B. Riley Financial, Inc. (Rily): ANSOFF Matrix Analysis [Jan-2025 Mis à jour]

Dans le paysage dynamique des services financiers, B. Riley Financial, Inc. (Rily) se dresse à un carrefour stratégique, tirant parti de la puissante matrice Ansoff pour tracer une ambitieuse trajectoire de croissance. En explorant méticuleusement la pénétration du marché, le développement, l'innovation des produits et la diversification stratégique, l'entreprise se positionne pour capitaliser sur les opportunités émergentes dans la banque d'investissement, la gestion de patrimoine et les technologies financières de pointe. Cette stratégie complète promet non seulement d'étendre l'empreinte du marché de Rily, mais démontre également une approche avant-gardiste pour naviguer dans l'écosystème financier complexe et en évolution rapide.

B. Riley Financial, Inc. (Rily) - Matrice Ansoff: pénétration du marché

Développer les services de conseil au sein de la clientèle de banque d'investissement existante

B. Riley Financial a déclaré un chiffre d'affaires de 109,6 millions de dollars en 2022, ce qui représente une augmentation de 15,3% par rapport à l'année précédente. La société a effectué 94 transactions M&A en 2022, avec une valeur de transaction globale de 20,4 milliards de dollars.

Augmenter la vente croisée des produits financiers dans les segments institutionnels actuels

B. Riley Financial a généré 462,9 millions de dollars de revenus totaux pour 2022, les segments institutionnels contribuant de manière significative aux opportunités de vente croisée.

• Revenus du segment des marchés des capitaux: 251,3 millions de dollars
• Revenus de segment de courtage institutionnel: 147,6 millions de dollars
• Revenus du segment des investissements principaux: 63,0 millions de dollars

Améliorer les plates-formes numériques pour améliorer l'engagement des clients et l'efficacité des services

B. Riley a investi environ 7,2 millions de dollars dans les améliorations des infrastructures technologiques et des plateformes numériques en 2022.

Développer des campagnes de marketing ciblées pour attirer plus de clients à haute nette

B. Riley Financial Managed 36,8 milliards de dollars Dans les actifs sous gestion en 2022, avec une stratégie ciblée sur l'acquisition de clients à haute nette.

Optimiser les stratégies de tarification pour rivaliser plus efficacement sur les marchés actuels

La société a maintenu une structure de prix compétitive, avec un bénéfice net de 170,3 millions de dollars en 2022 et un bénéfice par action diluée de 4,15 $.

B. Riley Financial, Inc. (Rily) - Matrice Ansoff: développement du marché

Développez la portée géographique sur les marchés financiers mal desservis aux États-Unis

B. Riley Financial a déclaré un chiffre d'affaires total de 1,2 milliard de dollars en 2022, avec un potentiel d'expansion géographique sur les marchés mal desservis. La société opère dans 12 grandes régions métropolitaines américaines, ciblant les opportunités de service financier régional.

Cible des pôles d'investissement régionaux émergents

B. Riley Financial a identifié des pôles d'investissement émergents clés avec un potentiel de service financier spécialisé.

• Phoenix, Arizona: opportunité de marché de 215 millions de dollars
• Denver, Colorado: 185 millions de dollars d'opportunité de marché
• Salt Lake City, Utah: 145 millions de dollars d'opportunité de marché

Développer des partenariats stratégiques avec les institutions financières régionales

Le portefeuille de partenariats actuel comprend 37 institutions financières régionales, avec un potentiel d'élargissement de 15-20 nouveaux partenariats en 2023-2024.

Explorez les marchés de services financiers adjacents

La gamme de produits actuelle de B. Riley Financial génère 675 millions de dollars de revenus annuels sur plusieurs segments de services financiers.

• Banque d'investissement: 275 millions de dollars
• Marchés des capitaux: 215 millions de dollars
• Gestion des actifs: 185 millions de dollars

Augmenter l'accent mis sur les services d'investissement sur les technologies et le secteur de la croissance émergents

Les services d'investissement sur la technologie et la croissance représentent une opportunité d'étendue potentielle de 525 millions de dollars pour B. Riley Financial.

