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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 Spear Street Capital LLC
    has received a strategic minority investment from
    July 2020
    Berkshire Global Advisors acted as financial advisor to WaterOak Advisors, LLC.
    has been acquired by
    July 2020
    Berkshire Global Advisors acted as financial advisor to WhiteStar Asset Management
    have together sold a majority interest to
    June 2020
    Berkshire Global Advisors acted as financial advisor to Just Invest
    has received a growth investment from an
    June 2020
    Berkshire Global Advisors acted as financial advisor to Investcorp
    has merged its ARI business with
    May 2020
    Berkshire Global Advisors acted as financial advisor to Garrison Investment Group
    has sold its CLO collateral management agreements to
    April 2020
    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