v3.26.1
CONDENSED CONSOLIDATED STATEMENTS OF INCOME AND COMPREHENSIVE INCOME - USD ($)
shares in Thousands, $ in Thousands
3 Months Ended 6 Months Ended
Jun. 30, 2026
Jun. 30, 2025
Jun. 30, 2026
Jun. 30, 2025
CONDENSED CONSOLIDATED STATEMENTS OF INCOME AND COMPREHENSIVE INCOME        
Revenues $ 65,488 $ 61,565 $ 126,671 $ 121,148
Operating expenses        
Direct costs and expenses for advisors 33,519 35,591 68,322 69,518
Selling, general and administrative 25,055 20,144 45,372 41,299
Depreciation and amortization 1,057 1,165 2,104 2,270
Operating income 5,857 4,665 10,873 8,061
Interest income 27 37 59 92
Interest expense (897) (1,046) (1,774) (2,102)
Foreign currency transaction gain/(loss) 254 (96) 406 (93)
Income before taxes 5,241 3,560 9,564 5,958
Income tax provision 1,943 1,377 3,550 2,287
Net income $ 3,298 $ 2,183 $ 6,014 $ 3,671
Weighted average shares outstanding:        
Basic 48,058 48,274 47,902 48,322
Diluted 49,840 50,129 50,008 50,190
Earnings per share:        
Basic $ 0.07 $ 0.05 $ 0.13 $ 0.08
Diluted $ 0.07 $ 0.04 $ 0.12 $ 0.07
Comprehensive income:        
Net income $ 3,298 $ 2,183 $ 6,014 $ 3,671
Foreign currency translation (loss) gain, net of tax (benefit) expense of $(107), $322, $(188) and $448, respectively (341) 1,029 (834) 1,429
Comprehensive income $ 2,957 $ 3,212 $ 5,180 $ 5,100