Portfolio / Business Recession Analysis – during periods of economic decline, different businesses are impacted in different ways, visibility is less clear, and the most elusive analysis includes “is my business permanently changed.” The answer to that essential question requires information and data that management does not have, and it is critical in determining whether to stay the course or… Read More

Dear Clients, First and foremost, we hope that everyone and their families are healthy and safe. Much the same as our clients, IGS is monitoring the rapidly developing circumstances and taking all of the appropriate precautions to ensure the health and safety of our professionals. At the same time, we want to assure you that there will be no interruption… Read More

Mindy Berman, a third generation West End House family member, has been elected as our new Board President. She has served on the West End House Board of Directors since 2016 and has co-chaired our Finance Committee. Mindy’s dedication and commitment to West End House goes beyond her Board service. She ran the 2018 Boston Marathon on behalf of West… Read More

IGS showcases additional tombstones from 2019. Read More

IGS shares a selection of closed transactions. Read More

IGS is excited to showcase a set of completed transactions during the last few months of 2018. Read More

From Left to Right: Brian Fleming, Alexandra Sugrue, Pat Donahue, Jenn O’Hara, Zach Casavant, Jane Lannon, Mindy Berman, Rob Lordi, Liz Gasman, Ana Giuglea, Bryan Quinlan, and Drew D’Amaro (not pictured - Jordy DeFelice) Read More

On a beautiful fall evening, current and former employees of Investor Group Services joined family and friends to celebrate the 20th anniversary of IGS at the magnificent Isabella Stewart Gardner Museum in Boston. Managing Partners, Mindy Berman and Rob Lordi, addressed a crowd of over 100 attendees and spoke about the importance of the IGS team. “We have, and have… Read More

IGS shares a select set of completed transactions in Summer 2018 Tombstones. Read More

IGS showcases a select set of completed transactions in the first five months of 2018. Read More

IGS Senior Associate, Evan Meisler, recently won the gold medal as part of a team racing in the Head of the Charles - the world’s largest 2-day rowing event. Attached above, he shares more about his team, the race and his training regimen. Congratulations Evan! Read More

IGS was recognized in the 16th Annual M&A Advisor Awards for its involvement in the Private Equity Deal of the Year ($25MM-$50MM). IGS provided industry diligence as a consulting advisor for High Road Capital Partners on the acquisition of Mid-West Wholesale Hardware. Click here for a detailed list of winners. Read More

Software-enabled solutions have penetrated many end markets, and leading providers have become increasingly popular transaction targets. IGS has meaningful experience working with investors to evaluate these businesses. Here are a few examples of our diligence work in the space. Read More

IGS has been recognized again as a Top 100 Women-Led Business in MA by The Boston Globe and The Commonwealth Institute. This award considers company performance as well as diversity and innovation. IGS is honored to be part of the nomination group again this year. See the award details here. Mindy Berman was quoted in the “Women in Power” issue… Read More

Healthcare continues to be an active investment sector for IGS clients. We have deep and significant experience across the industry. Included are just a few examples of recent deals for which IGS served as the industry diligence adviser. Read More

IGS shares a select set of completed transactions in the Fall / Winter 2016 Tombstones. Read More

IGS was recognized by The Boston Globe and The Commonwealth Institute as a Top 100 Women-Led Business in Massachusetts for 2016. This award recognizes women leaders and their high-performing companies based on important factors such as company growth, innovation, management and workplace diversity, and a focus on employees. Please click here for more details. Read More

An IGS Summer Associate shares details on what he learned at the firm, highlights from his experience and advice for future interns. Thank you, Will Gertler, for a successful summer and for sharing your candid thoughts. Click Download PDF above for the full article. Read More

The Huffington Post recently published a Women in Business Q&A article featuring Alex Friedman, IGS alum and co-founder of LOLA. Alex recognizes IGS management team members Mindy Berman and Pat Donahue for their leadership and management capabilities. Alex Friedman began her career at IGS and recently founded LOLA, a new feminine care brand. LOLA seeks to modernize the feminine care… Read More

A new set of IGS Tombstones are available. Please take a look to see some of our recent deals. Read More