Berkshire Global has been a registered broker dealer since 2003

Transactions

Home / Transactions
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.

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
  • Financial Technology
  • Capital Markets Technology
  • Wealth Technology
  • Financial Data & Analytics
  • Bank Technology
  • Berkshire Global Advisors acted as financial advisor to Rainmaker Information
    has been acquired by
    July 2021
    Berkshire Global Advisors acted as financial advisor to Mercatus, Inc.
    has been acquired by
    July 2021
    Berkshire Global Advisors acted as financial advisor to Just Invest
    has been acquired by
    July 2021
    Berkshire Global Advisors acted as financial advisor to Pillar Pacific Capital Management
    has entered into a strategic partnership with
    April 2021
    Berkshire Global Advisors acted as financial advisor to iM Global Partner
    has acquired
    March 2021
    Berkshire Global Advisors acted as financial advisor to Incline Equity Partners
    has entered into a strategic partnership with
    April 2021
    Berkshire Global Advisors acted as financial advisor to Iron Financial
    has agreed to sell its 401k and 3(38) business to
    February 2021
    Berkshire Global Advisors acted as financial advisor to Exeter Property Group
    has been acquired by
    January 2021
    Berkshire Global Advisors acted as financial advisor to Sammons Financial Group
    has acquired
    January 2021
    Berkshire Global Advisors acted as financial advisor to Oak Street Real Estate Capital, LLC
    has received a strategic minority investment from
    December 2020
    Berkshire Global Advisors acted as financial advisor to Tritax Management LLP
    has agreed to sell a majority interest to
    December 2020