Sign in

    Sean Haydon

    Research Analyst at Charles Lane Capital

    Sean Richard Haydon is the Chief Executive Officer and Chief Compliance Officer at Charles Lane Capital LLC, specializing in wealth management and hedge fund strategies with a focus on finance and consumer sectors. He is actively involved in coverage of notable companies such as B. Riley Financial, regularly participating in their earnings calls, and has demonstrated a strong track record managing investments for wealthy individuals and families. Haydon began his career as an analyst at Tipp Hill Capital Management and later held associate and principal positions at Morgan Stanley & Co. and Pendulum Capital Management before founding Charles Lane Capital in 2021. He holds an undergraduate degree from the Martin J. Whitman School of Management, an MBA from the Anderson School of Management, and has held compliance and executive roles at FINRA-registered firms, reflecting advanced securities industry credentials.

    Sean Haydon's questions to B. Riley Financial (RILY) leadership

    Sean Haydon's questions to B. Riley Financial (RILY) leadership • Q1 2024

    Question

    Asked about a revenue discrepancy in the Consumer Products segment, margins in the Communications segment, the use of capital from the reduced dividend, the outlook for Capital Markets, and the potential for further expenses from the recent internal investigation.

    Answer

    The revenue delta is likely from retail liquidations. Communications margins were impacted by two underperforming assets. Capital from the dividend cut will be allocated opportunistically, possibly to buy back debt at a discount. Capital Markets are picking up after a slow start, and they expect momentum to build. Some investigation expenses will spill into Q2 but will be minimal.

    Ask Fintool Equity Research AI

    Sean Haydon's questions to B. Riley Financial (RILY) leadership • Q4 2023

    Question

    Inquired about the rationale and timing for the potential sale of the Great American unit, and how the company prioritizes using savings from the dividend cut between share and bond repurchases.

    Answer

    The executive explained that Great American is poised for significant growth with a larger institution, and B. Riley sees better opportunities to invest in its own business. A decision on the sale is expected by the end of the second quarter. Regarding capital allocation, the company will be opportunistic in repurchasing both its debt and stock.

    Ask Fintool Equity Research AI