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News & Updates

News & Updates

Explore Brio Financial Group’s latest news and client transactions to see how we support companies across a wide range of industries. From emerging growth businesses to SPACs and complex transactions, our work reflects our tailored, strategic approach to every client’s unique needs.

Congratulations to our client, Rock.ai, on this significant milestone

Congratulations to our client, Rock.ai, on this significant milestone

Congratulations to our client, Rock.ai, on this significant milestone. There is something especially meaningful about helping a company prepare for the public markets and then seeing that work culminate in a listing on a national exchange. IPO readiness is not just a...

Happy Holidays!

Happy Holidays!

Holiday dinner with part of the Brio Financial Group team. It was great to get together in person, share a meal, and spend time outside the usual work setting. Wishing everyone a happy holiday season! - David Briones

Fifteen years is a strange milestone

Fifteen years is a strange milestone

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....

SPAC activity is accelerating. We are built for it.

SPAC activity is accelerating. We are built for it.

SPAC activity is accelerating. We are built for it. Brio Financial Group has supported 150+ public companies, guided numerous SPACs through IPO and business combination, and advised hundreds of clients who have raised over $10 billion in the public markets. Our SPAC...

Life is short

Life is short

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....

$300M. A bold leap toward reshoring U.S. battery manufacturing.

$300M. A bold leap toward reshoring U.S. battery manufacturing.

$300M. A bold leap toward reshoring U.S. battery manufacturing. Proud to support our client, Pure Lithium Corporation, as they receive a Letter of Interest for $300 million in debt funding from the Export-Import Bank of the United States. The funding would support...

Really enjoyed the IPO Summit at Nasdaq last week

Really enjoyed the IPO Summit at Nasdaq last week

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...

The #IPO path is a hot topic these days

The #IPO path is a hot topic these days

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 for. As...