527 Madison Avenue, 3rd Floor,
New York, New York 10022
United States
(212) 207-1000
www.berkcap.com
Berkshire Capital Securities LLC is a boutique investment-banking firm that provides financial advisory services to investment management firms, commercial banks, trust companies, investment banking firms, and insurance companies. The firm offers advice in mergers, acquisitions, divestitures, strategic alliances, and corporate finance. It was founded in 1983 and is based in New York with additional offices in the United Kingdom and Colorado.
| Year | ≤ '19 | '20 | '21 | '22 | '23 | '24 | T |
|---|---|---|---|---|---|---|---|
| Buyside (0.4/yr) | 4 | - | - | - | - | 2 | 6 |
| Sellside (0.6/yr) | 9 | - | 1 | - | 1 | 1 | 12 |
| 18 | |||||||
| Target Company | Date | Value | Type |
|---|---|---|---|
| Sign-up to View | 2024-10-21 | - | Business Services |
| Sign-up to View | 2024-09-04 | - | Financial Services |
| Sign-up to View | 2024-04-29 | - | Business Services |
| Sign-up to View | 2023-02-06 | - | Real Estate |
| Sign-up to View | 2021-09-14 | - | Financial Services |
| Sign-up to View | 2018-04-19 | - | Insurance |
| Sign-up to View | 2017-01-04 | - | Financial Services |
| Sign-up to View | 2016-10-06 | 6M USD | Marketing |
| Sign-up to View | 2016-07-21 | - | Financial Services |
| Sign-up to View | 2015-07-20 | - | Business Services |
| View All >> | |||
| Sector | # | Value | |
|---|---|---|---|
| Financial Services | Sign-up to View | ||
| Business Services | Sign-up to View | ||
| Real Estate | Sign-up to View | ||
| Insurance | Sign-up to View | ||
| Marketing | Sign-up to View | ||
| Total | Sign-up to View | ||
| State/Country | # | Value | |
|---|---|---|---|
| United States | Sign-up to View | ||
| Washington | Sign-up to View | ||
| Georgia | Sign-up to View | ||
| Sweden | Sign-up to View | ||
| Bermuda | Sign-up to View | ||
| Domestic | Sign-up to View | ||
| Cross-border | Sign-up to View | ||
| Total | Sign-up to View | ||
| Type | # | Value | |
|---|---|---|---|
| Add-on Acquisition | Sign-up to View | ||
| Divestiture | Sign-up to View | ||
| Buyout (LBO, MBO, MBI) | Sign-up to View | ||
| Total | Sign-up to View | ||
| PE Firms (1) | Deals |
|---|---|
|
Sign-up to View |
1 |
| Corporate (15) | Deals |
|---|---|
|
Sign-up to View |
2 |
|
Sign-up to View |
1 |
|
Sign-up to View |
1 |
| Value | # | TOTAL |
|---|---|---|
| $100M to $1B | Sign-up to View | |
| < $100M | Sign-up to View | |
| TOTAL | Sign-up to View | |
| Largest |
Reliance Financial Corp. $110M (2014-07-16) |
|
