Founded in 2012 and located in San Diego, Phoenix, Charlotte, San Francisco and Sun Valley, Berg Capital Markets, LLC is a full-service capital markets advisory firm specializing in strategy, analytics, investor relations and external CFO level work. Berg Capital Markets provides detailed capital markets solutions for private and public companies in Healthcare, Energy, Consumer, and Cannabis. We are a capital markets team comprised of C Suite executives, institutional equity professionals, and investment banking research analysts. We specialize in the complete capital continuum from seed level private companies through Series A, B, C, pre-IPO to publicly traded mid-cap companies.
Let me start by first saying that over the course of my nearly two-decade career as an institutional money manager literally hundreds of sales professionals have "called on me." I say "called on me" because that has generally been the extent of their effort. Few have taken the time to fully understand exactly what I am looking for as a long-term fundamental investor and fewer yet have been able to add meaningful value once they have developed that level of discernment. Josh is one of those few.
– Rob Nicoski, CFA, CPA | Portfolio Manager at Disciplined Growth Investors
We began working with Josh Berg and Aaron Gorin of Berg Capital Markets, LLC in May 2015, and they have already been instrumental in helping us develop our outreach approach to institutional investors and provide valuable input on our corporate strategy.
– Nevan Charles Elam, J.D., Chairman and CEO, AntriaBio, Inc.