Areas of Expertise

  • Alternative Investments
  • Corporate Governance 
  • Financial Analysis
  • Financing
  • Portfolio Management
  • Private Equity
  • Valuation

Industries

  • Financial Services
  • Principal Investments
  • Venture Capital

Education

  • Dartmouth College

Martin Bernstein currently serves as Head of Private Investments with B. Riley Principal Investments, responsible for sourcing, underwriting and managing company investments in addition to leading distribution to the firm's syndication partners. He has extensive experience leading investments across technology, transportation, automotive, aerospace, manufacturing, power, infrastructure, and other sectors.

Prior to joining B. Riley, Bernstein was with Anchorage Capital and led investments across capital structures, including public equities, private equity, performing credit, bank debt and distressed debt, and restructuring situations from their New York and London offices. He previously worked as an analyst at Bocage Capital, and was on the investment team for the endowment at Howard Hughes Medical Institute.

Bernstein has extensive experience working with management teams and boards on capital allocation strategies, governance, financing, and operational turnarounds. He was appointed to the Synchronoss Technologies, Inc. (NASDAQ: SNCR) board of directors in July 2021.

Bernstein earned an AB in history from Dartmouth College.

B. Riley Principal Investments leverages resources across the platform in order to identify attractive investment opportunities and develop creative solutions for distressed companies or divisions that exhibit challenging market dynamics. The team relies on its deep investment and operational expertise to self-source proprietary opportunities across a broad array of transaction types that maximize free cashflow.