Britehorn Partners & Britehorn Securities
Britehorn operates through Britehorn Partners, a middle-market investment bank focused on mergers and acquisitions and capital formation, and Britehorn Securities, an introducing broker-dealer platform supporting investment banking professionals.
Britehorn Partners offers sell-side advisory, buy-side advisory, and capital-formation services.
Britehorn Securities provides broker-dealer sponsorship, compliance supervision, registration support, and transaction-compliance services. Publicly identified transactions include work involving Meridian Title, World Wide Land Transfer, CloudNet Group, and U.S. Title.[1][2][3][4][5][7]
What does Britehorn Partners & Britehorn Securities do?
Britehorn operates through two complementary arms. Britehorn Partners is a middle-market investment bank focused on mergers and acquisitions and capital formation, while Britehorn Securities is a FINRA- and SEC-registered broker-dealer supporting investment banking professionals.
The firm states that it has offices in Denver, Colorado and Delray Beach, Florida and serves clients and representatives across the United States and Canada.[1]
Britehorn Partners publicly offers sell-side advisory, buy-side advisory, and capital-formation services.
Britehorn Securities publicly offers broker-dealer sponsorship, compliance supervision, state-registration support, continuing-education support, transaction-compliance support, and SEC Rule 15a-6 chaperone services.[2][3]
Owners comparing advisory firms can also review Auxo’s M&A advisor vs. business broker vs. investment bank comparison, advisor-selection guide, and sell-side advisor evaluation framework.
What should a business owner evaluate before hiring Britehorn Partners & Britehorn Securities?
Owners evaluating Britehorn can distinguish between the advisory role of Britehorn Partners and the broker-dealer and compliance role of Britehorn Securities. The disclosed sector list and representative transactions provide topics for discussing sector focus and transaction experience, including title and settlement services and telecommunications.
Because the broker-dealer FAQ does not publish complete plan-by-plan pricing terms, owners should obtain the proposed fee and expense provisions directly. They should also clarify the proposed legal entity and role for each service, the engagement team’s relevant transaction experience, buyer coverage, valuation methodology, conflicts, and any securities or private-placement activities that would involve Britehorn Securities.[2][3][4][5][6][7][8]
What valuation range and buyer universe does the firm expect for the business
What size transactions and clients does Britehorn Partners & Britehorn Securities focus on?
Britehorn Partners lists Software & Technology, Healthcare, Telecom & Utilities, Sports, Media and Entertainment, Business Services, Insurance & Financial Services, Manufacturing & Industrials, and Consumer Products as industries.[2]
- Britehorn Partners served as exclusive investment banker to Meridian Title Corporation in its sale to Armatage Capital. The announcement was published March 8, 2021; financial terms were not disclosed.
- Britehorn served as exclusive investment bank to World Wide Land Transfer in Corridor Capital’s investment, announced March 16, 2021.
- LoHi Merchant Bank, later renamed Britehorn Partners, served as exclusive investment banker to CloudNet Group in its acquisition by Momentum Telecom, which closed November 27, 2018. Transaction terms were not disclosed.
- Britehorn Partners announced that U.S. Title had been acquired by Shaddock National Holdings, LLC. U.S. Title was described as a Utah title agency with 14 branches.
The advisory arm’s stated transaction focus includes sell-side and buy-side mergers and acquisitions and capital formation. The related broker-dealer platform supports investment banking professionals through sponsorship, registration, compliance, and transaction-compliance services.[2][3]
What does Britehorn Partners & Britehorn Securities publicly disclose about fees, process and engagement terms?
The broker-dealer FAQ describes several pricing options and a capped model but does not publish a complete universal fee schedule, commission split schedule, startup-fee schedule, or plan-by-plan pricing terms; it directs prospects to contact Britehorn for specific fee details.
The Meridian Title transaction announcement states that financial terms were not disclosed. The CloudNet Group transaction announcement states that transaction terms were not disclosed.
The Britehorn Partners page describes the firm as focused on middle-market companies but does not state a universal numeric enterprise-value, revenue, EBITDA, or minimum-transaction threshold.[2][4][5][7]
Britehorn Securities LLC identifies itself as a FINRA- and SEC-registered introducing broker-dealer, CRD #36402, headquartered in Denver, Colorado, and a member of SIPC.
The FINRA BrokerCheck firm report identifies Britehorn Securities as CRD #36402 / SEC #8-47217 and states that the firm does not hold or maintain customer funds or securities or provide clearing services for other broker-dealers.
An SEC-filed 2024 financial statement identifies Britehorn Securities LLC as formerly LoHi Securities LLC, organized in Colorado in 2003 to engage in best-efforts underwriting and private placements, with primary activities in investment banking and consulting services.[9][10][11]
Britehorn Partners offers sell-side and buy-side advisory and capital-formation services.
The broker-dealer FAQ does not publish a complete universal fee structure. The Britehorn Partners page does not state a universal numeric enterprise-value, revenue, EBITDA, or minimum-transaction threshold.[2][4]
Questions to ask before hiring Britehorn Partners & Britehorn Securities
What is the proposed legal entity and role for each service?
Which senior bankers will lead the process, and what comparable transactions have they completed recently?
What valuation range and buyer universe does the firm expect for the business?
What are the retainer, success-fee, expense, termination, tail, and exclusivity provisions?
If securities or private-placement activity is involved, which activities will be conducted through Britehorn Securities and what approvals are required?
How are conflicts handled between Britehorn Partners, Britehorn Securities, independent representatives, and potential buyers or capital sources?
What transaction terms, buyer identities, or consideration details can be disclosed for the firm's recent representative transactions?
Sources & research notes
- Official website / firm overview
- Services / capabilities
- Services / capabilities
- Company / investment criteria
- Transaction / portfolio evidence
- Transaction / portfolio evidence
- Transaction / portfolio evidence
- Transaction / portfolio evidence
- Structure / regulatory context
- FINRA regulatory record
- SEC filing / regulatory record
How this profile was researched
Auxo profiles are prepared from publicly available primary and authoritative sources and reviewed for entity identity, factual support and disclosure consistency. When a fact cannot be supported by the reviewed public record, the profile identifies it as something to confirm directly rather than inferring it.
Independent research profile
This profile was prepared by Auxo Capital Advisors from publicly available information believed to be reliable and is provided solely for informational and educational purposes. It is not an endorsement, recommendation, ranking, solicitation, or representation regarding the profiled firm, its services, qualifications, transaction experience, regulatory status, financial condition, or suitability for any particular person, company, transaction, or investment.
Information obtained from third-party and public sources may be incomplete, inaccurate, outdated, or subject to change, and Auxo Capital Advisors makes no representation or warranty, express or implied, as to its accuracy, completeness, or timeliness. Readers should conduct their own independent diligence and consult appropriate professional advisers before engaging any advisor, intermediary, investor, lender, acquirer, or other transaction counterparty.
Broker-dealer and securities disclosure
Auxo Capital Advisors is an affiliate of Weild & Co., Member FINRA | SIPC. Securities-related activities and securities transactions are conducted through Weild & Co.
Nothing contained on this page constitutes an offer to sell, an offer to purchase, or a solicitation of an offer to buy or sell any security, investment product, or financial instrument. Nothing on this page constitutes investment advice, a recommendation regarding any security, or a recommendation to enter into any transaction with the profiled firm or any other party.
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