ABOUT US
Decades of Deal ExperienceUNRIVALED SERVICE & DEEP INDUSTRY INSIGHT
Oberon was founded in 2001 with a singular purpose: to become the “go to” investment bank for middle market businesses – capable of closing exceptional M&A and financing transactions with the same skill and resources historically provided only to Fortune 500 companies. Today, we have achieved that goal by bringing together approximately 70 seasoned professionals in our offices in the heart of New York City dedicated to delivering unmatched service and results to businesses across a number of industry sectors where our team has significant experience. Our relationship oriented approach has generated numerous long-term, multi-transaction client engagements that have stretched as long as 5-10 years. Our ability to attract a critical mass of highly experienced investment bankers who came of age at bulge bracket firms such as Goldman Sachs and Bank of America and who have also spent many years of their careers dedicated to working with mid-market companies distinguishes us from the pack and delivers unrivaled results for mid-market companies.
Credibility
With more than 70 senior bankers serving businesses across the country and around the world, Oberon is one of the largest New York City based mid-market investment banking firms. Our clients benefit from the market credibility associated with our reputation and our proximity and longstanding relationships with many of the nation’s largest and most prestigious institutional investors.
Intensely Focused On The “Middle Market”
Oberon is entirely dedicated to mid-market companies, generally ranging in value from $10 million to $500 million. Each client team is led by one or more senior investment bankers who are intimately familiar with the unique characteristics of privately held and closely held publicly traded businesses.
Deep Industry Expertise
Oberon focuses its services on a number of industry segments where it has successfully attracted a team of seasoned professionals with extensive industry experience. As a result, our clients are ensured deep subject matter knowledge, astute positioning, long-established relationships and speed of execution.
Collaborative Approach
Unlike most middle market firms whose professionals are geographically scattered and largely work independently of one another, the Oberon team predominantly works together in our midtown Manhattan offices ensuring maximum cohesiveness and collaboration. We believe that an investment bank can only work at maximum effectiveness when there is an open and constant sharing of information and relationships and seamless communication. Our team members are highly incentivized to assist one another by sharing their deep rolodexes – even on transactions that they are not directly involved in executing. We strongly believe that the level of collaboration on any particular client engagement directly impacts the outcome of such assignment by delivering the full power of the entire Oberon network and firm resources – rather than just receiving the efforts of one or two professionals.
Senior Attention
Oberon’s senior bankers, who predominantly have 15-30 years of previous experience working at many of America’s largest investment banks, are committed to “getting into the weeds” for each mandate we accept. Our clients benefit from the vast networks and significant experience of our senior bankers, who work collaboratively with one another to deliver results that can’t be rivaled by other middle market investment banks.
Consistency
Oberon’s clients benefit from the entrepreneurial “client first” culture established by our ownership and senior management team more than twenty years ago. The three managing partners, who founded Oberon back in 2001, continue to lead the firm today. Further bucking the trend in the investment banking industry, many of Oberon’s senior professionals have long tenures with the firm – which in several cases exceeds ten years.