News & Perspective

Your Series 79 license has "Limited" right in the name. Most advisors never ask what that limit is. See what FINRA says you cannot do — and why it matters.

Real estate brokers moving into M&A need FINRA registration, not more state licenses. Learn the Series 79/82 path, sponsorship requirements, and why FINRA-registered advisors close bigger deals.

FINRA’s MQP explained for investment bankers: eligibility, benefits, and key limits — plus how state EVEP rules can still require retaking the Series 63.

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.

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

Learn how FINRA Rule 2040, Fleischer v. Commissioner, and SEC guidance affect paying registered reps individually vs. into their entities.

Using public AI tools is generally considered a breach of an NDA. Here's why — and 6 ways to help reduce risk.

Avoid fee clawbacks with proper broker-dealer registration. Learn why M&A advisors operating across state lines need Series 79 or 82 sponsorship.

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.

Britehorn Partners delivers deep telecom investment-banking expertise — structuring transformative fiber deals that power broadband growth and community value.

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.

From studies by BNY, Deloitte, and McKinsey — see why business owners say culture is so important to a successful M&A process.

How is artificial intelligence disrupting the mergers & acquisitions industry? Britehorn’s Brett Story joins Jonathan Green of the Artificial Intelligence Podcast to discuss.

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.

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.

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.

In a recent article for the Business Transactions Forum, Peter Hurmer interviews Brett Story about the dangers of trying to sell your business yourself.

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.

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.

On this episode of The Business Growth Show, Athin Cassiotis interviews Brett Story on how to prepare to sell your business.