B. Riley Financial's B. Riley Securities Sees Growth Surge After Strategic Carve-Out

B. Riley Securities Embarks on a New Growth Trajectory Post-Carve-Out

B. Riley Securities Holdings, Inc. ("B. Riley Securities" or "BRS") is witnessing a notable resurgence in client activity following its recent carve-out from B. Riley Financial, Inc. in March 2025. Co-CEO Jimmy Baker reports that favorable market conditions have led to a significant uptick in engagement from clients, with many major indices reaching new highs. This renewed interest is translating into improved performance across the firm's operations, particularly in Institutional Brokerage commissions and Investment Banking revenue. Over the past year, BRS has facilitated more than $8 billion in AI-driven investments, showcasing its commitment to innovative financial solutions tailored to evolving market demands.

In a strategic move to better serve its clientele, B. Riley Securities has expanded its variable rate transaction offerings, providing clients with enhanced flexibility in financing options. This initiative is supported by a growing balance sheet, positioning the firm to capitalize on emerging opportunities. The addition of seven senior strategic hires further strengthens BRS's organizational structure, enhancing its leadership and expertise across critical sectors such as Real Estate, Healthcare, Digital Assets, and FinTech. These developments reflect the firm’s proactive approach to adapting to market changes and reinforcing its service capabilities.

Andy Moore, Chairman and Co-CEO, underscores the importance of a research-led approach in attracting participation from hundreds of companies and institutional investors during their 25th Annual Investor Conference in May. Following a challenging first quarter, BRS has reported month-over-month improvements into the early part of the third quarter, indicating a successful transition post-carve-out. The leadership team expresses gratitude for the support received throughout this period and reaffirms their commitment to delivering value to middle market clients across various market cycles. With its strengthened foundation and strategic initiatives, B. Riley Securities is well-positioned for ongoing growth and success.

In addition to its operational enhancements, B. Riley Securities emphasizes its dedication to fostering long-term relationships with clients, which is essential in the volatile financial landscape. The firm’s focus on innovative solutions and comprehensive service offerings aims to meet the diverse needs of its clientele, ensuring that it remains a competitive player in the middle market investment banking sector.

As B. Riley Securities continues to navigate its post-carve-out landscape, the firm remains optimistic about future opportunities. By leveraging its strengths and expanding its capabilities, BRS is poised to make a significant impact in the investment banking industry, maintaining its commitment to adapt and thrive in a dynamic market environment.