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 Exclusive Financial Advisor to Tree Line Capital Partners
has agreed to sell a minority interest to
May 2024
Berkshire Global Advisors Acted As Exclusive Financial Advisor to Pennybacker Capital Management, LLC
has received a minority investment from
May 2024
Berkshire Global Advisors Acted As Exclusive Financial Advisor to Eldridge Acre Partners
has announced its formation in partnership with
May 2024
Berkshire Global Advisors Acted As Exclusive Financial Advisor to The Riverside Company
has agreed to acquire
April 2024
Berkshire Global Advisors Acted As Financial To Advisor Blue Owl Capital
has agreed to acquire
April 2024
Berkshire Global Advisors Acted As Financial Advisor To W Capital Partners
has agreed to be acquired by
April 2024
Berkshire Global Advisors Acted As Exclusive Financial Advisor To A-CAP
has entered into a strategic partnership with
March 2024
Berkshire Global Advisors Offered Capital Introduction Services And Also Acted As Exclusive Corporate Advisor To Loftus Peak
acquired the management rights to
February 2024
Berkshire Global Advisors Acted as Financial Advisor to AndCo Consulting
has agreed to be acquired by
February 2024
Berkshire Global Advisors Acted as Financial Advisor to Performance Equity Management
has sold a strategic stake to
December 2023
Berkshire Global Advisors Acted as Financial Advisor to Investcorp
has agreed to acquire a majority stake in the infrastructure business of
December 2023
Berkshire Global Advisors Acted as Financial Advisor to Invesco
has made a strategic minority investment in
November 2023
Berkshire Global Advisors Acted as Financial Advisor to Stockbridge
has sold a minority interest to
November 2023
Berkshire Global Advisors Initiated this Transaction and Acted as Exclusive Financial Advisor to Sammons Financial Group
has agreed to partner with
October 2023
Berkshire Global Advisors acted as Financial Advisor to Gulf Stream Asset Management
has sold CLO management contracts to
October 2023
Berkshire Global Advisors acted as Financial Advisor to Ironbark Asset Management
has agreed to merge with
September 2023
Berkshire Global Advisors acted as financial advisor to Both Argent Financial Group & TMI Trust
has agreed to merge with
August 2023
Berkshire Global Advisors acted as financial advisor to Core Spaces
has entered into a financial partnership with
July 2023
Berkshire Global Advisors acted as financial advisor to idaciti
has agreed to be acquired by
July 2023
Berkshire Global Advisors acted as financial advisor to GMS Surgent
has received a strategic investment from
July 2023