SEGMENT AND GEOGRAPHIC INFORMATION

The Company’s activities of providing advisory services constitute a single reportable segment. An operating segment is a component of an entity that conducts business and incurs revenues and expenses for which discrete financial information is available that is reviewed by the chief operating decision maker ("CODM") in assessing performance and making resource allocation decisions. The Company's CODM is the Chief Executive Officer. The Company has a single operating segment and therefore a single reportable segment.

The Company is organized as one operating segment in order to maximize the value of advice to clients by drawing upon the diversified expertise and broad relationships of senior professionals across the Company. The accounting policies of the reportable segment are the same as those described in the summary of significant accounting policies. The CODM assesses performance and allocates resources on a consolidated basis based on

consolidated Net Income that is presented on the Consolidated Statements of Operations as well as other broad considerations, including the market opportunity, available expertise across the Company and the strength and efficacy of professionals’ collaboration. The measure of segment assets is presented on the Consolidated Statements of Financial Condition as total consolidated assets. The CODM reviews segment assets at the same level or category as presented on the Consolidated Statements of Financial Condition. The CODM uses consolidated Net Income to assist in assessing performance, establishing compensation, and setting capital priorities including such actions as reinvesting profits into the business, offsetting dilution or paying dividends. The CODM is regularly provided with the consolidated expenses as presented on the Consolidated Statements of Operations.

Since the financial markets are global in nature, the Company generally manages its business based on the operating results of the Company taken as a whole, not by geographic region. The following tables set forth the geographical distribution of revenues and assets based on the location of the office that generates the revenues or holds the assets and therefore may not be reflective of the geography in which the Company’s clients are located.

 

 

Year Ended December 31,

 

 

 

2025

 

 

2024

 

 

2023

 

Revenues from Contracts with Customers

 

 

 

 

 

 

 

 

 

United States

 

$

1,449,161

 

 

$

1,260,982

 

 

$

957,509

 

United Kingdom

 

 

205,234

 

 

 

159,186

 

 

 

165,583

 

Other International

 

 

42,261

 

 

 

55,888

 

 

 

23,184

 

Total Revenues from Contracts with Customers

 

 

1,696,656

 

 

 

1,476,056

 

 

 

1,146,276

 

Interest Income and Other1

 

 

17,015

 

 

 

17,121

 

 

 

6,906

 

Total Revenues

 

$

1,713,671

 

 

$

1,493,177

 

 

$

1,153,182

 

 

 

 

December 31,

 

 

 

2025

 

 

2024

 

Assets

 

 

 

 

 

 

United States

 

$

1,520,017

 

 

$

1,363,744

 

United Kingdom

 

 

220,295

 

 

 

176,551

 

Other International

 

 

102,938

 

 

 

95,039

 

Total

 

$

1,843,250

 

 

$

1,635,334

 

 

1 Includes revenues not otherwise derived from contracts with customers.

The Company was not subject to any material concentrations with respect to its revenues for the years ended December 31, 2025, 2024 and 2023. The Company was not subject to any material concentrations of credit risk with respect to its accounts receivable as of December 31, 2025 and 2024.

Historical Timeline

Fiscal YearFiled
2025Feb 26, 2026Showing above
2024Feb 27, 2025
2023Feb 28, 2024
2022Feb 24, 2023
2021Feb 25, 2022

About Segments Disclosures

Segment disclosures break a company into its reportable operating units, revealing revenue, profit, and asset allocation that consolidated financial statements obscure. Under ASC 280, segments must match how the chief operating decision maker views the business, providing a window into internal management structure and resource allocation priorities.

Key signals: compare segment margins to identify which units drive profitability and which destroy value. Watch for changes in the number of reportable segments — segment aggregation or disaggregation often coincides with strategic shifts or attempts to obscure declining performance. Intersegment elimination patterns reveal internal pricing practices. The reconciliation between segment totals and consolidated figures exposes corporate overhead allocation and unallocated items. Geographic revenue concentration highlights regulatory and currency exposure. Compare segment-level capital expenditure against segment revenue to assess where management is investing for future growth versus harvesting existing assets.