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Berkshire Global has been a registered broker dealer since 2003

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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
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  • Private Equity
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  • Commercial Real Estate Debt
  • Infrastructure
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    • Wealth Management
  • RIAs
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    • Berkshire Global Advisors acted as financial advisor to First Sentier Investors
    Entered into a Strategic Partnership with
    March 2023
    APAC EMEA Private Markets – Private Equity / Credit
    Berkshire Global Advisors acted as financial advisor to Newbury Partners
    has agreed to be acquired by
    February 2023
    North America Private Markets – Private Equity / Credit
    Berkshire Global Advisors acted as financial advisor to Lincoln Property Company
    has received a strategic investment from
    February 2023
    North America Private Markets - Real Estate / Assets
    Berkshire Global Advisors acted as financial advisor to Origin Investments
    has entered into a strategic partnership with
    January 2023
    North America Private Markets - Real Estate / Assets
    Berkshire Global Advisors acted as exclusive financial advisor to Berkshire Asset Management
    has sold a minority stake to
    December 2022
    Investment Management North America
    Berkshire Global Advisors acted as financial advisor to Stanhope Capital Group
    has agreed to merge with
    December 2022
    EMEA Wealth Management
    Berkshire Global Advisors acted as financial advisor to Regis Management Company, LLC
    has been acquired by
    December 2022
    North America Wealth Management
    Berkshire Global Advisors acted as financial advisor to Kennedy Capital Management, Inc.
    has agreed to a strategic partnership with
    November 2022
    EMEA Investment Management
    Berkshire Global Advisors acted as financial advisor to Moors & Cabot, Inc.
    has sold a majority interest to
    November 2022
    North America Wealth Management
    Berkshire Global Advisors acted as financial advisor to Advisors Asset Management
    has sold a majority interest to
    September 2022
    Investment Management North America
    Berkshire Global Advisors acted as financial advisor to Veriti Management
    has agreed to be acquired by
    July 2022
    Financial Technology North America Wealth Management
    Berkshire Global Advisors acted as financial advisor to Infrastructure Capital Group
    has agreed to be acquired by
    July 2022
    APAC Private Markets - Real Estate / Assets
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