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Projects

Recent Projects

Berkshire Hills Capital over the years has worked on projects in various sectors. BHC has found that investing in Real Estate securities consistently delivers the best ROI. With the introduction of the SEC Reg A+ regulations BHC with its advanced investor acquisition techniques is in an excellent position to develop and complete funding projects for selected private and public companies that will result in publicly traded securities.

BHC helped source over 150MM USD in LP Equity Partnerships and Family Office Relationships for LCP (Leaf Capital Partners) in Latin America, Southeast Asia, and Europe for their current pipeline including developing a fund for female entrepreneurs, commercial real estate developments in Mexico and manufacturing acquisitions.

BHC in partnership with Duxhills secured several term sheets and ultimately placed 130MM USD in financing for expansion capital for Champney’s Hotel arm.

Livento Group is a dynamic group that specializes in acquiring and developing companies with disruptive business models in film, content, and technology for fund managers globally as well as having a commercial real estate development arm in Prague. As an equity partner and stakeholder, BHC assists with growing assets for their various divisions. Currently with roughly 44MM USD AUM and on track to double that by end of Q1 of 2024.

CASE studies

At Berkshire Hills Capital, we help businesses navigate complex financial landscapes with strategic advisory, capital solutions, and growth-focused investments. Our case studies highlight how we’ve driven success for our clients.

Berkshire Hills Capital and Champneys Health Resorts 2022

Introduction:

Berkshire Hills Capital (BHC), in a co-partnership effort with Duxhill Associates, served as the corporate financial and operational advisors in structuring a successful cross-border financing deal for Champneys Health Resorts, securing a £108 million loan from Cheyne Capital Real Estate in August 2022. This case study highlights BHC and Duxhill Associates’ strategic advisory role in preparing Champneys for finance qualifications during a highly challenging economic period, demonstrating their expertise in cross-border financing and operational restructuring. 

Background of Champneys Health Resorts:

  • Established in 1925 by naturopath Stanley Lief as the UK’s first health farm.
  • Acquired by the Purdew family in 2002, expanding into a network of six luxury spa resorts across the UK.
  • Locations: Tring, Liphook, Henlow Grange, Ashby-de-la-Zouch, Ashford, and Mottram.
  • Total capacity: 538 keys and 249 treatment rooms.
  • Historical significance in the wellness and holistic health sector, with a reputation for luxury and innovation.
 
Financial Challenges and Need for Refinancing:
 
  • The hospitality industry was severely impacted by the COVID-19 pandemic, causing financial strain on many resort operators.
  • Existing loan facilities needed consolidation and refinancing to optimize capital structure.
  • Champneys required fresh capital to support a five-year business plan, including renovations of grade II-listed Mottram Hall in Cheshire and the Springs property in Leicestershire.
 

Berkshire Hills Capital and Duxhill Associates’ Role As the corporate and financial advisory firms, BHC and Duxhill Associates played a pivotal role in structuring the financing strategy and preparing Champneys for qualification by institutional investors:

Financial and Operational Restructuring:

  • Conducted in-depth financial due diligence to assess the company’s existing debt obligations and cash flow performance.
  • Developed a financial restructuring plan to align debt servicing with long-term growth.
  • Assisted in optimizing operational efficiencies to enhance profitability and valuation.
 

Capital Formation and Investor Readiness:

  • Prepared comprehensive financial models, business plans, and investor presentations.
  • Identified and evaluated financing options across global capital markets.
  • Ensured compliance with financial reporting standards to meet lender expectations.
 

Strategic Advisory and Deal Structuring:

  • Positioned Champneys as a compelling investment opportunity amidst a recovering hospitality sector.
  • Negotiated favorable loan terms with Cheyne Capital Real Estate.
  • Coordinated closely with Duxhill Associates, which played a key role in arranging the transaction, ensuring seamless execution.
 

The £108 Million Loan Deal:

  • Loan secured from Cheyne Capital Real Estate, a global alternative asset manager.
  • Funds used to refinance and consolidate existing loan facilities.
  • Capital allocated towards infrastructure improvements, particularly at Mottram Hall and Springs.
  • Provided liquidity to support the five-year strategic business plan.
 

Outcome and Impact:

  • Champneys successfully secured long-term financial stability, allowing it to implement its growth and renovation plans.
  • Strengthened investor confidence in the brand’s ability to sustain profitability post-pandemic.
  • Positioned Champneys for continued expansion in the luxury wellness market.
  • Reinforced BHC and Duxhill Associates’ reputation as premier financial and operational advisory firms specializing in cross-border transactions and structured financing.

