Oct 1, 2025 | Brio News, From the Founder
Fifteen years is a strange milestone. Too long to be a startup, too short to be a legacy. For Brio Financial Group, it’s been just enough time to watch companies go public, go private, raise capital, merge, and reinvent themselves—sometimes all in the same cycle....
Sep 11, 2025 | From the Founder
Back in New York for the H.C. Wainwright & Co., LLC conference. Post Labor Day and time to get back out with clients, colleagues and friends like Seth Farbman. – David Briones
Aug 18, 2025 | From the Founder
Thanks to Vince Caruso! On October 22, I will be speaking at an investor event at Hudson Yards in New York, hosted by New to The Street, and presenting on behalf of Brio Financial Group, sharing insights from our work with growth stage companies and the evolving...
May 19, 2025 | From the Founder
Great article by my friend Joseph Lucosky on direct listings as a smart option for microcaps: Direct Listings For Microcap Companies: A Smart Alternative In A Post-Nasdaq Rule World – https://lnkd.in/efSd67S4 At Brio Financial Group, this is the kind of strategy...
May 14, 2025 | From the Founder
On May 14, 2025, UNIQUE Logistics International completed its merger with DP World Logistics US Holdings Inc. This was more than a deal. It was the result of years of dedication that started in 2019 with a management buyout from a Hong Kong-based conglomerate. ...
Apr 28, 2025 | From the Founder
Life is short. There is nothing better than working and making deals with not only the sharpest minds and the hardest workers, but also with those who lead with integrity, honor, and a sense of humor. It is rare to find a professional who checks all those boxes....
