Jason Bernstein is a trusted advisor to owners and stakeholders of middle market companies on mergers and acquisitions. He combines over 30 years of deep M&A transaction and senior operational experience with a balanced, strategic vision to bring a higher level of sophistication and a global perspective to middle market clients. Jason’s focus is on building the greatest value for clients, which he achieves with the bespoke strategies developed for each and every transaction.
Jason has a rich background in mergers and acquisitions, having completed over 50 strategic transactions across five continents. Most recently he was a Managing Director at B. Riley (RILY) Financial, a global middle market investment bank.
Previously, as a corporate development and operational executive, he led strategic acquisitions and divestitures at both successful start-ups and industry leaders, including Bed Bath & Beyond, AT&T and DealerTrack.
Jason is involved in his community as a volunteer coach for junior hockey and mentoring veterans’ entry into the workplace through Bonds of Courage. He is an active athlete, playing competitive tennis and ice hockey, cycling and skiing.
Jason holds FINRA Series SIE, 79, 63 and 24 licenses. He earned an MBA with honors from the University of Chicago’s Booth School of Business, and a Bachelor of Arts degree in economics from Middlebury College.