Platform Advisory

Berenson’s platform advisory services provide 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

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 & track management meetings and information flow for both internal and third-party diligence streams (accounting, tax, legal, technology, expert calls)
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
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 logo.

GTCR logo.

CC Capital logo.

GHP logo.

Sumeru logo.

Gemspring Capital logo.

Broad Sky logo.

SBG logo.

Blackstone logo.

Selected Transactions