Full-Time
Investment Banking Associate
Berenson & Company
51-200 employees
Investment banking and private equity firm
No salary listed
No H1B Sponsorship
New York, NY, USA
In Person
Bachelor's
 Finance & Banking (1) |
|---|
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- A Bachelor's degree is required.
- A professional degree is required.
- Professional experience in financial services is required.
- Candidates must have an exemplary academic record.
- Candidates must provide professional references.
- Candidates must be authorized to work in the United States.
- Candidates must be currently enrolled in or recently graduated from an MBA or JD program, or have 1–2 years of professional finance experience.
- Provide strategic mergers and acquisitions advisory, financing, recapitalization, and other strategic advisory services.
- Perform high-quality financial modeling and analysis.
- Work on transactions involving public and private corporations, financial institutions, equity sponsors, and entrepreneurs.
- A background in financial services.
- High levels of intellect and curiosity.
- A strong drive to learn and excel.
- Dedication to hard work.
- A strong commitment to teamwork.
Berenson & Company is a merchant bank focused on two main activities: investment banking and private equity investing. It advises on complex financial transactions for clients and also invests capital through private equity to back companies and management teams. The product is not a physical item but a service mix: strategic financial advisory, deal execution, and active equity investment in portfolio companies. The firm's approach centers on ethics, strong client service, and partnerships, aiming to align interests and build lasting relationships with clients and portfolio companies. Compared with competitors, Berenson & Company differentiates itself through its emphasis on ethical conduct, client service, and long-term partnerships, supported by a history dating back to 1990. Its goal is to help clients grow value and achieve successful outcomes by providing trusted advice and capital through a focused, relationship-driven merchant banking model.
Company Size
51-200
Company Stage
N/A
Total Funding
$25.7M
Headquarters
New York City, New York
Founded
1990
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Simplify's Take
What believers are saying
- Reuters reported Ryan and Steele bring nearly 500 transactions and deep technology sponsor relationships.
- Berenson's January 2025 Getty Images mandate proves access to larger, headline transactions.
- The Operating Executive Program strengthens sourcing and post-close support for technology and services deals.
What critics are saying
- Ryan and Steele's August 2026 arrival concentrates technology coverage around two newly acquired partners.
- Berenson's model depends on founder Jeffrey Berenson; succession risk rises after 2026 ownership shifts.
- Independent boutiques face relentless bank poaching; Raymond James can rebuild coverage before August 2026.
What makes Berenson & Company unique
- Jeffrey Berenson, Brendan Ryan, and Jon Steele combine advisory and principal investing in August 2026.
- Berenson's 2022 Operating Executive Program embeds operators into diligence and portfolio value creation.
- Getty Images hired Berenson as lead advisor for its January 2025 Shutterstock merger.
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Benefits
Mentorship Program
Company News
Latest news. Berenson & Co. Adds Raymond James' Brendan Ryan and Jon Steele as Co-Leaders Berenson & Co. has agreed to bring Brendan Ryan and Jon Steele, currently global co-heads of technology and services investment banking at Raymond James, into the firm as partners and co-leaders as it expands its technology M&A advisory and merchant banking platform. The bankers are expected to officially join in August and will lead the firm alongside founder Jeffrey Berenson, helping expand its technology advisory business while continuing to invest alongside clients and financial sponsors, as Reuters reported. Ryan and Steele have spent more than two decades advising technology companies and private equity sponsors on mergers and acquisitions, capital raises and strategic transactions. Their move underscores the increasing appeal of independent advisory firms that offer senior bankers greater ownership and the ability to combine advisory work with direct investing. Digital Realty Acquires Blackstone's Majority Stake in Three Virginia Data Centers The portfolio comprises three data centers totaling 288 megawatts of IT capacity, with two facilities located in Manassas and one on Digital Realty's Digital Dulles campus in Sterling, Va. To read the entire story, you must be logged in. Shamrock Partners with Swansea City AFC Swansea City AFC is a professional football club based in Swansea, Wales, competing in the English Football League Championship. To read the entire story, you must be logged in. Local Favorite Restaurants Purchases Cotton Patch Cafe from Altamont Cotton Patch Cafe operates a chain of casual dining restaurants serving scratch-made comfort food inspired by Texas cuisine. To read the entire story, you must be logged in. Houlihan Lokey Buys Intrepid Financial Partners Intrepid Financial Partners is an independent investment bank specializing in energy-sector advisory services. To read the entire story, you must be logged in.
Tech bankers Brendan Ryan and Jon Steele are leaving Raymond James to join merchant bank Berenson & Co., where they will acquire a 50% stake and officially start in August, according to sources. The pair currently serve as global co-heads of technology and services investment banking at Raymond James. Ryan and Steele will co-lead Berenson alongside founder Jeffrey Berenson, expanding its technology advisory services while continuing to invest directly with clients and sponsors. The move reflects a growing trend amongst boutique investment banks to combine M&A advisory with merchant banking and principal investing. Berenson recently advised on Getty Images' $3.7 billion merger with Shutterstock and has backed companies including Octane Lending and Skience through its investment arm.
Earlier this year, for example, Berenson unveiled a new Operating Executives program, which marks the first time the firm has brought on operators to work with the firm full-time on sourcing and value creation for portfolio companies
Working alongside them on initial opportunities and their growth plans make Berenson & Company LLC excited about being a long-term partner with the Broad Sky team.”
Berenson announced that Dominic Carazza has joined as a Vice President.