About Shift Forex
Shift Forex is a boutique consultancy with expertise across technology, liquidity, risk management, compliance, sales, and marketing.Clients include start-up, middle market, and established FX and CFD brokerage and technology firms.
- Comprehensive understanding of the FX industry with over 20 years combined industry experience
- Experienced operations, management and consulting at leading firms
- Insight into key business metrics related to FX brokerage acquisitions and valuations
- Knowledge of the landscape and players in the FX brokerage M&A space
About Berkshire Capital
Founded in 1983, Berkshire Capital is an independent, employee-owned leading global boutique investment bank specializing in M&A in the asset management and securities sectors. With more completed transactions in this space than any other investment bank, Berkshire Capital helps clients find successful, long lasting partnerships.
- 30 years of financial services M&A experience
- Over 270 completed transactions
- Nearly $700 billion of AUM transferred
- Over 260 completed independent valuations
- More completed transactions in the wealth management, money management, alternatives and broker-dealer sectors than any other investment bank
- Preliminary Advice and Analysis
- Preparation for Transaction
- Transaction Process
- Deal Negotiations
- Post-Transaction Integration
GREG BERMAN Shift Forex
MITCHELL SPECTOR Berkshire Capital
Shift provides an integrated suite of strategy consulting, marketing, events and investment banking services to existing and new companies in the foreign exchange market.