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Berkshire Capital

Overview:

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 San Francisco, Denver, Philadelphia, London, Frankfurt and Sydney.

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.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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