Berenson Capital

Berenson & Company is a merchant banking firm established in 1990 and headquartered in New York City. Founded by Jeffrey Berenson, the firm specializes in providing tailored investment banking services, including mergers and acquisitions, capital advisory, strategic advisory, and restructuring. Its clientele spans a diverse range of industries, such as industrial, real estate, automotive, technology, media, consumer products, apparel, leisure, financial services, and healthcare. Berenson & Company is recognized for its strong relationships, high-quality advice, and commitment to client service, which are fundamental to its operations. The firm also manages its own and third-party capital for investments in both public and private enterprises, emphasizing ethical practices and a client-focused approach.

Mohammed M. Ansari

President

4 past transactions

Interactive Digital Solutions

Acquisition in 2021
Interactive Digital Solutions (IDS) specializes in creating advanced video communication solutions tailored for various sectors, including healthcare, government, and education. The company focuses on enhancing user experiences through its innovative offerings, which include integrated video conferencing, enterprise collaboration tools, telehealth services, and patented virtual patient observation technologies. By addressing the complex needs of its clients, IDS aims to improve communication and collaboration across industries and regions.

The Athene Group

Venture Round in 2018
Athene is a technology development company that offers a range of tailor-made, strategies and consultation services to help businesses across diverse industries tackle their customer relationship management (CRM) and cloud-based challenges. Skience, the company’s Salesforce-based, data aggregation, and books and records solution, makes itself valuable to the wealth management industry by gathering and then filtering important data to optimize client reporting processes. Athene also helps organizations strategize, implement, and support cloud solutions in their businesses.

Skience

Acquisition in 2018
Skience LLC is a provider of a cloud-based wealth management platform designed to enhance efficiency and accuracy in financial services. The platform automates business processes such as client onboarding, account servicing, and compliance, significantly reducing the risk of errors and improving transaction quality. It features digital onboarding capabilities that minimize data rekeying and ensure adherence to regulatory requirements, while also allowing for customized client-advisor collaboration. Additionally, Skience offers a range of services, including platform implementation, Salesforce consulting, and advisory services focused on business process optimization and data management. Serving broker-dealers, registered investment advisors, and other financial entities, Skience emphasizes the integration of technology tools and the effective management of regulatory and business risks. Founded in 2001 and based in Herndon, Virginia, with an office in Bangalore, India, the company underwent a name change from The Athene Group to Skience LLC in October 2019.

Octane

Series A in 2016
Octane is a financing platform designed to facilitate lifestyle purchases, such as powersports vehicles, RVs, and outdoor power equipment, by enhancing the buying experience for consumers. The company employs advanced technology and innovative risk strategies to create a seamless, end-to-end process that supports customers throughout their purchasing journey. Octane inspires enthusiasts through its editorial brands, prequalifies consumers for financing online using its e-commerce tools, and connects customers with partner dealerships for efficient closing. Additionally, Octane provides comprehensive loan servicing to assist customers during the life of their loans. Operating as a remote-first organization, Octane maintains offices in New York, Irving, Irvine, and Knoxville, and collaborates with over 35 original equipment manufacturers and 4,000 dealer partners across the United States. The company has been recognized for its rapid growth, earning a spot on the 2022 Inc 5000 list of America's Fastest Growing Private Companies and being certified as a great place to work.
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