January 28, 2015 9:26 AM ET

Capital Markets

Company Overview of Berkshire Capital Securities LLC

Company Overview

Berkshire Capital Securities LLC is a boutique investment-banking firm that provides financial advisory services. The firm offers private placements, mergers and acquisitions, divestitures, strategic alliances, corporate finance advice, and valuation services to financial services companies. It caters to investment management firms, commercial banks, trust companies, securities and investment banking firms, and insurance companies. Berkshire Capital Securities LLC was founded in 1983 and is based in New York, New York with additional offices in London, United Kingdom; Denver, Colorado; and Exton, Philadelphia.

19th Floor

535 Madison Avenue

54th Street

New York, NY 10022

United States

Founded in 1983





Key Executives for Berkshire Capital Securities LLC

President and Chief Executive Officer
Age: 58
Managing Director
Age: 57
Managing Director
Age: 76
Managing Director
Managing Director
Age: 62
Compensation as of Fiscal Year 2014.

Berkshire Capital Securities LLC Key Developments

Pepperstone Hires Berkshire Capital To Advise On Strategic Options

Pepperstone Financial Pty Ltd. has hired Berkshire Capital Securities LLC to advise the company on strategic options, including a sale or initial public offering. "We’ll evaluate the Australian Securities Exchange as an option, along with NYSE, Nasdaq and the Hong Kong Stock Exchange, Pepperstone’s Chief Executive Owen Kerr told MoneyBeat. Other investment banks may be mandated if Pepperstone chooses to pursue an IPO, Owen Kerr said.

Similar Private Companies By Industry

Company Name Region
Avery Holdings LLC United States
Crown Capital Securities, L.P. United States
Sunrise Securities Corp. United States
Mira Capital Advisors, LLC United States
Powell Capital Markets, Inc. United States

Recent Private Companies Transactions

No transactions available in the past 12 months.

Stock Quotes

Market data is delayed at least 15 minutes.

Company Lookup

Most Searched Private Companies

Company Name Geographic Region
Bertelsmann AG Europe
Lawyers Committee for Civil Rights Under Law United States
NYC2012, Inc. United States
Rush University United States
Citizens Budget Commission United States

Sponsored Financial Commentaries

Sponsored Links

Report Data Issue

To contact Berkshire Capital Securities LLC, please visit www.berkcap.com. Company data is provided by Capital IQ. Please use this form to report any data issues.

Please enter your information in the following field(s):
Update Needed*

All data changes require verification from public sources. Please include the correct value or values and a source where we can verify.

Your requested update has been submitted

Our data partners will research the update request and update the information on this page if necessary. Research and follow-up could take several weeks. If you have questions, you can contact them at bwwebmaster@businessweek.com.