We are family run investment bank that helps you sell or recapitalize your business. We help you grow your business, or achieve the exit you've been dreaming about.
What we do
We are father & son team focusing exclusively on mergers and acquisitions, private equity, and debt financings for buyers and sellers in the emerging growth and middle market arena ($5-$150 million in enterprise value). We provide value and accountability through our low retainer, success fee compensation structure.
how we help you
We help you grow your business by identifying add-on and accretive acquisitions. This helps increase your company's valuation when it's time for you to exit.
how we are different
We're flexible - if you don't want to lock into an agreement with us, we don't require you to do so. We can bring the investor/buyer to you and obtain our fee from them when the transaction closes. In short, we can work together, with no obligation on your part at all.
our completed deals
Berman Capital has experience covering a wide range of industries, including successful transactions in:
· Branded Products
· Food and Agribusiness
· Distribution and Logistics
· Internet and Hi Tech
· Industrial Products and Services
Click here to see the full list of our completed transactions
Marc closed his first Merger & Acquisition transaction in 1970 and went on to form his own firm in 1971. Marc has a B.A. in Accounting and Finance from Michigan State University and served on active military duty from 1968-70. Marc holds the Series 7, 24, 63 and 79 security licenses.
Casey joined his father's firm after many years in corporate strategy and operations, both advising Fortune 500 companies and leading and growing technology startups. He is licensed by the State Bar of California and holds the Series 7, 63 and 79 security licenses.
We can discuss your goals, answer any questions you have and determine together the best next steps.