DAK Expands Scope for Mid-Market Deals with Appointment of Jason Bernstein as Managing Director

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.

Share the Post:

Current Posts

Scroll to Top

VCI – Emergency Vehicle Specialists recapitalized by Tightrope Capital & NewSpring Capital

VCI is the preeminent full lifecycle sales and service provider of emergency ambulance solutions to first aid squads, EMS organizations, fire departments, hospital organizations, municipalities, and private medical transport companies in the Mid-Atlantic Region. VCI was recapitalized by private equity firms Tightrope Capital Partners and NewSpring Capital.

DAK led a competitive, sell-side process for VCI, generating multiple offers from a wide range of strategic buyers and financial sponsors. By positioning the combination of VCI’s market leadership position, comprehensive services offering, strong manufacturer relationships, and robust backlog, DAK achieved an outstanding outcome for the company’s shareholders.

The acquisition provides the shareholders of VCI an opportunity to accelerate its growth strategy by expanding its core ambulance business, building out the value-added segments of conversions and remounts, implementing operational improvements, and pursuing acquisitions with the help of its new partners. Tightrope and NewSpring have an opportunity to leverage VCI’s strong management team and operating platform to build a multi-regional player in emergency ambulance solutions.

Skip to content