services
SPAC CONSULTING
SPAC CONSULTING
Brio delivers full-service SPAC financial consulting, keeping your company audit-ready, compliant, and investor-ready. From SEC filings and pro-forma financials to target due diligence and public company reporting, we streamline every step of the SPAC process so you can focus on growth and strategy.
SPAC CONSULTING SERVICES INCLUDE:
- SEC filings and regulatory compliance (S-1, 10-Q, 10-K, 8-K, proxy)
- Audit and financial statement preparation, including pro-forma financials
- SPAC administration, reporting, and project management
- Target due diligence and transaction support
- Transition to public company reporting standards and technical accounting guidance
Why Brio?
Across every service area, Brio delivers technical depth, strategic insight, and execution you can trust. Whether preparing for a transaction or strengthening your financial infrastructure, we help you lead with clarity and confidence.
Meet our experts
These people can help you
Ian Rhodes
Jalen Corona
Manager
Sam Knipper
Manager
Nate Panza
News & Updates
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...
Brio Financial Group is proud to sponsor the 9th Annual SPAC Conference 6/9-6/10
Brio Financial Group is proud to sponsor the 9th Annual SPAC Conference, the longest-running event dedicated to the SPAC market, taking place June 9–10, 2026 at Westchester Country Club in Rye, New York. Our Founder & Managing Member, David Briones, will also...
Brio Financial Group congratulates our client, Apogee Acquisition, on filing with the SEC for a $250 million IPO
Brio Financial Group congratulates our client, Apogee Acquisition, on filing with the SEC for a $250 million initial public offering. Apogee Acquisition is led by CEO and Chairman Jeffrey Smith, Managing Member of Apogee Capital Partners, and CFO Ian Rhodes, CPA, our...