Bob Berstein

Technology/Digital Media Investment Banking

Location: Greater Boston Area
Industry: Investment Banking

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Bob Berstein's Overview

Current

Vice President, Investment Banking at Morgan Keegan Technology Group

Education

Cornell University
Belmont Hill School

Connections

500+ connections

Websites

Morgan Keegan Technology Group

Over 12 years of investment banking and venture capital experience. Investment banker at Morgan Keegan Technology Group. Prior affiliations: BMO Capital Markets, Needham & Co., Jefferies Broadview, Merrill Lynch, Advanta Partners LP. Education: Cornell University, AB, magna cum laude. Co-founder, former Chairman, New York Private Equity Network (NYPEN).

Specialties

Finance and M&A deal execution, both private and public, and corporate/business development. Specialization in Digital Media, e-Commerce, Internet, Software, Services, IT.

Vice President, Investment Banking

Morgan Keegan Technology Group

Privately Held; 51-200 employees; RF; Investment Banking industry

2010 – Present (2 years)

Morgan Keegan Technology Group is the nation’s largest middle market investment banking practice focused on technology companies. We provide Mergers & Acquisitions and Private Capital Fundraising Advisory Services as well as complete public equity capital markets services.

With offices in Boston, San Francisco, Los Angeles and New York, Morgan Keegan Technology Group focuses on advisory and financing transactions for emerging technology companies in industry sectors including software, Internet, business services, telecommunications, wireless, clean tech, digital media, storage and semiconductors.

Morgan Keegan & Company, Inc. is one of the nation’s largest regional investment firms offering full-service investment banking, securities brokerage, wealth and asset management. With over 300 offices and more than 4,400 employees, Morgan Keegan serves the diverse financial needs of individual investors, corporate and institutional clients throughout the U.S. and abroad. The firm is a subsidiary of Regions Financial (NYSE: RF), one of the nation's largest full-service providers of consumer and commercial banking, trust, securities brokerage, asset management, mortgage and insurance products and services.

Cornell University

AB, Magna Cum Laude

1993 – 1997

Belmont Hill School

1987 – 1993

Websites:

Morgan Keegan Technology Group

Groups and Associations:

Entrepreneurship@Cornell Advisory Council, Cornell Alumni Class Vice President, Cornell Club of Boston, Cornell Club of New York, Harvard Club of Boston, Museum of Science Boston Innovators Group. Past volunteer positions include Cornell University Council, Cornell Fund Young Alumni National Chair, Cornell Association of Class Officers (CACO) Vice President of the Board, Cornell Arts and Sciences Young Alumni Advisory Council, Cornell Alumni Class Vice President for Fundraising: co-chairing the 5th and 10th reunion campaigns, Epsilon Association, Inc. Director (Sigma Phi Fraternity Alumni Association)

Honors and Awards: