Daniel Bernstein

Managing Director at Falcon Investments

Daniel Bernstein is the Managing Director at Falcon Investment Advisors, where he also serves as a Co-Portfolio Manager. Based in New York, he has a robust background in finance and investment management.

Professional Experience

Onex Falcon:
- Principal (January 2022 - Present)
- Vice President (June 2018 - December 2021)
  - Focused on sourcing, structuring, executing, and monitoring mezzanine debt, structured equity, and common/preferred equity investments for middle-market businesses.
Hancock Capital Management:
- Associate Director (October 2017 - May 2018)
  - Similar responsibilities as at Onex Falcon, targeting middle-market companies.
Balance Point Capital Partners:
- Senior Associate / Associate (June 2013 - September 2017)
  - Worked with a private equity firm focused on lower middle-market investments.
TD Bank:
- Senior Analyst Corporate Banking (August 2011 - May 2013)
  - Involved in senior debt underwriting and portfolio management for investment-grade and high-yield corporates.

Education

The George Washington University - School of Business
- MBA in Finance & International Business, Summa Cum Laude
The George Washington University
- BA, Summa Cum Laude

Daniel Bernstein's extensive experience in investment management, particularly in mezzanine and structured equity investments, positions him as a key player in the financial sector.