Brian Bergfeld

Associate Director
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Overview

Brian Bergfeld is a member of BRG’s Transaction Advisory practice and provides transaction advisory services to private equity investors, investment banking clients, and corporations. He has eleven years of experience providing buy- and sell-side financial due diligence for financial and strategic clients, primarily in healthcare.

Mr. Bergfeld has led buy- and sell-side engagements for companies with $10 million to $500 million in revenues. He specializes in large, complex transactions requiring customized analytical procedures and financial modeling beyond the scope of a traditional quality of earnings engagement. He has experience using technology solutions to address difficult analytical and reporting issues.

Before joining BRG, Mr. Bergfeld was director of Financial Planning & Analysis at a regulatory and business compliance firm (joint FP&A and M&A role), a director in the Transaction Advisory practice at a global consultancy, and a manager in the Transaction Advisory practice at an accounting firm.

Education

Washington University in St. Louis
MA, Economics, 2017

Indiana University, Kelley School of Business
MBA, Finance & Accounting, 2008
BS, Finance & Accounting, 2007

Employment History

Simplify Compliance, LLC
FP&A director
2017 - 2019

Duff & Phelps, LLC
Director
2008 - 2015, 2016 - 2017

LBMC, PC
Manager
2015 - 2016