Berkery Noyes Investment Bankers
Berkery Noyes publicly describes an independent investment-bank platform providing sell-side and buy-side M&A advisory, debt and equity financing, valuation, fairness opinions, and financial consulting. Its stated core markets include software, online and mobile, media and marketing, education, finance, healthcare, human capital, and consumer and retail.
Berkery Noyes is an independent investment bank founded in 1983.
It provides M&A transaction management, sell-side advisory, buy-side representation, financing, valuation, and fairness-opinion services, with stated core markets spanning software, online and mobile, media and marketing, education, finance, healthcare, human capital, and consumer and retail.[1][2][3][4]
What does Berkery Noyes Investment Bankers do?
Berkery, Noyes & Co., LLC is an independent investment bank founded in 1983 by Joseph W. Berkery. The firm publicly describes M&A transaction management for publicly traded and privately held businesses and private equity groups in both sell-side and buy-side transactions.
Berkery Noyes states that it has completed more than 500 M&A and corporate restructuring transactions and has managed transactions ranging from several million to more than four billion dollars in value.[1][2]
Berkery Noyes publicly describes sell-side advisory, buy-side representation, debt and equity financing, valuation, and fairness opinions as service offerings. Its stated transaction-management work serves publicly traded and privately held businesses and private equity groups.[2]
Owners comparing advisory firms can also review Auxo’s M&A advisor vs. business broker vs. investment bank comparison, advisor-selection guide, and sell-side advisor evaluation framework.
What should a business owner evaluate before hiring Berkery Noyes Investment Bankers?
For an owner considering a sale, the firm publicly emphasizes value-driver analysis, buyer-strategy assessment, auction-process control, due-diligence management, and negotiation of transaction terms. Its stated sector coverage includes information, software, technology-related, healthcare, education, financial, media, human capital, and consumer markets through the listed core-market categories.
Owners should clarify the legal entity that would sign and perform the engagement, the applicable fee and engagement terms, any minimum financial or transaction-size criteria, and the geographic coverage for the assignment. The official transaction archive provides examples and dates but does not provide consideration or valuation terms for the listed examples.[1][2][3][4]
What fee components, minimum fees, expenses, and engagement terms would apply
What minimum revenue, EBITDA, enterprise-value, or transaction-size criteria apply to an engagement
What size transactions and clients does Berkery Noyes Investment Bankers focus on?
The firm identifies Software, Online & Mobile, Media & Marketing, Education, Finance, Healthcare, Human Capital, and Consumer & Retail as its core markets.[3]
The official transaction archive lists the following examples:
- Cathay Capital’s investment in Ascendia Autism Care, dated June 30, 2026.
- Berkery Noyes’ representation of Principle Diagnostics on its strategic investment from Aqueous Health, dated July 2, 2025.
- collectionHQ’s acquisition by Valsoft Corp, dated June 27, 2025.
- Global Trading Analytics’ acquisition by ACA Group, dated April 14, 2025.
- Northern Light’s recapitalization by LoneTree Capital, dated December 20, 2024.
The archive identifies transaction parties, descriptions, and dates for these examples but does not state consideration or valuation terms for them.[4]
Berkery Noyes describes both sell-side and buy-side M&A transaction management. Its publicly stated services also include debt and equity financing, valuation, and fairness opinions.
The firm states that its transaction experience ranges from several million to more than four billion dollars in value. This describes the range of transactions it says it has managed, rather than a published engagement threshold.[2]
What does Berkery Noyes Investment Bankers publicly disclose about fees, process and engagement terms?
The official industries page identifies the firm’s core sectors but does not state a geographic service territory, regional coverage mandate, or office network for advisory engagements.
The official services page states transaction-value experience but does not publish a universal minimum revenue, EBITDA, enterprise-value, or transaction-size threshold for engagements.
The official about page describes the firm’s services and transaction history but does not publish a universal fee schedule, minimum fee, or standard engagement-term schedule.
The official transaction archive identifies transaction parties, descriptions, and dates for listed examples but does not state consideration or valuation terms for those examples.[1][2][3][4]
Berkery Noyes Securities LLC is identified on the firm’s services page as a member of FINRA and SIPC. A 2026 SEC-filed annual report identifies Berkery Noyes Securities, LLC as a broker-dealer and states that its business activities include private placements, mergers and acquisition services, and private capital raising, among other specified activities.[2][5]
Berkery Noyes states that its sell-side advisory process may include identifying value drivers, assessing buyer operating strategies, controlling the auction process, managing due diligence, and negotiating transaction terms.[2]
Questions to ask before hiring Berkery Noyes Investment Bankers
Which legal entity would sign the engagement and perform the M&A advisory services?
What fee components, minimum fees, expenses, and engagement terms would apply?
What minimum revenue, EBITDA, enterprise-value, or transaction-size criteria apply to an engagement?
What geographic service territory or regional coverage would apply to the assignment?
What consideration or valuation information is available for the listed transaction examples?
Sources & research notes
- Official website / firm overview
- Services / capabilities
- Industry / market focus
- Transaction / portfolio evidence
- SEC filing / regulatory record
How this profile was researched
Auxo profiles are prepared from publicly available primary and authoritative sources and reviewed for entity identity, factual support and disclosure consistency. When a fact cannot be supported by the reviewed public record, the profile identifies it as something to confirm directly rather than inferring it.
Independent research profile
This profile was prepared by Auxo Capital Advisors from publicly available information believed to be reliable and is provided solely for informational and educational purposes. It is not an endorsement, recommendation, ranking, solicitation, or representation regarding the profiled firm, its services, qualifications, transaction experience, regulatory status, financial condition, or suitability for any particular person, company, transaction, or investment.
Information obtained from third-party and public sources may be incomplete, inaccurate, outdated, or subject to change, and Auxo Capital Advisors makes no representation or warranty, express or implied, as to its accuracy, completeness, or timeliness. Readers should conduct their own independent diligence and consult appropriate professional advisers before engaging any advisor, intermediary, investor, lender, acquirer, or other transaction counterparty.
Broker-dealer and securities disclosure
Auxo Capital Advisors is an affiliate of Weild & Co., Member FINRA | SIPC. Securities-related activities and securities transactions are conducted through Weild & Co.
Nothing contained on this page constitutes an offer to sell, an offer to purchase, or a solicitation of an offer to buy or sell any security, investment product, or financial instrument. Nothing on this page constitutes investment advice, a recommendation regarding any security, or a recommendation to enter into any transaction with the profiled firm or any other party.
Any securities transaction, capital-raising engagement, investment-banking engagement, or other securities-related activity involving Auxo Capital Advisors or Weild & Co. is subject to applicable regulatory requirements, internal review and approval, suitability and other applicable diligence requirements, and the terms of a separate written engagement or transaction agreement, as applicable.
Inclusion of a third-party firm in this directory does not imply affiliation with, sponsorship by, endorsement by, or any other relationship with Auxo Capital Advisors or Weild & Co. unless expressly stated otherwise.