Camacho Homes & Berkshire Hills Capital 2021 (Technical Business Case Study)

Client Background:

  • Company Name: Camacho Homes
  • Industry: Real Estate Development
  • Project Location: Panama, Mexico, Colombia
  • Project Scale: Two-Tower Residential Development with 285 Units Monterey
  • Lead Project Advisor: Berkshire Hills Capital
 

Project Overview: Camacho Homes is a real estate developer focused on sustainable residential and commercial developments across Latin America. The project consisted of two residential towers totaling 285 units, with a strategic market focus on middle-to-high-income buyers. The development aimed to optimize land use, enhance urban living standards, and integrate energy-efficient building designs.

Role of Berkshire Hills Capital (BHC): BHC was the Lead Project Advisor, providing comprehensive corporate, financial, and operational advisory services. The firm played a pivotal role in securing project financing, structuring feasibility assessments, and ensuring regulatory compliance.
BHC secured a $2.5 million pre-construction bridge loan with negotiated terms of 1 year, with deferred principal and interest until it was taken out by the construction loan.

Development Phases & Strategic Advisory by BHC

BHC conducted a comprehensive feasibility analysis to determine market demand, financial viability, and development risks associated with the project. This process entailed an in-depth assessment of real estate market trends and the identification of high-potential locations, ensuring the development was strategically positioned for maximum value. Benchmarking against competitor projects enabled precise pricing strategies and project positioning within the market. Environmental and geotechnical site evaluations were conducted to ensure full compliance with zoning regulations and sustainability requirements. In parallel, meticulous budgeting and scheduling strategies were developed to forecast revenues and manage costs effectively. Additionally, existing real estate redevelopment opportunities were explored to optimize asset repositioning strategies.

During the pre-construction phase, BHC guided Camacho Homes through key strategic decisions that ensured project viability and regulatory compliance. The firm facilitated the selection and negotiation of architectural and engineering contracts, ensuring that top-tier professionals were engaged in the design and planning stages. Governmental approvals were coordinated efficiently to streamline zoning and land use permits. A strong emphasis was placed on sustainability, incorporating energy-efficient materials and smart technology to enhance operational efficiency and reduce long-term costs. Additionally, the financial advisory team conducted a cost-benefit evaluation of emerging project management technologies, ensuring that AI-driven tools were leveraged for optimal efficiency. Security and infrastructure planning were also integrated to establish modern safety protocols and ensure long-term resilience.

As construction progressed, BHC’s financial oversight played a pivotal role in maintaining budget adherence and project efficiency. The firm led negotiations with general contractors and subcontractors, ensuring the selection of reliable partners committed to delivering high-quality work within the agreed timelines. Long-term operations and maintenance planning was implemented to optimize asset management strategies post-construction. Tenant construction management was also structured to allow for unit customizations in pre-sold properties, catering to buyer preferences and enhancing customer satisfaction. Finally, a seamless handover to operational teams was executed, ensuring a smooth transition from construction to property management.

Throughout the development lifecycle, BHC maintained a hands-on advisory role to maximize asset value and ensure financial stability. A robust financial reporting framework was established to support accounting, control, and reporting mechanisms. Active budget and schedule oversight allowed for early identification and mitigation of potential cost overruns. Investment and asset management strategies were structured to ensure financing options remained accessible for future developments. In parallel, a targeted marketing and sales strategy was designed to position the property for strong market entry, ensuring demand generation and pre-sale success.

Financial Breakdown & Investment Gaps

BHC’s financial structuring efforts resulted in a well-defined capital allocation plan that enhanced investment potential. At the pre-advisory stage, Camacho Homes held total assets of $11.2M against total liabilities of $7.5M, with a projected sales revenue of $15.2M and an estimated operating income of $3.1M.

To support the project’s capital needs, BHC secured a $2.5M bridge loan for pre-construction activities and structured a $25M capital raise for full-scale construction and expansion. A dedicated $1.2M marketing budget was allocated to ensure optimal positioning and demand generation, while $2M was invested in infrastructure and sustainability initiatives to enhance energy efficiency and operational longevity.

