About Our Firm
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.
We are experts at selling companies and achieving liquidity events for our clients at excellent valuations.
We have nearly thirty years of experience in successfully advising business owners in what is usually one of the most important transactions of their lives.
In the capital raising arena, we have relationships and transaction experience with a broad universe of private equity investors, junior capital providers and subordinated and senior debt lenders. We understand what is required to achieve optimal pricing and terms for the benefit of our clients.
What Differentiates Us
We quarterback a process designed to optimally navigate the complexities of a business sale, recapitalization, merger, acquisition or capital raise.
We are creative, thorough and focused in everything we do on your behalf.
Our comprehensive approach of fully understanding the goals of our clients and the intricacies of their businesses, producing the highest quality marketing materials and executing flawlessly has produced consistently outstanding transaction results for the business owners we represent.
We deliver senior level attention to our clients on each mandate – this dynamic ensures that you have a highly experienced hand guiding your transaction to a successful completion.
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.