New York

Focused Insight. Global Reach.
Successful Outcomes.

For 40 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 deep market knowledge and relationships enable us to deliver results for our clients.

New York City

London

Focused Insight. Global Reach.
Successful Outcomes.

For 40 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 deep market knowledge and relationships enable us to deliver results for our clients.

London

Sydney

Focused Insight. Global Reach.
Successful Outcomes.

For 40 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 deep market knowledge and relationships enable us to deliver results for our clients.

Sydney

San Francisco

Focused Insight. Global Reach.
Successful Outcomes.

For 40 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 deep market knowledge and relationships enable us to deliver results for our clients.

San Francisco

Denver

Focused Insight. Global Reach.
Successful Outcomes.

For 40 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 deep market knowledge and relationships enable us to deliver results for our clients.

Denver

Berkshire Global has been a registered broker dealer since 2003
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 than 435 transactions in this space. Across borders, market cycles and industry sub-sectors, Berkshire Global Advisors provides effective 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 deep 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.

Caleb W. Burchenal

Caleb W. Burchenal

Partner
R. Bruce Cameron, CFA

R. Bruce Cameron, CFA

Partner
Ted J. Gooden

Ted J. Gooden

Partner
Bomy M. Hagopian, CFA

Bomy M. Hagopian, CFA

Partner
John H. Humphrey

John H. Humphrey

Partner
D. Scott Ketner

D. Scott Ketner

Partner
Nelson Lam

Nelson Lam

Partner
H. Bruce McEver

H. Bruce McEver

Senior Advisor
Drew R. Murphy

Drew R. Murphy

Partner
Mitchell S. Spector

Mitchell S. Spector

Partner
Jonathan Stern, CFA

Jonathan Stern, CFA

Partner
Mark B. Mahoney

Mark B. Mahoney

Senior Advisor
Richard D. Miles

Richard D. Miles

Senior Advisor
George W. Morriss

George W. Morriss

Senior Advisor
R. Lawrence Roth

R. Lawrence Roth

Senior Advisor
Glenn Dunn, CPA

Glenn Dunn, CPA

Principal
Philip R. Emtemark

Philip R. Emtemark

Principal
Jason Greco

Jason Greco

Principal
Sean C. McCarthy

Sean C. McCarthy

Principal
David B. Reynolds, CFA

David B. Reynolds, CFA

Principal
Justin Friedman

Justin Friedman

Vice President
AJ Hachim

AJ Hachim

Vice President
Opal Jakhete

Opal Jakhete

Vice President
Daniel Kolinsky

Daniel Kolinsky

Vice President
Stephen Stephano

Stephen Stephano

Vice President
Julie E. Mitchell, PHR, SHRM-SCP

Julie E. Mitchell, PHR, SHRM-SCP

Chief Administrative Officer
Rudy Sang

Rudy Sang

Chief Technology Officer
Valerie Zemmel

Valerie Zemmel

Head of Global Marketing

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 exclusive financial advisor to American Capital
has been acquired by
January 2017
North America Private Markets – Private Equity / Credit
Berkshire Global Advisors acted as exclusive financial advisor to Sound Harbor
has acquired
December 2016
EMEA North America Private Markets – Private Equity / Credit
Berkshire Global Advisors acted as exclusive financial advisor to Keeley Asset Management
has been acquired by
November 2016
Investment Management North America
Berkshire Global Advisors acted as exclusive financial advisor to Tudor, Pickering, Holt & Co.
has been acquired by
November 2016
North America Securities and Investment Banking
Berkshire Global Advisors acted as exclusive financial advisor to Boston Common Asset Management
has sold a minority stake to
October 2016
Investment Management North America
Berkshire Global Advisors client Savant Capital Management is acquired by private capital investors
has been acquired by
October 2016
North America Wealth Management
Berkshire Global Advisors client FTN Financial acquires Coastal Securities
has acquired
October 2016
North America Securities and Investment Banking
Berkshire Global Advisors client Charlemagne Capital is acquired by Fiera Capital
has been acquired by
September 2016
EMEA Investment Management North America
Berkshire Global Advisors client Presidio Capital Advisors is acquired by Tiedemann Wealth Management
has been acquired by
August 2016
North America Wealth Management
Berkshire Global Advisors client People's United Bank acquires Gerstein Fisher
has acquired
July 2016
North America Wealth Management
Berkshire Global Advisors client Altius Holdings has been acquired by Pavilion Financial Corporation
has been acquired by
June 2016
APAC EMEA Related Sectors
Berkshire Global Advisors client Auerbach Grayson & Company has been acquired by Beltone Financial
has sold a majority stake to
June 2016
EMEA North America Securities and Investment Banking
Berkshire Global Advisors client National Holdings Corporation has been acquired by Fortress Biotech
has been acquired by
April 2016
North America Securities and Investment Banking
Berkshire Global Advisors client Summit Capital Management has been acquired by Merriman Wealth Management
has been acquired by
April 2016
North America Wealth Management
Berkshire Global Advisors client Hildene Leveraged Credit sells CLO business to Fortress
has been acquired by
March 2016
North America Private Markets – Private Equity / Credit
Berkshire Global Advisors client D.A. Davidson acquires SMITH HAYES
has acquired
March 2016
North America Securities and Investment Banking
Berkshire Global Advisors client Clarion Partners has been acquired by Legg Mason
has been acquired by
January 2016
North America Private Markets - Real Estate / Assets
Berkshire Global Advisors client Atherton Lane has been acquired by BNY Mellon
has been acquired by
January 2016
North America Wealth Management
Berkshire Global Advisors client Orion Partners has been acquired by BNP Paribas
has been acquired by
January 2016
APAC EMEA Private Markets - Real Estate / Assets
Berkshire Global Advisors client Johnson Financial Group has acquired Cleary Gull
has acquired
January 2016
North America Wealth Management
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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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