• Transformed leaders, teams, and organizations through executive coaching and consulting services.• Organizational development, team development, leadership development. • Clarified goals and purpose and raised self-awareness with a holistic mindset to enable full potential realization.

Berman Leadership Development, LLC provides executive coaching, team facilitation, transition acceleration, and bespoke executive assessments with senior leaders and their teams.

AIIR Consulting is a global leadership development consultancy dedicated to increasing the effectiveness and performance of leaders and their organizations. Through the strategic integration of coaching and technology, AIIR Consulting brings agile leadership development to today’s connected leader.

Managed M&A transactions (up to $2 billion), including acquisition of asset management platform of Deutsche Bank and investment consulting firm. Cultivated client relationships from initial sales process through M&A executions.

Oversaw team of analysts and associates. Managed transactions focused on traditional and alternative asset management sectors, and specialty finance. Performed modeling and valuation analyses, including DCF, leveraged buyout, comparable valuation analysis, and combination analysis including accretion/dilution analysis. Prepared confidential memos/presentations, conducted due diligence, and supported SPA negotiations. Conducted complex asset securitization modeling for large consumer lending companies. Highlights of transactions, include:* Sell-side advisor for Hammond Associates to Mercer. * NY office lead and sell-side advisor for $500 million cross-border M&A transaction in which Prudential Financial divested its Korean brokerage and asset management subsidiaries to Hanwha Group.* Conducted 2 annual valuations for subsidiary of publicly-traded asset manager, as base for purchase price of the parent company’s further acquisition of the subsidiary’s stake.* Managed various buy-side engagements by private equity firms to acquire traditional managers as well as a $1 billion multi-regional real estate investment management company.* Led multiple sell-side engagements by private asset management companies, including a fund of hedge fund managers and an institutional value equity manager.* Engaged by a public asset manager to acquire another public asset manager with $2 billion TEV.* Delivered successful IPO pitch to payment processing company in student lending services sector.

Developed business process and operations strategy based on analysis of top global banks. Managed planning phase of $300 million technology transformation program. Recommended strategy to C-level executives.

Managed project financials and implemented procedures to facilitate completion of $20 million, multi-year wholesale electricity trading system project. Coordinated 7 sub teams made up of 50+ international consultants.