New York

Focused Insight. Global Reach.
Successful Outcomes.

For more than 35 years, Berkshire Global Advisors has been a leading provider of trusted M&A and strategic advice to the financial services industry. As a global specialist investment bank, our unparalleled market knowledge and relationships enable us to deliver exceptional results for our clients.

New York City

London

Focused Insight. Global Reach.
Successful Outcomes.

For more than 35 years, Berkshire Global Advisors has been a leading provider of trusted M&A and strategic advice to the financial services industry. As a global specialist investment bank, our unparalleled market knowledge and relationships enable us to deliver exceptional results for our clients.

London

Sydney

Focused Insight. Global Reach.
Successful Outcomes.

For more than 35 years, Berkshire Global Advisors has been a leading provider of trusted M&A and strategic advice to the financial services industry. As a global specialist investment bank, our unparalleled market knowledge and relationships enable us to deliver exceptional results for our clients.

Sydney

San Francisco

Focused Insight. Global Reach.
Successful Outcomes.

For more than 35 years, Berkshire Global Advisors has been a leading provider of trusted M&A and strategic advice to the financial services industry. As a global specialist investment bank, our unparalleled market knowledge and relationships enable us to deliver exceptional results for our clients.

San Francisco

Denver

Focused Insight. Global Reach.
Successful Outcomes.

For more than 35 years, Berkshire Global Advisors has been a leading provider of trusted M&A and strategic advice to the financial services industry. As a global specialist investment bank, our unparalleled market knowledge and relationships enable us to deliver exceptional results for our clients.

Denver

Financial Services is our only focus. M&A and Strategic Advisory is our only business.

Recognized as a leading advisor in the investment management, securities and related sectors, we have completed more transactions in this space than any other advisor. Across borders, market cycles and industry sub-sectors, Berkshire Global Advisors provides effective, conflict-free advisory services to CEO’s and their executive teams, business owners and financial sponsors.

Latest Transactions

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We know our markets.

Our unrivaled market knowledge and relationships enable thoughtful connections for our clients to achieve growth, strategic or liquidity objectives. We help clients find and negotiate successful, long lasting partnerships.

Perspectives

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Our people are our finest asset.

Our expertise is delivered by a cohesive team of partners who have worked together at Berkshire Global Advisors for the majority of their careers. Our partners are seasoned sector specialists who collectively cover the broader investment management, securities and related industries.

Ted J. Gooden

Ted J. Gooden

Partner
H. Bruce McEver

H. Bruce McEver

Founder, Chairman
Richard D. Miles

Richard D. Miles

Senior Advisor
George W. Morriss

George W. Morriss

Senior Advisor
R. Lawrence Roth

R. Lawrence Roth

Senior Advisor
Nelson Lam

Nelson Lam

Principal and Executive Director
Glenn Dunn, CPA

Glenn Dunn, CPA

Vice President
Philip R. Emtemark

Philip R. Emtemark

Vice President
Sean C. McCarthy

Sean C. McCarthy

Vice President
David B. Reynolds, CFA

David B. Reynolds, CFA

Vice President
Julie E. Mitchell, PHR

Julie E. Mitchell, PHR

Chief Administrative Officer
Rudy Sang

Rudy Sang

Chief Technology Officer
Jennifer Sransky

Jennifer Sransky

Marketing Director

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 industry-leading results.

Investment Management
  • Equities
  • Fixed Income
  • ETF’s
  • Mutual Funds
  • Private Markets
  • Private Equity
  • Private Debt
  • Real Estate
  • Commercial Real Estate Debt
  • Infrastructure
  • Agriculture and Timber
  • Fund of Funds
  • Wealth Management
  • RIAs
  • Financial Planning
  • Family Offices and MFOs
  • Trust Banks
  • Securities and Investment Banking
  • Retail Brokerage
  • Independent Broker Dealers
  • Institutional Broker Dealers
  • Investment Banks
  • Berkshire Global Advisors acted as financial advisor to Channel Capital Pty Ltd
    has completed a management buyout in partnership with
    November 2020
    Berkshire Global Advisors acted as financial advisor to Newbury Partners
    has sold a minority interest to
    October 2020
    Berkshire Global Advisors acted as financial advisor to Sun Life Financial
    has acquired a majority interest in
    October 2020
    Berkshire Global Advisors acted as financial advisor to Benson Elliot Capital Management
    has been acquired by
    October 2020
    Berkshire Global Advisors acted as financial advisor to Generation Development Group
    has acquired a minority interest in
    September 2020
    Berkshire Global Advisors acted as financial advisor to Spear Street Capital LLC
    has received a strategic minority investment from
    July 2020
    Berkshire Global Advisors acted as financial advisor to WaterOak Advisors, LLC.
    has been acquired by
    July 2020
    Berkshire Global Advisors acted as financial advisor to WhiteStar Asset Management
    have together sold a majority interest to
    June 2020
    Berkshire Global Advisors acted as financial advisor to Just Invest
    has received a growth investment from an
    June 2020
    Berkshire Global Advisors acted as financial advisor to Investcorp
    has merged its ARI business with
    May 2020
    Berkshire Global Advisors acted as financial advisor to Garrison Investment Group
    has sold its CLO collateral management agreements to
    April 2020
    Berkshire Global Advisors acted as financial advisor to ICON Advisors
    has sold the ICON Funds to
    February 2020

    Trusted industry perspectives.

    Berkshire Global Advisors regularly publishes research covering the global investment management, securities and related industries. We look beyond short-term market observations to provide insightful, long-term analysis.

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