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Mitchell S. Spector

Mitchell S. Spector

New York, NY

Mitch leads Berkshire’s Financial Technology coverage and practice.

Mitch joined Berkshire in 2004 and has over 30 years of industry experience.  Mitch has advised on a wide range of M&A and capital raise transactions for clients across the financial technology and financial services sectors.

Notable Transaction Experience:
Factset / Idaciti (2023)
Sunlife Financial / AAM (2022)
iM Global / Asset Preservation Advisors (2021)
State Street / Mercatus (2021)
Vanguard / Just Invest (2021)
iM Global Partner / Litman Gregory (2021)
Shelton Capital Management / ICON Funds (2020)
Resolute Investment Managers / National Investment Services (2019)
B. Riley Financial, Inc. / FBR & Co. (2017)
Sun Life Financial / Prime Advisors (2015)
Raymond James Financial / Cougar Global Investments (2015)
Fiera Capital Corporation / Samson Capital Advisors (2015)
Sun Life Financial / Ryan Labs (2015)
BTG Pactual / Regions Timberland Group (Regions Financial Corporation) (2013)
STW Fixed Income Management / Schroder US Holdings Inc. (2012)

Prior Work Experience:
CIBC World Markets, Head of Regulated Industries M&A
Prudential Securities,  Head of Financial Services M&A
Bear, Stearns & Co. Inc., Head of Financial Services M&A

Education & Affiliations:
The Wharton School of the University of Pennsylvania, MBA
The University of Pennsylvania, BS in Economics

Phi Beta Kappa Foundation, Investment Committee Member