Berkshire Global Advisors

Berkshire Global Advisors’s website has a new look! Visit our website today. From our latest activity in the M&A space to industry news and insights, our website is a global hub of valuable information and expert support.  https://lnkd.in/eQqdNnVS #mergersandacquisitions #financialservices #industryinsights

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: • Passive ETFs lead the way with record net inflows, while active mutual funds see a third consecutive quarter of outflows • Passive products, supported by U.S. equities, have already topped 2023 levels in net inflows. • Q3 2024 highlights include strong passive product growth in small- and large-blend sectors, despite ongoing outflows from active equities Explore the full report here: https://lnkd.in/gmMZZY9X #AssetManagement #ETFs #InvestorInsights

Join us at Tiburon Strategic Advisors CEO Summit XLVII on October 28-30 in San Francisco and connect with our Partners Bruce Cameron and Bomy Hagopian, CFA to discuss emerging trends and opportunities in wealth management M&A. Reach out today to schedule a meeting. #wealthmanagement #fintech #mergersandacquisitions https://lnkd.in/g-sf6eN

Join us at Money20/20 in Las Vegas on October 27-30, and connect with our Head of FinTech Mitchell Spector and Vice President Ajmal (AJ) Hachim to discuss the latest fintech innovations shaping the future of financial services. Reach out to AJ today to arrange a meeting.  #Money2020USA #fintech #financialservices https://us.money2020.com/

Deal Alert! Hightower Advisors will acquire a majority interest in NEPC, LLC, a leading investment consultant and OCIO, representing over $1.8 trillion in combined AUA and $258 billion in combined AUM. Berkshire Global Advisors was engaged by Hightower to provide industry research on the institutional investment consulting and OCIO industry. Bomy Hagopian, CFA  David Reynolds #investmentconsulting #OCIO #wealthmanagement #mergersandacquisitions Details Here: https://lnkd.in/eebFDnfP

Drew Murphy and Justin Friedman are attending PENSION REAL ESTATE ASSOCIATION (PREA)’s 34th Annual Institutional Investor Conference this week. Reach out to them to request a meeting to discuss meaningful trends in real estate investment management M&A. #RealEstateInvestment #GlobalEconomy #AssetManagement https://lnkd.in/g8e9w4sd 

Stay ahead with Berkshire Global Advisors' latest Monthly Market Update, offering a look at the trends, transactions, and data driving private markets, asset & wealth management, and financial technology. https://lnkd.in/etUcqHQ3 • See how interest rate cuts are sparking optimism and reshaping transactions in financial services • Explore strategic fintech and wealth management acquisitions • Gain insights on the growing role of tax and trust advisory in client retention • Discover the ‘Notable Transactions’ transforming private and public markets, and sector-specific insights from ‘Public Markets Trends’ #finance #wealthmanagement #privatemarkets #fintech #mergersandacquisitions

It was an honor for Berkshire Global Advisors to be a sponsor of The Hedge Funds Rock & The Australian Alternative Investment Awards and to present the esteemed Hedgie Award. Congratulations to this year’s honorees and winners! A big thank you to our Partner and Executive Director Nelson Lam, for his leadership as Deputy Chair of Alternative Future Foundation, which raised over $250,000 to support these vital charities: Redkite, Tranby Aboriginal Co-operative Ltd., Nordoff-Robbins Music Therapy Australia, and Women's Community Shelters. #HedgeFundsRock #AlternativeInvestments #GivingBack

In today’s ever-evolving wealth management M&A environment, one thing is certain: private equity firms and capital providers continue to show strong interest in the space, driving recapitalization deals. As competition drives up valuations, it’s essential for firms to find the right capital partner. Our own David Reynolds, Principal at Berkshire Global Advisors, offers his insights in this Q&A with AdvisorHub. Read more: https://lnkd.in/eXhGixiZ #wealthmanagement #mergersandacquisitions #privateequity

Deal Alert! Berkshire Global Advisors served as exclusive financial advisor to Scarcity Partners on its 35% interest acquisition in Dinimus Credit Fund (DCF), a leading private credit fund manager focused on senior secured direct lending in Australia and New Zealand. Nelson Lam  #privatemarkets #mergersandacquisitions  #gpstakes  #apac Read Details Here: https://lnkd.in/eiqHjHQ2