New York

Focused Insight. Global Reach.
Successful Outcomes.

For 40 years, Berkshire Global Advisors has been a leading provider of trusted M&A and strategic advice to the financial services industry. As a global specialist investment bank, our deep market knowledge and relationships enable us to deliver results for our clients.

New York City

London

Focused Insight. Global Reach.
Successful Outcomes.

For 40 years, Berkshire Global Advisors has been a leading provider of trusted M&A and strategic advice to the financial services industry. As a global specialist investment bank, our deep market knowledge and relationships enable us to deliver results for our clients.

London

Sydney

Focused Insight. Global Reach.
Successful Outcomes.

For 40 years, Berkshire Global Advisors has been a leading provider of trusted M&A and strategic advice to the financial services industry. As a global specialist investment bank, our deep market knowledge and relationships enable us to deliver results for our clients.

Sydney

San Francisco

Focused Insight. Global Reach.
Successful Outcomes.

For 40 years, Berkshire Global Advisors has been a leading provider of trusted M&A and strategic advice to the financial services industry. As a global specialist investment bank, our deep market knowledge and relationships enable us to deliver results for our clients.

San Francisco

Denver

Focused Insight. Global Reach.
Successful Outcomes.

For 40 years, Berkshire Global Advisors has been a leading provider of trusted M&A and strategic advice to the financial services industry. As a global specialist investment bank, our deep market knowledge and relationships enable us to deliver results for our clients.

Denver

Berkshire Global has been a registered broker dealer since 2003
Financial Services is our only focus. M&A and Strategic Advisory is our only business.

Recognized as a leading advisor in the investment management, securities and related sectors, we have completed more than 435 transactions in this space. Across borders, market cycles and industry sub-sectors, Berkshire Global Advisors provides effective advisory services to CEO’s and their executive teams, business owners and financial sponsors.

Latest Transactions

More Transactions

We know our markets.

Our deep market knowledge and relationships enable thoughtful connections for our clients to achieve growth, strategic or liquidity objectives. We help clients find and negotiate successful, long lasting partnerships.

Perspectives

More Perspectives

Our people are our finest asset.

Our expertise is delivered by a cohesive team of partners who have worked together at Berkshire Global Advisors for the majority of their careers. Our partners are seasoned sector specialists who collectively cover the broader investment management, securities and related industries.

Ted J. Gooden

Ted J. Gooden

Partner
Nelson Lam

Nelson Lam

Partner
H. Bruce McEver

H. Bruce McEver

Senior Advisor
Mark B. Mahoney

Mark B. Mahoney

Senior Advisor
Richard D. Miles

Richard D. Miles

Senior Advisor
George W. Morriss

George W. Morriss

Senior Advisor
R. Lawrence Roth

R. Lawrence Roth

Senior Advisor
Glenn Dunn, CPA

Glenn Dunn, CPA

Principal
Jason Greco

Jason Greco

Principal
Sean C. McCarthy

Sean C. McCarthy

Principal
Justin Friedman

Justin Friedman

Vice President
AJ Hachim

AJ Hachim

Vice President
Opal Jakhete

Opal Jakhete

Vice President
Daniel Kolinsky

Daniel Kolinsky

Vice President
Stephen Stephano

Stephen Stephano

Vice President
Julie E. Mitchell, PHR, SHRM-SCP

Julie E. Mitchell, PHR, SHRM-SCP

Chief Administrative Officer
Rudy Sang

Rudy Sang

Chief Technology Officer
Valerie Zemmel

Valerie Zemmel

Head of Global Marketing

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 InnoVise Family Wealth Advisors
has received a strategic investment from
September 2021
Berkshire Global Advisors acted as financial advisor to Asset Preservation Advisors
has received a minority investment from
September 2021
Berkshire Global Advisors acted as financial advisor to Douglass Winthrop Advisors, LLC
has received a minority investment from
September 2021
Berkshire Global Advisors acted as financial advisor to NorthCoast Asset Management LLC
has been acquired by
September 2021
Berkshire Global Advisors acted as financial advisor to Portola Partners Group LLC
has been acquired by
September 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 Rainmaker Information
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 CVC Credit
has sold its US Direct Lending business to
June 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 Center Lane Partners
sold a minority interest to
December 2020
Berkshire Global Advisors acted as financial advisor to Tritax Management LLP
has agreed to sell a majority interest to
December 2020
Berkshire Global Advisors acted as financial advisor to Link Financial Services
has been acquired by
December 2020

Trusted industry perspectives.

Berkshire Global Advisors regularly publishes research covering the global investment management, securities and related industries. We look beyond short-term market observations to provide insightful, long-term analysis.

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