Adam Beshara Takes on President Role at BDT & MSD Partners, Signaling Expansion Focus

BDT & MSD Partners has elevated Adam Beshara to the position of president, recognizing his extensive track record in investment banking and advisory services. Starting in May, Beshara will join a select group of five presidents steering the firm, which specializes in supporting founder-led and family-owned enterprises with strategic capital and guidance. This promotion underscores the firm’s commitment to deepening its market presence and advisory capabilities.

From JPMorgan Chase to Centerview: A Foundation in Investment Banking

Beshara’s appointment reflects decades of experience navigating complex financial advisory assignments. He spent 14 years at JPMorgan Chase before transitioning to Centerview Partners in 2012, where he has counseled major industrial and business services companies, including Johnson Controls International, DuPont, Waste Management, and Walmart. His tenure at these institutions has equipped him with deep expertise in guiding large-scale corporate transactions and strategic decisions.

Positioning BDT & MSD for Growth in Family Office Advisory

Led by Byron Trott and Gregg Lemkau—both veterans of Goldman Sachs—BDT & MSD Partners operates under a clear philosophy: “to advise clients as if we were owners themselves.” The addition of Beshara strengthens this mandate. The firm was established in 2022 through a merger of Trott’s BDT merchant bank and MSD Partners, the latter anchored by advisors managing Michael Dell’s family office. By recruiting experienced figures like Adam Beshara from leading financial institutions, the firm aims to expand its influence in advising high-net-worth families and entrepreneur-founded businesses.

Recent Transitions Reshape BDT & MSD’s Leadership Structure

The appointment of Adam Beshara is part of broader organizational evolution at the firm. Dina Powell McCormick, a fellow president, recently departed to assume the presidency at Meta Platforms, though she remains on the firm’s advisory board chaired by Michael Dell. Concurrently, Erik Oken, who brings over 30 years of experience from JPMorgan and recently led private equity operations at MidOcean Partners, has joined BDT & MSD as head of the eastern U.S. region. These moves—including Adam Beshara’s promotion—reflect the firm’s strategy to refresh its leadership while reinforcing its capacity to serve founder-driven and family-managed enterprises. The other presidents working alongside Beshara include Dan Jester, San Orr, Greg Olafson, and Amy Ennesser.