Insights

Strategic Focus Berenson operates as a merchant bank with two main lines—Investment Banking and Private Equity—suggesting opportunities to cross-sell deal advisory, capital raise support, and PE-backed financing solutions to mid-market clients.

Funding Risk The firm has a history tied to a SPAC and a going concern note in its public reporting, signaling a potential need for liquidity, restructuring, or debt advisory services to stabilize capital structure and restore investor confidence.

Regulatory Attention Recent non-compliance notices and ongoing NYSE listing challenges indicate a readiness for governance, reporting, and compliance improvement services, presenting an avenue for outsourced finance and regulatory workflow solutions.

Tech Backbone Utilizes cloud and CMS platforms including AWS, Snowplow, WordPress, and ecommerce/hosting tools, suggesting opportunities to offer data analytics, cybersecurity, and digital transformation services to optimize client onboarding and analytics for financial services processes.

Industry Positioning Operating in mid-market investment banking with a revenue range in the tens of millions and a modest employee base, Berenson may benefit from scalable tech-enabled platforms, ERP/CRM, and private equity deal origination tools to accelerate growth and competitive differentiation.

Similar companies to Berenson

Berenson Tech Stack

Berenson uses 8 technology products and services including Snowplow, Amazon Web Services, Weebly, and more. Explore Berenson's tech stack below.

Media & News

Berenson's Email Address Formats

Berenson uses at least 4 email formats:
Berenson Email FormatsExamplePercentage
FLast@berensonco.comJDoe@berensonco.com
78%
First@berensonco.comJohn@berensonco.com
12%
Last@berensonco.comDoe@berensonco.com
7%
First.Last@berensonco.comJohn.Doe@berensonco.com
3%

Frequently Asked Questions

What is Berenson's phone number?

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You can contact Berenson's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Berenson's stock symbol?

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Berenson is a publicly traded company; the company's stock symbol is BACA-UN.

What is Berenson's official website and social media links?

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Berenson's official website is berensonco.com and has social profiles on LinkedIn.

How much revenue does Berenson generate?

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As of October 2026, Berenson's annual revenue is estimated to be $25M - $50M.

What is Berenson's SIC code and NAICS code?

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Berenson's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies and NAICS code is 52311 - Investment Banking and Securities Dealing.

How many employees does Berenson have currently?

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As of October 2026, Berenson has approximately 51 employees across 3 continents, including North America, Europe and Asia. Key team members include Managing Director (mena): T. D., Managing Director: E. T. and Managing Director, Technology Mergers And Acquisitions: K. S. Explore Berenson's employee directory with LeadIQ.

What industry does Berenson belong to?

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Berenson operates in the Investment Banking industry.

What technology does Berenson use?

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Berenson's tech stack includes Snowplow, Amazon Web Services, Weebly, WordPress, Shopify, Mimecast, WP Engine and Vimeo.

What is Berenson's email format?

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Berenson's email format typically follows the pattern of FLast@berensonco.com. Find more Berenson email formats with LeadIQ.

When was Berenson founded?

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Berenson was founded in 1990.
Berenson logo

Berenson

Investment BankingNew York, United States51-200 Employees

Berenson is a merchant bank founded in 1990 that concentrates on investment banking and private equity investing. The firm emphasizes ethics, client service, and partnership as guiding principles in its operations. Based in New York City, it provides advisory services and private equity activity intended to support corporate transactions and growth strategies.
In September 2024, Berenson Acquisition Corp. I announced it would liquidate after not completing its planned business combination by the deadline, with liquidation of the Trust Account expected in October 2024.

Section iconCompany Overview

Phone number
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
Stock Symbol
BACA-UN
NAICS Code
52311 - Investment Banking and Securities Dealing
Founded
1990
Employees
51-200

Section iconFunding & Financials

  • $25M - $50M

    Berenson's revenue is estimated to be in the range of $25M - $50M

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