B. Riley Financial Acquires Crawford & Winiarski

B. Riley Financial Acquires Interface Consulting International

July 8, 2024

Engineering Services

B. Riley Financial has acquired the assets of Interface Consulting International, a Houston-based engineering and construction consulting firm that provides claims management, dispute resolution, forensic analysis, and expert testimony. The Interface Consulting team will join B. Riley Advisory Services to expand the firm's forensic accounting, litigation support, and construction advisory capabilities.

B. Riley Financial Acquires Farber Corporate Division (Now B. Riley Farber)

February 22, 2023

Financial Services

B. Riley Financial, Inc. has acquired the corporate division of Farber and rebranded it as B. Riley Farber. The acquisition expands B. Riley’s advisory capabilities and provides Farber with greater access to B. Riley’s cross-platform services and North American market reach, particularly across Canada.

CI Financial Acquires Budros, Ruhlin & Roe

October 4, 2021

Wealth Management

CI Financial Corp. has completed the acquisition of Budros, Ruhlin & Roe, Inc. (BRR), a Columbus, Ohio-based registered investment advisor managing approximately US$3.5 billion in assets. The deal expands CI Private Wealth's U.S. presence and increases CI's U.S. wealth management assets to roughly US$82 billion.

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.

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

May 9, 2023

Professional Services

B. Riley Financial has acquired certain assets of ABTV (formerly Anderson Bauman Tourtellot Vos), a Charlotte-based restructuring and financial advisory firm. Senior restructuring advisors Ed Sanz and P. Michael Kain have joined B. Riley Advisory Services and the former ABTV headquarters will be re-established as a B. Riley office in Charlotte; financial terms were not disclosed.

J.S. Held Acquires Forensic Resolutions, Inc.

January 9, 2024

Accounting & Tax

Global consulting firm J.S. Held has acquired Forensic Resolutions, Inc., a New Jersey-based forensic and investigative accounting firm, to expand its Economic Damages and Valuations practice and strengthen its presence in the Eastern United States. The acquisition brings additional forensic accounting, fraud investigation, and litigation support capabilities to J.S. Held and gives Forensic Resolutions' clients access to J.S. Held's broader global technical and scientific expertise.