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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 ICON Advisors
    has sold the ICON Funds to
    February 2020
    Berkshire Global Advisors acted as financial advisor to Almanac Realty Investors
    has been acquired by
    February 2020
    Berkshire Global Advisors acted as financial advisor to Pinnacle Investment Management
    has acquired a minority interest in
    December 2019
    Berkshire Global Advisors acted as financial advisor to Aquila Capital
    has a sold a minority interest to
    December 2019
    Berkshire Global Advisors acted as financial advisor to Pennybacker Capital Management
    has sold a minority stake to
    November 2019
    Berkshire Global Advisors acted as financial advisor to Commerce Trust Company
    has sold its corporate trust business to
    November 2019
    Berkshire Global Advisors acted as financial advisor to National Investment Services
    has sold a majority stake to
    November 2019
    Berkshire Global Advisors acted as financial advisor to Redpoint Investment Management
    has sold a 49% interest in
    October 2019
    Berkshire Global Advisors acted as financial advisor to RCG Longview
    has been acquired by
    August 2019
    Berkshire Global Advisors acted as financial advisor to Ambassador Funds Management Pty Limited
    has been acquired by
    June 2019
    Berkshire Global Advisors acted as financial advisor to George K. Baum
    has been acquired by
    August 2019
    Berkshire Global Advisors acted as financial advisor to Tocqueville Asset Management
    has sold its Gold strategy to
    August 2019