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  6. iM Global Partner Acquires Berkshire Asset Management

M&A Deal Summary

iM Global Partner Acquires Berkshire Asset Management

On December 19, 2022, iM Global Partner acquired business services company Berkshire Asset Management

Acquisition Highlights
  • This is iM Global Partner’s 1st transaction in the Business Services sector.
  • This is iM Global Partner’s 2nd transaction in the United States.
  • This is iM Global Partner’s 1st transaction in Pennsylvania.

M&A Deal Summary
Date 2022-12-19
Target Berkshire Asset Management
Sector Business Services
Buyer(s) iM Global Partner
Deal Type Add-on Acquisition

Target

Berkshire Asset Management

Wilkes-Barre, Pennsylvania, United States
Berkshire Asset Management is an independent investment advisor specializing in dividend-focused US equity portfolios through its flagship Dividend Growth strategy. The company prides itself on its exacting investment philosophy and process and focuses on identifying perennial dividend growers before they are fully recognized by the market, using a forward-looking, bottom-up selection process. Berkshire Asset Management was formed in 1986 and is based in Wilkes-Barre, Pennsylvania.

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Buyer(S) 1

Buyer

iM Global Partner

Paris, France
Category Company
Sector Financial Services
DESCRIPTION

iM Global Partner is a worldwide multi-boutique asset management platform. iM Global Partner selects and builds long-term partnerships with talented and independent asset management companies through direct capital ownership. iM Global Partner is based in Paris, France.

DEAL STATS #
Overall 2 of 2
Sector: Business Services M&A 1 of 1
Type: Add-on Acquisition M&A Deals 2 of 2
State: Pennsylvania M&A 1 of 1
Country: United States M&A 2 of 2
Year: 2022 M&A 1 of 1
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2021-03-09 Litman Gregory Wealth Management

Walnut Creek, California, United States

Litman Gregory Wealth Management provides wealth management services with a commitment to excellent client service to individuals, multigenerational families, endowments, and foundations. Litman Gregory Wealth Management was founded in 1987 and is based in Walnut Creek, California.

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