Berkshire Global has been a registered broker dealer since 2003

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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 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 Kennedy Capital Management, Inc.
    has agreed to a strategic partnership with
    November 2022
    Berkshire Global Advisors acted as financial advisor to Moors & Cabot, Inc.
    has sold a majority interest to
    November 2022
    Berkshire Global Advisors acted as financial advisor to Advisors Asset Management
    has sold a majority interest to
    September 2022
    Berkshire Global Advisors acted as financial advisor to Veriti Management
    has agreed to be acquired by
    July 2022
    Berkshire Global Advisors acted as financial advisor to Infrastructure Capital Group
    has agreed to be acquired by
    July 2022
    Berkshire Global Advisors acted as financial advisor to Versus Capital
    has received a strategic investment from
    June 2022
    Berkshire Global Advisors acted as financial advisor to Galapagos Partners
    has agreed to be acquired by
    May 2022
    Berkshire Global Advisors acted as financial advisor to Rockwood Capital, LLC
    has received a strategic investment from
    May 2022
    Berkshire Global Advisors acted as financial advisor to Trivest Partners LP
    has received a minority investment from
    January 2022
    Berkshire Global Advisors acted as financial advisor to Basalt Infrastructure Partners LLP
    has received a strategic investment from
    January 2022
    Berkshire Global Advisors acted as financial advisor to MBK Partners
    has agreed to sell a minority interest to
    January 2022
    Berkshire Global Advisors acted as financial advisor to Banner Oak Capital Partners, LP
    has sold a minority interest to
    January 2022