Berkson Asset Management, LCC
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Berkson Asset Management, LCC - overview
Established
1995
Location
Woodland Hills, CA, US
Primary Industry
Financial Services
About
Based in California, US, and founded in 1995 by Steven M. Berkson, Berkson Asset Management, LCC operates as a consulting company providing financial guidance, advisory, and planning in different sectors such as estate, investment, and retirement. In June 2022, Mercer Global Advisors Inc. , a portfolio company of Genstar Capital Partners and Oak Hill Capital Partners, acquired Berkson Asset Management, LCC.
Following the transaction, Berkson Asset Management, LCC's team, joins Mercer Global Advisors Inc. ’s management. Berkson Asset Management, LCC provides various wealth management services, including financial planning, investment management, retirement planning, estate management and planning, financial planning for widows and widowers, business succession advisory, legal services, tax planning, insurance planning, accounting services, and many more. The company offers retirement planning tools such as a retirement planner, Roth IRA calculator, 401(k) saving calculator, required minimum distribution, beneficiary required minimum distribution, and many more.
In addition, the firm provides personal finance tools such as saving goals, college saving plans, home budget analysis, net worth, buy vs. lease calculator, mortgage loan calculator, and municipal bond tax equivalent yield calculator.
Current Investors
Mercer Global Advisors Inc.
Primary Industry
Financial Services
Sub Industries
Consulting Services, Accounting Services
Website
www.berkson.net
Verticals
FinTech
Company Stage
Add-on
Total Amount Raised
Subscriber access only
Berkson Asset Management, LCC - deals
| Deals Type | Deal Status | Target (s) | Deal Date | Investor(s) | Seller(s) | Deal size (Mn) | Enterprise value (Mn) | Post-money valuation (Mn) | EBITDA multiple (x) | Revenue multiple (x) | Lead partner (s) |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Add-on | Completed | Berkson Asset Management, LCC | - |
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