Bruderman Brothers’ greatest asset is the commitment to excellence put forth by each employee on every engagement. Our team offers unique qualifications and skills that include superior merger, acquisition, and capital raising expertise, unparalleled access to resources, and superb execution quality. Unlike many of our competitors, our senior principals are accessible and extremely active in each stage of the transaction process. Each of the firm’s employees and advisors personifies the qualities that separate Bruderman Brothers from its competitors.
Our team is led by:
Matthew J. Bruderman
Matthew Bruderman leads all merchant and investment banking activities for Bruderman Brothers, and takes great pride in being personally involved in each transaction undertaken by the firm. Matthew Bruderman has been active in financial services for nearly 20 years, and represents the third generation of the Bruderman family in the industry. Early in his career he held positions in sales, investment and merchant banking, financial planning, and investment management at T.R. Winston & Company, Shearson Lehman, and Merrill Lynch.
As a merchant banking and private equity investor, Mr. Bruderman has acquired and sold businesses ranging from $10-100 million in enterprise value. He has often been the majority shareholder of these portfolio companies, and he has served as Chairman and CEO of many of them, overseeing as many as 750 employees at one time. As part of his experience as a merchant banker, Matthew Bruderman has worked with major lending institutions, managed payroll and debt obligations, and owned factories, manufacturing facilities, and retail stores. Additionally, Matthew has founded businesses in sectors as diverse as finance, retail, consumer products, apparel, and healthcare.
As an investment banker, Mr. Bruderman has advised on transactions of up to $1 billion across North America, Europe, and Asia. He has managed transactions in finance, consumer products, healthcare, technology, communications, apparel, aerospace, chemicals, energy, trucking, logistics and distribution, manufacturing, automotive, agriculture, and real estate.
Matthew Bruderman is an active and private philanthropist who acts as a trustee for several not-for-profit institutions. He has represented, worked for, owned, and operated many family businesses and sits on various public and private boards. He still works with his father today, and leads his family’s business and family office.
Matthew holds his SS-7, 63, 24 and 99 securities licenses and is currently chairman of Bruderman Brothers, LLC, a broker-dealer, and Bruderman Asset Management, LLC, an investment advisor, which are both registered with the U.S. Securities and Exchange Commission.
Matthew Bruderman is a frequent co-writer for Oliver Pursche’s columns in Forbes, MarketWatch, and TheStreet.com, among other outlets. Additionally, he serves as a co-contributor for Oliver Pursche to CNBC and Fox Business, as well as publications such as Reuters and The Wall Street Journal.
Chief Executive Officer
Oliver Pursche oversees the operations of both Bruderman Brothers, LLC and Bruderman Asset Management, LLC and has over 20 years of experience in the financial services industry.
Before becoming Chief Executive Officer of Bruderman Brothers, Mr. Pursche worked for such venerable firms as Neuberger Berman, PaineWebber, and GGFS. He is a member of the Harvard Business Review Advisory Council and a monthly participant in the prestigious New York Federal Reserve’s business survey.
Mr. Pursche is a recognized authority on global affairs and investment policy, and writes regular columns for Forbes, MarketWatch, and TheStreet.com, among other outlets. He is also a frequent contributor to CNBC and Fox Business and is quoted regularly in such publications as Reuters and The Wall Street Journal. In addition, he is proud to work with entrepreneurs through his role on the Cherie Blair Foundation for Women Entrepreneurs and his participation in the EY World Entrepreneur Forum. He is the author of “Immigrants: Unleashing the Economic Force at our Door” and holds a degree from Bentley University.
Oliver Pursche’s works with co-writer and co-contributor, Matthew Bruderman when writing for and contributing to media publication outlets with columns in Forbes, MarketWatch, and TheStreet.com, among other outlets.
Gerard L. Eastman
Vice Chairman of Investment Banking
Gerard Eastman is Vice Chairman of investment banking for Bruderman Brothers, LLC. He has over 25 years of experience advising industrial, engineering, and technology companies on mergers & acquisitions, restructurings, and financing transactions. Mr. Eastman has advised a wide variety of multi-national companies including IBM, Lucent, Ford, Honeywell, Raytheon, EMC, United Technologies, Textron, and ADP.
Mr. Eastman earned an MBA from Harvard Business School and a BS in electrical engineering from the Massachusetts Institute of Technology. He has served as a non-executive director of Nautilus from 2007 to 2009 and as a non-executive director of Spirent Communications from 2006 to 2010.
Andrew Klein is a Managing Director at Bruderman Brothers, where he oversees all Investment Banking activities. His responsibilities include strategy, planning, recruiting, process, and administrative functions. Mr. Klein has been in the financial services industry for almost 20 years, with experience at large organizations across numerous functions. Most recently he was Chief Administrative Officer for Americas Investment Banking at Nomura Securities international. There he helped grow an entrepreneurial business from ten bankers to over 250 in six years, along with building a globally recognized full product platform.
Mr. Klein received a B.S. in Finance and Economics from The University of Maryland at College Park.
Robert H von Furth
Mr. von Furth is responsible for originating, structuring and executing investment banking transactions across multiple industries.
