B. Riley Securities reports $60.9 million Q2 revenue following carve-out

Published 07/08/2025, 13:58
B. Riley Securities reports $60.9 million Q2 revenue following carve-out

ARLINGTON, Va. - B. Riley Securities Holdings, Inc. (market cap: $155 million) reported total revenue of $60.9 million and GAAP net income of $12.5 million for its first full quarter as an independent entity following its March 2025 carve-out from B. Riley Financial. According to InvestingPro data, the company’s stock has gained nearly 11% year-to-date, despite significant market volatility.

The middle market investment bank, which operates with a debt-free balance sheet, reported adjusted net revenue of $51.5 million and adjusted net income of $8.6 million for the quarter ended June 30, according to preliminary unaudited financial results released Thursday. The company maintains strong liquidity with a current ratio of 4.17, indicating robust short-term financial health.

"After a challenging Q1 marked by several revenue headwinds, we’ve since executed our carve-out and delivered month-over-month improvement throughout Q2 and into the early part of Q3," said Jimmy Baker, Co-CEO and Head of Capital Markets.

The company reported $94.5 million in cash and securities as of June 30. Its board approved a one-time dividend of approximately $0.22 per common share, totaling about $4.1 million. InvestingPro analysis shows the company has maintained dividend payments for 11 consecutive years, with a current dividend yield of 39.37%. For deeper insights into B. Riley’s financial health and detailed dividend analysis, investors can access the comprehensive Pro Research Report, available exclusively on InvestingPro.

Baker noted that rising market indices drove increased client activity during the quarter, improving both institutional brokerage commissions and investment banking revenue. The firm has helped clients raise over $8 billion for AI-driven investments over the past year, a trend that continued in the second quarter.

The company also reported making seven senior strategic hires to strengthen leadership across key practice areas and expand sector coverage in areas including Real Estate, Healthcare, Digital Assets, and several other industries.

"We have refocused on our strengths as a mid-market merchant bank, stabilized and strengthened key teams, and begun to recapture meaningful momentum in our core business lines," Baker added.

The company noted that its financial results are based on a press release statement and that revenue and net income may vary from period to period based on factors including the number, size, and timing of completed transactions. InvestingPro subscribers can access over 30 additional financial metrics and exclusive ProTips to better understand B. Riley’s performance and potential investment opportunities.

In other recent news, B. Riley Financial has announced the sale of its advisory services business, GlassRatner, to TorQuest Partners for $117.8 million. This transaction is expected to result in a gain of approximately $66 million for B. Riley in its second-quarter financial results. Additionally, the company has reduced its outstanding debt by about $15 million through a privately negotiated bond exchange with an institutional investor. This exchange involved swapping $28 million in outstanding Senior Notes for $13 million in newly issued notes. B. Riley also amended its senior secured credit agreement with Oaktree Capital Management, reducing the outstanding balance to $62.5 million and gaining additional operational flexibility. The amendment includes a new $100 million investment basket and the ability to deploy cash to reduce other indebtedness. Furthermore, B. Riley has been granted an extension by Nasdaq to meet filing requirements after a delay in submitting its Annual Report for 2024 and the first-quarter report for 2025. The extension allows the company until September 29, 2025, to file all overdue reports.

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