Marc Berman Email & Phone Number

What makes entrepreneurial experience a key ingredient to success in business? I’ve found that there is no replacement for firsthand experience in dealing with the challenges that face my clients. It has equipped me with the tools necessary to understand and empathize with clients, and to create and finalize transaction closings that meet their objectives. The Investment Banking firm I founded in 1971 has guided 70+ companies to successful closings of M&A transactions. I pride myself on making sure that both sides provide transparency through discussions and negotiations, and greatly enjoy bringing my experience to bear on shepherding principals and their companies through every step of what can be a confusing and complex process. In addition to my years of experience in the M&A-Corporate Finance field, I have 10+ years of operating experience as President of two manufacturing companies, wherein we enhanced operating profit along with successfully completing strategic acquisitions that enhanced shareholders' appreciation.Specialties:-M&A-Corporate Development-Operations-Senior & Subordinated Debt Placement-Management Buyouts-Reverse Mergers-Accounting/Finance-Securities (Series 7, 24, 63, 79 security licenses)-Key Man Life Insurance (California Life, Accident & Health license)

Listed skills include Mergers And Acquisitions, Finance, Turn Around Management, Corporate Development, and 13 others.

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  Principal

  Berman Capital, Llc

  Jan 1970 - Present

  I have been serving as Principal at Berman Capital since its formation in 1971, leading the boutique Investment Bank to a successful 43+ years of operation. Berman Capital specializes in mid-market M&A, Senior & Subordinated Debt Placement, and Management Buyouts, and takes pride in providing value to both sides of every deal, and guiding our clients to greater prosperity.