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

M&A Services*

  • Preliminary Advice and Analysis
  • Valuation
  • Preparation for Transaction
  • Transaction Process
  • Deal Negotiations
  • Post-Transaction Integration

GREG BERMAN Shift Forex
greg@shiftforex.com
646-461-6188

MITCHELL SPECTOR Berkshire Capital
mspector@berkcap.com
212-207-1828

Shift provides an integrated suite of strategy consulting, marketing, events and investment banking services to existing and new companies in the foreign exchange market.