// COMPANY
Berger Financial Group
SECTOR FINTECHMENTIONS 2LAST SEEN JULY 29, 2026
// OVERVIEW
RIA managing $3B across 3,800 clients in five states
Discussed in
// RECENT MENTIONS
// SIGNALS
2 SIGNALS
01
m_and_a·PitchBook News·JULY 29, 2026
“Investcorp's acquisition of Berger Financial Group (a $3B AUM, 3,800-client RIA) signals that PE firms continue to aggressively pursue wealth management consolidation”
Source→02
mention·PitchBook News·JULY 29, 2026
“Investcorp's Vitali Bourchtein said "the plan is to build Berger into 'another sizable player' by rolling up smaller RIAs."”
Source→AI-extracted from podcast / newsletter / paper summaries. May contain errors.