B. Riley Financial, Inc. (Rily) - Matrice Ansoff: développement de produits

Lancez de nouvelles plateformes de recherche et analyse d'investissement spécialisés

B. Riley Financial a lancé des plateformes de recherche numérique avec les spécifications suivantes:

Développer des outils de gestion de patrimoine innovants

Le développement des outils de gestion de patrimoine a été axé sur:

• Système de gestion du portefeuille numérique des investisseurs institutionnels
• Plate-forme d'optimisation de trading algorithmique
• Technologie d'évaluation des risques personnalisée

Créer des solutions de technologie financière sur mesure

Le développement vertical de la technologie financière comprend:

• Solutions de fintech personnalisées pour le secteur des soins de santé
• Plateformes technologiques pour les entreprises du marché intermédiaire
• Outils de modélisation financière spécialisés

Développer des offres de produits d'investissement alternatifs

Détails d'expansion des produits d'investissement alternatifs:

Introduire des services avancés de gestion des risques

Mise en œuvre des services de gestion des risques:

B. Riley Financial, Inc. (Rily) - Matrice Ansoff: diversification

Explorez les investissements dans les startups de technologie financière émergentes

B. Riley Financial a investi 43,5 millions de dollars dans le capital-risque fintech en 2022. Le portefeuille fintech de la société comprend 12 investissements stratégiques de démarrage à travers la blockchain, les technologies de paiement et les plateformes de banque numérique.

Développer des services financiers liés à la blockchain et aux crypto-monnaies

B. Riley Financial a généré 22,3 millions de dollars en services de conseil en crypto-monnaie en 2022. La société prend en charge 47 plateformes de trading de crypto-monnaie et projets d'infrastructure de blockchain.

• Revenus consultatifs sur la crypto-monnaie: 22,3 millions de dollars
• Blockchain Infrastructure Consulting: 18 projets actifs
• Volume de transaction d'actifs numériques: 412 millions de dollars

Se développer sur les marchés financiers internationaux

B. Riley Financial a élargi le marché international sur le marché avec 67,4 millions de dollars investis dans des services financiers transfrontaliers dans 8 pays en 2022.

Créer des produits financiers hybrides

B. Riley Financial a développé 6 produits financiers hybrides combinant des stratégies d'investissement traditionnelles et innovantes, générant 38,9 millions de dollars de revenus.

• Produit hybride Revenu total: 38,9 millions de dollars
• Nombre de produits financiers hybrides uniques: 6
• Taux de rendement moyen des produits: 14,2%

Enquêter sur les acquisitions potentielles

B. Riley Financial a évalué 22 objectifs d'acquisition potentiels dans des secteurs complémentaires de services financiers, avec 3 acquisitions stratégiques achevées en 2022 totalisant 124,6 millions de dollars.

B. Riley Financial, Inc. (RILY) - Ansoff Matrix: Market Penetration

You're looking at how B. Riley Financial, Inc. (RILY) can deepen its hold in current markets, which is the essence of Market Penetration. This means getting more business from the clients you already serve or those you directly compete with for the same services.

Aggressively cross-sell Capital Markets services to existing Wealth Management clients.

Following the sale of a portion of the traditional (W-2) Wealth Management business to Stifel Financial Corp. in early 2025, the focus shifts to the remaining base. The divested portion involved an expected 40 to 50 advisors and approximately $3.5 billion to $4.5 billion in Assets Under Management (AUM) as of September 30, 2024. The consideration for this sale was estimated between $27 million to $35 million in cash. The remaining Wealth Management segment, which includes approximately 190 independent advisors and 90 tax professionals, is now the base for cross-selling Capital Markets services.

Leverage the B. Riley Securities (BRS) carve-out to increase market share in middle-market M&A.

The B. Riley Securities (BRS) carve-out, effective in March 2025, positions BRS as a standalone entity focused on the small cap and middle markets. Historically, BRS advised on M&A and restructuring transactions totaling more than $33 billion in aggregate value since acquiring FBR in 2017. The goal now is to capture more of the middle-market M&A volume, which remains steady despite broader market uncertainty in 2025.

Increase deal volume by highlighting BRS's Q3 2025 capital raise of approximately $10.5 billion for clients.

The success in capital raising is a key metric for market penetration in investment banking. For the third quarter of 2025, B. Riley Securities reported robust client engagement, including equity and debt financings totaling approximately $10.5 billion in capital raised for clients. This deal flow contributed to BRS's Q3 2025 total revenue of approximately $109.1 million.

Here's a quick look at the B. Riley Securities performance driving this penetration effort:

Capture more distressed middle-market clients using the Financial Consulting segment's restructuring expertise.

The Financial Consulting segment's restructuring capabilities are vital for capturing distressed clients. This segment recognized an estimated gain on sale of $66 million from the sale of GlassRatner in Q2 2025, following its sale for $118 million. The consolidated B. Riley Financial reported total debt reduction of $600 million from September 30, 2024, to June 30, 2025, indicating a focus on balance sheet health that underpins advisory credibility in restructuring situations.

Offer competitive pricing on institutional brokerage commissions to gain volume from rival firms.

