Steve Berman

Managing Director

Image of Steve Berman



A founding member of CSG's industry-leading ESOP investment banking practice, Steve Berman has over 30 years of extensive finance industry experience.  He's also President of CSG’s wholly owned broker-dealer subsidiary, Synergy Capital I LLC.

Formerly a Managing Director of Prudential-Bache Interfunding, Inc., the merchant-banking arm of Prudential Securities Incorporated, Steve co-managed an $800 million fund that made private equity and debt investments in leveraged transactions, which closed transactions with aggregate investments and commitments of $1.4 billion. He was also the co-founder of Seaport Capital Inc., a merchant banking operation formed to manage the private equity portfolio of Prudential-Bache Capital Partners I and II, L.P.

Between 1976 and 1987, Steve worked in other investment areas of The Prudential, during which time he was involved in over 35 leveraged corporate restructurings, the development of portfolio investment strategies in restructurings, and the oversight of credit procedures. Steve was previously on the board of directors of Dr. Pepper / Seven-Up Companies, Inc., Leewards Creative Crafts, Inc., Fairmont Communications, and Casfam, Inc. He holds Series 24, 7, 79, and 99 securities licenses.


  • BA, University of Rochester
  • MBA, New York University

Industries Served

  • Computer Software
  • Consumer Goods
  • Electrical/Electronic Manufacturing
  • Financial Services
  • Health, Wellness & Fitness
  • Higher Education
  • Hospital & Health Care
  • Hospitality
  • Leisure, Travel & Tourism
  • Oil & Energy
  • Real Estate
  • Restaurants
  • Staffing & Recruiting


  • 2015 Financial Services Deal of the Year (The M&A Advisor)