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....
Apr 23, 2025 | From the Founder
Really enjoyed the IPO Summit at Nasdaq last week — great conversations, great people, and a great view into what’s ahead in the capital markets. Huge thanks to Exchange Listing LLC for putting together such a solid event. Always good to catch up with other accounting...
Apr 17, 2025 | From the Founder
The hashtag#IPO path is a hot topic these days. I spoke this week at the IPO Summit in hashtag#NYC on a panel called “Navigating the IPO Journey.” We covered everything from S-1 filings to uplisting hurdles to what your accounting team needs to be ready...