Berkshire Global Advisors

Join us in honoring a legacy of partnership and invaluable contribution. After 26 incredible years with Berkshire Global Advisors, Richard D. Miles has retired. From co-leading our securities industry practice as a Partner to serving as a Senior Advisor since 2018, his wisdom, experience, and unwavering commitment have shaped our team and the clients we serve. Beyond finance, Dick is a proud Notre Dame graduate and football fan, a Navy veteran, a doting grandfather, and a devoted Springsteen fan. We hope retirement brings more time for family, football, and front-row rock concerts. Thank you, Dick. Wishing you a well-earned and fulfilling retirement. #Retirement #Legacy #Leadership #FinancialServices

Join us at Future Proof Citywide in Miami on March 16-19 and connect with our team members Bomy Hagopian, CFA, David Reynolds, Ajmal (AJ) Hachim and Adam Kaplan to discuss emerging trends and opportunities in the wealth and fintech sectors. Reach out today to schedule a meeting. #wealthmanagement #fintech #investmentmanagement #financialservices https://lnkd.in/gax4BRSD

Stay informed with Berkshire Global Advisors' latest Monthly Market Update, breaking down the latest trends, transactions, and data driving private markets, asset & wealth management, and financial technology. https://lnkd.in/eBPtph_8 • Learn how shifting macroeconomic trends continue to offer a fertile ground for both M&A and capital raising activities • Explore standout deals, including Sixth Street’s minority stake sale to Northwestern Mutual and Sygnum’s $58M digital banking raise • Uncover how evolving digital asset regulations and institutional adoption are impacting the digital finance ecosystem • Discover the ‘Notable Transactions’ transforming private and public markets, alongside sector-specific insights from ‘Public Markets Trends’ #wealthmanagement #privatemarkets #fintech #mergersandacquisitions

Deal Alert! Berkshire Global Advisors served as exclusive financial advisor to Artemis Real Estate Partners on its sale to Barings #mergersandacquisitions #privatemarkets #realestate Read More Details Here: https://lnkd.in/esggHJyr

Explore the latest trends and market dynamics in Berkshire Global Advisors' just released 2025 Financial Services Industry Review: https://lnkd.in/e8kJGZkj Gain insights on these 5 topics and more: 👉 Read about the mega-deals that defined asset management in 2024. Who was the industry giant responsible for the two largest deals? 👉 Demand for private credit investments remains robust, along with the firms that manage them. Find out who the key deal-makers were last year. 👉 Buyers set their sights on the hottest parts of the real estate market last year, and one AI-related area factored into major transactions. 👉 The wealth M&A market remained red hot. Consolidators again dominated activity in the U.S., but one Persian Gulf state joined the action in two big deals.  👉 Private equity firms drove two mega-deals in the wealthtech sector. Read about the largest one to date and the players that drove it. #finance #mergersandacquisitions #investmentmanagement #wealthmanagement #realestate #privatemarkets

Berkshire Global Advisors’ global leadership team gathered in Las Vegas for our annual Strategic Summit, for insightful sessions, sector deep dives, and collaborative workshops—driving our firm forward with purpose. Outside the productive sessions, we bonded over fun team-building activities including Escape Room challenges, race car driving, go-karts, and our very own BGA Family Feud. Here’s to another year of collaboration and growth.   #Leadership #TeamBuilding #Strategy

Deal Alert! Carnegie Investment Counsel has announced the acquisition of Eagle Ridge Investment Management, LLC, a highly respected advisory firm based in Stamford, CT. Berkshire Global Advisors acted as exclusive financial advisor to Eagle Ridge. #mergersandacquisitions  #wealthmanagement  #RIAs More Details Here: https://lnkd.in/ePg6D4Ps

We just released Berkshire Global Advisors' quarterly U.S. Traditional Investment Management Industry Trends Report. Dive into the latest data and insights on asset flows, M&A activity, and public market trends. Highlights include: • Investors continuing to prioritize passive investments, with passive ETFs reporting the largest share of net inflows, while active mutual funds saw their fourth consecutive quarter of net outflows • Net flows into passive products, predominately US equities, reached their highest level since 2021, while active products, excluding money market funds, have continued to see net outflows • While M&A activity picked up slightly relative to last year, it remains substantially below the levels seen in 2018-2021 Explore the full report here: https://lnkd.in/ecBSBFvG #AssetManagement #ETFs #InvestorInsights

Berkshire Global Advisors just released our 2024 Wealth Management M&A Report, analyzing last year’s transaction data and the trends shaping the space. Key factors driving activity include: • Increased demand from clients for broader services under one roof • Aging advisor demographics • Robust valuations • Strong private equity interest in the space The report also offers insights into 2025 and how the landscape could unfold. Read the report: https://lnkd.in/g2CNHHwt #wealthmanagement #RIAs #mergersandacquisitions

Deal Alert! Hancock Whitney Corporation announced that Hancock Whitney Bank, its wholly owned bank subsidiary, entered into an agreement to acquire the non-depository trust company, Sabal Trust Company, based in St. Petersburg, Florida. Berkshire Global Advisors acted as exclusive financial advisor to Sabal Trust Company. #mergersandacquisitions  #wealthmanagement  #trustcompanies More Details Here: https://lnkd.in/eNVkDK5Z