About Us

About Us

We at Berkshire Capital are committed to a single focus, our clients.  We have a reputation for delivering unbiased, creative advice and negotiating transactions that work now and over the long term. We are proud to state our partners have been with the firm an average of 12 years. We use our comprehensive industry knowledge and work in partnership with our clients to achieve their strategic objectives.

Founded in 1983, Berkshire Capital is an independent employee-owned investment bank specializing in M&A in the financial services sector.  Headquartered in New York, we have partners located in London, Sydney, San Francisco, Denver and Philadelphia.

Our firm is recognized as a leading expert in the wealth management, money management, alternatives, real estate and broker/dealer industries and we have completed more transactions in these sectors than any other investment bank. We believe our success as a firm is determined by the success of our clients and the durability of the partnership we help them to structure.

To learn more about our core values, expectations and priorities, please refer to our Statement of Principles.

At a Glance

Transactions 329 Completed
Valuations 275 Completed
Transfer of Assets Under Management $1 Trillion
Number of Partners