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Jason Bernstein

Chief Operating Officer (COO) - Investment Banking

Jason Bernstein is a seasoned executive with extensive experience in investment banking, mergers and acquisitions, and corporate development. He currently serves as the Chief Operating Officer at The DAK Group, a boutique investment bank specializing in middle market companies.2

Key points about Jason Bernstein:

  1. Career: He has over 30 years of experience in M&A transactions and senior operational roles.2

  2. Expertise: Bernstein is known for his strategic vision and ability to create value for clients in mergers and acquisitions.2

  3. Previous roles: Before joining The DAK Group, he was a Managing Director at B. Riley Financial, a global middle market investment bank.12

  4. Corporate experience: He has led strategic acquisitions and divestitures at companies such as Bed Bath & Beyond, AT&T, and DealerTrack.2

  5. Education: Bernstein holds an MBA with honors from the University of Chicago's Booth School of Business and a Bachelor of Arts degree in economics from Middlebury College.2

  6. Licenses: He holds FINRA Series SIE, 79, 63, and 24 licenses.12

  7. Transaction experience: Bernstein has completed over 50 strategic transactions across five continents.2

  8. Community involvement: He volunteers as a coach for junior hockey and mentors veterans entering the workplace through Bonds of Courage.2

  9. Personal interests: Bernstein is an active athlete, participating in competitive tennis, ice hockey, cycling, and skiing.2

Highlights

Sep 11 · dakgroup.com
DAK Expands Scope for Mid-Market Deals with Appointment of ...
DAK Expands Scope for Mid-Market Deals with Appointment of ...

Related Questions

What are Jason Bernstein's key achievements at The DAK Group?
How did Jason Bernstein's experience at B.Riley Financial prepare him for his role at The DAK Group?
What specific strategies has Jason Bernstein implemented in his M&A transactions?
How does Jason Bernstein's background in corporate development influence his approach to investment banking?
What makes Jason Bernstein's combination of strategic skills unique in the investment banking industry?
Jason Bernstein
Jason Bernstein, photo 1
Jason Bernstein, photo 2
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Location

New Vernon, New Jersey, United States