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Cover Image Stephen Stephano
Stephen StephanoBerkshire Global Advisors

Stephen Stephano

Vice President at Berkshire Global Advisors

Financial Advisor

New York

Deal Bio

Total Deals4
Valued Deals0
Total Value-
Avg. Deal Size-

Market Context

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02 Nov 2022|United States|Management Consulting
Moors & Cabot
Eighteen Ninety Partners

Target: MOORS & CABOT

Bidder: EIGHTEEN NINETY PARTNERS

2 Service Providers

2 Target

6 Dealmakers

6 Target

n/a

Value

19 Dec 2022|United States|Diversified Financials
Berkshire Asset Management
Im Global Partner

Target: BERKSHIRE ASSET MANAGEMENT

Bidder: IM GLOBAL PARTNER

5 Service Providers

3 Target | 2 Bidder

9 Dealmakers

6 Target | 3 Bidder

n/a

Value

15 Jun 2023|United States|Investment Banking
Tmi Trust
Argent Financial Group

Target: TMI TRUST

Bidder: ARGENT FINANCIAL GROUP

4 Service Providers

2 Target | 2 Bidder

7 Dealmakers

6 Target | 5 Bidder

n/a

Value

20 Oct 2023|United States|Asset Managers and Custodians
Northrock Partners / Sammons Financial Group Joint Venture
Northrock Partners

Target: NORTHROCK PARTNERS / SAMMONS FINANCIAL GROUP JOINT VENTURE

Bidder: NORTHROCK PARTNERS

4 Service Providers

4 Bidder

12 Dealmakers

12 Bidder

n/a

Value

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