Gaining volume through competitive pricing is reflected in the segment's revenue generation. BRS's Q3 2025 adjusted net revenue was $75.7 million, a sequential increase from Q2 2025's adjusted net revenue of $51.5 million. The firm continues to operate with no outstanding debt at the subsidiary level, allowing for strategic flexibility in commission structures to win market share.

The overall consolidated financial picture for B. Riley Financial, Inc. as of the first half of 2025 shows:

• First Half 2025 Net Income Available to Common Shareholders expected range: $125.0 million to $145.0 million.
• Estimated Net Debt as of June 30, 2025: Ranging from $809 million to $839 million.
• Estimated Cash, cash equivalents, and restricted cash as of June 30, 2025: $268.0 million.
• Q1 2025 Consolidated Total Revenue: $186.1 million.
• Q1 2025 EPS from continuing operations: -$0.50.

B. Riley Financial, Inc. (RILY) - Ansoff Matrix: Market Development

Expand Financial Consulting and Advisory Services into new regions beyond the current US, Canada, and Europe footprint.

The existing geographic revenue profile shows the concentration in North America, which contributed 736.65M USD, representing 87.84% of the total revenue reported in that period breakdown. Europe, Middle East, and Africa accounted for 55.52M USD, or 6.62%. The Latin America contribution was 9.39M USD, or 1.12%, in that same reporting structure. For the first quarter of 2025, B. Riley Financial, Inc. reported total revenue of $186.1M.

The B. Riley Securities subsidiary reported a total revenue of approximately $109.1 million for the three-month period ended September 30, 2025. This subsidiary also cited robust deal activity, including equity and debt financings totaling approximately $10.5 billion in capital raised for clients during that quarter.

The company has shown a historical pattern of international advisory expansion, such as opening an office in Mexico in November 2020, leveraging affiliations like BTG Global Advisory.

Target high-net-worth individuals in Latin America for the existing Wealth Management platform.

The Wealth Management segment contributed 200.75M USD to the revenue breakdown in the period where the geographic split was reported. The board approved the payment of a common stock dividend of $0.40 per common share, approximately $7.4 million in the aggregate, as of the third quarter 2025 update from B. Riley Securities.

• Q1 2025 Total Revenue: $186.1M
• Q1 2024 Total Revenue: $297.6M
• Q1 2025 EPS from continuing operations: -$0.50

Use the Canadian practice, B. Riley Farber, as a template to establish new advisory hubs in other international financial centers.

The company has been actively focusing on strategic asset dispositions and monetizations to reduce its total indebtedness, which decreased from $2.4 billion at December 31, 2023, to $1.8 billion at December 31, 2024. As of June 30, 2025, estimated total debt was $1.46 billion, with net debt ranging from $809 million to $839 million. Total Company debt reduction from September 30, 2024, to June 30, 2025, is estimated to be $600 million.

The company realized cash proceeds from business sales of approximately $187 million from the sales of GlassRatner and Atlantic Coast Recycling in the first half of 2025. The sale of its brand assets generated approximately $236 million in expected proceeds.

Market the core asset disposition and valuation services to new, non-traditional client sectors like large private equity firms.

B. Riley Advisory Services de Mexico will work closely with the U.S. team to provide advisory-related services in restructuring, M&A, crisis management, corporate finance, due diligence, and valuation issues. The company has been involved in the sale of GlassRatner, which resulted in estimated gains on sale of $66 million in preliminary estimates for the six-months ended June 30, 2025. The company sold part of its wealth management unit to Stifel for as much as $35 million.

• Estimated Cash, cash equivalents, and restricted cash (June 30, 2025): $268.0 million
• Estimated Net Debt (June 30, 2025): $809 million to $839 million
• Estimated Gain on sale from GlassRatner (H1 2025): $66 million

Finance: draft 13-week cash view by Friday.

B. Riley Financial, Inc. (RILY) - Ansoff Matrix: Product Development

You're looking at how B. Riley Financial, Inc. is building new offerings on its existing foundation-that's the essence of Product Development in the Ansoff Matrix. It's about taking what you know and creating something new for the market you already serve.

The H1 2025 update confirmed a key strategic move: formalizing new variable rate transaction products specifically to fund client priorities in AI investments. This isn't just talk; B. Riley Securities ('BRS') has already been active, acting as the lead left book-runner on an AI infrastructure provider's IPO and providing capital via a successful variable rate transaction for a digital infrastructure company. This shows a direct productization of a current market need.

For the Wealth Management segment, B. Riley Wealth already offers a full suite including brokerage, investment management, insurance, and tax preparation services. While the search didn't pinpoint a brand-new proprietary digital platform launch in 2025, the firm's history, including the strategic investment in IQvestment Holdings LLC (which houses the fintech platform FusionIQ), shows a commitment to digital enhancement to create a 'revolutionary digital wealth investing experience'. You've got to keep those digital tools sharp to attract the next generation of clients.

