Berkshire Capital has been advising clients since 1983 in connection with merger, acquisition, divestiture and joint venture transactions involving investment management and securities firms and related financial services businesses. As the first investment bank to target these sectors exclusively, we work in partnership with each of our clients to achieve their strategic objectives with successful long-term results. Headquartered in New York City, the firm provides global reach with offices in London and Denver.

" Over the past 20 years, the firm has developed in-depth industry knowledge and unrivaled transaction experience. By not underwriting, trading or distributing securities, managing investment funds or otherwise competing with any aspect of our clients' businesses, we are able to provide objective advice free of conflict."

Berkshire Capital is a recognized M&A leader and has advised buyers and sellers, both foreign and domestic, on more than 225 completed transactions. These transactions have involved transfer over $400 billion of assets under management in mergers and acquisitions with an aggregate value of nearly $10 billion. We have also completed more than 185 independent valuation/strategic advisory assignments.

In 2006, Berkshire Capital entered into a strategic alliance with MilleniumAssociates AG, a leading independent global advisory firm headquartered in Switzerland.

MilleniumAssociates, founded in 2000, provides merger and acquisition advice and strategic consulting for domestic and international clients across the entire range of wealth management and financial services businesses on a worldwide basis. This includes private banking, fund management, life and non-life insurance, securities brokerage and other related businesses.