Rory Berger

Managing Director, Head of Sponsor Coverage

“The most successful outcomes come from pairing the right companies with the right sponsors. My role is to understand each sponsor’s strategy and connect them with opportunities where their capital, expertise, and vision can create real value.”

Rory leads Sponsor Coverage at Progress Partners, building and maintaining relationships with private equity firms, growth investors, and other financial sponsors. He works closely with the broader Progress team to identify and present the right companies to the right sponsors, ensuring well-matched opportunities that maximize impact for both investors and clients. His work includes tracking sponsor priorities, monitoring market activity, and facilitating targeted introductions that lead to successful transactions.

In addition to his sponsor coverage leadership, Rory heads the firm’s Technology Services sector coverage, advising companies in digital transformation, managed IT services, cloud consulting, data & analytics, AI implementation, and cybersecurity. Drawing on deep industry insight, he supports founders, executives, and investors in navigating strategic growth, capital raising, and M&A.

With more than 15 years of investment banking experience, Rory has held senior roles at KeyBanc Capital Markets, UBS Investment Bank, and Wells Fargo Securities. He has executed transactions across M&A, IPOs, and leveraged finance in technology services, software, and digital infrastructure, leading execution teams on more than $25 billion in public and private deals. Rory earned his MBA from Columbia Business School and his BA in English from Bucknell University.

“The most successful outcomes come from pairing the right companies with the right sponsors. My role is to understand each sponsor’s strategy and connect them with opportunities where their capital, expertise, and vision can create real value.”

Rory leads Sponsor Coverage at Progress Partners, building and maintaining relationships with private equity firms, growth investors, and other financial sponsors. He works closely with the broader Progress team to identify and present the right companies to the right sponsors, ensuring well-matched opportunities that maximize impact for both investors and clients. His work includes tracking sponsor priorities, monitoring market activity, and facilitating targeted introductions that lead to successful transactions.

In addition to his sponsor coverage leadership, Rory heads the firm’s Technology Services sector coverage, advising companies in digital transformation, managed IT services, cloud consulting, data & analytics, AI implementation, and cybersecurity. Drawing on deep industry insight, he supports founders, executives, and investors in navigating strategic growth, capital raising, and M&A.

With more than 15 years of investment banking experience, Rory has held senior roles at KeyBanc Capital Markets, UBS Investment Bank, and Wells Fargo Securities. He has executed transactions across M&A, IPOs, and leveraged finance in technology services, software, and digital infrastructure, leading execution teams on more than $25 billion in public and private deals. Rory earned his MBA from Columbia Business School and his BA in English from Bucknell University.