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Realizing compelling opportunities.

We drive thoughtful strategic and financial partnerships that work for our clients. Our sub-sector specialization, coupled with global relationships, enables us to deliver results. We are focused on six dynamic Financial Services sectors:

  • Private Markets including Private Equity, Private Debt, Real Estate, Commercial Real Estate Debt, Infrastructure, Agriculture & Timber, and Fund of Funds
  • Wealth Management including RIAs, Financial Planning, Family Offices & MFOs, and Trust Banks
  • Investment Management including Equities, Fixed Income, EFT’s, and Mutual Funds
  • Securities and Investment Banking including Retail Brokerage, Independent Broker Dealers, Institutional Broker Dealers, and Investment Banks
  • Financial Technology including Capital Markets Technology, Wealth Technology, Financial Data & Analytics, and Banking Technology
  • Related Sectors including Hedge Funds and Specialty Finance.

 

View Select Transactions below.

Berkshire Global Advisors acted as Financial Advisor to Ironbark Asset Management

has agreed to merge with
September 2023
APAC Wealth Management

Berkshire Global Advisors acted as financial advisor to Both Argent Financial Group & TMI Trust

has agreed to merge with
August 2023
North America Wealth Management

Berkshire Global Advisors acted as financial advisor to Core Spaces

has entered into a financial partnership with
July 2023
North America Private Markets - Real Estate / Assets

Berkshire Global Advisors acted as financial advisor to idaciti

has agreed to be acquired by
July 2023
Financial Technology North America

Berkshire Global Advisors acted as financial advisor to GMS Surgent

has received a strategic investment from
July 2023
North America Wealth Management

Berkshire Global Advisors acted as financial advisor to Landmark Management, Inc.

has sold a strategic minority stake to
June 2023
North America Wealth Management

Berkshire Global Advisors acted as financial advisor to Newbury Partners

has agreed to be acquired by
February 2023
North America Private Markets – Private Equity / Credit

Berkshire Global Advisors acted as financial advisor to Lincoln Property Company

has received a strategic investment from
February 2023
North America Private Markets - Real Estate / Assets

Berkshire Global Advisors acted as financial advisor to Origin Investments

has entered into a strategic partnership with
January 2023
North America Private Markets - Real Estate / Assets

Berkshire Global Advisors acted as exclusive financial advisor to Berkshire Asset Management

has sold a minority stake to
December 2022
Investment Management North America

Berkshire Global Advisors acted as financial advisor to Stanhope Capital Group

has agreed to merge with
December 2022
EMEA Wealth Management

Berkshire Global Advisors acted as financial advisor to Regis Management Company, LLC

has been acquired by
December 2022
North America Wealth Management

Berkshire Global Advisors acted as financial advisor to Kennedy Capital Management, Inc.

has agreed to a strategic partnership with
November 2022
EMEA Investment Management

Berkshire Global Advisors acted as financial advisor to Moors & Cabot, Inc.

has sold a majority interest to
November 2022
North America Wealth Management

Berkshire Global Advisors acted as financial advisor to Advisors Asset Management

has sold a majority interest to
September 2022
Investment Management North America

Berkshire Global Advisors acted as financial advisor to Veriti Management

has agreed to be acquired by
July 2022
Financial Technology North America Wealth Management

Berkshire Global Advisors acted as financial advisor to Infrastructure Capital Group

has agreed to be acquired by
July 2022
APAC Private Markets - Real Estate / Assets

Berkshire Global Advisors acted as financial advisor to Versus Capital

has received a strategic investment from
June 2022
North America Private Markets - Real Estate / Assets

Berkshire Global Advisors acted as financial advisor to Galapagos Partners

has agreed to be acquired by
May 2022
North America Wealth Management

Berkshire Global Advisors acted as financial advisor to Rockwood Capital, LLC

has received a strategic investment from
May 2022
North America Private Markets - Real Estate / Assets

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