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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. 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 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
Berkshire Global Advisors acted as financial advisor to Channel Capital Pty Ltd
has completed a management buyout in partnership with
November 2020
APAC Investment Management
Berkshire Global Advisors acted as financial advisor to Newbury Partners
has sold a minority interest to
October 2020
North America Private Markets – Private Equity / Credit
Berkshire Global Advisors acted as financial advisor to Sun Life Financial
has acquired a majority interest in
October 2020
North America Private Markets – Private Equity / Credit
Berkshire Global Advisors acted as financial advisor to Benson Elliot Capital Management
has been acquired by
October 2020
EMEA North America Private Markets - Real Estate / Assets
Berkshire Global Advisors acted as financial advisor to Generation Development Group
has acquired a minority interest in
September 2020
APAC Investment Management
Berkshire Global Advisors acted as financial advisor to Spear Street Capital LLC
has received a strategic minority investment from
July 2020
EMEA North America Private Markets - Real Estate / Assets
Berkshire Global Advisors acted as financial advisor to WaterOak Advisors, LLC.
has been acquired by
July 2020
North America Wealth Management
Berkshire Global Advisors acted as financial advisor to WhiteStar Asset Management
have together sold a majority interest to
June 2020
North America Private Markets – Private Equity / Credit
Berkshire Global Advisors acted as financial advisor to Just Invest
has received a growth investment from an
June 2020
Financial Technology North America
Berkshire Global Advisors acted as financial advisor to Assurant
has been acquired by
June 2020
North America Private Markets – Private Equity / Credit
Berkshire Global Advisors acted as financial advisor to Investcorp
has merged its ARI business with
May 2020
EMEA Private Markets – Private Equity / Credit
Berkshire Global Advisors acted as financial advisor to Garrison Investment Group
has sold its CLO collateral management agreements to
April 2020
North America Private Markets – Private Equity / Credit
Berkshire Global Advisors acted as financial advisor to ICON Advisors
has sold the ICON Funds to
February 2020
Investment Management North America
Berkshire Global Advisors acted as financial advisor to Crestline Denali Capital
has sold its CLO management business to
February 2020
North America Private Markets – Private Equity / Credit
Berkshire Global Advisors acted as financial advisor to RXR
has sold a minority interest to
February 2020
North America Private Markets - Real Estate / Assets
Berkshire Global Advisors acted as financial advisor to Almanac Realty Investors
has been acquired by
February 2020
North America Private Markets - Real Estate / Assets
Berkshire Global Advisors acted as financial advisor to StoneCastle Financial Corp.
has been acquired by
February 2020
North America Private Markets – Private Equity / Credit
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