Berkshire Global Advisors

Deal Alert! Mesirow acquires leading asset-backed lender, Bastion Management, in strategic expansion of the firm’s alternative investments capabilities. Berkshire Global Advisors acted as exclusive financial advisor to Bastion Management. #mergersandacquisitions  #strategicexpansion  #alternatives More Details Here: https://lnkd.in/eQ9BqFCv

Stay ahead with Berkshire Global Advisors' latest Monthly Market Update, featuring trends, transactions and data driving private markets, asset & wealth management, and financial technology. https://lnkd.in/eFacPvPs • Gain insights on how the election results are shaping market optimism and potential policy shifts in financial services • Explore key deals shaping the industry, including B. Riley Wealth Management's $3.5B+ AUM sale to Stifel Financial and CI Financial’s acquisition by Mubadala Capital • Discover how interest rate cuts and macroeconomic conditions are driving industrial and data center growth, while institutional investors consolidate capital and alternatives continue to attract significant attention • Learn about the ‘Notable Transactions’ transforming private and public markets, along with sector-specific insights from ‘Public Markets Trends’ #wealthmanagement #privatemarkets #fintech #mergersandacquisitions

At Berkshire Global Advisors, giving back is part of who we are. This year, we helped make holiday wishes come true for children at a local NYC public school. Together, we’re helping build stronger communities—one act of kindness at a time. #GiveBack #CommunityImpact #WinterWishesWrapping

Deal Alert! BITKRAFT Ventures today announced a passive minority investment from a fund managed by Blue Owl Capital’s GP Strategic Capital platform. This investment enables BITKRAFT to further build out its operating capabilities and expand its investment platform, which includes more than $1 billion in assets under management with six funds covering Early-Stage Venture, Growth-Stage Venture, and Web3/Crypto. Berkshire Global Advisors acted as exclusive financial advisor to BITKRAFT. #mergersandacquisitions #gaming #privatemarkets Details Here: https://lnkd.in/ePSehtEk

The Berkshire Global Advisors team hit Electric Shuffle for some friendly competition, laughter and quality time. Building bonds beyond the workplace is what makes our team stronger. #TeamCulture #TeamBuilding #WorkHardPlayHard 

Join us at the Institute for Real Estate Operating Companies (iREOC) Annual Membership Meeting on November 20-22 in Austin and connect with our very own Drew Murphy who will be on a panel on November 21 @ 4pm to discuss capital flow trends in US real estate and the future of REOC capital. Reach out to Drew today to schedule a meeting. #RealEstateInvestment #AssetManagement #REOC  https://lnkd.in/eSiH6APr

Deal Alert! CAPTRUST announced the addition of Boston Financial Management, LLC. The firm adds nearly $5 billion of client assets, an additional location in Boston, and two new locations in Cape Cod, Massachusetts and Portland, Maine. Berkshire Global Advisors served as financial advisor to Boston Financial in this transaction. Jonathan Stern  Bruce Cameron  David Reynolds #wealthmanagement  #mergersandacquisitions Details Here: https://lnkd.in/eX5ceQhD

Stay informed with Berkshire Global Advisors' latest Monthly Market Update, highlighting the trends, transactions, and data driving private markets, asset & wealth management, and financial technology. https://lnkd.in/ekRRGbcN • See how global market stability is creating new opportunities for growth across financial services and fintech • Dive into strategic transactions, including Stripe’s acquisition of Bridge and investments by BlackRock and JP Morgan • Gain insights into recapitalization strategies within wealth management and the value of aligned minority partnerships • Discover the ‘Notable Transactions’ transforming private and public markets, and sector-specific insights from ‘Public Markets Trends’ #finance #wealthmanagement #privatemarkets #fintech #mergersandacquisitions

Giving back to our communities has always been part of Berkshire Global Advisors’ mission, and we were honored to be a sponsor of the recent Kids Giving Back Cook4Good Mega Marathon Cook Off. A big thank you to our Australian team, led by our Partner and Executive Director Nelson Lam, for rolling up their sleeves alongside other volunteers to prep, cook and pack over 3,200 meals. Together, we raised over A$126,000 to support those in need! #CommunityImpact #GivingBack #TeamBuilding

Curious about how interest rate cuts could impact M&A activity? Drew Murphy explores how these shifts may unlock new opportunities for growth and investment in his latest feature on PERE. Read here: https://lnkd.in/ewB95wzF #MergersAndAcquisitions #InterestRates #EconomicOutlook