Mid-market Focus Target B. Riley & Co as a mid-market investment management firm with revenue in the 25M-50M range and a lean employee base, offering an opportunity for scalable financial services solutions and tailored advisory products.

Proprietary Research Advantage Position as a provider of exclusive research and creative banking solutions to enhance client profitability, offering data analytics, market intelligence, and research-driven capital markets services.

Tech Stack Fit Leverage their existing web analytics and UI stack (Google Analytics, jQuery, Modernizr) to propose digital experience improvements, performance marketing, and fintech integration that drives client acquisition and retention.

Growth Potential With modest headcount, there is room for scalable tech-enabled services, risk management tooling, and CRM/ sales enablement solutions to support expansion without a large organizational overhaul.

Competitive Benchmarking Highlight opportunities to differentiate through enhanced client experience, personalized advisory platforms, and streamlined fund/portfolio reporting to compete with larger peers like Charles Schwab, Fidelity, and Morgan Stanley.