B Riley Financial Completes Strategic Merger with Cascadia

Story Highlights
  • B. Riley Financial completed a transaction merging with Cascadia Investments on March 10, 2025.
  • B. Riley Securities will operate independently, focusing on middle market segments with B. Riley Financial retaining 89% ownership.
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B Riley Financial Completes Strategic Merger with Cascadia

B Riley Financial ( (RILY) ) has provided an announcement.

On March 10, 2025, B. Riley Financial completed a transaction involving the conversion of B. Riley Securities Holdings into a Delaware corporation and merging with Cascadia Investments. This led to certain Cascadia investors becoming minority stockholders in B. Riley Securities Holdings. The transaction, structured as a tax-free separation, allows B. Riley Securities to operate independently with its own governance structure and focus on middle market segments. B. Riley Financial retains an 89% ownership stake, while the remaining shares are held by employees and certain Cascadia shareholders. The move is expected to enhance transparency and provide stakeholders with the ability to independently value the investment bank, which has a strong history of capital market transactions and advisory services.

More about B Riley Financial

B. Riley Financial (BRF) is a diversified financial services company offering tailored solutions for strategic, operational, and capital needs across various sectors. Through its subsidiaries, BRF provides comprehensive services including investment banking, institutional brokerage, private wealth management, financial consulting, corporate restructuring, and more. The company also invests opportunistically and originates senior secured loans for asset-rich companies.

YTD Price Performance: -8.77%

Average Trading Volume: 2,105,618

Technical Sentiment Consensus Rating: Buy

Current Market Cap: $130.2M

Learn more about RILY stock on TipRanks’ Stock Analysis page.

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