March 19, 2024 | ACG NJ Breakfast Meeting

Jason Bernstein is a trusted advisor to owners and stakeholders of middle-market companies on mergers and acquisitions. He combines over 30 years of deep M&A transaction and senior operational experience with a balanced, strategic vision to bring a higher level of sophistication and a global perspective to middle market clients. Jason’s focus is on building the greatest value for clients, which he achieves with the bespoke strategies developed for each and every transaction.

Jason has a rich background in mergers and acquisitions, having completed over 50 strategic transactions across five continents. Most recently he was a Managing Director at B. Riley (RILY) Financial, a global middle market investment bank.

Previously, as a corporate development and operational executive, he led strategic acquisitions and divestitures at both successful start-ups and industry leaders, including Bed Bath & Beyond, AT&T and DealerTrack. Click here to learn more.

Melvyn Threatt-Peters II guides entrepreneurs, whether they are owners of family-owned or founder-led businesses, executive teams at large companies, or private equity leaders to achieve their vision of success.

As a transaction leader, Melvyn drives successful M&A outcomes to effect client’s strategic goals, company vision, and ensure optimal value is achieved. He also plays the role of a critical, strategic thinker, helping to transform business models and solve pertinent business issues.

Melvyn’s work across many sectors, including healthcare, technology, industrials, business services, and consumer, equips him with diverse industry knowledge that he leverages to maximize value for his clients.

Melvyn focuses in two thriving sectors: healthcare services (e.g., home-based care, behavioral health, and healthcare IT) and the workplace technology sector (e.g., integration, managed services, and broader IT services.) He is active within the Home Care Association and Healthcare Association of America.

Before DAK, Melvyn worked on cross border M&A and financings for European and African corporations at Nexus Capital Markets. At Broadridge Financial Solutions, he completed its management training program before leading a team within operations. He started his career in sales and strategy. Melvyn earned his MBA and BA at St. John’s University and completed post-graduate coursework in valuation at NYU.  Click here to learn more.