast)
In this podcast, M&A Masters host Patrick Stroth sits down with Britehorn’s Brett Story and delves into why staying focused on the middle market can be more rewarding than chasing larger deals.
May 24, 2024
Succession Planning for Your Business: It’s Never Too Early (Podcast)
Brett Story of Britehorn Partners joins Sean Hampton on the Bizzy Signal podcast to talk about how Britehorn helps business owners answer the “why” and “why now” when contemplating a full or partial exit.
May 21, 2024


Britehorn Securities Ranked Among Top 10 Broker-Dealers of 2024 by Financial Services Review
We at Britehorn Securities are proud to be recognized by Financial Services Review for our broker-dealer platform.
Apr 23, 2024
bottom of page