![Daniel Bernstein](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Daniel N.
Bernstein worked as a Senior Associate at Balance Point Capital Advisors LLC from 2013 to 2017.
From 2017 to 2018, Mr. Bernstein was Associate Director at Manulife Investment Management Private Markets (US) LLC.
Mr. Bernstein was Principal at Onex Falcon Investment Advisors LLC from 2022 to 2024.
Mr. Bernstein completed undergraduate and MBA degrees at George Washington University.
Anciens postes connus de Daniel Bernstein
| Sociétés | Poste | Fin |
|---|---|---|
Onex Falcon Investment Advisors LLC
 Onex Falcon Investment Advisors LLC Investment ManagersFinance Falcon Investment invests in middle market companies located across North America, primarily in the United States and Canada with an EBITDA between USD 10 - 75 million. The firm focuses on a broad range of sectors and industries. It provides financing in the form of mezzanine, senior secured debt, unitranche loans, second lien, subordinated debt, convertible subordinated debt or preferred stock, equity co-Investments for buyout, LBOs, MBOs, acquisitions, recapitalization and growth capital requirements with an investment size of USD 30 - 150 million. | President | 01/06/2024 |
Manulife Investment Management Private Markets (US) LLC
 Manulife Investment Management Private Markets (US) LLC Investment ManagersFinance Manulife Investment Management invests in middle market companies located in North America and Asia. The firm targets companies operating across a broad range of sectors and industries. It provides financing in the form of equity and debt for mezzanine, buyout, acquisition and recapitalization. The firm acquires non-controlling and minority interest. It also acts as a co-investor. | Analyste en capital-investissement | 31/05/2018 |
Balance Point Capital Advisors LLC
 Balance Point Capital Advisors LLC Investment ManagersFinance Balance Point Capital invests in lower middle market companies located in the United States with an EBITDA of USD 5 - 30 million and revenues of USD 10 - 150 million. The firm targets companies operating across a broad range of sectors and industries. It provides financing for sponsored buyout, non-sponsored buyout, strategic acquisition, refinancing, leveraged recapitalization, growth capital and management buyout capital requirements in the form of unitranche, first lien, second lien, mezzanine debt, warrants, structured equity, preferred equity and common equity with an investment size of USD 15 to 125 million and debt investment size USD 15 - 75 million. It acquires majority and minority stakes. | Private Equity Investor | 01/09/2017 |
Formation de Daniel Bernstein
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
37
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
George Washington University
 George Washington University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Manulife Investment Management Private Markets (US) LLC
Manulife Investment Management Private Markets (US) LLC Investment ManagersFinance Manulife Investment Management invests in middle market companies located in North America and Asia. The firm targets companies operating across a broad range of sectors and industries. It provides financing in the form of equity and debt for mezzanine, buyout, acquisition and recapitalization. The firm acquires non-controlling and minority interest. It also acts as a co-investor. | Finance |
Onex Falcon Investment Advisors LLC
Onex Falcon Investment Advisors LLC Investment ManagersFinance Falcon Investment invests in middle market companies located across North America, primarily in the United States and Canada with an EBITDA between USD 10 - 75 million. The firm focuses on a broad range of sectors and industries. It provides financing in the form of mezzanine, senior secured debt, unitranche loans, second lien, subordinated debt, convertible subordinated debt or preferred stock, equity co-Investments for buyout, LBOs, MBOs, acquisitions, recapitalization and growth capital requirements with an investment size of USD 30 - 150 million. | Finance |
Balance Point Capital Advisors LLC
Balance Point Capital Advisors LLC Investment ManagersFinance Balance Point Capital invests in lower middle market companies located in the United States with an EBITDA of USD 5 - 30 million and revenues of USD 10 - 150 million. The firm targets companies operating across a broad range of sectors and industries. It provides financing for sponsored buyout, non-sponsored buyout, strategic acquisition, refinancing, leveraged recapitalization, growth capital and management buyout capital requirements in the form of unitranche, first lien, second lien, mezzanine debt, warrants, structured equity, preferred equity and common equity with an investment size of USD 15 to 125 million and debt investment size USD 15 - 75 million. It acquires majority and minority stakes. | Finance |
