Berkshire Global Advisors

New York, United Statesberkshireglobal.com1expert edge

Independent investment banking firm established in 1983, specializing in M&A advisory for the financial services sector including wealth managers, asset managers, and fintech firms. Led by Co-founder Bruce Cameron as Partner & CEO.

Why interesting to a deal team

Co-founded and led by Bruce Cameron; directly advises on RIA sector consolidation and M&A transactions, positioning the firm as both advisor and strategic player in wealth management consolidation.

Experts connected to this company

R. Bruce CameronCo-founder (1983) and current Partner & CEO

R. Bruce Cameron

Co-Founder & Partner

Berkshire Global Advisors

BankerNew York

As CEO of the top RIA-and-asset-manager M&A bank, Cameron sees nearly every roll-up and succession deal in wealth management before the broader market does.

Sources

Structured dataPrimary
berkshireglobal.com
No name matchRegulatory
sec.gov/Archives/edgar/data/1204130/000120413024000004/bga2023public.pdf

Strongest evidenceStructured data2 public sourcesHow the grades work