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When you work with DebtX Software Solutions, you’re getting more than access to an innovative software platform. You’re also gaining access to seasoned finance experts who understand your business and are there to help you succeed.

Robert Berk Joins the Board

Robert Berk Joins the Board

William J. Jakubowski

May 1, 2023

Boston, May 1, 2023 – DebtX Software Solutions, Inc. (, a leading provider of Loan Syndication and Loan Sale software, is pleased to announce the appointment of Robert (“Bob”) Berk as an independent board member and advisor.  This move marks a significant step in the company’s mission to drive innovation and expand its offerings to meet the needs of its Capital Markets clients.

Bob Berk is a well-known executive with a proven record of success. Bob spent 13 years with U.S. Bank as the Chief Operating Officer (COO) of the Capital Markets business, before retiring December 31, 2022. Prior to U.S. Bank, Bob spent 16 years at JP Morgan Chase, where he had several executive roles including COO of Global Credit Trading, COO of Global Leveraged Finance, and COO of High Yield Origination and Capital Markets. He also held senior level positions at Bankers Trust, Citibank and Drexel, Burnham, Lambert.

“We are thrilled to welcome Bob to our board,” said Bill Jakubowski, President & CEO of DebtX Software. “His extensive knowledge and experience in Capital Markets make him the ideal candidate to help guide our strategic direction as we continue to innovate and grow our business.”

“As a client for over thirteen years, it was my pleasure to work with and build a deep relationship with DebtX,” said Bob Berk. “DebtX has a long history delivering innovative solutions that help its clients better execute their business plans. After retiring from U.S. Bank, I am excited to have the opportunity to be part of the company’s success as a board member and advisor and I look forward to helping them achieve their goals as a premier software provider to the Capital Markets community.”

About DebtX Software

DebtX Software provides a suite of deal management and workflow automation products that support Loan Syndication, Agency Services, and Loan Sale professionals. DXSyndicate® provides lead arrangers and agents the ability to manage syndicated loan transactions from customer pitch through distribution, closing, and agency administration. DXOpen® is a Loan Auction platform enabling loan brokers and financial institutions to conduct self-directed loan sales. DXDocs® is a Virtual Data Room (VDR) that integrates secure document sharing with customer relationship management (CRM) and customizable workflow automation functionality.

Contact:  DebtX Software Solutions, Inc. (617) 695-4800