The Rochelle Park- based DAK Group on Thursday announced that Jason Bernstein has joined the firm as a managing director.
Bernstein brings a rare combination of strategic skills developed as a former corporate development and operations executive prior to transitioning to investment banking.
With over 50 strategic mergers & acquisitions transactions completed across five continents, Bernstein has plenty of hands-on experience running companies, which enables him to better appreciate 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,” Alan Scharfstein, CEO of the DAK Group, said.
Prior to joining the DAK Group, Bernstein served as managing director at B.Riley Financial, a global middle market investment bank.
Previously, as a corporate development and operational executive, Bernstein led strategic acquisitions and divestitures at both successful startups and industry leaders, including Bed Bath & Beyond, AT&T and DealerTrack.
Bernstein holds FINRA Series SIE, 79, 63 and 24 licenses.