Rochelle Park, NJ – DAK, a boutique investment bank specializing in serving the needs of middle market companies, announced that Jason Bernstein has joined the firm as a Managing Director.
Mr. Bernstein brings a rare combination of strategic skills developed as a former corporate development and operations executive prior to transitioning to investment banking. Jason has completed over 50 strategic M & A transactions across five continents. In addition, he has hands-on experience running companies which enables him to appreciate better the unique needs of his clients as he works to earn the greatest value for them.
“Jason’s record and reputation for excellence in M&A are exactly what we were looking for. His experience in the corporate world, strategy and investment banking is the perfect combination.” stated Alan Scharfstein, CEO of DAK
Prior to joining DAK, Mr. Bernstein was a Managing Director at B.Riley 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 holds FINRA Series SIE, 79, 63 and 24 licenses . He received an MBA from the University of Chicago Booth School of Business and a Bachelor of Arts degree in economics from Middlebury College.
For more information on Jason Bernstein click here.