Berenson & Company

Berenson Capital, founded in 1990 by Jeffrey Berenson, operates as a merchant banking firm based in New York City. The firm specializes in providing tailored investment banking services, focusing on mergers and acquisitions, capital advisory, strategic advisory, and restructuring for a diverse range of industries, including technology, media, healthcare, and consumer products. In addition to these advisory services, Berenson Capital manages its own funds and third-party capital, specifically targeting investments in software and technology-enabled services. The firm's commitment to ethics and client service is central to its operations, underscoring its dedication to delivering quality advice and fostering strong relationships with clients, portfolio companies, and capital partners.

3 past transactions

Interactive Digital Solutions

Acquisition in 2021
Interactive Digital Solutions (IDS) engineers and delivers innovative video communication solutions maximizing user experiences across all 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.

Octane

Series A in 2016
Octane’s mission is to connect people with their passions by making lifestyle purchases, like powersports vehicles, RVs, and outdoor power equipment, fast, easy, and accessible. Octane combines cutting-edge technology with innovative risk strategies to deliver a seamless, end-to-end buying experience. The company adds value throughout the customer journey: inspiring enthusiasts with its editorial brands, including Cycle World® and UTV Driver®, instantly prequalifying consumers for financing online with its suite of e-commerce tools, routing customers to partner dealerships for an easy closing experience, and supporting customers throughout their loan with superior loan servicing. Octane is a remote-first workplace with offices in New York, Irving, TX, Irvine, CA, and Knoxville, TN, and the company works with over 35 OEM and 4000 dealer partners across the United States. Octane made the 2022 Inc 5000 list of America’s Fastest Growing Private Companies in America and is Certified by Great Place to Work.
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