Firm at a glance
Berkshire Partners is a platform private equity firm headquartered in Boston, MA, with an additional office in New York, NY, per its own website [S1].
What they buy
Based on publicly disclosed transactions over the past 24 months, Berkshire Partners appears active in wealth management and financial services, having acquired multiple registered investment advisor platforms [S2]. The firm also demonstrates interest in infrastructure and telecommunications, evidenced by its acquisition of broadband and fiber providers [S3]. Recent activity suggests a focus on middle-market platform businesses with potential for consolidation and add-on strategies.
Portfolio
No current portfolio companies were surfaced in publicly available materials as of the date of this profile. Recent transaction activity indicates active deployment across wealth management and telecommunications infrastructure sectors.
Recent activity (last 24 months)
– **June 2026**: Acquired Harbourfront Wealth [S2]
– **June 2026**: Acquired Ensemble [S2]
– **January 2026**: Acquired Point Broadband and Clearwave Fiber [S3]
– **December 2025**: Acquired United Flow Technologies [S4]
– **September 2025**: Exited EP Wealth Advisors [S5]
How this firm fits a seller
Berkshire Partners appears suited for owner-operators in fragmented service sectors where consolidation strategies create value. The firm’s recent exit of EP Wealth Advisors in September 2025, followed by two additional wealth management acquisitions in mid-2026, suggests both successful exit execution and continued sector conviction [S2][S5]. For sellers in registered investment advisory or telecommunications infrastructure, the firm’s demonstrated transaction velocity and sector focus may indicate operational resources and acquisition experience. The presence of offices in both Boston and New York provides geographic reach across the Northeast [S1].
Sources
[S1] https://berkshirepartners.com (as of 2026-01-15)
[S2] https://berkshirepartners.com/press (as of 2026-06-23)
[S3] https://berkshirepartners.com/press (as of 2026-01-05)
[S4] https://berkshirepartners.com/press (as of 2025-12-08)
[S5] https://berkshirepartners.com/press (as of 2025-09-30)
Frequently asked questions
Does Berkshire Partners buy wealth management businesses?
Yes, per publicly available transaction records. The firm acquired Harbourfront Wealth and Ensemble in June 2026, and previously exited EP Wealth Advisors in September 2025, indicating sustained interest in the registered investment advisor sector [S2][S5].
What companies has Berkshire Partners acquired recently?
Recent acquisitions include Harbourfront Wealth and Ensemble (both June 2026), Point Broadband and Clearwave Fiber (January 2026), and United Flow Technologies (December 2025), per press releases on the firm’s website [S2][S3][S4].
Where is Berkshire Partners based and how big is the firm?
The firm maintains offices in Boston, MA and New York, NY [S1]. Fund size and assets under management were not disclosed in publicly available materials as of January 2026.
Is Berkshire Partners still actively acquiring?
Yes, the firm completed four acquisitions between December 2025 and June 2026, with the most recent transactions occurring in mid-2026, indicating ongoing active deployment [S2][S3][S4].
This profile is maintained by CT Acquisitions as an independent third-party reference. CT Acquisitions is not affiliated with, endorsed by, or a representative of the firm profiled. All facts sourced from publicly available materials as of the dates cited.