Results & Outcomes:

BHC’s strategic advisory yielded significant results that positioned Camacho Homes as a formidable player in the real estate development sector:

  1. Secured Financing: The firm successfully arranged $2.5M in pre-construction funding and structured long-term capital raise plans.
  2. Regulatory Approvals: Key zoning and construction permits were obtained, facilitating seamless development.
  3. Optimized Development Costs: Strategic procurement negotiations reduced overhead expenses by 8%.
  4. Pre-Sales Success: Approximately 60% of units were pre-sold prior to project completion, ensuring strong revenue inflows.
  5. Sustainability Compliance: The project achieved its energy efficiency targets, significantly reducing operational costs and enhancing long-term environmental impact.
 

Conclusion:

BHC’s expert guidance and strategic financial structuring enabled Camacho Homes to develop a landmark 285-unit residential project with strong investor confidence, efficient project execution, and a successful pre-sales strategy. With a well-executed roadmap and sustainability-focused development approach, Camacho Homes is now positioned for long-term growth in Latin America’s competitive real estate market.

Coheco Badeo Hydroelectric Development (2016-2020)-Technical Project Study

Client Background:

  • Company Name: Coheco Badeo Corporation
  • Industry: Renewable Energy (Hydroelectric Development)
  • Project Location: Benguet, Philippines
  • Project Scale: 500MW Pumped Storage Hydroelectric Power Project
  • Establishment Date: March 3, 2016
  • Lead Project Advisory: Berkshire Hills Capital.
 
Coheco Badeo Corporation was founded to develop the Coheco Badeo 500MW Pumped Storage Project in Kibungan, Benguet. Chairman Larry Howon Kim leveraged his strong relationships with the people of Benguet to spearhead this ambitious renewable energy project. The project was part of a broader strategy by the Coheco Development Group, which was engaged in multiple hydropower initiatives across the Benguet province.

The Coheco Badeo 500MW Pumped Storage Hydroelectric Project represents a transformative renewable energy initiative aimed at enhancing energy security, grid stability, and sustainable infrastructure in the Philippines. This project leverages pumped storage technology to provide a reliable, long-term energy solution that aligns with the country’s growing electricity demand and renewable energy targets.

Key to its execution was a multi-layered investment strategy, structured financing, and stakeholder collaboration. Berkshire Hills Capital (BHC), in partnership with Leaf Capital Partners and Covarrubia Energy, secured $250 million in limited recourse project financing through Ex-Im Philippines Bank to fund critical infrastructure, including a 230KM transmission line. This financing structure ensured that repayment was linked to the project’s revenue rather than government-backed guarantees, mitigating risk exposure.

The project faced regulatory complexities, indigenous stakeholder negotiations, and capital formation hurdles, requiring extensive advisory, technical feasibility studies, and due diligence. Korea Engineering Consultant Corp. (KECC) played a pivotal role in providing high-caliber engineering and feasibility assessments, ensuring structural integrity, environmental compliance, and operational efficiency.

Despite delays due to financing shortfalls and shifting policy landscapes, the project was positioned as a strategic renewable energy asset. The Coheco Badeo initiative not only aimed to decarbonize the energy mix but also set a precedent for sustainable hydropower investments, demonstrating how strategic financing, stakeholder engagement, and robust engineering solutions can unlock value in large-scale infrastructure projects.

Challenges & Business Needs:

Capital Raising & Financial Structuring

  • Required substantial funding for project development, engineering, and construction.
  • Attracted institutional investors while ensuring capital efficiency.

 

Regulatory & Compliance Hurdles

  • Navigating the Philippines’ energy sector regulations.
  • Securing government permits and environmental approvals.
 

Engineering & Infrastructure Development

  • Overcoming technical challenges associated with a large-scale hydro project.
  • Ensuring project feasibility, site assessments, and risk mitigation.
 

Stakeholder & Community Engagement

  • Working with local communities, indigenous groups, and government agencies.
  • Establishing sustainable development initiatives as part of the project’s impact investment component.
 

Strategic Partnerships & Execution

  • Finding the right EPC (Engineering, Procurement, and Construction) firms and operational partners.
  • Developing a long-term PPA (Power Purchase Agreement) strategy.
 

