Berkery Noyes & Co.
Berkery Noyes & Co. is an independent investment bank founded in 1988 that provides M&A advisory, debt and equity financing, and valuation services to middle-market information-industry companies in the $50 million to $1 billion range, backed by its proprietary MandAsoft research database of 250,000+ companies.
- Company typePrivate
- Founded1988
- HeadquartersNew York, United States
- Headcount11–50
- GTM type—
- Offering—
What Berkery Noyes & Co. does
Berkery Noyes & Co. is an independent, privately held investment bank founded in 1988 and headquartered at 104 West 40th Street, New York, with additional offices in Boston and San Francisco. The firm specializes in mergers and acquisitions advisory, debt and equity financing, and valuation services for middle-market companies in the information industry, focusing on transactions in the $50 million to $1 billion range for both public and private companies and private equity groups. Since 1988, Berkery Noyes and its affiliates have completed more than 500 sell-side and buy-side M&A transactions with values ranging from several million to over four billion dollars, across verticals including Software, Online & Mobile, Media & Marketing, Education, Finance, Healthcare, Consumer & Retail, and Human Capital Management.
The firm's underlying technology is centered on MandAsoft, a proprietary research service that uses an in-house classification system to track every publicly announced transaction in covered markets and organizes them into specific industries and segments. This system is supported by an internal database of more than 250,000 companies and C-level executives, and by proprietary distancing algorithms that generate recurring research outputs including a Monthly M&A Review, an Information Industry Weekly Report, and eight widely cited quarterly trend reports. Securities transactions are executed through a related entity, Berkery Noyes Securities LLC, a FINRA- and SIPC-registered broker-dealer.
Berkery Noyes makes money primarily through professional services fees from sell-side and buy-side M&A advisory engagements, supplemented by debt and equity financing mandates and valuation services. Pricing is transaction-based and negotiated per engagement, with no publicly disclosed fee schedule, and recurring revenue is generated via subscription access to its research products. The firm reaches clients through senior investment bankers organized by vertical, supported by content marketing via trend reports, blog posts, newsletters, press releases, and corporate social profiles on LinkedIn, Twitter, and Facebook.
Berkery Noyes & Co. firmographics
Firmographics- Name
- Berkery Noyes & Co.
- Legal name
- Berkery, Noyes & Co., LLC.
- Website
- https://berkerynoyes.com
- Company type
- Private
- Founded year
- 1988
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Berkery Noyes & Co. is an independent investment bank founded in 1988 that provides M&A advisory, debt and equity financing, and valuation services to middle-market information-industry companies in the $50 million to $1 billion range, backed by its proprietary MandAsoft research database of 250,000+ companies.
- Ownership category
- akta.pro rank
Berkery Noyes & Co. industry classification
Industry- NAICS
- Investment Banking and Securities Intermediation (52315)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Sell-Side M&A Advisory (FSAEAGAA)
- akta.pro secondary industries
- Buy-Side M&A Advisory (FSAEAGAB), Buy-Side Search & Acquisition Advisory (FSAEAIAD)
Keywords
Where Berkery Noyes & Co. is headquartered
LocationHeadquarters
- HQ city
- New York
- HQ country
- United States
- HQ region
- North America
Offices4 records
Markets served
Berkery Noyes & Co. business model
Business modelRevenue model
- M&A Advisory Services: Mergers and acquisitions advisory services for sell-side and buy-side transactions, including transaction management, valuation, and negotiation support for companies in the information industry.
- Debt and Equity Financing: Debt and equity financing advisory services for emerging and established information and technology leaders.
- Valuation Services: Valuation services for companies throughout the information industry.
- Trend Reports and Research Subscriptions: Quarterly trend reports on M&A activity across covered verticals provided to clients and subscribers.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Custom M&A advisory engagements |
Go-to-market motion2 records
Distribution channels1 record
Marketing channels7 records
Berkery Noyes & Co. product offering
Product offeringCore offering
Berkery Noyes is an independent investment bank that provides mergers and acquisitions advisory, debt and equity financing, and valuation services to public and private companies and private equity groups, with a focus on the information industry. The firm specializes in middle-market transactions ranging from $50 million to $1 billion in value, complemented by proprietary research products (MandAsoft, trend reports, monthly M&A reviews, and weekly reports) generated from an internal database of over 250,000 companies.
Product overview
Berkery Noyes is an independent investment bank providing M&A advisory, debt and equity financing, and valuation services. The firm operates as a single unified offering focused on the information industry rather than a platform-plus-modules architecture. Their primary products include the MandAsoft research service for transaction tracking and classification, supplemented by eight quarterly Trend Reports covering specific verticals (Software, Online & Mobile, Media & Marketing, Education, Finance, Healthcare, Consumer & Retail, Human Capital Management), the Monthly M&A Review, and the Information Industry Weekly Report. All research products are generated using their proprietary classification system and distancing algorithms, supported by an internal database of over 250,000 companies and C-level executives.
