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. We are focused on six dynamic Financial Services sectors:

  • Private Markets including Private Equity, Private Debt, Real Estate, Commercial Real Estate Debt, Infrastructure, Agriculture & Timber, and Fund of Funds
  • Wealth Management including RIAs, Financial Planning, Family Offices & MFOs, and Trust Banks
  • Investment Management including Equities, Fixed Income, EFT’s, and Mutual Funds
  • Securities and Investment Banking including Retail Brokerage, Independent Broker Dealers, Institutional Broker Dealers, and Investment Banks
  • Financial Technology including Capital Markets Technology, Wealth Technology, Financial Data & Analytics, and Banking Technology
  • Related Sectors including Hedge Funds and Specialty Finance

 

View Select Transactions below.

Berkshire Global Advisors acted as financial advisor to Stanhope Capital Group
has agreed to merge with
December 2022
Berkshire Global Advisors acted as financial advisor to Regis Management Company, LLC
has been acquired by
December 2022
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 DivCore Real Estate
sold a minority equity interest to
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 Waterton Associates
has sold a minority interest to
May 2022
Berkshire Global Advisors acted as financial advisor to Guardian Life Insurance
has acquired a minority interest in
February 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
Berkshire Global Advisors acted as financial advisor to Columbia Pacific Advisors, LLC
has received a minority investment from
December 2021
Berkshire Global Advisors acted as financial advisor to Columbia Pacific Wealth Management
has been acquired by
December 2021
Berkshire Global Advisors acted as financial advisor to Thorofare Capital
has sold a majority interest to
December 2021