For more than 35 years, Berkshire Global Advisors has been a leading provider of trusted M&A and strategic advice to the financial services industry. As a global specialist investment bank, our unparalleled market knowledge and relationships enable us to deliver exceptional results for our clients.


Banking

Insurance

Berkshire Global Advisors

Bruce Cameron

Opal Jakhete

Justin Friedman

Daniel Kolinsky

Ajmal Hachim (AJ)

Caleb W. Burchenal

Julie E. Mitchell Phr (she·her·ella)

Ted Gooden

Rudy Sang

Valerie Zemmel

The Investment Banking Team at Berkshire Global Advisors focuses on providing expert M&A and strategic advice to clients within the financial services industry. Leveraging their deep market knowledge and extensive relationships, the team analyzes financial data, prepares deal documentation, and facilitates negotiations to achieve exceptional outcomes for their clients.

Investment Banking Team

Leadership Team

Administrative Team

Investment Banking Team

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Team members

Other teams at Berkshire Global Advisors

Leadership Team

Administrative Team