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Announced

Completed

iM Global Partner completed the acquisition of a minority stake in Berkshire Asset Management.

Synopsis

iM Global Partner, an asset management network, completed the acquisition of a minority stake in Berkshire Asset Management, a financial planner. Financial terms were not disclosed. "We are extremely excited to be part of iM Global Partner's world class network of leading asset and wealth management firms. The partnership with iM Global Partner brings a wealth of expertise to existing and future Berkshire clients. It solidifies and increases the longevity, consistency and structure of the Berkshire team, and enhances what we can achieve for our clients. Their investment is an incredible vote of confidence in our team, our investment process and importantly our future," Kenneth J. Krogulski, Berkshire Managing Partner and CIO.

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