Berkshire Capital

About The Fund

Berkshire Capital is an independent employee-owned investment bank that specializes in mergers and acquisitions within the financial services sector. With a steadfast commitment to its clients and a reputation for delivering unbiased advice and successful long-term transaction outcomes, Berkshire Capital takes a partnership approach towards client engagements. Celebrating a history since 1983, their extensive experience and deep industry knowledge in wealth management, money management, alternatives, real estate, and broker/dealer industries position them as a leading expert in financial services M&A. They have completed more transactions in these sectors than any other investment bank, and their global presence extends with partners located in New York, San Francisco, Denver, Philadelphia, London, Frankfurt, and Sydney. The firm tailors its services to meet the strategic objectives of clients, attributing their own success to the achievements and the lasting partnerships they help to create. The firm's focus is solely on financial services with a single business line in M&A and strategic advisory. Recognized as a premier advisor in the investment management and securities sectors, Berkshire Global Advisors has advised on over 875 engagements, including more than 575 M&A transactions, and overseen the transfer of more than $3.6 trillion of AUM. The firm ensures that each deal is structured for success now and in the future, underscoring their commitment to enduring results and client satisfaction.