"Berg Capital Partners has been instrumental in our company’s growth journey. Their deep expertise in healthcare, combined with their outstanding Fractional CFO and Capital Raising services, made them a natural fit for us. They have helped streamline our financials and prepare us for investor engagement with exceptional professionalism. The team’s dedication, structured approach, and personalized attention have made us feel like we are their highest priority. Their comprehensive understanding of finance and capital markets has provided us with the confidence and clarity needed to achieve our goals. We highly recommend Berg Capital Partners for their exceptional service and commitment."
– Richard Tallman, Richard Tallman, JR. PH.D., BioMed Simulation

I have worked with Berg Capital for more than 2 years and cannot stress enough what a positive experience it has been working with Berg Capital, in particular its principal, Mr. Josh Berg. The Berg Capital team has proven to be one of the most dependable, trustworthy, and self-sufficient capital markets advisory and investment firm I have worked with in my 20+ year-long career as a CEO/Founder in the medical device space. They have not only been instrumental in helping raise funds, but to also served as Consultant CFO Advisors of the company leveraging their vast experience in Finance & the Industry. They rapidly gained an understanding of my company's product / business plan and with that, were able to independently meet with investors and acquire capital commitments. They have clearly distinguished themselves from others in the market."
– Bernard A. Hausen MD PhD, President & CEO, CinVivo, incorporated

Berg Capital rapidly became a vital member of our team, significantly enhancing our investor outreach efforts. They assisted us in crafting clear and focused messaging that resonated strongly with potential investors. Highly recommended!
– Ofer Sharon, MD, CEO, OncoHost Inc.

Josh initially serviced my firm during his time as an institutional sales rep at Leerink Swann. Josh demonstrated a unique value proposition. He went above and beyond to bring us actionable, non-consensus recommendations. His deep understanding of potential investments and his collaborative spirit gave us a tremendous head start on our own diligence. I continue to work with Josh at Berg Capital Markets. His ability to identify value very early on and connect companies seeking a quality base of investors make him partcularly well-suited for the role. Most importantly, Josh is extremely ethical and diligent - qualities of utmost importance for any partnership.Josh initially serviced my firm during his time as an institutional sales rep at Leerink Swann. Josh demonstrated a unique value proposition. He went above and beyond to bring us actionable, non-consensus recommendations. His deep understanding of potential investments and his collaborative spirit gave us a tremendous head start on our own diligence. I continue to work with Josh at Berg Capital Markets. His ability to identify value very early on and connect companies seeking a quality base of investors make him partcularly well-suited for the role. Most importantly, Josh is extremely ethical and diligent - qualities of utmost importance for any partnership.
– Josh Pesses, Greenwood Investors

"Josh Berg is an outstanding professional. Josh is focused and driven while maintaining the vision to work towards high level strategic goals. In my experience Josh has outworked and outsmarted his competition and has been a leader in all his organizations from a production stand point and as a leader in the organization. I have had the pleasure to know Josh personally for 10 years and have worked with him at two employers, both where he drove excellent results for each organization.Josh Berg is an outstanding professional. Josh is focused and driven while maintaining the vision to work towards high level strategic goals. In my experience Josh has outworked and outsmarted his competition and has been a leader in all his organizations from a production stand point and as a leader in the organization. I have had the pleasure to know Josh personally for 10 years and have worked with him at two employers, both where he drove excellent results for each organization.
– Casey Ryan, Financial Services Strategic Leader

"Josh has been a valuable resource to me in my role as a Senior Investment Analyst supporting three funds with total assets under management of $8 billion. His understanding of corporate strategy and financial analysis and unique insight into all aspects of the healthcare industry enabled me to take quick, yet thoughtful action on several large equity positions. Furthermore, I found working with Josh both efficient and enjoyable, thanks to his honest and straight-forward style of communication.Josh has been a valuable resource to me in my role as a Senior Investment Analyst supporting three funds with total assets under management of $8 billion. His understanding of corporate strategy and financial analysis and unique insight into all aspects of the healthcare industry enabled me to take quick, yet thoughtful action on several large equity positions. Furthermore, I found working with Josh both efficient and enjoyable, thanks to his honest and straight-forward style of communication.
– Rob W, Sustainability and ESG Integration Strategy Expert at MFS Investment Management

I can say without reservation that Josh ranks near the top of the list of salespeople that I have worked with over the last 15 years. He is passionate about finding and presenting great investment ideas. He is a great partner and has earned the loyalty of many analysts and portfolio managers. I can say without reservation that Josh ranks near the top of the list of salespeople that I have worked with over the last 15 years. He is passionate about finding and presenting great investment ideas. He is a great partner and has earned the loyalty of many analysts and portfolio managers.
– Matt Arens, CEO, Senior Portfolio Manager at First Light Asset Management

As a buy-side analyst, Josh's contributions as a sell-side institutional equity salesman have been essential to my job duties and knowledge base. I relied on Josh to augment my understanding of the healthcare and medical device space. His expertise, attention to detail and work ethic have proven to be significantly better than the vast majority of his peers.As a buy-side analyst, Josh's contributions as a sell-side institutional equity salesman have been essential to my job duties and knowledge base. I relied on Josh to augment my understanding of the healthcare and medical device space. His expertise, attention to detail and work ethic have proven to be significantly better than the vast majority of his peers.
– Christopher Thomson, Equity Analyst at MindShare Capital Management

I worked with Josh early in his career as an institutional sales person at Pacific Growth Equities. Over the years working together, he rose to prominence as one of our more capable and seasoned professionals and ended up managing some of our largest accounts. His clients trust his judgement and ability to help them add alpha in their portfolios.I worked with Josh early in his career as an institutional sales person at Pacific Growth Equities. Over the years working together, he rose to prominence as one of our more capable and seasoned professionals and ended up managing some of our largest accounts. His clients trust his judgement and ability to help them add alpha in their portfolios.
– Jack Thrift

Josh has covered me for several years and provided numerous profitable ideas. I is extremely dedicated and I highly recommend Josh. He vets his analysts' work thoroughly and provides his own color in many instances. He has a good grasp on the market and what moves stocks. Josh has a good personality and has been a pleasure to work with.
– Andrew Rich, Principal and Portfolio Manager at HAI MindShare