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Ian Berman Email & Phone Number
Director, Private Equity. National BD Market Leader - TAS
at
BDO USA
1 work email found
@mcgladrey.com
5 phones found area 415
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Director, Private Equity. National BD Market Leader - TAS
Location
San Francisco Bay Area, United States, United States
Who is Ian Berman? Overview
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Quick answer
Ian Berman is listed as Director, Private Equity. National BD Market Leader - TAS at BDO USA, based in San Francisco Bay Area, United States, United States. AeroLeads shows a work email signal at mcgladrey.com, phone signal with area code 415, and a matched LinkedIn profile for Ian Berman.
Ian Berman previously worked as Board Member - ACG San Francisco (volunteer) at Acg San Francisco And Silicon Valley and Director Private Equity Services at Rsm Us Llp. Ian Berman holds B. Com, Accounting/Finance from University Of The Witwatersrand.
Company email context
Email format at BDO USA
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{first}.{last}@mcgladrey.com
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AeroLeads found 1 current-domain work email signal for Ian Berman. Compare company email patterns before reaching out.
Profile bio
About Ian Berman
Problem solver and single throat to choke. A proven track record in selling professional services both to Private Equity firms and associated portfolio companies. Bay Area growth leader in the Firm’s National Private Equity practice. Over the past 16 years, I have worked closely with a select group of private equity clients and their portfolio companies. My focus is connecting my PE clients and their portfolio companies to the full suite of BDO's transaction advisory, assurance, tax, technology & management consulting services. With a background as a former investment banker and auditor, my goal is to drive value creation and operational improvements by being a strategic partner and internal advocate for my PE clients. Acted as a bridge between the BDO due diligence teams, the PE deal team, and portfolio management – in order to secure the appropriate handoff after the transaction closed. Leadership role in developing and then helping to implement 100 day and one-year performance improvement plans. I work closely with portfolio companies irrespective of geography, leveraging the full resources of BDO’s service teams – with a focus on ensuring consistent quality, preferred pricing and timely deliverables.Specialties: Private Equity and private funds
Listed skills include Mergers And Acquisitions, Due Diligence, Finance, Strategy, and 23 others.
Current workplace
Ian Berman's current company
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7 roles · 18 years
Ian Berman work experience
A career timeline built from the work history available for this profile.
Director, Private Equity. National Bd Market Leader - Tas
Current
Oct 2024 - Present
Board Member - Acg San Francisco (Volunteer)
Current
Acg San Francisco And Silicon Valley
Leader of the Private Equity Committee.
2008 - Present
~18 yrs 4 mos
Director Private Equity Services
Bay Area coverage leader in the Firm’s National Private Equity practice. RSM ranks as the 5th largest accounting, tax and business-consulting firm. We serve over 1,500 private equity groups around the US.
2008 - Oct 2024
Managing Director Corporate Advisory Services
Private Capital Advisors Inc
Managing Director Corporate Advisory Services (serving client companies on strategic issues and M&A Advisory) with over $300 million under management (Broker/Dealer; RIA, Private Equity Fund). Led the launch of PCM’s Corporate Advisory practice, and helped in the launch of a private equity fund investing in both debt and equity opportunities.
Nov 2004 - Jun 2008
Managing Director, Head Investment Banking
Royal Bank Of Canada Inc
Ian was one of the founders of Concordia Capital - which was acquired by RBC Capital Markets in 2000. Firm was one of the leading financial advisory firms within the entertainment and education software sectors. Day to day responsibility for running technology software focused M&A advisory firm (NASD broker/dealer). Identified, trained and mentored 18.
Sep 1991 - Mar 2003
Senior Manager
Deloitte Touche - Transaction Advisory
Rapid promotion to Senior Manager. Third employee within Capital Markets. Helped grow practice to over 30 employess. Assisted corporate management and private equity groups in analyzing their external growth opportunities, evaluating merger, acquisition, and capital formation opportunities, and providing strategic, tactical, and financial advice for.
Mar 1985 - Aug 1991
4 education records
Ian Berman education
B. Com, Accounting/Finance
University Of The Witwatersrand
Advanced Negotiation Program
Stanford University Graduate School Of Business
Cpa, Accounting
Cpa
Education record
Springs Boys High School
FAQ
Frequently asked questions about Ian Berman
Quick answers generated from the profile data available on this page.
What company does Ian Berman work for?
Ian Berman works for BDO USA.
What is Ian Berman's role at BDO USA?
Ian Berman is listed as Director, Private Equity. National BD Market Leader - TAS at BDO USA.
What is Ian Berman's email address?
AeroLeads has found 1 work email signal at @mcgladrey.com for Ian Berman at BDO USA.
What is Ian Berman's phone number?
AeroLeads has found 5 phone signal(s) with area code 415 for Ian Berman at BDO USA.
Where is Ian Berman based?
Ian Berman is based in San Francisco Bay Area, United States, United States while working with BDO USA.
What companies has Ian Berman worked for?
Ian Berman has worked for Bdo Usa, Acg San Francisco And Silicon Valley, Rsm Us Llp, Private Capital Advisors Inc, and Royal Bank Of Canada Inc.
How can I contact Ian Berman?
You can use AeroLeads to view verified contact signals for Ian Berman at BDO USA, including work email, phone, and LinkedIn data when available.
What schools did Ian Berman attend?
Ian Berman holds B. Com, Accounting/Finance from University Of The Witwatersrand.
What skills is Ian Berman known for?
Ian Berman is listed with skills including Mergers And Acquisitions, Due Diligence, Finance, Strategy, Private Equity, Investments, Financial Analysis, and Management.
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