Berkshire Capital

What Berkshire Capital does

Berkshire Global Advisors is a global specialist investment bank providing M&A and strategic advisory services exclusively to the financial services industry. Organized as Berkshire Global Advisors LP and headquartered in New York (527 Madison Avenue) with offices in San Francisco, London, and Sydney, the firm serves CEOs and executive teams of financial services companies, business owners, and financial sponsors across the investment management, securities, and related sub-sectors. The firm has operated for 40+ years and reports more than 600 completed M&A transactions and 875+ successful engagements, with cumulative AUM transfers exceeding $3.6 trillion.

The firm's revenue model is advisory-fee based, consisting of transaction success fees tied to completed M&A mandates and retainer arrangements for ongoing strategic engagements. It does not maintain a proprietary technology platform or software product offering; service delivery is partner-led, with senior Global Partners directly engaging clients and executing transactions. Distribution is exclusively direct: senior partners originate and execute mandates through long-standing relationships with financial services executives, business owners, and sponsors, supported by a corporate website, social channels, industry events, and thought leadership content.

Berkshire Global Advisors is a privately-held limited partnership registered with FINRA and SIPC. Leadership includes founder Bruce McEver as Chairman Emeritus, Bruce Cameron as President & CEO, and a bench of Managing Directors across US and UK (Caleb Burchenal, Scott Ketner, Richard Miles, Jordan Mann, and Robert Glauerdt as UK Director). The go-to-market motion is enterprise field sales rooted in deep sector specialization, with the firm's positioning anchored in vertical focus, cross-border reach, and four-decade transaction track record.

Name

Berkshire Capital

Legal name

Berkshire Global Advisors LP

Website

https://berkcap.com

Company type

Private

Founded year

1984

Operating status

Operating

Headcount range

11–50 employees

Short description

Berkshire Global Advisors is a global specialist investment bank providing M&A and strategic advisory services exclusively to financial services firms. Headquartered in New York with offices in San Francisco, London, and Sydney, the firm has completed 600+ transactions over 40+ years.

Ownership category

akta.pro rank

Product category

Investment Banking

NAICS

Miscellaneous Intermediation (52391)

SIC

Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

Equity Capital Advisory (Private Equity Placements, Growth Capital) (BPAHAOAE)

Keywords

• M&A advisory services
• Strategic advisory
• Investment banking
• Financial services consulting
• Transaction advisory

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices4 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Others

Revenue model

1. M&A Advisory Fees: The firm generates revenue through advisory fees for M&A transaction execution, including success fees tied to transaction completion and retainer arrangements for ongoing strategic advisory engagements. This is typical for investment banks serving the financial services sector.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Berkshire Capital (operating as Berkshire Global Advisors) is a global boutique investment bank that provides M&A and strategic advisory services exclusively to the financial services industry. The firm acts as an exclusive financial advisor on sell-side, buy-side, and divestiture transactions for investment management firms, securities companies, and other financial services businesses, advising CEOs, executive teams, business owners, and financial sponsors across borders and market cycles.

Product overview

Berkshire Global Advisors is a global specialist investment bank providing M&A and Strategic Advisory services exclusively to the financial services industry. As a single-service advisory firm (not a software/technology company), it does not offer a platform product, software modules, or technology-based product offerings. The firm delivers advisory services through experienced deal teams of Global Partners who advise on transactions including M&A, divestitures, and strategic engagements. The company maintains offices in New York, San Francisco, London, and Sydney, serving CEOs, executive teams, business owners, and financial sponsors across borders and market cycles.

Differentiator

Problem solved

Functional benefit

Products and services

• M&A Advisory Services Exclusive financial advisor services for M&A transactions including sell-side mandates, buy-side mandates, and divestitures within the financial services sector. The firm has completed more than 600 M&A transactions across borders, market cycles, and industry sub-sectors.
• Strategic Advisory Services Ongoing strategic advisory engagements for CEOs, executive teams, business owners, and financial sponsors in the financial services industry, including retainer arrangements for broader strategic counsel beyond specific transaction execution.

Quantifiable outcome

• 875+ successful engagements completed
• +2 more outcomes

Named customers3 records

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators5 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• Keefe, Bruyette & Woods (KBW, now part of Stifel): Long-standing specialist investment bank and broker dedicated to financial services, with deep M&A advisory franchises across banks, asset managers, and insurance. Its sector-only focus mirrors Berkshire Global Advisors' pure-play positioning.
• Lincoln International: Global mid-market M&A advisory specialist with strong sector-focused practices including financial services. Its boutique, partner-led model and cross-border presence overlap closely with Berkshire Global Advisors.
• Harris Williams: Middle-market M&A advisor with dedicated financial-services and asset-management coverage. Its sector-specialized, transaction-only model is highly comparable to Berkshire's pure-play advisory approach.
• Greenhill & Co. Independent, pure-play M&A advisory boutique serving large strategic and financial sponsors globally. Overlaps with Berkshire in mid-to-large-cap M&A mandates across financial services and other sectors.

Broad incumbents

• Houlihan Lokey: Larger independent investment bank with a strong financial-services M&A practice as part of a broader advisory franchise. Competes with Berkshire for the same sell-side and buy-side mandates in the sector.
• Evercore: Leading global independent advisory firm with deep financial-sponsors and financial-services coverage. Competes for premium financial-services M&A mandates that Berkshire also targets.
• Lazard: Global advisory firm with a strong financial-institutions practice. Its scale and breadth compete with Berkshire for the largest cross-border financial-services transactions.
• Jefferies: Full-service global investment bank with a dedicated financial-services M&A franchise. Competes for many of the same buy-side and sell-side mandates as Berkshire in asset management and securities.
• Piper Sandler: Middle-market-focused investment bank with a deep financial-services practice, including the Sandler O'Neill heritage. Competes directly with Berkshire for financial-services M&A mandates in the U.S. middle market.
• Moelis & Company: Global independent advisory firm with significant financial-institutions M&A coverage. Overlaps with Berkshire on financial-services mandates while operating at larger transaction scale.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments1 record

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Berkshire Capital