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Learn More About the Industries We Serve

From agribusiness to construction and real estate we've got you covered.

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Creating Value That Lasts

Our investment banking services are centered on what matters most, you.  Your map to sustained success is unique, and we understand that.  That’s why at BerganKDV, we focus our solutions on advisory that aligns exclusively with your needs and is backed by seasoned team members who tailor a strategy to meet your financial goals and objectives.

ADVISORY TODAY THAT FUNDS YOUR TOMORROW.

Our experienced team can help navigate your business through the following areas:

  • Merger and Acquisition (“M&A”) Advisory
  • Strategic Alternatives Assessment Including Sale Options Review
  • Recapitalizations Including Debt Placement
  • Deal Structure and Negotiation
  • Exit Planning, Including Tax Impact of Transaction
  • Valuations and Quality of Earnings

Contact Our Team to Get Started

AWARD WINNING

Our team’s proven process and expertise have been recognized numerous times. Including the following accomplishments:

  • Winner of M&A Advisor of the Year
  • Multiple Transaction of the Year Awards
  • Selective provider of customized solutions; focused on closing 10-15 transactions per year

CONTACT OUR TEAM TO GET STARTED

BUSINESS ADVISORY RESOURCES

QuickBooks Desktop Discontinuing: Considerations for Next Steps

QuickBooks Desktop Discontinuing: Considerations for Next Steps

April 11, 2023 BerganKDV Team
When to Consider Automation, Outsourcing, and/or Streamlining to Grow Your Franchise

When to Consider Automation, Outsourcing, and/or Streamlining to Grow Your Franchise

January 09, 2023 Chad Greenlee
7 Easy Tips to Increase Your Franchise LinkedIn Presence in 2023

7 Easy Tips to Increase Your Franchise LinkedIn Presence in 2023

December 30, 2022 Chad Greenlee

What Makes Our Team and Process Different?

  • Day-to-day commitment of seasoned, senior investment bankers
  • Familiarity with its current clients and management teams that shorten the time to market and maximize the overall efficiency of the process
  • Firm-wide commitment to each deal with a collaborative approach
  • Multi-disciplinary team with extensive regional and national experience; additional disciplines include tax, audit, valuation and wealth management
  • Integrity: we adhere to an honest, responsive, client-centered philosophy
  • We execute and generate results

 

CONTACT OUR TEAM TO EXPERIENCE THE DIFFERENCE

Experience Rooted in Relationships

Whatever future goals you strive to meet, our investment bankers are committed to providing you a roadmap to get there.  Our knowledge, network and experience allow us to provide creative solutions to navigate you through the process and successfully execute your deal strategy.

 

Here to Support

Our experienced team is standing by ready to discuss your organization’s investment banking needs including:

  • Merger and Acquisition (“M&A”) Advisory
  • Strategic Alternatives Assessment Including Sale Options Review
  • Recapitalizations Including Debt Placement
  • Deal Structure and Negotiation
  • Exit Planning, Including Tax Impact of Transaction
  • Valuations and Quality of Earnings

Contact Our Team to Get Started

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Learn More About the Industries We Serve

From agribusiness to construction and real estate we've got you covered.

// LEARN MORE