B. Riley Financial Acquires Assets of ABTV (Anderson Bauman Tourtellot Vos)

Stifel Financial to Acquire Portion of B. Riley Wealth Management Business

November 1, 2024

Wealth Management

B. Riley Financial has signed a definitive agreement to sell a portion of its traditional (W-2) wealth management business to Stifel Financial for an estimated $27 million to $35 million in cash. Approximately 40 to 50 independent advisors (and related customer accounts with $3.5 billion to $4.5 billion in AUM) are expected to transition to Stifel in early 2025, subject to regulatory approvals and closing conditions.

B. Riley Financial Acquires Crawford & Winiarski

July 11, 2023

Professional Services

B. Riley Financial, Inc. acquired Crawford & Winiarski, a Detroit-based boutique forensic accounting and litigation consulting firm. The deal expands B. Riley Advisory Services with a dedicated Litigation Support and Forensic Accounting practice in Detroit, aimed at growing the firm’s financial consulting capabilities. Financial terms were not disclosed.

B. Riley Financial Acquires Corporate Division of Farber Group; Becomes B. Riley Farber

February 22, 2023

Financial Services

B. Riley Financial, Inc. acquired the corporate division of Farber Group, a Toronto-based restructuring and business advisory firm. The acquired corporate division will be integrated into B. Riley Advisory Services and will operate under the name B. Riley Farber, expanding B. Riley’s restructuring, turnaround management, and cross-border advisory capabilities in Canada and across North America.

Vaco Acquires BVOH

October 19, 2022

Staffing & HR

Vaco, a global talent solutions firm headquartered in Nashville, has acquired BVOH, a boutique San Francisco and Austin-based executive search and consulting firm specializing in finance and accounting placements. The deal brings BVOH’s ~35 employees and leadership team into Vaco’s platform to expand its presence in the Bay Area and establish a footprint in Austin while strengthening Vaco’s accounting and finance recruitment capabilities.

B. Riley Financial to Acquire FocalPoint Securities

January 18, 2022

Financial Services

B. Riley Financial, Inc. agreed to acquire FocalPoint Securities, LLC, an independent middle-market investment bank based in Los Angeles, for total consideration of up to $175 million. The transaction is expected to create revenue synergies and more than quadruple B. Riley's pro forma M&A advisory business while enhancing its debt capital markets and financial restructuring capabilities.

B. Riley Financial to Acquire National Holdings

January 11, 2021

Financial Services

B. Riley Financial has entered into a definitive agreement to acquire National Holdings Corporation, initiating an all-cash tender offer for the remaining shares it does not own at $3.25 per share. The deal will combine B. Riley's diversified financial services platform with National's investment banking, brokerage and wealth management businesses, materially expanding B. Riley's retail distribution and assets under management.