About Berkeley Research Group
Berkeley Research Group is a Financial Services company based in Emeryville (United States) founded in 2010, and was acquired by TowerBrook in February 2025. Strategic advisory and consulting services are provided to global clients. Berkeley Research Group has raised $105.34 million across 14 funding rounds from investors including Endeavour, Military Health and TowerBrook. The company has 1,127 employees. Berkeley Research Group has completed 2 acquisitions, including Prism Healthcare Partners and Vista Analytics. Its website thinkbrg.com draws about 69 thousand monthly visits. Berkeley Research Group offers products and services including Corporate Finance, Disputes and Investigations, and Performance Improvement. Its focus areas include Services for Investment Industry, Consultancy Services and Diversified. Its legal entity is BERKELEY RESEARCH GROUP, LLC.
Company details
Berkeley Research Group was founded in 2010 and is headquartered in Emeryville, United States. Independent advice, data analytics, expert testimony, investigations, and regulatory dispute consulting are offered to Fortune 500 corporations, financial institutions, government agencies, law firms, and regulatory bodies. Operations span the United States, Asia, Australia, Canada, Latin America, the Middle East, and the United Kingdom, supporting advisory needs across sectors.
- Headquarters Emeryville, United States
- Employees 1,127
- Stage Acquired
- SectorsFinancial Services
- Website thinkbrg.com
- Social LinkedIn X
- Acquired by TowerBrook (Feb 2025)
- Legal Name Berkeley Research Group, Llc
- Total Equity Funding$105.34M (USD)
in 14 rounds
- Latest Funding Round$19.44M (USD), Series B
Jul 2020
- InvestorsEndeavour
& 2 more
- Employee Count1,127
- Investments & AcquisitionsPrism Healthcare Partners
& 1 more
- Acquired byTowerBrook
(Feb 2025)
Products & Services of Berkeley Research Group
Berkeley Research Group offers a comprehensive portfolio of products and services, including Corporate Finance, Disputes and Investigations, and Performance Improvement.
Services for financial strategy and transactions.
Assistance in commercial disputes and forensic accounting.
Solutions for finance excellence and turnaround strategies.
Funding Insights of Berkeley Research Group
Berkeley Research Group has successfully raised a total of $105.34M across 14 strategic funding rounds. The most recent funding activity was a Series B round of $19.44 million completed in July 2020. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding $105.34M
- Total Rounds 14
- Last Round Series B — $19.44M
- First Round $66,869
(Jun 2010)
- Investors Count 2
Latest 10 of 14 funding rounds of Berkeley Research Group with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul 2020 | $19.44M | Series B | – | – | – |
| Apr 2020 | $4.15M | Series B | – | – | – |
| Jan 2020 | $2.09M | Series B | – | – | – |
| Oct 2018 | $199,220 | Series B | – | – | – |
| Jul 2018 | $789,750 | Series B | – | – | – |
| Apr 2018 | $4.81M | Series B | – | – | – |
| Apr 2017 | $837,645 | Series B | – | – | – |
| Mar 2017 | $62.5M | Series B | – | Endeavour | – |
| Feb 2017 | $457,500 | Series A | – | – | – |
| Dec 2016 | $2.73M | Series A | – | – | – |
3 investors in total: 3 institutional.
Investors in Berkeley Research Group
Berkeley Research Group has secured backing from 3 investors, including venture fund and institutional investors. Prominent investors backing the company include Endeavour, Military Health and TowerBrook.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Endeavour is engaged in investing in family and founder-owned businesses. | endeavour.com | Portland, United States | ||
TowerBrook is engaged in private equity and impact investments. | 2000 | towerbrook.com | London, United Kingdom | |
Administers health care and support for military personnel and operations. | health.mil | Falls Church, United States |
Investor details for Berkeley Research Group
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of Berkeley Research Group
285 people are tracked at Berkeley Research Group (233 in leadership, 1 in board & advisors, 51 in team); the tracked headcount is 1,127.
