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

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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.

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 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 WhiteStar Asset Management
has sold a minority stake to
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 Crestline Denali Capital
has sold its CLO agreements to
February 2020
Berkshire Global Advisors acted as financial advisor to RXR
sold of minority equity interest 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
Berkshire Global Advisors acted as financial advisor to National Investment Services
has sold a majority stake to
November 2019
Berkshire Global Advisors acted as financial advisor to Redpoint Investment Management
has sold a 49% interest in
October 2019
Berkshire Global Advisors acted as financial advisor to RCG Longview
has been acquired by
August 2019

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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