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Berkshire Global has been a registered broker dealer since 2003

Transactions

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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. 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 Stockbridge
has sold a minority interest to
November 2023
North America Private Markets - Real Estate / Assets
Berkshire Global Advisors Initiated this Transaction and Acted as Exclusive Financial Advisor to Sammons Financial Group
has agreed to partner with
October 2023
North America Wealth Management
Berkshire Global Advisors acted as Financial Advisor to Gulf Stream Asset Management
has sold CLO management contracts to
October 2023
North America Private Markets – Private Equity / Credit
Berkshire Global Advisors acted as Financial Advisor to Ironbark Asset Management
has agreed to merge with
September 2023
APAC Wealth Management
Berkshire Global Advisors acted as financial advisor to Both Argent Financial Group & TMI Trust
has agreed to merge with
August 2023
North America Wealth Management
Berkshire Global Advisors acted as financial advisor to Core Spaces
has entered into a financial partnership with
July 2023
North America Private Markets - Real Estate / Assets
Berkshire Global Advisors acted as financial advisor to idaciti
has agreed to be acquired by
July 2023
Financial Technology North America
Berkshire Global Advisors acted as financial advisor to GMS Surgent
has received a strategic investment from
July 2023
North America Wealth Management
Berkshire Global Advisors acted as financial advisor to Landmark Management, Inc.
has sold a strategic minority stake to
June 2023
North America Wealth Management
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 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 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
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