Berkshire Global Advisors Overview
- Service
-
Investment Bank
- Year Founded
-
1983
- Employees
-
58
- Serviced Companies
-
242
- Serviced Deals
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233
- Serviced Investors
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69
Berkshire Global Advisors General Information
Description
Established in 1983, Berkshire Global Advisors is an independent investment banking firm headquartered in New York City, New York. The service areas of the firm include sales and divestitures, mergers and acquisitions, valuations and fairness opinions, investment management, wealth management, and private markets securities.
Contact Information
Website
www.berkshireglobal.comYear Founded
Corporate Office
- 527 Madison Avenue
- 3rd Floor
- New York, NY 10022
- United States
Berkshire Global Advisors Services to Companies
Service on a Deal (233)
Berkshire Global Advisors has provided services on 233 deals. It last acted as a general advisor to Reorganized ISA on a made for . The deal was made in 2025.
| Company Name | Service Provided | Deal Date | Deal Type | Deal Amount |
|---|---|---|---|---|
| Reorganized ISA | Advisor: General | Jul 2025 | ||
| InvestSense | Advisor: General | Jul 2025 | ||
| ElmTree Funds | Advisor: Financial Due Diligence | Jul 2025 | ||
| Sabal Trust Company | Advisor: General | Jun 2025 | ||
| Stewart & Patten Company | Advisor: General | May 2025 | ||
| Churchill Management Group | Advisor: General | May 2025 | ||
| Smith Anglin | Advisor: General | May 2025 | ||
| Marcum Wealth | Advisor: General | Mar 2025 | ||
| Artemis Real Estate Partners | Advisor: General | Mar 2025 | ||
| The Investment Center | Advisor: General | Mar 2025 |
Berkshire Global Advisors Services to Investors
Service on a Deal — Buy Side (67)
Berkshire Global Advisors has provided buy side services on 67 deals. It last acted as a general advisor to Sammons Financial Group on a . The deal was made in 2025.
| Investor Name | Service Provided | Deal Date | Deal Type | Deal Amount |
|---|---|---|---|---|
| Sammons Financial Group | Advisor: General | Jun 2025 | ||
| Hightower Advisors | Advisor: General | Jan 2025 | ||
| Scarcity Partners | Advisor: General | Sep 2024 | ||
| Boyd Watterson Asset Management | Advisor: General | Aug 2024 | ||
| Guardian Life Insurance Company of America | Advisor: General | Aug 2024 | ||
| Nile Capital Group | Advisor: General | Jul 2024 | ||
| Blue Owl Capital | Advisor: General | Jun 2024 | ||
| The Riverside Company | Advisor: General | Apr 2024 | ||
| Investcorp | Advisor: General | Dec 2023 | ||
| Invesco | Advisor: General | Nov 2023 |
Service on a Deal — Sell Side (20)
Berkshire Global Advisors has provided sell side services on 20 deals. It last acted as a general advisor to Iron Point Partners on a made for . The deal was made in 2025.
| Investor Name | Service Provided | Deal Date | Deal Type | Deal Amount |
|---|---|---|---|---|
| Iron Point Partners | Advisor: General | Jan 2025 | ||
| Walton Street Capital | Advisor: General | Dec 2024 | ||
| CVC Capital Partners | Advisor: General | Jun 2021 | ||
| IRON Financial | Advisor: General | Feb 2021 | ||
| Pine Brook Partners | Advisor: General | Jun 2020 | ||
| Icon Advisers | Advisor: General | Feb 2020 | ||
| StoneCastle Partners | Advisor: General | Feb 2020 | ||
| Union Asset Management Holding | Advisor: General | Jun 2019 | ||
| Sentinel Investments | Advisor: General | Oct 2017 | ||
| Hildene Leveraged Credit | Advisor: General | Apr 2016 |
Berkshire Global Advisors Investment Preferences
| Preferred Industries | Preferred Verticals | Preferred Deal Types | Geographic Preferences | Transaction Amount |
|---|
Berkshire Global Advisors FAQs
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When was Berkshire Global Advisors founded?
Berkshire Global Advisors was founded in 1983.
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Where is Berkshire Global Advisors headquartered?
Berkshire Global Advisors is headquartered in New York, NY.
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What is the size of Berkshire Global Advisors?
Berkshire Global Advisors total number of employees/professionals is 58.
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What service provider type is Berkshire Global Advisors?
Berkshire Global Advisors's service provider type is Investment Bank.
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What companies has Berkshire Global Advisors invested in or acquired?
Berkshire Global Advisors has invested in or acquired companies Lena White and Eziba.
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