Ted founded Berkshire’s private markets advisory practice covering the firm’s major clients world-wide in private equity, private credit, real estate, infrastructure and other alternative asset manager sectors.
Ted joined Berkshire in 2000 and brings more than 20 years of experience providing strategic and transaction advice to investment management firms and financial institutions globally. During his tenure at Berkshire, Ted has developed an industry leading track record connecting alternative asset managers of all types with financial and strategic partners that provide GP co-investment capital, expansion capital for new funds, access to new clients and a broad range of value enhancing services to drive accelerated growth opportunities. In his role leading the practice, Ted works to develop confidential relationships with prospective clients well in advance of active engagements as they contemplate their strategic alternatives.
Notable Transaction Experience: W Capital Partners/ AXA Investment Management (2023)
Sagard / Performance Equity Management (2023) W Invesco/ AXA Investment Management (2023)
Redding Ridge Asset Management / Gulf Stream Asset Management (2023)
Bridge Investment Group / Newbury Partners (2023)
Stone Point Capital / Lincoln Property Company (2023)
Dyal Capital Partners / Leading specialty real estate manager (2023)
Sun Life Financial / Advisors Asset Management (2023) Global private equity firm / Infrastructure manager (2023)
Dyal Capital Partners / DivCore Real Estate (2022)
Colliers International / Versus Capital Advisors (2022)
Almanac Realty Investors / Waterton Associates (2022)
Colliers International / Rockwood Capital (2022)
Colliers International / Basalt Infrastructure Partners (2022) Guardian Life Insurance / HPS Investment Partners (2022)
Bonaccord Capital Partners / Trivest Partners (2022)
ICONIQ Investment Management / Madison Realty Capital (2022)
Petershill (Goldman Sachs) / Leading healthcare & technology PE firm (2022)
Pacific Current Group / Banner Oak Capital Partners (2022)
Dyal Capital Partners / MBK Partners (2022)
Callodine Group / Thorofare Capital (2021)
Polen Capital / DDJ Capital (2021)
CIFC (Royal Family of Qatar) / LBC Credit (2021) T.Rowe Price / Oak Hill Advisors (2021)
Apollo / Griffin Capital (2021)
Investcorp / Artemis Real Estate Partners (2021)
Blue Owl Capital / Oak Street Real Estate Capital (2021)
Landmark / Palladium Equity Partners (2021)
EQT AB / Exeter Property Group (2021)
Aquarian Holdings / Gallatin Loan Management (2021)
Sound Point Capital / CVC US Direct Lending (2021)
Petershill (Goldman Sachs) / Incline Management (2021)
Petershill (Goldman Sachs) / Oak Street Real Estate Capital (2020)
Investcorp / Centre Lane Partners (2020)
RidgeLake Partners / Newbury Partners(2020) Sun Life Financial / Crescent Capital (2020)
Morgan Stanley / Assurant (credit platform) (2020)
Bonaccord Capital Partners / Spear Street Capital (2020)
Clearlake Capital / WhiteStar Asset Management (2020) Investcorp / Tages Capital (2020)
Anchorage Capital Group / Garrison Investment Group (2020)
Ares / Crestline Denali (2020)
Dyal Capital Partners / RXR Realty (2020)
Neuberger Berman / Almanac Realty Investors (2020)
ArrowMark / Stone Castle CDO TruPS platform (2020)
Landmark / Leading retail-oriented PE firm (2019)
CenterSquare Investment Management / RCG Longview (2019)
Wafra, Landmark / Siris Capital Group (2019)
Atalaya Capital Management / TELOS Asset Management (2019)
Brookfield / ForestCity (2018)
Stone Point / Rialto Capital (2018)
Hildene Capital Management / Alesco Preferred Funding (2018)
Goldman Sachs / Rocaton Investment Advisors (2018)
THL Credit Advisors / Kramer Van Kirk Credit Strategies (2018)
Dyal Capital Partners, Petershill (Goldman Sachs) / Clearlake Capital (2018)
Natixis / MV Credit Partners (2018) Sun Life Financial / GreenOak Real Estate (2018) LGT Capital Partners / European Capital (2017) Brookfield Asset Management / Center Coast Capital (2017)
Morgan Stanley Investment Management / Mesa West Capital (2017)
Marble Point Credit / American Capital CLO Management (2017)
New York Life / Credit Value Partners (2017)
Mitsui & Co. / CIM Group (2017) PrincipalGlobal Investors/ Internos Global Investors (2017) Allianz Global Investors/ Sound Harbor(2016)
Prior Work Experience:
A.T. Kearney, Associate, strategic consulting in the financial institutions group for global clients
Education:
Graduated INSEAD MBA Program
Graduated from Carlson School of Mgmt. at the University of Minnesota
