Harris Bernstein & Co. is a privately owned merchant bank with investments throughout the United States, Canada, and Latin America. The firm makes principal investments of partners capital through its balance sheet.
These transactions include minority investments alongside entrepreneurs, secondary purchases of private shares, and acquisitions in industry verticals where we have deep contacts and subject matter expertise. We help portfolio companies to build teams, improve operations, develop competitive strategy, and raise capital.
Principal Investments Group
Harris Bernstein & Co’s Principal Investments Group is the firms long term investment arm. It deploys capital from the firm’s balance sheet into equity & credit of companies alongside leading institutional investors. HBC has invested millions of dollars across the globe. We participate in growth capital, recapitalizations, mergers, LBO’s and Acquisitions.
Venture Investment Group
The Venture Investment Group of HBC looks to invest in fast growing companies in healthcare, sports/media, consumer packaged goods, data, technology, energy, and real estate. We add value through the deep network of operators, companies, & capital market players in our target verticals; the significant market information our firms proprietary deal flow provides; and our long history of participating in successful venture capital investments.
Investment & Trading
Our Investment & Trading Group has several decades of experience in public markets. We will maintain positions in equities, debt, and derivatives from time to time and as appropriate to hedge or invest thematically in our target industry verticals. Our investment arm is fully self capitalized.
Meet The Team
The investment team at Harris Bernstein & Co. has over three decades of combined investment, operating, and legal experience. The team has over half a billion dollars in transactional experience and has completed several IPOs.
Brian Bernstein has over a decade of experience in seed, venture capital, and private equity. He has worked on acquisitions, dispositions, refinancing, and direct investments totaling more than $200m. He currently serves on three portfolio company boards, two of which are venture-backed.
David Salmon is an attorney and investor specializing in startups, entrepreneurs, and early-stage ventures. David’s operating and legal experience spans a wide range of industries including technology, app and web development, entertainment, nonprofits, energy solutions, education, marketing, insurance, real estate, retail, event planning, artists, and food services.
Chief Financial Officer
Josh Rader is the Chief Financial Officer at Harris Bernstein & Co, in addition, he also is a Partner at Applerouth, Farah & Co. where he overseas the firm’s audit and assurance practice. His responsibilities at Harris Bernstein & Co. include deal structuring, financial reporting, strategic planning. Mr. Rader has a bachelor’s degree in communication, emphasis in media management, from the University of Miami in 2003.
Brian Bernstein has over a decade of experience in seed, venture capital, and private equity. He has worked on acquisitions, dispositions, refinancing, and direct investments totaling more than $150m. He currently serves on three portfolio company boards, two of which are venture-backed.
Alejandro Uribe graduated from the University of Miami, with a Bachelor’s in Industrial Engineering and a Master’s in Finance and Marketing. In 2012, Alejandro was an executive team-member in a logistics transaction between Quadrant Capital and Ontario Teacher Pension Fund and additionally interacted in various public market transactions specific to the Toronto Stock Exchange.