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David Briones
Managing Member at Brio Financial Group
David Briones is the founder and managing member of Brio Financial Group, LLC, a full-service financial consulting firm established in October 2010. Based in the New York City Metropolitan Area, Brio Financial specializes in providing outsourced CFO services, financial reporting, and consulting to both public and private companies, particularly those navigating initial public offerings (IPOs), reverse mergers, or venture capital funding.123
Briones has over 19 years of experience in public accounting and executive roles. Before founding Brio Financial, he worked as an auditor at PricewaterhouseCoopers LLP and Bartolomei Pucciarelli, LLC, where he managed public company and hedge fund practices. His expertise includes financial reporting, internal control development, budgeting, forecasting, and SEC compliance. He has served over 75 companies across various industries such as biotechnology, technology, oil and gas, manufacturing, and financial services.124
In addition to his role at Brio Financial Group, Briones has held leadership positions in several organizations. He has served as Chief Financial Officer for multiple companies, including Larkspur Healthcare Acquisition Corp., Petro River Oil Corp., and AdiTx Therapeutics. He also worked on high-profile projects like the IPOs of MONY Group and MetLife during his tenure at PwC.12
Briones earned a Bachelor of Science degree in Accounting from Fairfield University in 1998.2
Highlights
We are thrilled to congratulate our client, OS Therapies, on the successful pricing of their #IPO on the NYSE under the ticker symbol "OSTX"! 🎉 Congratulations to Paul Romness and the entire team at OS Therapies. Congratulations to Michael Fontaine at Brookline Capital Markets, who acted as the sole book runner for this offering. We are proud to be a part of this journey and look forward to supporting OS Therapies as they continue to grow. https://lnkd.in/es3jn5r2 #IPO #Brookline #OSTherapies #NYSE #BrioFinancial #FinancialAdvisory #cfowhisperer #spacwhisperer #accounting #auditprep #financialreporting #secfilings #ipo #briofinancial #iporeadiness #venturecapital #gopublic #transactionservices #technicalaccounting #startupacceleration #spac #microcap #Innovation #Leadership #Acquisition Brio Financial Group David Briones Ian Rhodes, CPA
Congratulations to Brio Financial client Aditxt on announcing a $6 million private placement priced at-the-market under Nasdaq rules! Aditxt, Inc., (NASDAQ: ADTX) an innovation company developing and commercializing technologies with a focus on monitoring and modulating the immune system, today announced that it has entered into definitive agreements for the purchase and sale of an aggregate of 1,237,114 shares of common stock (or pre-funded warrant in lieu thereof) at a purchase price of $4.85 per share (or pre-funded warrant in lieu thereof) and accompanying warrant, in a private placement priced at-the-market under Nasdaq rules. Each share of common stock (or pre-funded warrant in lieu thereof) is being offered in the offering together with warrants to purchase two shares of common stock at an exercise price of $4.60 per share. https://lnkd.in/epF9dFyJ #cfowhisperer #accounting #auditprep #financialreporting #secfilings #ipo #briofinancial #iporeadiness #venturecapital #gopublic #transactionservices #technicalaccounting #startupacceleration #spac #microcap David Briones Ian Rhodes, CPA Brio Financial Group
