Founder, Principal Partner
Josh Berg is a seasoned investment professional with over 26 years of healthcare, finance and capital markets experience. Mr. Berg is the Founder and Principal Partner at Berg Capital Markets, LLC. Mr. Berg's investor relationships collectively manage more than $400 billion. Prior to founding Berg Capital Partners and Kindling Investment Partners, Mr. Berg developed expertise in institutional equities with bulge bracket and boutique, healthcare-centric investment banks. Prior to his 12 years of investment banking experience, Mr. Berg worked in the institutional investment management business and facilitated the raise of over $2 Billion for Jurika & Voyles, LP. Josh graduated with a Bachelors in Economics from the University of California, Santa Cruz.
Over 20 years of professional investment experience in public and private markets as analyst, portfolio manager and advisor. Prior to Berg Capital, Josh was a portfolio manager of Goodwood Capital, a SEC-registered investment advisory firm that managed multiple asset allocation strategies and the Goodwood SMID Long/Short mutual fund (GAMIX). He was previously Partner and Senior Analyst for Maple Leaf Partners, a $2 billion long/short equity hedge fund that was part of Julian Robertson’s group of Tiger Seeds. Josh began his career as an equity analyst covering medical technology at Banc of America Securities and Morgan Keegan & Company. Josh has held multiple securities licenses throughout his career, including the Series 7, 63, 65, 86 and 87. He graduated with a Bachelor of Arts in Business Administration from Rhodes College.
Eric Holter has 26 years of experience in finance and capital markets. Mr. Holter spent 10 years in Real Estate private equity and has developed an in-depth understanding of marketing, sales and operations. Before entering the real estate industry, Eric worked in investor relations at Darwin Capital Partners, a boutique capital group, where he honed his skills in building strong, trusted relationships with investors as well as managing complex financial transactions. Eric also has deep experience as an entrepreneur, which provided him with a unique perspective on business strategy and execution. Eric graduated from the University of California, Santa Cruz, with a degree in Biology and holds a Lean Six Sigma Certificate in business process optimization from Oxford University.
Dean Holter, Esq.
General Counsel and Chief Financial Officer
Dean Holter is an attorney, serving as both General Counsel and Controller to Berg Capital Markets, LLC. Mr. Holter has many years experience serving businesses as both General Counsel and Chief Financial Officer or Controller. Prior to joining Berg Capital Markets, LLC, Mr. Holter served as General Counsel and CFO to Christensen Global Strategies, an international consulting firm whose clients include United Nations Foundation, Clinton Global Initiative, Duke Energy, FEMSA, and Microsoft, among other Fortune 500 companies. While at Christensen Global Strategies, Mr. Holter also served as the project lead in the successful purchase of several commercial scale solar projects in California and Oregon, contracting with Renewable Technology Development, one of the largest solar thermal developers in California, and Chromasun, a leader in solar thermal technology. Prior to Christensen Global Strategies, Dean served as the General Counsel and General Manager of Idaho Capital, a private collateralized real estate lending group.
The contents of this website: (i) do not constitute an offer of securities or a solicitation of an offer to buy securities, and (ii) may not be relied upon in making an investment decision related to any investment offering by Berg Capital Markets, LLC, or any affiliate, or partner thereof (“Berg”). Investment offerings and investment decisions may only be made on the basis of a confidential private placement memorandum issued by Berg Capital Markets, LLC, or one of its partner/issuers. Berg Capital Markets, LLC does not warrant the accuracy or completeness of the information contained herein.