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Caleb W. Burchenal

Caleb W. Burchenal

Denver, CO

Caleb co-leads Berkshire’s Securities Industry practice and heads the Firm’s Valuation practice.

Caleb joined Berkshire in 1996 and has nearly 40 years of industry experience. During his tenure at Berkshire, Caleb has advised on a wide range of M&A transactions in the institutional asset management, wealth management and mutual fund sectors.

Notable Transaction Experience:
Fairness opinion for East West Bank / Rayliant Global Advisors (2023)
Fairness opinion for Stone Point Capital LLC funds / Eagle Point Holdings LP (2023)
Baird Financial / Strategas Research Partners (2017)
Teton Advisors / Keeley Asset Management (2016)
Rosemont Investment Partners / Boston Common Asset Management (2016)
People’s United / Gerstein, Fisher (2016)
D.A. Davidson / SMITH HAYES Companies (2016)
BNY Mellon / Atherton Lane (2016)
Manning and Napier / Rainier Investment Management (2015)
Piper Jaffray Companies / Simmons & Company International (2015)
Piper Jaffray Companies / BMO Capital Markets GKST (2015)
OneAmerica Financial Partners / BMO Retirement Services (2015)

Prior Work Experience:
Bear, Stearns & Co. Inc., Managing Director, Financial Institutions Group
Goldman, Sachs & Co., Vice President, Global Finance
PaineWebber Incorporated, First Vice President, Corporate Finance

Education & Affiliations:
The Amos Tuck School at Dartmouth College, MBA
Middlebury College, BA in Economics