Seth R. Bergstein

Seth R. Bergstein is a senior managing director in the Technology group based in New York. He works closely with boards and management teams on strategy, shareholder value creation, M&A and capital raising. His primary areas of focus are professional services, consulting, technology & digital services, and business process outsourcing.

Prior to joining Evercore, Mr. Bergstein was a vice chairman of investment banking at Morgan Stanley based in New York. He founded the Global Services Group in 2001, led global coverage of companies providing technology and business services for 22 years, and served on the management committee of investment banking for 13 years.

Mr. Bergstein has worked closely with numerous companies, some for more than two decades, including Accenture, ADP, Broadridge, Genpact, Kearney, PwC, Wipro and Tata. Notable transactions since 2001 include the sale of First Data to KKR, PwC Consulting to IBM, Genpact to Bain, Monitor to Deloitte, Booz to PwC, Capco to Wipro, CDK to Brookfield. Acquisitions by Accenture of Novetta and Umlaut, Vantiv of Worldpay, Verisk of Wood Mackenzie. The spin-off of Broadridge, CDK and Western Union, the defense of ADP, CDK and Cognizant, the IPO of Booz Allen, Emdeon, Endava, First Data, Genpact, Telus Intenational, Vantiv, Verisk and Worldpay.

Mr. Bergstein lives in Greenwich, CT. He has three children, William (23), Max (21) and Ellie (17). He is a Trustee and the Chairman of Budget & Finance Committee of The Jewish Board and a Trustee of the Institute of International Education.

He earned a BA from Wesleyan University and an MBA from the Kellogg School of Management at Northwestern University.