Founded in 1996, Berkman Financial is a boutique investment bank and financial advisory firm specializing in serving middle-market companies. The firm focuses on providing strategic advice for growth and transition, with core services including sell-side and buy-side Mergers & Acquisitions (M&A) advisory, growth capital raising, and recapitalizations. They position themselves as a long-term partner for entrepreneurs and business owners navigating complex financial transactions.

Founded in

United States