M&A as a Service

Berenson’s M&A as a Service provides sponsors and their portfolio companies with deal sourcing, pipeline management and transaction execution capabilities.


Solutions for Sponsors and Portfolio Companies


  • Leverage a high-quality, experienced team to drive day-to-day execution of portfolio companies’ add-on M&A
  • Allows investment teams to focus their efforts on sourcing new platforms and adding value to portfolio companies

Portfolio Companies

  • Work with a trusted partner on deal execution and communication with key stakeholders
  • Allows management teams to remain focused on their core business and extend their M&A execution bandwidth

Capabilities and Responsibilities

Deal Sourcing
  • Utilize Berenson’s deal sourcing capabilities to supplement a portfolio company’s and its stakeholders’ efforts, both when engaging with middle market intermediaries and conducting direct outreach to M&A targets
Pipeline Management
  • Implement, maintain and coordinate a “Deal CRM” for a portfolio company
  • Lead regular pipeline calls with management and/or sponsors with M&A dashboards
Financial Modeling
  • Perform various analyses to assess the financial merits of a potential transaction from an operational, capital structure and valuation perspective
Valuation & Structuring
  • Assist in determining and negotiating valuation and structure
  • Work with corporate finance teams and sponsor capital markets teams to evaluate and optimize capital structure
Deal “Quarterbacking”
  • Manage logistics of M&A processes including negotiation, due diligence and documentation
  • Manage communications with targets and sell-side advisors
  • Schedule, monitor and track management meetings and information flow for both internal and third-party diligence streams (accounting, tax, legal, technology, expert calls)
Stakeholder Communication
  • Work closely with management team to craft investment memoranda / Board presentations
  • Help coordinate information flow between core deal team and other key functional groups within portfolio company
Track Record

Berenson Advises Leading Financial Sponsors:

Insight partners logo.

Genstar logo.

TA Associates logo.

Francisco Partners logo

GTCR logo.

CC Capital logo.

GHP logo.

Sumeru logo.

Blackstone logo.

Gemspring Capital logo.

Broad Sky logo.