Investcorp Acquires Majority Stake in Berger Financial
On July 29, 2026, Investcorp announced its acquisition of a majority stake in Berger Financial Group.
Investcorp announced, on July 29, 2026, its acquisition of a majority stake in Berger Financial Group (“Berger”). Under the terms of the transaction, Berger’s management team and financial advisors will continue to be significant owners in the business alongside Investcorp. Further terms of the transaction were not disclosed.
Investcorp, based in Manama, Bahrain, is an alternative investment firm investing in specialized business and professional services firms. Investcorp manages approximately $62 billion in assets. Raymond James served as financial advisor to Investcorp in the transaction.
Berger, based in Plymouth, Minnesota, is a registered investment advisor, providing financial and retirement planning, tax planning and portfolio management services. Berger has approximately $3 billion in assets under management. Houlihan Lokey served as advisor to Berger in the transaction.
To read the press release, please click here.