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Mitchell S. Spector

Mitchell S. Spector

Partner
New York, NY

Mitch co-leads Berkshire’s Investment Management practice.

Mitch joined Berkshire in 2004 and has over 30 years of industry experience.  He brings to Berkshire experience in transactions involving banks, thrifts, asset managers, broker dealers, and finance companies.  During his tenure at Berkshire, Mitch has advised on a wide range of M&A transactions in the Wealth Management, Real Estate and Securities sectors.

Notable Transaction Experience:
FBR & Co. / B. Riely Financial, Inc. (2017)
Sun Life Financial / Prime Advisors (2015)
Raymond James Financial / Cougar Global Investments (2015)
Fiera Capital Corporation / Samson Capital Advisors (2015)
Sun Life Financial / Ryan Labs (2015)
BTG Pactual / Regions Timberland Group (Regions Financial Corporation) (2013)
STW Fixed Income Management / Schroder US Holdings Inc. (2012)
FBR Funds / Hennessy Advisors Inc. (2012)
Rochdale Investment Management / City National Bank (2012)

Prior Work Experience:
CIBC World Markets, Head of Regulated Industries M&A
Prudential Securities,  Head of Financial Services M&A
Bear, Stearns & Co. Inc., Head of Financial Services M&A

Education & Affiliations:
The Wharton School of the University of Pennsylvania, MBA
The University of Pennsylvania, BS in Economics

Phi Beta Kappa Foundation, Investment Committee Member