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Jason Bernstein
Chief Operating Officer (COO) - Investment Banking
Jason Bernstein is a seasoned operating and investment banking executive known for his expertise in creating and driving innovative businesses and strategic transactions.
With a track record of successful portfolio rationalization and top-line growth, Jason has made significant impacts in companies such as Bed Bath & Beyond, Personalizationmall.com, and DealerTrack.
His accomplishments include successfully selling five businesses during the 2020 pandemic, achieving 25% top and bottom line growth at Personalizationmall.com, and leading DealerTrack's acclaimed M&A strategy.
Jason Bernstein's educational background includes studies at The University of Chicago Booth School of Business, Middlebury College where he earned a BA in Economics with a focus on Architecture/Art History, and Montclair Kimberley Academy.
Professionally, Jason has held key positions such as Chief Operating Officer at The DAK Group, Managing Director of Investment Banking and Restructuring at B. Riley Financial, and Acting President of Personalizationmall.com at Bed Bath & Beyond.
His versatile experience spans roles in corporate development, business integration, and M&A at renowned companies like DealerTrack, Cendant Corporation, govWorks, Expanets, AT&T, and American Airlines.
A valued C-suite partner with a proven ability to close transactions exceeding $6 billion across five continents, Jason Bernstein brings a blend of strategic insight and operational proficiency to his roles.