Berkshire Global Advisors Overview

  • Service
  • Investment Bank

  • Year Founded
  • 1983

Year Founded

  • Employees
  • 58

Employees

  • Serviced Companies
  • 242

  • Serviced Deals
  • 233

  • Serviced Investors
  • 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

Formerly Known As
Berkshire Capital Securities LLC, Berkshire Capital Corporation
Year Founded
1983
Service Provider Type
Investment Bank
Corporate Office
  • 527 Madison Avenue
  • 3rd Floor
  • New York, NY 10022
  • United States
+1 (212)

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
You’re viewing 10 of 233 services to companies. Get the full list »

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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
You’re viewing 10 of 67 services on a deal — buy side. Get the full list »

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
You’re viewing 10 of 20 services on a deal — sell side. Get the full list »

Berkshire Global Advisors Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

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Berkshire Global Advisors FAQs

  • When was Berkshire Global Advisors founded?

    Berkshire Global Advisors was founded in 1983.

  • Where is Berkshire Global Advisors headquartered?

    Berkshire Global Advisors is headquartered in New York, NY.

  • What is the size of Berkshire Global Advisors?

    Berkshire Global Advisors total number of employees/professionals is 58.

  • What service provider type is Berkshire Global Advisors?

    Berkshire Global Advisors's service provider type is Investment Bank.

  • 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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