Partnerships
Berkshire Capital maintains partnership relationships with complementary firms to offer clients a range of services and strategic options.
Caledonia
Caledonia is a UK investment trust company, listed on the London Stock Exchange. Caledonia’s investment objective is consistently to achieve a long term shareholder return in excess of the FTSE All-Share Total Return while maintaining a progressive annual dividend. The company has built an established reputation as a supportive and constructive long term investor, aided by its thorough investment decision process. Caledonia has an experienced investment management team, including members of the Cayzer family, which built Caledonia from its roots as a shipping company.
www.caledonia.com
Highbury Financial Inc.
Highbury is an investment management holding company providing permanent capital solutions to mid-sized investment management firms. The company pursues acquisition opportunities and seeks to establish accretive partnerships with high quality investment management firms. Highbury's strategy is to provide permanent equity capital to fund buyouts from corporate parents, buyouts of founding or departing partners, growth initiatives or exit strategies for private equity funds. This strategy includes leaving material equity interests with management teams to align the interests of management and Highbury's shareholders and, in general, does not include integrating future acquisitions, although Highbury may execute add-on acquisitions for its current or future affiliates. The company seeks to augment and diversify its sources of revenue by asset class, investment style, distribution channel, client type and management team. The company intends to fund acquisitions with its revolving credit facility, other external borrowings, retained earnings (if any), additional equity and other sources of capital including seller financing and contingent payments.
www.highburyfinancial.com