BERMAN & SONS LIMITED – Strategic Corporate Advisory

Strategic Corporate Advisory

Berman & Sons Limited is a privately-owned firm dedicated to providing strategic business advice and consultancy services to a small number of internal and external client companies.

Our Services

Comprehensive Services for Private Capital

We provide tailored advice to private businesses, their shareholders and senior executives on a variety of Strategic and Tactical issues important to them including:

Market Research & Analysis
Legal, Financial, Accounting & Risk Management
Corporate Governance & Reporting
General Financial & Banking Advisory
Due Diligence
Deal Structuring & Financing
Investment Analysis & Execution
Treasury & Credit Management
Environmental, Sustainability & Governance principles
Regulatory Frameworks
Brand Management - Marketing, PR & Advertising

Growing With Our Clients

Exclusively Serving Private Companies

Our firm exclusively partners with privately-held companies and does not engage with individual clients. Please note that we do not offer regulated investment or financial advice of any kind. Additionally, we do not provide advisory services on publicly traded securities such as shares, bonds, or funds. We may occasional invest our own capital in listed securities for our own corporate portfolio.

ABOUT US

Expert Team with Global Financial Market Experience

Our team boasts decades of experience in top-tier institutions in sectors including Banking, Law, Accounting & Tax, Insurance, and Investment Management. With a proven track record at the C-suite level in listed and regulated businesses, we specialize in:

Corporate Structuring
Mergers & Acquisitions
Private Placements
Loan Financing - Structuring & Distribution
Bond Issuance
Regulatory Relationship Management
Turnarounds & Special Situations including stressed, distressed, bankruptcy litigation and recovery/rescue.

Our diverse sector knowledge spans from Oil & Gas, Real Estate, Aviation, Logistics, Transportation, Financial Technology, and Asset Management, along with commercial exposure in industries like mining and pharmaceuticals.

Principal Investing

Strategic Global Investments for High-Growth Opportunities

Berman & Sons invests its own capital through Special Purpose Vehicles across various sectors and regions.

We focus on acquiring significant minority stakes in growth-oriented businesses, working closely with founders and management for medium-term exits, targeting IRRs above 25%.

All investment analysis, risk management, and transaction execution are managed in-house, with selective use of external advisors.