Prior to joining Bruderman Brothers, Mr. von Furth was a Managing Director at HT Capital Advisors, LLC and former President of HT Capital Securities, LLC. Mr. von Furth was also a Managing Director in the consumer products investment banking group at Stifel Financial Corp. (NYSE:SF) and Deloitte’s Corporate Finance practice both in New York and London. With 20+ years of investment banking experience, Mr. von Furth’s has been involved with numerous consumer and business services segments domestically and abroad. In addition, Mr. von Furth co-founded two branded fashion apparel companies, one of which was sold to a Japanese-based apparel firm.
Mr. von Furth received an MBA in Finance from New York University’s Leonard N. Stern School of Business and a BA from the College of Arts and Sciences at the University of Pennsylvania; he is currently a member of the Association for Corporate Growth and holds Series 7, 24, 63, 79 and 99 licenses.
Paul E. Palmeri
Mr. Palmeri began his career as a CPA at Deloitte, where he managed accounting and audit services for clients actively engaged in mergers and acquisitions in a variety of industries. He has more than thirty years of operating experience as principal and CEO of several apparel and sporting goods manufacturing, distribution, and retail businesses. Mr. Palmeri has extensive experience in negotiation, due diligence, accounting structure, financial reporting, and post-closing integration of domestic and international transactions. Mr. Palmeri is a graduate of The University of Dayton and is a Series 3 license holder.
Ronald G. Lehman
Mr. Lehman directly manages all facets of the firm’s transaction processes, from deal origination, to sourcing capital, to negotiating deal structures, through documentation and closing. From 2000-2008, Mr. Lehman worked for various Bruderman entities as a buy and sell-side advisor, and as a principal in several private equity transactions. In 2008, Mr. Lehman joined Health Diagnostics, LLC, one of the country’s fastest growing diagnostic imaging providers, as Senior Vice President of Acquisitions, where he managed the company’s acquisition and corporate finance activities. Mr. Lehman returned to Bruderman Brothers in September 2009 to lead the firm’s investment banking efforts. Mr. Lehman also participates in the firm’s merchant banking investments and oversees many of these assignments. Mr. Lehman is a graduate of Columbia University and worked at Deutsche Bank from 1998-2000.
Gregory Taft Gerard
Mr. Gerard is a Managing Director at Bruderman Brothers, responsible for originating and executing mergers and acquisitions and acquisition finance transactions.
Mr. Gerard brings more than 25 years of experience to the firm. Prior to his current role, he served as a Managing Director at Headwaters MB, working primarily in the business services, industrials and distribution verticals. Previously, he managed M&A and acquisition finance transactions for the broker-dealer affiliate of Tocqueville Asset Management, a $19 billion asset manager. Before joining Tocqueville, he headed the North American M&A department for Credit Lyonnais Securities, a $250 billion global financial institution. Mr. Gerard holds his Series 7, 63, 52 and 79 licenses and earned his MBA in finance and accounting from Columbia University.
Matthew Hull is a Managing Director at Bruderman Brothers, where he works as a buy and sell-side advisor for middle-market companies. He is responsible for guiding management through all phases of the transaction process and providing both debt and equity financing for clients. He also sources and evaluates investment opportunities for Bruderman’s merchant banking division.
Prior to joining Bruderman Brothers, Mr. Hull worked at a family of hedge funds, where he managed the divestiture of an energy focused closed-end fund and worked closely with portfolio companies to determine strategic direction, identify exit strategies, facilitate M&A activity and negotiate joint venture agreements. He also sourced one-off co-investment opportunities and syndicated the investments with internal and external capital. Mr. Hull began his career at Blackstone, where he completed the firm’s analyst and capital markets training programs while working within the investor relations and business development team in the Hedge Fund Solutions Division.
Mr. Hull received an A.B. from Harvard College and holds his Series 7, Series 79, and Series 63 licenses.
Mr. Cokleski is responsible for analyzing financials, performing industry research, creating financial models, and preparing valuations. Prior to joining Bruderman Brothers, Mr. Cokleski worked for KPMG LLP where he performed valuations in the context of M&A transactions for various industries. Mr. Cokleski holds a B.S. in Finance & Economics from Lehigh University.
John Palmeri is an Analyst at Bruderman Brothers, responsible for financial analysis and modeling, as well as industry research and valuation for prospective and current transactions. He assists with all aspects of due diligence and research for the company’s investment banking clients.
Prior to joining Bruderman Brothers, Mr. Palmeri worked as a compliance analyst at Deloitte Touche Tohmatsu Limited.
Mr. Palmeri earned a B.A. degree from Cornell University.
Director of Business Development
Mr. Brandel is a Director of Business Development at Bruderman Brothers, responsible for cultivating relationships with investment banking and wealth management clients across the firm. He also collaborates with Bruderman’s buy and sell-side teams in all phases of the transaction cycle.
A long-time industry veteran, Mr. Brandel has over 35 years of experience in the retail and commercial banking sectors, working closely with small and middle-market companies to develop, structure and implement strategic plans in order to achieve the companies’ long and short-term goals. He also has extensive experience in commercial lending, working with a diversified customer base that ranged from privately held companies to publicly traded multinational firms.
Prior to joining Bruderman, Mr. Brandel served as Senior Vice President at Toronto Dominion Bank. He is a graduate of Marquette University.