Financial Services

BRGCA’s financial services professionals combine deep industry knowledge and relationships with the best M&A advisory service in the middle market. We are committed to serving the needs of middle-market companies with in the financial services sector.

We specialize in the following sectors:

  • Specialty consumer lenders – prime and non-prime

  • Non-bank equipment lessors

  • Financial services technology

  • Community banking



BRGCA’s investment banking team serves clients in the healthcare field, such as nonprofit groups, government organizations, corporations, and financial sponsors.

Our areas of focus include:

  • Physician practices

  • Urgent care and freestanding emergency room

  • Surgical centers

  • Hospitals

  • Behavioral healthcare


Technology and Telecommunications

BRGCA’s technology and telecom banking team provides trusted advice on M&A and capital raising transactions to middle-market companies and financial sponsors globally. Our professionals offer strong transactional experience, deep domain expertise, and a broad set of relationships across our focus areas, including:

  • Software as a Service (SaaS)

  • IT consulting, systems integration, and software development

  • Managed IT, cloud, and digital

  • Data Analytics, artificial intelligence, and machine learning

  • Telecom technologies and networks


Real Estate

BRGCA’s real estate capital placement team specializes in sourcing and closing third-party capital for commercial real estate owner/operators. We have contacts across over one thousand institutions and are actively placing both debt and equity throughout the capital stack, including:

  • Development/construction loans

  • Bridge loans/HLTV bridge loans

  • Term/CMBS loans

  • Mezzanine and preferred equity loans

  • Property- or development-level joint venture equity (both LP and co-GP)

  • Entity- or corporate-level equity 

Special Situations

BRG Capital Advisors is a wholly owned subsidiary of Berkeley Research Group (BRG). BRG's Corporate Finance practice is a leader in providing multidisciplinary services to lenders, companies, investors, and attorneys through its core practice areas: