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TBG Equity
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Jake Bergman
Managing Director

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Jake drives the evaluation and structuring of all new investment opportunities. An operator with deep M&A experience, he combines hands-on leadership with disciplined capital deployment to create long-term value.

Before founding TBG Equity, Jake served as Vice President of Sales and Business Development at a private equity backed environmental firm, tripling its size through organic expansion and tuck in acquisitions while managing full integration efforts.
Jake began his career serving five years in the military with deployments to Central America and Iraq. He later worked at Morgan Stanley in San Francisco, advising on mergers, acquisitions, and leveraged buyouts. He holds an MBA from Stanford Graduate School of Business, is a graduate of West Point, and is a Bronze Star with Valor recipient for his actions during Operation Iraqi Freedom I.
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© 2025 TBG Equity   |  23 Corporate Plaza, Suite 215   |   Newport Beach, CA 92660
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