Merchant Banking

Cultivating Relationships and Long-Term Success

Our merchant banking affiliate, Bruderman Enterprises, Inc., employs a broad investment strategy and makes opportunistic investments across all asset classes and industries, most recently in lower middle-market companies in the health care, consumer products and services, and financial services industries. We form true partnerships and align our interests with highly motivated, proven, and successful management teams.

We invest in and acquire lower middle-market companies generating annual revenues between $25 and $100 million. We may also invest alongside management and other equity partners and can source any required acquisition financing.