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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 Columbia Pacific Wealth Management
has been acquired by
December 2021
North America Wealth Management
Berkshire Global Advisors acted as financial advisor to Thorofare Capital
has sold a majority interest to
December 2021
North America Private Markets - Real Estate / Assets
Berkshire Global Advisors acted as financial advisor to 6 Meridian
has received a strategic investment from
December 2021
North America Wealth Management
Berkshire Global Advisors acted as financial advisor to LBC Credit Partners
has been acquired by
December 2021
North America Private Markets – Private Equity / Credit
Berkshire Global Advisors acted as financial advisor to DDJ Capital Management
has been acquired by
December 2021
Investment Management North America Private Markets – Private Equity / Credit
Berkshire Global Advisors acted as financial advisor to Venturi Private Wealth
has received a strategic investment from
November 2021
North America Wealth Management
Berkshire Global Advisors acted as financial advisor to Bingham, Osborn & Scarborough
has agreed to merge with
November 2021
North America Wealth Management
Berkshire Global Advisors acted as financial advisor to Savant Investment Group, LLC
has been acquired by
November 2021
North America Wealth Management
Berkshire Global Advisors acted as financial advisor to Warren Averett Asset Management
has entered into a strategic partnership with
November 2021
North America Wealth Management
Berkshire Global Advisors acted as financial advisor to Aquarian Holdings
has entered into a joint venture with
October 2021
North America Private Markets – Private Equity / Credit
Berkshire Global Advisors acted as financial advisor to Oak Street Real Estate Capital
has been acquired by
October 2021
North America Private Markets - Real Estate / Assets
Berkshire Global Advisors acted as financial advisor to Artemis Real Estate Partners, LLC
has entered into a strategic partnership with
October 2021
North America Private Markets - Real Estate / Assets
Berkshire Global Advisors acted as financial advisor to Oak Hill Advisors
has acquired
October 2021
North America Private Markets – Private Equity / Credit
Berkshire Global Advisors acted as financial advisor to Green Harvest Asset Management
has been acquired by
October 2021
Investment Management North America
Berkshire Global Advisors acted as financial advisor to QCI Asset Management, Inc.
has entered into a strategic partnership with
September 2021
North America Wealth Management
Berkshire Global Advisors acted as financial advisor to Abacus Capital Group LLC
has sold a majority interest to
September 2021
North America Private Markets - Real Estate / Assets
Berkshire Global Advisors acted as financial advisor to InnoVise Family Wealth Advisors
has received a strategic investment from
September 2021
North America Wealth Management
Berkshire Global Advisors acted as financial advisor to Asset Preservation Advisors
has received a minority investment from
September 2021
Investment Management North America
Berkshire Global Advisors acted as financial advisor to Douglass Winthrop Advisors, LLC
has received a minority investment from
September 2021
North America Wealth Management
Berkshire Global Advisors acted as financial advisor to NorthCoast Asset Management LLC
has been acquired by
September 2021
North America Wealth Management
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