Jon Berg Email & Phone Number

Advisor to founder and/or family-owned businesses planning to transition/sell their business to new ownership. I specialize in working with one-time sellers that own companies in the $20-$250 million enterprise value range. As part of this process, our team prepares a company for sale, presents the business to a highly curated group of potential buyers, manages the overall sale process and negotiates deal terms – guiding clients all the way through closing. I’ve worked with clients in just about every major industry with a select list of transactions described below:- Advised on sale of a highly engineered industrial products manufacturer to a consortium that included private equity and family office- Advised a leading multi-unit QSR operator on strategic options- Advised on sale of ~30 location auto tire and service centers to industry consolidator backed by a large private equity firm- Advised on sale of a multi-location agricultural and construction equipment dealer to a strategic buyer- Advised on sale of large dermatology practice to private equity backed industry consolidator- Advised on sale of a manufacturer and distributor of building materials to large industry consolidator- Advised on minority sale of building products manufacturer to other shareholdersDisclaimer: Business Owner Advisory Services are not fiduciary in nature. U.S. Bancorp Investments serves in a non-fiduciary role when providing these services. Business Owner Advisory Services are provided for educational and illustrative purposes only, and do not guarantee the success of any strategy or recommendation. U.S. Bancorp Investments and their representatives do not provide tax or legal advice. Each individual’s tax and financial situation is unique. Clients should consult their tax or legal advisor for advice and information concerning their particular situation.

Listed skills include Financial Modeling, Equity Research, Valuation, Capital Markets, and 12 others.