Berenson & Company/Deal History

Deal History

300+ total transactions representing $250B+ in aggregate value — 15 tracked below spanning 2018–2026 · 6 industries

300+
Total Transactions
6
Industries
2018–2026
Years Active
Aerospace & Defense1
Aalyria Secures $100 Million Series B Financing2026
Acquired by PE: Battery Ventures, J2 Ventures

Berenson & Company acted as exclusive financial advisor to Aalyria on its $100 million Series B financing, valuing the company at $1.3 billion. The round was led by Battery Ventures and J2 Ventures.

$100M+RecapitalizationSell Side Advisor
Business Services4
Genstar Capital and Insight Partners Acquire Vector Solutions2025
Acquired by PE: Genstar Capital, Insight Partners

Genstar Capital and Insight Partners acquired Vector Solutions.

UndisclosedSell SideSell Side Advisor
PDI Acquires P97 Networks2021
Strategic acquirer: PDI Technologies

PDI Technologies expanded digital engagement ecosystem with acquisition of P97 Networks.

UndisclosedSell SideSell Side Advisor
Frontline Managed Services Investment from Broad Sky Partners2021
Acquired by PE: Broad Sky Partners

Frontline Managed Services secured investment from Broad Sky Partners.

UndisclosedRecapitalizationSell Side Advisor
Carlyle Group Acquires NEP Group2018
Acquired by PE: The Carlyle Group

Berenson & Company served as financial advisor to Carlyle Group on the acquisition of NEP Group, a portfolio company of Crestview Partners.

UndisclosedSell SideSell Side Advisor
Distribution & Logistics2
LOGISTEC Acquires Logistics Park Dubuque2026
Strategic acquirer: LOGISTEC

Berenson & Company acted as financial advisor to LOGISTEC on the acquisition of Logistics Park Dubuque, expanding US inland waterways network.

UndisclosedSell SideSell Side Advisor
E2open Combines with BluJay Solutions2021
Strategic acquirer: E2open

Berenson & Company served as financial advisor to e2open on its combination with BluJay Solutions, a leading logistics execution platform.

UndisclosedMergerSell Side Advisor
Government Services1
GTCR Growth Investment in Lexipol2025
Acquired by PE: GTCR

GTCR completed a growth investment in Lexipol.

UndisclosedRecapitalizationSell Side Advisor
Retail & E-Commerce1
HBC Acquires Neiman Marcus Group for $2.65 Billion2024
Strategic acquirer: HBC (Saks Fifth Avenue)

Berenson & Company served as financial advisor to Insight Partners (seller) in the sale of Neiman Marcus Group to HBC, parent of Saks Fifth Avenue, for $2.65 billion.

$2.5B-$3BSell SideSell Side Advisor
Software & SaaS6
Bonterra Acquires Deed2026
Strategic acquirer: Bonterra

Berenson & Company served as financial advisor to Bonterra on its acquisition of Deed to redefine corporate philanthropy.

UndisclosedSell SideSell Side Advisor
Getty Images and Shutterstock $3.7 Billion Merger of Equals2025
Strategic acquirer: Shutterstock

Berenson & Company served as lead financial advisor to Getty Images in its $3.7 billion merger of equals with Shutterstock, creating a premier visual content company.

$3.5B-$4BMergerSell Side Advisor
NMI Acquires Agreement Express2022
Strategic acquirer: NMI

Berenson & Company served as financial advisor to NMI on its acquisition of Agreement Express to enhance partner value.

UndisclosedSell SideSell Side Advisor
Insight Partners Strategic Investment in CommerceHub2021
Acquired by PE: Insight Partners

Insight Partners made a strategic investment in CommerceHub.

UndisclosedRecapitalizationSell Side Advisor
OneTrust Acquires Planetly2021
Strategic acquirer: OneTrust

OneTrust acquired Planetly for $110 million.

$100M-$120MSell SideSell Side Advisor
Getty Images IPO via SPAC Combination2021
Acquired by: CC Neuberger Principal Holdings II

Getty Images became a publicly traded company through combination with CC Neuberger Principal Holdings II. Berenson & Company acted as financial advisor.

UndisclosedRecapitalizationSell Side Advisor
Berenson & Company Deal History — Completed M&A Transactions | AdvisorIndex