Ian Berman

Ian Berman Email and Phone Number

Director, Private Equity. National BD Market Leader - TAS @ BDO USA
California, United States
Ian Berman's Location
San Francisco Bay Area, United States, United States
Ian Berman's Contact Details
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

Ian Berman's Current Company Details
BDO USA

Bdo Usa

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Director, Private Equity. National BD Market Leader - TAS
California, United States
Ian Berman Work Experience Details
  • Bdo Usa
    Director, Private Equity. National Bd Market Leader - Tas
    Bdo Usa
    California, United States
  • Bdo Usa
    Director, Private Equity. National Bd Market Leader - Tas
    Bdo Usa Oct 2024 - Present
    Chicago, Il, Us
  • Acg San Francisco And Silicon Valley
    Board Member - Acg San Francisco (Volunteer)
    Acg San Francisco And Silicon Valley 2008 - Present
    Leader of the Private Equity Committee.
  • Rsm Us Llp
    Director Private Equity Services
    Rsm Us Llp 2008 - Oct 2024
    Chicago, Illinois, Us
    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.
  • Private Capital Advisors Inc
    Managing Director Corporate Advisory Services
    Private Capital Advisors Inc Nov 2004 - Jun 2008
    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.
  • Royal Bank Of Canada Inc
    Managing Director, Head Investment Banking
    Royal Bank Of Canada Inc Sep 1991 - Mar 2003
    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 person team. Assisted buy-side clients with full range of financial advisory services, including co-coordinating all aspects of the financial, tax, and technical due diligence for M&A transactions and minority investments. Represented both domestic and international acquirors.
  • Deloitte Touche - Transaction Advisory
    Senior Manager
    Deloitte Touche - Transaction Advisory Mar 1985 - Aug 1991
    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 achieving particular corporate objectives. Directed and coordinated the due diligence teams on ove 40 successful inbound Pacific Rim acquisitions, minority investments and joint ventures. Responsible for managing all phases of due diligence – audit, accounting, tax, operational – plus managing the co-ordination of client cross-functional teams and external advisors. Pebble Beach Company ($900m); Talbots ($450m); Shaklee USA; Silicon Systems ($190m); Corning ($175m).

Ian Berman Skills

Mergers And Acquisitions Due Diligence Finance Strategy Private Equity Investments Financial Analysis Management Accounting Investment Banking Financial Modeling Auditing Strategic Planning Mergers Financial Reporting Corporate Finance Valuation Tax Business Valuation Venture Capital Restructuring Strategic Financial Planning Sarbanes Oxley Act Financial Accounting Banking Internal Controls Cash Management

Ian Berman Education Details

  • University Of The Witwatersrand
    University Of The Witwatersrand
    Accounting/Finance
  • Stanford University Graduate School Of Business
    Stanford University Graduate School Of Business
    Advanced Negotiation Program
  • Cpa
    Cpa
    Accounting
  • Springs  Boys High School
    Springs Boys High School

Frequently Asked Questions about Ian Berman

What company does Ian Berman work for?

Ian Berman works for Bdo Usa

What is Ian Berman's role at the current company?

Ian Berman's current role is Director, Private Equity. National BD Market Leader - TAS.

What is Ian Berman's email address?

Ian Berman's email address is ia****@****smi.com

What is Ian Berman's direct phone number?

Ian Berman's direct phone number is +141580*****

What schools did Ian Berman attend?

Ian Berman attended University Of The Witwatersrand, Stanford University Graduate School Of Business, Cpa, Springs Boys High School.

What skills is Ian Berman known for?

Ian Berman has skills like Mergers And Acquisitions, Due Diligence, Finance, Strategy, Private Equity, Investments, Financial Analysis, Management, Accounting, Investment Banking, Financial Modeling, Auditing.

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