Differentiator
Problem solved
Functional benefit
Quantifiable outcome
- Over 500 M&A transactions completed since 1988
- +1 more outcomes
Companies that use Berkery Noyes & Co.
Customer profileNamed customers3 records
Segments8 records
Berkery Noyes & Co. technology and API
TechnologyAPI detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature3 records
Berkery Noyes & Co. partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Berkery Noyes Securities LLCcoreSecurities services offered through Berkery Noyes Securities LLC, a member of FINRA and SIPC, providing regulatory compliance and investor protection for securities transactions.
Scale indicators5 records
Recent moves6 records
Expansion highlights4 records
Berkery Noyes & Co. competitors and assessment
Company assessmentDirect peers
- Houlihan Lokey: Independent middle-market investment bank with strong M&A advisory practice across multiple verticals including TMT, healthcare, and consumer. Comparable to Berkery Noyes in deal-size range, middle-market focus, and multi-vertical coverage model.
- Lincoln International: Global middle-market investment bank providing M&A advisory across sectors including TMT, healthcare, and business services. Closely comparable in deal-size sweet spot, vertical specialization approach, and senior-banker-driven deal origination.
- William Blair: Middle-market-focused investment bank with active M&A advisory in technology, healthcare, and consumer. Comparable deal-size band and sector coverage, though William Blair operates at meaningfully larger scale.
- Stout: Middle-market investment bank with dedicated M&A advisory practice across TMT, healthcare, and business services. Comparable transaction size range and advisory-only model.
- Cascadia Capital: Middle-market investment bank specializing in technology, software, and consumer M&A advisory. Closely comparable in vertical concentration on information-economy deals and similar deal-size range.
Broad incumbents
- Piper Sandler: Diversified middle-market investment bank with significant M&A advisory, capital markets, and equity research businesses. Overlaps with Berkery Noyes on technology and healthcare M&A but operates with substantially broader service offerings and headcount.
Emerging players
- Hampleton Partners: Tech-focused M&A advisory boutique covering software, digital media, and IT services. Overlaps with Berkery Noyes on technology and online verticals with comparable middle-market positioning, but smaller scale and more technology-only focus.
- Fairmont Capital: Middle-market M&A advisory firm serving software, technology, and business services. Comparable deal-size band and information-economy vertical focus, with boutique-scale similar to Berkery Noyes.
- Silvermark Partners: Middle-market M&A advisor focused on healthcare technology, business services, and consumer. Comparable deal-size band and mid-market advisory approach with vertical specialization similar to Berkery Noyes.
Regional players
- Marsh Berry: Investment bank and consulting firm focused on insurance, wealth management, and financial services M&A. Comparable boutique advisory model and vertical specialization, but focused on financial services distribution rather than information industry.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat5 records
Key risks6 records
Key highlights6 records
Customer concentration
Berkery Noyes & Co. social profiles
Digital presenceBerkery Noyes & Co. compliance and trust
Trust signalCompliance2 records
Berkery Noyes & Co. financial estimates
Financial estimateRevenue estimate
Valuation estimate
Berkery Noyes & Co. leadership team
Management profileNumber of profiles
Berkery Noyes & Co. funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Berkery Noyes & Co. M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Berkery Noyes & Co.
What does Berkery Noyes & Co. do?
Berkery Noyes is an independent investment bank that provides mergers and acquisitions advisory, debt and equity financing, and valuation services to public and private companies and private equity groups, with a focus on the information industry. The firm specializes in middle-market transactions ranging from $50 million to $1 billion in value, complemented by proprietary research products (MandAsoft, trend reports, monthly M&A reviews, and weekly reports) generated from an internal database of over 250,000 companies.
Is Berkery Noyes & Co. a public or private company?
Berkery Noyes & Co. is a private company. It is currently operating.
When was Berkery Noyes & Co. founded?
Berkery Noyes & Co. was founded in 1988. It employs 11 to 50 people.
Where is Berkery Noyes & Co. based?
Berkery Noyes & Co. is headquartered in New York, United States, in the North America region.
How does Berkery Noyes & Co. make money?
Four revenue lines are on record. M&A Advisory Services are the primary driver. The others are debt and Equity Financing, valuation Services and trend Reports and Research Subscriptions.
Who are Berkery Noyes & Co.'s main competitors?
Direct peers on record are Houlihan Lokey, Lincoln International, William Blair, Stout and Cascadia Capital. Piper Sandler is listed as a broad incumbent. Emerging players are Hampleton Partners, Fairmont Capital and Silvermark Partners. Marsh Berry is listed as a regional player.
Does Berkery Noyes & Co. have an API?
No public API is recorded for Berkery Noyes & Co..
What industry is Berkery Noyes & Co. in?
Its primary akta.pro industry code is FSAEAGAA, Sell-Side M&A Advisory, with a secondary code of FSAEAGAB, Buy-Side M&A Advisory. Its NAICS code is 52315 and its SIC code is 6282.