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

More Transactions

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

More Perspectives

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
Ian Martin AM

Ian Martin AM

Vice Chairman, Asia Pacific
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
Sean C. McCarthy

Sean C. McCarthy

Vice President
David B. Reynolds, CFA

David B. Reynolds, CFA

Vice President
Kevin Swiniarski

Kevin Swiniarski

Vice President
Julie E. Mitchell. PHR

Julie E. Mitchell. PHR

Operations Director
Rudy Sang

Rudy Sang

Global IT Director
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 exclusive financial advisor to Intrepid Investment Bankers
    has been acquired by
    October 2018
    Berkshire Global Advisors acted as financial advisor to Latitude Management Real Estate Investors
    has a sold a majority interest to
    November 2018
    Berkshire Global Advisors acted as exclusive financial advisor to B|O|S Management
    has acquired a majority interest in
    October 2018
    Berkshire Global Advisors acted as financial advisor to Clearlake Capital Group
    has received investment from
    May 2018
    Berkshire Global Advisors acted as exclusive financial advisor to Cadaret, Grant
    has been acquired by
    April 2018
    Berkshire Global Advisors acted as financial advisor to Capital One Financial
    has sold a division to
    February 2018
    Berkshire Global Advisors acted as exclusive financial advisor to Think ETF's and its shareholders
    has been acquired by
    January 2018
    Berkshire Global Advisors acted as financial advisor to Capital One Financial
    has sold retail brokerage business to
    January 2018
    Berkshire Global Advisors acted as financial advisor to Capital One Financial
    has sold a division to
    December 2017
    Berkshire Global Advisors acted as exclusive financial advisor to Westpac and Hastings
    has been acquired by
    November 2017
    Loading...

    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.

    Newsletters Annual Reviews