Advisory Approach & Strategic Execution:

Capital Formation & Financial Advisory

  • Conducted financial modeling and valuation to structure investment proposals.
  • Engaged in negotiations with private equity investors, infrastructure funds, and institutional lenders.
  • Advised on deal structuring to optimize funding sources while minimizing risks.
  • Berkshire Hills Capital (BHC), led by Simon Sandoval, served as the lead financial and strategic advisory firm, working alongside a consortium of experts.
  • KECC (Korea Engineering Consultant Corp.), a leading engineering consultancy in South Korea and Asia, played a key role in technical feasibility, civil engineering, architecture, and infrastructure planning. KECC has been instrumental in state-sponsored developments such as ports, bridges, highways, and urban development projects.
  • BHC structured $250 million in project financing to support the transmission line construction of 230 KM (approximately 142 miles) through Ex-Im Philippines Bank, Leaf Capital Partners, and Covarrubia Energy. This financing was structured as Limited Recourse Project Finance, where repayment was based on project revenues rather than government-backed debt guarantees.
 

Regulatory & Compliance Strategy

  • Led due diligence efforts to ensure compliance with Philippine energy regulations.
  • Worked closely with government bodies, including the Department of Energy (DOE) and the National Commission on Indigenous Peoples (NCIP), for necessary approvals.
  • Ensured adherence to environmental impact assessment (EIA) requirements and secured necessary permits.
  • BHC facilitated internal controls and operational preparedness, ensuring compliance with regulatory frameworks and financial governance.
 

Engineering & Technical Advisory

  • Partnered with KECC to conduct feasibility studies and technical assessments.
  • Conducted boring tests and geological examinations to evaluate structural feasibility and hydrological conditions.
  • Ensured risk assessment and mitigation strategies were in place for hydrology, geotechnical, and environmental considerations.
  • Advised on optimizing design to balance cost efficiency with long-term sustainability.
 

Stakeholder & Community Relations

  • Developed and implemented a corporate social responsibility (CSR) initiative to support local communities.
  • Introduced an educational initiative: Technological School of Cordilleran Baguio, Philippines, to provide technical education opportunities to 5,000 students.
  • Conducted ongoing dialogue with indigenous groups to ensure their participation and long-term benefits from the project.
 

Execution & Strategic Partnerships

  • Assisted in sourcing and negotiating EPC contracts.
  • Structured Power Purchase Agreements (PPAs) with potential off-takers.
  • Built relationships with key stakeholders, including banks, financiers, and governmental agencies.
  • Facilitated capital formation through strategic family offices and sovereign wealth funds, covering pre-feasibility, due diligence, and essential working capital.
 

Financial Breakdown & Investment Gaps

Operational & Technical Costs

  • Salaries & Office Leases:
  1. Total estimated salary expenditure: PHP 43.3 million over three years.
  2. Office lease costs for Makati, La Trinidad, and Kibungan locations amounted to PHP 13.5 million.
  • Vehicle Procurement & Lease:
  1. Initial vehicle purchases and leases amounted to PHP 13.9 million.
  • Operational & Business Advisory Costs:
  1. Estimated at PHP 20.4 million.
  • Feasibility Studies & Engineering:
  1. Satellite mapping, feasibility studies, and technical investigations cost PHP 33 million.
 
Regulatory & Compliance Expenses
  • DENR & DOE Compliance:
  1. Environmental Impact Assessment (EIS) and compliance fees exceeded PHP 15 million.
  2. Forest land use agreements and tree-cutting permits required additional PHP 5 million.
  • NCIP & Indigenous Consultations:
  1. FPIC (Free, Prior, and Informed Consent) process fees totaled PHP 10 million.
  2. Other indigenous consultation-related costs estimated at PHP 4 million.
  • NWRB Water Permits:
  1. Costs for securing water rights and technical reports amounted to PHP 2 million.
 

Financing Delays & Investment Gaps

  • Bank Loan & Equity Shortfalls:
  1. The anticipated Fountel equity injection of 75% was never fully fulfilled, creating funding gaps.
  2. Unsecured loans led to construction delays and operational setbacks.
  • Feed-In-Tariff (FIT) Uncertainty:
  1. The DOE’s discontinuation of the FIT scheme created financial risks, reducing long-term revenue certainty.
  2. The project was in urgent need of alternative financing solutions, including institutional investors or government-backed energy subsidies.
 

Results & Outcomes:

Financial Impact

  • Successfully secured early-stage funding commitments from investors.
  • Developed an attractive investment case that positioned the project for future financing.

Regulatory & Compliance Success

  1. Obtained essential permits and approvals from government agencies.
  2. Ensured full compliance with environmental and regulatory requirements.
 

