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About us
Sophisticated & Focused Investment Banking That Delivers Results
- Who We Are
Battalion Crest is a boutique investment banking firm that specializes in advising entrepreneur and family owned companies on sale, recapitalization, merger, acquisition and capital raising transactions.
- What Differentiates Us
We quarterback a process designed to optimally navigate the complexities of a business sale, recapitalization, merger, acquisition or capital raise.
Services
The Transactions We Execute
Our clients are owners of middle market businesses in a wide variety of industries that typically have revenues of between $10M and $500M
Our Clients
- Liquidity Transaction Clients
Sale or Recapitalization
- Capital Raise Transaction Clients
Track Record
Selected Transactions Experience
managing partner
Founder & Leader
Bernie Zaia is the Founder and Managing Partner of Battalion Crest, an investment banking firm that specializes in advising entrepreneur and family owned companies on sale, recapitalization, merger, acquisition and capital raising transactions. Bernie has nearly 30 years of mergers and acquisitions and corporate finance experience.
Since 1986, Bernie has led M&A and financing transactions for companies in a wide variety of industries, including consumer products, food & beverage, agriculture, nutraceuticals, specialty retail, manufacturing, distribution, business services, franchising, financial services, healthcare, medical devices, media and technology.