| Name | Role | Group |
|---|---|---|
Phil Crooks | Managing Director | Leadership |
Karthik Bhavaraju | Director | Leadership |
Eric Miller | Senior Vice President and General Counsel | Leadership |
Marvin Tenenbaum | Senior Vice President and Special Advisor to the Chairman | Leadership |
Tri Macdonald | President | Leadership |
Carl Losito | Director | Leadership |
Hong Jiang | Global Head Of Tax | Leadership |
George Koutouras | Managing Director - Tax Leader | Leadership |
Philip Rowley | Executive Director and Chief Revenue Officer | Leadership |
Kathy Galvin Dasko | Managing Director | Leadership |
Dave M. Johnson | Senior Vice President and Chief Financial Officer | Leadership |
Frank Dery | Managing Director | Leadership |
Rob Maher | Managing Director | Leadership |
Amy Kingdon | Vice President, Marketing | Leadership |
Wei Zhao | Managing Director | Leadership |
M Yasir Khan | Associate Director | Leadership |
Kevin Kohl | Managing Director | Leadership |
Jeff Wentz | Managing Director | Leadership |
Andres Alva P.e. | Managing Director | Leadership |
Liberty Mncube | Managing Director | Leadership |
265 more people are available in the full profile.
Complete people profiles for Berkeley Research Group
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
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Investments & Acquisitions by Berkeley Research Group
Berkeley Research Group has strategically engaged in corporate development activities, having acquired 2 companies. Notable acquisitions include Prism Healthcare Partners and Vista Analytics.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Diversified data analytics and AI services are provided. | vista-analytics.com | 0 | Nov 2019 | •••• | ||
Medical staffing services are provided nationwide by the firm. | prismhealthcare.com | Chicago, United States | 2013 | May 2019 | •••• |
Complete acquisition details for Berkeley Research Group
Acquired stakes, deal sources and the complete acquisition history require an active premium plan.
- Acquired stakes
- Deal sources
- Complete history
- Exports
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Timeline of Berkeley Research Group
6 dated milestones of Berkeley Research Group across 15 years, from founding to its latest funding, stage changes and deals.
- Founded Berkeley Research Group is founded.
- Funding First funding round of $67K.
- Acquisition Acquires Prism Healthcare Partners.
- Acquisition Acquires Vista Analytics.
- Funding Latest funding round, Series B, of $19.4M.
- Exit Acquired by TowerBrook.
Web traffic of Berkeley Research Group
The website of Berkeley Research Group (thinkbrg.com) receives about 69.4K visits a month.
- Monthly visits69.4K
▼ 0.7% vs previous month
Websites whose visitors overlap most with Berkeley Research Group. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| kaufmanhall.com | 100% | #1,969,007 | View details | ||
| elliptic.co | 96% | 302.8K | #200,152 | View details | |
| alixpartners.com | 96% | 155.1K | #263,429 | View details | |
consulting.us | consulting.us | 96% | #789,660 | – | |
| wesfarmers.com.au | 96% | 38.9K | #813,488 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 21 similar websites and full traffic analytics for Berkeley Research Group
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 21 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Top companies in Investment & Wealth Tech
3 companies that operate in the same segment as Berkeley Research Group (Investment & Wealth Tech) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Cloud-based website builder tool | 2003 | New York, New York, United States | USD 591.5 M | USD 16.79 M | 2,161 | |
Alternative investment platform for startups and investors is operated. | 2010 | San Francisco, California, United States | USD 100 M | 523 | ||
Web3 infrastructure solutions are offered via a blockchain platform. | 2021 | Palo Alto, California, United States | USD 336 M | 186 |
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Related news about Berkeley Research Group
Complete news archive for Berkeley Research Group
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Frequently Asked Questions about Berkeley Research Group
Berkeley Research Group was founded in 2010.
Berkeley Research Group is headquartered in Emeryville, United States. It is registered at Emeryville, California, United States.
Berkeley Research Group is a funded company, having raised a total of $105.34M across 14 funding rounds to date. The company's 1st funding round was a Series A of $2.73M, raised on Jun 2010.
Berkeley Research Group has 1,127 employees.
Berkeley Research Group was founded in 2010 and is headquartered in Emeryville, United States. Independent advice, data analytics, expert testimony, investigations, and regulatory dispute consulting are offered to Fortune 500 corporations, financial institutions, government agencies, law firms, and regulatory bodies. Operations span the United States, Asia, Australia, Canada, Latin America, the Middle East, and the United Kingdom, supporting advisory needs across sectors.
Berkeley Research Group offers Corporate Finance, Disputes and Investigations, and Performance Improvement.
Berkeley Research Group has made 2 acquisitions, including Prism Healthcare Partners, and Vista Analytics.
Berkeley Research Group has 3 investors. Key investors include Endeavour, Military Health, and TowerBrook.
Berkeley Research Group operates through Berkeley Research Group, Llc.
Yes. Berkeley Research Group was acquired by TowerBrook in February 2025.