Berman Capital Overview

  • Service
  • Investment Bank
  • Founded
  • 1998
  • Employees
  • 2
  • Serviced Companies
  • 4
  • Serviced Deals
  • 4
  • Serviced Investors
  • 1

Berman Capital General Information


Founded in 1998, Berman Capital is a registered broker-dealer and boutique investment banking firm based in San Francisco, California. The firm focuses on advising emerging growth and middle-market companies on mergers and acquisitions, private equity and debt financings, divestitures, recapitalizations, and management buyouts. Berman Capital has experience covering a wide range of industries such as branded products, food, agribusiness, distribution, internet, software, manufacturing, and industrial products.

Contact Information

Year Founded
Service Provider Type
Investment Bank
Primary Office
  • P. O. Box 330249
  • San Francisco, CA 94133
  • United States
+1 (415) 000-0000

Berman Capital Services to Companies

Service on a Deal (4)

Company Name Service Provided Deal Date Deal Type Deal Amount
BayMark Health Services Advisor: General Jun 2015 00000 0000000
0000000 00000000 0 Advisor: General May 2010 00000 0000000
Rotonics Manufacturing Advisor: General Jan 2007 00000 0000000
Axial Industries Advisor: General 00000 0000000
To view Berman Capital’s complete services to companies history, request access »
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Berman Capital Services to Investors

Service on a Deal — Buy Side (1)

Investor Name Service Provided Deal Date Deal Type Deal Amount
Wheaton Industries Advisor: General Feb 2011 00000 0000000
To view Berman Capital’s complete services on a deal — buy side history, request access »

Berman Capital Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

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Berman Capital Team (2)

Name Title Deals Office Contact
Casey Berman JD Managing Director San Francisco, CA
Marc Berman Founder & Principal San Francisco, CA
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