Lane Berry is the investment bank of choice for growth companies operating in dynamic industries.  Our highly experienced bankers are passionate about advising clients on growth and strategy and committed to earning their trust through hands-on execution and creativity. 

We provide a broad range of solutions to help our clients achieve their strategic and financial objectives.  Our Strategic Advisory services identify and assist clients with mergers and acquisitions, strategic alternatives, restructurings and corporate governance opportunities while our Capital Markets Advisory services assist clients with private and public debt and equity financing, recapitalizations, and share repurchases.

Lane Berry’s strategy is founded upon integrity, transparency, professionalism and success.  Our clients receive thoughtful, unbiased counsel from some of the best minds in the business backed by extensive deal experience, invaluable industry insights and exhaustive analysis.  Since our founding in 2002, Lane Berry has completed a broad range of assignments across diverse industry sectors that range in size between $50 and $700 million and average in excess of $200 million.

In the end, it’s all about delivering great results for our clients.   Here are the hallmarks of our success.




Relationships, not Just Deals

We have one business purpose—to serve our clients’ best interests by providing objective, independent counsel.  This conflict-free business model establishes a foundation on which we are able to earn clients’ trust and build enduring relationships.  With our long-term focus, our bankers are motivated to work as a team, unified by a common mission, strong work ethic and sense of ownership to share their intellectual capital for the benefit of our collective clients.  Numerous repeat engagements are proof that long-term relationships truly matter to our clients.

Deep Industry Expertise

From Technology to Healthcare to Transaction Processing to Consumer Products, our bankers are considered the “go-to guys” within the industry verticals we serve.  Our base of contacts covers the industry from top to bottom, from key players to new players.  We understand the dynamics at work, from recognizing the critical factors that will influence the acquisition strategies of the industry giants to knowing which emerging technologies have the potential to disrupt the status quo.  We recognize every nuance of the competitive landscape, follow every trend and intuitively understand what drives value for the largest companies and the smallest.  So we can guide clients on how, when and where to pursue growth—then position them solidly for the pending deal.

The Power of Connections

Through our extensive contacts, we act as an intermediary, paving the way for new mutually beneficial relationships to develop.  We frequently introduce CEOs to CEOs, opening doors to new partnerships and board opportunities.  We help clients think creatively about market expansion options, then link them to the right talent and sources of capital.  We bring together well established companies with promising start-ups, creating new global leaders.  We connect buyers to sellers with the right fit, and sellers to strategic buyers that understand how to appropriately value the business.  Ultimately, by capitalizing on our extensive network of relationships, energies, and ideas—opportunities converge, resulting in optimal value creation for our clients.

Customized Solutions

At Lane Berry, there is no established bureaucracy in place that needs to be serviced, no pressure to push deals through the pipeline for quarterly earnings, no decisions about the outcome made in advance.  Here, every transaction is unique and important to us. By investing the time up front to thoroughly understand our client’s business, we allow a solution to emerge that brings together the market’s best, rather than fitting the client’s requirements to our own pre-determined suite of products.

Senior-Level Engagement at Every Step

Our managing directors not only lead transactions, but they are also actively engaged throughout the entire deal.  From preparing in-depth memorandums to creating simple, yet persuasive presentations to assisting the lawyers through negotiation and final closing, we are entrepreneurs at heart, always eager to roll up our sleeves and provide hands-on attention at every step.

In the End, Experience Closes the Deal

In the complex world of investment banking, the enormous stakes involved demand the steady hand of experience.  Lane Berry bankers have that extensive and varied transaction knowledge.  We understand the breadth of alternatives and can evaluate all options to determine their applicability.  Through meticulous due diligence, thorough analysis and persistence, we can identify pitfalls early on and keep the process running smoothly, even when something “out of left field” threatens to throw the deal off track.  We know when to take a hard line—and when to concede. Through our superb communication skills, ability to manage expectations and smooth tensions, we can bridge the divide between opposing parties, provide creative solutions and offer unexpected strategic insights to seal the deal.

If your company is at critical inflection point in its lifecycle or, you're simply in need of thoughtful advice on growth and strategy, we invite you to call us.  Our formative vision of building an independent investment banking firm serving the interests of our clients is the foundation on which we are continuing to pursue our passion for growth—yours and ours.