Firm Expertise People Transactions Perspectives Global Offices FOCUSED INSIGHT. GLOBAL REACH. SUCCESSFUL OUTCOMES. For more than 35 years, Berkshire Global Advisors has been a leading provider of trusted M&A and strategic advice to the financial services industry. As a global specialist investment bank, our deep market knowledge and relationships enable us to deliver results for our clients. Berkshire Global has been a registered broker dealer since 2003 Financial Services is our only focus. M&A and Strategic Advisory is our only business. Recognized as a leading advisor in the investment management, securities and related sectors, we have completed more than 400 transactions in this space. Across borders, market cycles and industry sub-sectors, Berkshire Global Advisors provides effective advisory services to CEO’s and their executive teams, business owners and financial sponsors. OUR TRACK RECORD INCLUDES 500+ Successful Engagements in Financial Services Latest Transactions Sanctuary Wealth Group Are Advised By Berkshire Global Advisors On Its Sale To Azimut More Transactions We know our markets. Our deep market knowledge and relationships enable thoughtful connections for our clients to achieve growth, strategic or liquidity objectives. We help clients find and negotiate successful, long lasting partnerships. WE FOCUS ON DYNAMIC INDUSTRY SECTORS Investment Management Private Markets Wealth Management Securities & Investment Banking Related Sectors Perspectives 2Q 2020 Mid-Year Review: Amid Pandemic, New Buyers Emerge And Deal Execution Continues More Perspectives Our people are our finest asset. Our expertise is delivered by a cohesive team of partners who have worked together at Berkshire Global Advisors for the majority of their careers. Our partners are seasoned sector specialists who collectively cover the broader investment management, securities and related industries. Leadership Principals and Vice Presidents Senior Advisors Operations Caleb W. Burchenal PARTNER R. Bruce Cameron, CFA PARTNER Ted J. Gooden PARTNER Bomy M. Hagopian, CFA PARTNER John H. Humphrey PARTNER D. Scott Ketner PARTNER Nelson Lam PARTNER Drew R. Murphy PARTNER Mitchell S. Spector PARTNER Jonathan Stern, CFA PARTNER 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. Investment Management Private Markets Wealth Management Securities and Investment Banking Financial Technology Related Sectors Equities Fixed Income ETF’s Mutual Funds Recent Investment Management Private Markets – Private Equity / Credit Private Markets - Real Estate / Assets Wealth Management Securities and Investment Banking Financial Technology Related Sectors North America EMEA APAC has been acquired by October 2021 Investment Management has entered into a strategic partnership with September 2021 Wealth Management has received a strategic investment from September 2021 Wealth Management has received a minority investment from September 2021 Investment Management has received a minority investment from September 2021 Wealth Management has been acquired by September 2021 Wealth Management has been acquired by September 2021 Wealth Management has been acquired by July 2021 Financial Technology has been acquired by July 2021 Financial Technology has been acquired by July 2021 Financial Technology has entered into a strategic partnership with April 2021 Wealth Management has acquired March 2021 Wealth Management Load More List of All Transactions Trusted industry perspectives. Berkshire Global Advisors regularly publishes research covering the global investment management, securities and related industries. We look beyond short-term market observations to provide insightful, long-term analysis. Newsletters 2Q 2020 Mid-Year Review: Amid Pandemic, New Buyers Emerge And Deal Execution Continues Asset Managers Confront Another Crisis The Rise Of Long Term (Permanent) Capital Solutions In Asset & Wealth Management 1Q 2020 Newsletter: As Wealth Managers Embrace FinTech, Are Firms Pursuing Related Acquisitions And Funding? ‹ › Annual Reviews 2020 Financial Services Industry Review: The Public Vanishing Act 2019 Financial Services Industry Review: The World Bulks Up On Debt 2018 Financial Services Industry Review: The Beat Goes On And On 2017 Financial Services Industry Outlook: Institutions Seek Out Elusive Returns ‹ › NEW YORK 527 MADISON AVENUE 3RD FLOOR NEW YORK, NY 10022 +1 212-207-1000 LONDON 11 HAYMARKET 2ND FLOOR LONDON, SW1Y 4BP +44 20 7828 2828 SYDNEY LEVEL 18, 1 CASTLEREAGH STREET SYDNEY, NSW, 2000 +61 402 336 228 SAN FRANCISCO ONE MARKET STREET, SPEAR TOWER SUITE 3600 SAN FRANCISCO, CA 94105 +1 415 293 8426 DENVER 999 EIGHTEENTH STREET SUITE 3000 DENVER, CO 80202 +1 303 893 2899 MEDIA INQUIRIES JENNIFER SRANSKY +1 212 207 1006 Legal Privacy Policy ©2021 Berkshire New York 527 Madison Avenue 3rd Floor New York, NY 10022 212-207-1000 San Francisco One Market Street, Spear Tower Suite 3600 San Francisco, CA 94105 415-293-8426 Denver 999 Eighteenth Street Suite 3000 Denver, CO 80202 303-893-2899 London 11 Haymarket 2nd Floor London, SW1Y 4BP +44 20 7828 2828 Sydney 1 Castlereagh Street Level 18 Sydney, NSW, 2000 +61 402 336 228 Legal Privacy Policy