About Us

ABOUT US

We Have Decades of Relevant Experience

Berkshire Hills Capital is an investment and financial services firm focused on helping businesses solve the complex challenges facing their projects today. We are private finance specialists with merchant banking private equity and debt placement experience. We have acted as both principals and advisers on over 1B USD worth of transactions. We have a combined 80 years’ worth of experience in both domestic and international finance.

0 B +

USD Transactions

0 +

Real Estate Projects

Real Estate Developers and Funds

Our company is committed to promoting sustainable growth in the real estate industry. We offer a comprehensive suite of services to developers and fund managers seeking to pursue their financial objectives through real estate development and investment. Our solutions are customized to meet the needs of experienced developers seeking to advance their operations, as well as fund managers exploring near and long-term market opportunities. Our team of experts has extensive industry experience and knowledge of strategic investments that maximize returns while reducing risks. Our goal is to help you navigate the intricacies of the market and achieve your financial goals. Whether you plan on earning passive income, building wealth, or contributing to the development of local communities, we are here to support you. Don't hesitate any longer. Let us join hands in creating a brighter future.

Select Middle and Lower Middle Market Companies

Our Select Middle and Lower Middle Market service aims to deliver exceptional guidance and strategic advice to our clients considering investing in the middle and lower middle markets. These markets are abundant with potential investment opportunities, and our specialized services are personalized to help you identify and assess companies within these segments, thereby maximizing your investment portfolio. Our team performs comprehensive research and analysis of the middle and lower middle market to locate businesses with a promising market position, solid financials, and strong growth prospects. We leverage advanced risk assessment techniques to analyze potential investments and guide clients in making informed decisions, developing strategies to mitigate potential risks. Our goal is to provide expert insights and recommendations that fit your investment goals and risk tolerance.

Bespoke Family Office Advisory

BHC is a well-respected financial institution, which offers a range of customized advisory services for wealth management to a limited number of prestigious international families. Our aim is to provide tailored solutions to meet the unique needs of each individual family, ensuring that they receive the best possible advice and support from our team of experts. Our comprehensive services cover a wide range of financial affairs, such as long-term planning, structuring, succession, global investment advisory, routine transactions, and administration. With years of experience in investments and capital markets, our highly knowledgeable advisors offer a wealth of expertise to assist families with complex issues and challenges, ensuring that they navigate through any obstacles and achieve their desired outcomes. We also work with our families to develop strategies that help them maximize their global investment opportunities, enabling them to make informed decisions that align with their overall financial goals.

Pre-IPO Advisory for International Companies

Our Pre-IPO Advisory for International Companies is designed to provide expert guidance and strategic planning to companies outside of the United States seeking to embark on the journey of going public through an initial public offering (IPO). We understand the unique challenges and considerations that international companies face, and our specialized advisory services are tailored to ensure a smooth and successful transition into the public market. We conduct an in-depth analysis of the target market and jurisdiction where the IPO will be executed, considering legal, financial, and regulatory aspects specific to that region. Our experts navigate the complexities of cross-border regulatory compliance, ensuring that the company complies with both domestic and international regulatory requirements. We work closely with the company to optimize financial structures and valuations, considering international market dynamics and investor expectations, to position the company effectively in the global financial market.

How It Works

The Process

Berkshire Hills Capital uses a defined process of selecting new projects and then completing the requirements to prepare the investment offer, aggregate the capital, continue ongoing investor communications, and facilitate liquidity.

Selection

Berkshire Hills Capital carefully selects each new partnership opportunity. First, we have to be certain that our expertise and capabilities complement our prospective partner's resources. Then, the answer to the big question is, will this relationship be a good investment for us and our investors? Once there is a consensus of mutual interest BHC makes a formal proposal to our prospective partner.

Structuring Investment

BHC's first step is to structure the investment offering which will be presented to the targeted capital sources. During this phase, BHC works collaboratively with its partner to structure the investment to not only provide the proper amount of funds necessary to create substantial asset value but also deliver an above ROI to investors.

Offering Development

After the offering is structured and its terms and conditions are finalized BHC performs a diverse set of requirements to insure the offering is prepared to be presented to all the different capital sources. This ranges from legal docs, pitch decks, investor portals, and property videos, to live-streaming presentations and webinars.

Investor Acquisition

The primary objective of the "investor acquisition" phase is to generate interest in the offering. A multitude of marketing techniques is used to reach the targeted investment sources. BHC internally has developed a tier-one digital marketing staff and capabilities. This includes a sophisticated marketing/sales tech stack configured to support every aspect of the investment placement process.

Investor Relations

It is critical to maintaining frequent communications with investors. BHC after the offer is closed continues providing a full range of investor resources. This includes online access to individual accounts, regular live-streaming update meetings, distribution of tax forms, and chat, email, and phone support. In addition, there will be pre-offering investment opportunities in additional projects.

Liquidity

Berkshire Hills Capital takes the lead role in determining the best liquidity strategies that meet the needs of all equity holders. BHC then works to execute what is necessary to achieve the stated ROI objective. This will range from additional offerings, and listing on trading exchanges, to a merger or acquisition.

Our Models

To remain competitive in today’s business landscape with so many other offerings on the market, it is imperative to move digitally at the new pace of business and to reach out to potential capital partners globally.

We perform investor relations services to market your offering to niche capital sources (such as global family offices, high-net-worth individuals and select funds) as well as to more conventional accredited investors in our existing networks. We offer multi-channel, discreet solutions ( no PPC, noisy landing pages, etc.) that are tailored to meet your specific budget and timeline requirements.

Our digital transformation services for capital-raising can be implemented at a cost that is markedly less than hiring an investment banker, or a high-end third-party marketing firm. These services cover the enlistment of debt sources for those who need the complete capital stack taken care of also. Please inquire with us about those specific requirements.

OUR SERVICES

Optimized Capital Solutions

Real Estate Developers and Funds View Services

Select Middle and Lower Middle Market Companies View Services

Bespoke Family Office Advisory View Services

Pre-IPO Advisory for International Companies View Services