Kyle Berkman

"I am constantly amazed by how much value can be created in a transaction by making the right decisions at every stage, carefully and deliberately, one after another. No different than building a business from scratch—piece by piece, employee by employee, contract by contract, decision by decision, risk by risk—when it comes to buying or selling securities, whether a majority or minority equity recapitalization, full sale or debt offering, it is astounding how much impact the smallest inflection can have on the ultimate outcome, and that is a responsibility that we welcome with excitement, humility and steady hands."

Kyle Berkman



  • UCLA Anderson School of Management, MBA in Finance, J. Fred Weston Award for Academic Excellence in Finance
  • Harvard College, B.A. in Literature

Professional Credentials

  • FINRA-registered Representative

Kyle is responsible for day-to-day transaction execution. He has worked on transactions across a variety of sectors, including distribution, travel and leisure, industrials, and business services, but currently focuses primarily on healthcare. Within healthcare, Kyle’s areas of expertise include Healthcare Services, Medical Devices and Behavioral Health.

Prior to joining Intrepid in 2013, Kyle worked in the investment banking group at Macquarie Capital, where he covered the business services sector.