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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 NorthCoast Asset Management LLC
has been acquired by
September 2021
North America Wealth Management
Berkshire Global Advisors acted as financial advisor to Portola Partners Group LLC
has been acquired by
September 2021
North America Wealth Management
Berkshire Global Advisors acted as financial advisor to Mercatus, Inc.
has been acquired by
July 2021
Financial Technology North America
Berkshire Global Advisors acted as financial advisor to Rainmaker Information
has been acquired by
July 2021
APAC Financial Technology North America
Berkshire Global Advisors acted as financial advisor to Just Invest
has been acquired by
July 2021
Financial Technology North America
Berkshire Global Advisors acted as financial advisor to CVC Credit
has sold its US Direct Lending business to
June 2021
North America Private Markets – Private Equity / Credit
Berkshire Global Advisors acted as financial advisor to Pillar Pacific Capital Management
has entered into a strategic partnership with
April 2021
North America Wealth Management
Berkshire Global Advisors acted as financial advisor to iM Global Partner
has acquired
March 2021
EMEA North America Wealth Management
Berkshire Global Advisors acted as financial advisor to Incline Equity Partners
has entered into a strategic partnership with
April 2021
North America Private Markets – Private Equity / Credit
Berkshire Global Advisors acted as financial advisor to Iron Financial
has agreed to sell its 401k and 3(38) business to
February 2021
North America Wealth Management
Berkshire Global Advisors acted as financial advisor to Oxford Properties Group
has acquired
January 2021
EMEA North America Private Markets - Real Estate / Assets
Berkshire Global Advisors acted as financial advisor to Exeter Property Group
has been acquired by
January 2021
EMEA North America Private Markets - Real Estate / Assets
Berkshire Global Advisors acted as financial advisor to Sammons Financial Group
has acquired
January 2021
Investment Management North America
Berkshire Global Advisors acted as financial advisor to Oak Street Real Estate Capital, LLC
has received a strategic minority investment from
December 2020
North America Private Markets - Real Estate / Assets
Berkshire Global Advisors acted as financial advisor to Center Lane Partners
sold a minority interest to
December 2020
North America Private Markets – Private Equity / Credit
Berkshire Global Advisors acted as financial advisor to Tritax Management LLP
has agreed to sell a majority interest to
December 2020
EMEA Private Markets - Real Estate / Assets
Berkshire Global Advisors acted as financial advisor to Link Financial Services
has been acquired by
December 2020
APAC Wealth Management
Berkshire Global Advisors acted as financial advisor to Laird Norton Wealth Management
has merged with
December 2020
North America Wealth Management
Berkshire Global Advisors acted as financial advisor to Sanctuary Wealth Group
has sold a majority interest to
November 2020
EMEA North America Wealth Management
Berkshire Global Advisors acted as financial advisor to Stanhope Capital Group
has merged with
November 2020
EMEA North America Wealth Management
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