Jon Berg
Managing Director, Investment Banking at LCG Advisors
- Role
- Managing Director at LCG Advisors
- Location
- Minneapolis, MN, US
- LinkedIn followers
- 500 followers
About Jon Berg
I work closely with founders and family-owned businesses planning to sell or transition…
Experience
Managing Director
Jan 2025 — Present · Minneapolis, MN, US
LCG Advisors is one of the nation’s leading transaction advisory services firms, engaged to facilitate over projects each year. The firm\'s clients include many of the leading institutional lenders and investors, middle-market businesses, and family offices. Services include investment banking, M&A advisory, lender due diligence, quality of earnings, business valuations, consulting & financial restructuring, technology integration & planning, mission-critical background investigations, forensic accounting, litigation support, and loan portfolio reviews. LCG\'s diverse team of over 150 professionals has extensive experience working on a variety of complex situations with deep industry experience including industrial businesses, specialty finance, healthcare, aviation, consumer products, and technology.
Education
St. Olaf College
Bachelor's degree
University of Minnesota - Carlson School of Management
Master of Business Administration (MBA)
Skills
- Equity Research
- Valuation
- Investment Banking
- Corporate Finance
- Microsoft Excel
- Equity Valuation
- Financial Modeling
- Equities
- Financial Analysis
- Securities
- Finance
- Bloomberg
- Capital Markets
- Series 7
- Investments
- M
- Hedge Funds
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