Engineering & Technical Milestones

  1. Completed critical feasibility studies and environmental assessments.
  2. Secured agreements with leading engineering and construction partners.
 
Community & Impact Investment
  • Established a framework for local employment and community benefits.
  • Introduced an educational initiative supporting 5,000 students.
  • Gained indigenous community support through fair negotiations and long-term development commitments.
 

Project Positioning & Market Impact

  • Positioned as a leading hydro project within the Philippines’ renewable energy portfolio.
  • Built strategic relationships with government agencies and infrastructure investors.
  • Set a precedent for sustainable and community-integrated hydroelectric development in the region.

PPM Toys Project (2020 – 2023) Technical Business Case Study

Client Background:

  • Company Name: PPM Toys USA, LLC
  • Industry: Toy Manufacturing & Licensing
  • Project Location: Monterrey, Mexico & United States
  • Project Scale: U.S. Market Expansion & Digital Transformation
  • Establishment Date: 1988 (PPM Toys), U.S. Expansion in 2023
  • Lead Project Advisor: Berkshire Hills Capital (BHC)

 

PPM Toys, a Mexico-based toy company with a 35-year track record, specializes in toy commercialization, development, and licensing for major brands such as Hasbro, Warner Brothers, and Mattel. The company has a strong retail presence in Latin America, distributing through Walmart, Amazon, Liverpool, and Coppel. In 2023, PPM Toys engaged Berkshire Hills Capital (BHC) to structure its U.S. expansion strategy and facilitate an acquisition deal with Starfleet Innotech, Inc.

PPM Toys’ U.S. expansion represents a strategic move to leverage licensing agreements, enter new retail partnerships, and integrate digital transformation strategies, including e-commerce and NFTs. The project required a robust M&A advisory process, financial structuring, and operational realignment to ensure success in the competitive U.S. toy industry.

Challenges & Business Needs

Capital raising and financial structuring were critical for PPM Toys’ expansion efforts, requiring substantial funding to support working capital, supplier costs, and licensing agreements. The company needed liquidity support to ensure a steady inventory supply and maintain operational efficiency. To address these financial demands, Berkshire Hills Capital structured an equity financing deal that enabled Starfleet Innotech to acquire a majority stake in PPM Toys, ensuring the necessary capital was in place to drive strategic growth.

Navigating the regulatory and compliance landscape was another essential challenge, as PPM Toys had to ensure its products adhered to U.S. safety and quality regulations, including compliance with CPSC and ASTM standards. Additionally, the company underwent a corporate restructuring, transitioning from an LLC to a C-Corp in Texas, which facilitated greater access to capital markets and enhanced financial governance and reporting frameworks.

Retail market entry and distribution posed significant hurdles, as PPM Toys sought to secure agreements with major retailers such as Walmart, Target, and Toys R Us/Macy’s. The company focused on optimizing its supply chain logistics and establishing e-commerce channels to enhance its direct-to-consumer reach in the U.S. market. This required integrating digital marketing strategies and data-driven inventory management systems to ensure efficient operations and market penetration.

Stakeholder and investment collaboration played a key role in the expansion strategy. PPM Toys needed to solidify licensing agreements with Hasbro, Warner Brothers, and Peanuts brands while simultaneously engaging investors for additional growth capital. To support working capital and supplier commitments, Berkshire Hills Capital structured multiple credit lines through ExpoCredit LLC, ensuring financial flexibility and stability.

Advisory Approach & Strategic Execution

The M&A and pre-acquisition advisory process involved comprehensive financial, tax, and legal due diligence to assess the viability of the acquisition by Starfleet Innotech. Berkshire Hills Capital advised on valuation, financial modeling, and strategic restructuring to optimize investment returns and long-term sustainability. The structured equity financing deal totaled $5 million, with Starfleet acquiring 85% ownership of PPM Toys while ensuring Carlos Iga Saade retained a 15% non-dilutable stake.

Liquidity and credit structuring played an integral role in maintaining financial stability during the expansion. Berkshire Hills Capital, under the leadership of Simon Sandoval, structured multiple lines of credit through ExpoCredit LLC, offering PPM Toys an 80% upfront invoice advance, factoring agreements to enhance liquidity, and a 5% cash reserve to mitigate financial risk. These mechanisms ensured that supplier payments and operational expenses were adequately funded.

