Eagle Ridge Investment Management

Stamford, Connecticuteagleridgeinvestment.com1expert edge

Privately owned investment adviser founded in 2008, managing $1.3 billion in assets with expertise in large and mid-cap equity strategies; acquired by Carnegie Investment Counsel in February 2025.

Why interesting to a deal team

Berkshire Global Advisors directly advised Eagle Ridge on its 2025 sale, exemplifying Bruce Cameron's hands-on expertise in valuing and selling RIA platforms to larger consolidators.

Experts connected to this company

R. Bruce CameronFirm he leads advised Eagle Ridge on its 2025 sale

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

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businesswire.com/news/home/20250206996343/en/Carnegie-Investment-Counsel-Acquires-$1.3B-AUM-Eagle-Ridge-Investment-Management
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familywealthreport.com/article.php/Carnegie-Gains-$1.3-Billion-AuM-With-Eagle-Ridge-Acquisition
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eagleridgeinvestment.com

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