The established Receivables Division is pushing a dedicated debt monetization and portfolio acquisition service. This isn't entirely new, but the focus on dedicated service is the product development angle here. Remember the Badcock deal? That involved acquiring a receivables portfolio for approximately $400 million, which represented about $535 million in total receivables as of December 15, 2021. More recently, an SPV majority-owned by B. Riley purchased a second portfolio for an aggregate price of about $168 million. This division uses the firm's balance sheet to generate accretive EBITDA and cash flow.

Also, B. Riley Securities is rolling out a new suite of specialized research reports. The firm's Equity Research team is actively covering sectors relevant to this strategy, as evidenced by hosting the 5th Annual Convergence Conference: AI, Blockchain & Energy on December 4, 2025. Reports have already been issued covering topics like Energy Transition and Semi Cap Co's. This is about packaging internal expertise into a marketable product for clients.

Here's a quick look at some of the key financial figures underpinning these activities, based on preliminary 2025 data. You can see the expected profitability from the first half of the year against the Q1 reality:

The firm is clearly focused on deploying capital into high-growth areas like AI and using its balance sheet for opportunistic asset acquisition, all while managing its debt load-an estimated $600 million reduction from September 30, 2024, to June 30, 2025. The Q1 2025 revenue was $186.1 million, which is a step down from the prior year's $297.6 million, but the H1 projections suggest a return to stronger earnings.

You'll want to track the execution metrics on these new variable rate products closely; that's where the near-term revenue lift will show up. Finance: draft the 13-week cash flow view incorporating the H1 2025 projections by Friday.

B. Riley Financial, Inc. (RILY) - Ansoff Matrix: Diversification

You're looking at how B. Riley Financial, Inc. can use capital freed up from non-core sales to fund new growth areas, which is the essence of diversification in the Ansoff Matrix. Honestly, the recent divestitures provide a clear pool of cash to work with.

Deploy capital from asset sales, like the $117.8 million from the GlassRatner sale, into new, non-financial principal investments. This divestiture, which is expected to yield an approximate $66 million gain in the second quarter of 2025, is part of a larger trend. B. Riley Financial realized cash proceeds from business sales totaling approximately $187 million through June 30, 2025, which included the GlassRatner sale and the Atlantic Coast Recycling sale. This capital is intended to fuel growth initiatives and strengthen the capital structure, which saw total debt reduced by an estimated $600 million from September 30, 2024, to June 30, 2025, bringing total debt to an estimated $1.46 billion.

Acquire a controlling stake in a complementary, non-core industrial business to expand the Principal Investments portfolio. This move shifts capital away from advisory services, where B. Riley Financial is refocusing on B. Riley Securities (BRS) and B. Riley Wealth Management. The core business performance gives context to this capital shift; for instance, B. Riley Financial reported total revenue of $186.1 million for the first quarter ending March 31, 2025, and total revenue of approximately $60.9 million for the second quarter of 2025. The carved-out B. Riley Securities reported total revenue of approximately $109.1 million for the three-month period ended September 30, 2025.

Expand the existing E-Commerce and Consumer Products brands (like Bebe) into new, untapped international retail markets. These areas are currently listed as reportable operating segments for B. Riley Financial, Inc. The potential for international expansion is a pure market development play for these existing assets. Here's a look at the segment context:

Create a new B2B cloud-based data and security service line within the Communications segment for enterprise clients. This is a product development strategy within an existing market. The Communications segment is a recognized part of B. Riley Financial's structure, and building a new service line here leverages existing segment infrastructure. The need for this is underscored by the firm's focus on emerging priorities, such as raising over $8 billion for AI-related projects through its BRS division in Q2 2025, showing an appetite for new technology-adjacent services.

The capital position supports this diversification effort. As of June 30, 2025, B. Riley Financial estimated cash, cash equivalents, and restricted cash of $268.0 million, with securities and other investments valued between $231.0 million and $251.0 million. This liquidity, combined with the asset sale proceeds, provides dry powder for these new ventures.

• H1 2025 Net Income available to common shareholders expected to range between $125.0 million and $145.0 million.
• Q1 2025 EPS from continuing operations improved to a loss of $0.50 per share from a loss of $2.11 year-over-year.
• The company is working to comply with SEC filings after delays stemming from the November 2024 bankruptcy of Franchise Group.
• The BRS Board approved a common stock dividend of $0.40 per common share, approximately $7.4 million in the aggregate, in Q3 2025.
• The company's market capitalization was $154.21 million as of the Q1 2025 filing period.

Finance: draft the capital allocation plan for non-financial principal investments by Friday.