Retail expansion and supply chain optimization were central to PPM Toys’ growth strategy. The company entered into negotiations with Walmart, Amazon, and specialty toy retailers, securing distribution agreements that provided a foothold in the North American market. Supply chain efficiencies were enhanced through nearshoring strategies, reducing reliance on China-based manufacturing and leveraging regional production capabilities to streamline costs and inventory management.

E-commerce and digital transformation initiatives positioned PPM Toys for sustainable growth in the evolving toy market. The company launched a direct-to-consumer sales model through Amazon, Walmart.com, and its independent website, supported by a multi-channel digital marketing strategy. By utilizing influencer partnerships, targeted advertising, and AI-driven customer analytics, PPM Toys was able to drive consumer engagement and optimize online sales performance.

The integration of blockchain technology and NFT collectibles represented a key innovation in PPM Toys’ market expansion strategy. The company developed an NFT marketplace targeting toy collectors, forging partnerships with major toy brands to tokenize digital assets and authenticate collectible toys through blockchain technology. This initiative enabled PPM Toys to capitalize on emerging digital trends and diversify its revenue streams beyond traditional toy sales.

Financial Breakdown & Investment Gaps

Pre-Acquisition Financials (USD Converted at 19.50 MXN/USD)

  • Total Assets: $423,348
  • Total Liabilities: $319,697
  • Net Sales: $338,823
  • Operating Income: $20,341
  • Net Profit: $7,328
 

Investment & Capital Allocation

  • Total Starfleet Capital Contribution: $5,000,000 structured in three tranches:
  1. $1,000,000 at closing (17% ownership)
  2. $3,000,000 within 30 days (51% ownership)
  3. $1,000,000 within 60 days (17% ownership)
 
  • Factoring & Liquidity Strategy:
  1. Initial Advance: 80% of invoice value
  2. Factoring Commission: 1.20% for 1-30 days, increasing incrementally
  3. Cash Reserve: 5% of net invoice amount
 
  • Operational & Expansion Costs:
  1. Licensing renewals & marketing: $1.2 million
  2. E-commerce & digital marketplace setup: $1.8 million
  3. Retail expansion & logistics: $2 million
 

Results & Outcomes

Financial Impact

  • Successfully secured $5 million in equity financing through Starfleet Innotech.
  • Established credit facilities with ExpoCredit LLC for ongoing working capital.
 

Market Expansion

  • Signed agreements with Walmart, Amazon, and specialty toy retailers.
  • Strengthened supply chain and reduced costs through nearshoring strategies.
 

Digital Growth & Technology Innovation

  • Launched NFT marketplace and integrated blockchain authentication for collectibles.
  • Developed AI-powered e-commerce analytics to enhance consumer engagement.
 

Regulatory & Compliance Success

  • Transformed from an LLC to a C-Corp registered in Texas, improving capital access.
  • Ensured all products complied with U.S. safety and quality regulations.
 

PPM Toys’ expansion into the U.S. market was executed through a well-structured financial and strategic advisory process, led by Berkshire Hills Capital. The successful acquisition by Starfleet Innotech provided the company with critical growth capital, while its retail and digital strategies positioned it for long-term market success.

The integration of e-commerce, blockchain-based collectibles, and AI-driven consumer analytics allowed PPM Toys to differentiate itself in a highly competitive industry. Through strategic licensing, financial structuring, and operational realignment, PPM Toys is now positioned as a significant player in the North American toy market.   

4 B+

Equity & Debt Transactions

1,000 M+

Transactions

45+

Real Estate Projects

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What our Partners are saying

Partnering with Berkshire Hills Capital has been an excellent experience. We can now concentrate on developing and managing our projects since BHC not only aggregates the operating funds we require from their capital sources but also provides ongoing management of existing investors.

ARIEL VICTORIA

CEO | FOUNDER

BHC has been impactful in helping us to raise awareness for our listed company clients and partners and source additional opportunities and capital. They are the reason we opened an Asia operation in 2017 and we look forward to working with them in the future.

Richard de Lima

President | Chief Investment Officer

Partnering with Berkshire Hills Capital lead to closing our largest deal in 2022, a 130mm USD spa and hotel expansion, working through the difficulties of due diligence during the tail end of the pandemic until closed.

Axel Bradvedt

CEO

We are happy to partner with BHC once again as we expand our reach into Latin America and Southeast Asia. Their network of family office partnerships and HNW’s is especially strong in these regions and indispensable to our aim to increase AUM over the next two years.

David Stybr

Founder