New York

Focused Insight. Global Reach.
Successful Outcomes.

For more than 35 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 more than 35 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 more than 35 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 more than 35 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 more than 35 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

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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

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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.

Caleb W. Burchenal

Caleb W. Burchenal

Partner
R. Bruce Cameron, CFA

R. Bruce Cameron, CFA

Partner
Ted J. Gooden

Ted J. Gooden

Partner
Bomy M. Hagopian, CFA

Bomy M. Hagopian, CFA

Partner
John H. Humphrey

John H. Humphrey

Partner
D. Scott Ketner

D. Scott Ketner

Partner
Nelson Lam

Nelson Lam

Partner
H. Bruce McEver

H. Bruce McEver

Senior Advisor
Drew R. Murphy

Drew R. Murphy

Partner
Mitchell S. Spector

Mitchell S. Spector

Partner
Jonathan Stern, CFA

Jonathan Stern, CFA

Partner
Richard D. Miles

Richard D. Miles

Senior Advisor
George W. Morriss

George W. Morriss

Senior Advisor
R. Lawrence Roth

R. Lawrence Roth

Senior Advisor
Sean C. McCarthy

Sean C. McCarthy

Principal
David B. Reynolds, CFA

David B. Reynolds, CFA

Principal
Glenn Dunn, CPA

Glenn Dunn, CPA

Principal
Philip R. Emtemark

Philip R. Emtemark

Principal
AJ Hachim

AJ Hachim

Vice President
Stephen Stephano

Stephen Stephano

Vice President
Daniel Kolinsky

Daniel Kolinsky

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
Justin Friedman

Justin Friedman

Vice President
Opal Jakhete

Opal Jakhete

Vice President

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
  • Hedge Funds
  • Specialty Finance

    • Berkshire Global Advisors acted as financial advisor to Sammons Financial Group
    has acquired
    January 2021
    Investment Management North America
    Berkshire Global Advisors acted as financial advisor to Oak Street Real Estate Capital, LLC
    has received a strategic minority investment from
    December 2020
    North America Private Markets - Real Estate / Assets
    Berkshire Global Advisors acted as financial advisor to Tritax Management LLP
    has agreed to sell a majority interest to
    December 2020
    EMEA Private Markets - Real Estate / Assets
    Berkshire Global Advisors acted as financial advisor to Link Financial Services
    has been acquired by
    December 2020
    APAC Wealth Management
    Berkshire Global Advisors acted as financial advisor to Laird Norton Wealth Management
    has merged with
    December 2020
    North America Wealth Management
    Berkshire Global Advisors acted as financial advisor to Sanctuary Wealth Group
    has sold a majority interest to
    November 2020
    EMEA North America Wealth Management
    Berkshire Global Advisors acted as financial advisor to Stanhope Capital Group
    has merged with
    November 2020
    EMEA North America Wealth Management
    Berkshire Global Advisors acted as financial advisor to Channel Capital Pty Ltd
    has completed a management buyout in partnership with
    November 2020
    APAC Investment Management
    Berkshire Global Advisors acted as financial advisor to Newbury Partners
    has sold a minority interest to
    October 2020
    North America Private Markets – Private Equity / Credit
    Berkshire Global Advisors acted as financial advisor to Sun Life Financial
    has acquired a majority interest in
    October 2020
    North America Private Markets – Private Equity / Credit
    Berkshire Global Advisors acted as financial advisor to Benson Elliot Capital Management
    has been acquired by
    October 2020
    EMEA North America Private Markets - Real Estate / Assets
    Berkshire Global Advisors acted as financial advisor to Generation Development Group
    has acquired a minority interest in
    September 2020
    APAC Investment Management
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    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.

    Newsletters
    Annual Reviews