Right People. Right Vision.

vanguard
The Carlyle Group
Apollo Group
Primco

About Berkeley & Ross Capital

Our firm was organized in 2017 to create a footprint in showcasing the opportunities that exist in the financial and investment Industry. One of Berkely & Ross’ core visions is to capitalize on the alternative investing market, through strategic planning, research and funding projects. Our boutique firm is located in the heart of Midtown, New York City, offering hand held style services for clients and partners.

Alternative Investments

“We believe that alternative investments may be an essential building block for investor portfolios.” — Kristin K. Rowland,
J.P. Morgan.

Fixed Income

Fixed income is a type of investment, such as bonds or CDs, that pays investors regular, set interest payments until a maturity date, when the principal is returned. It acts as a loan to a borrower (government or corporation) and serves as a safer, income-generating alternative to stocks.

Corporate Finance

Corporate finance manages a business’s funding sources, capital structure, and investment decisions to maximize shareholder value while minimizing costs. It encompasses long-term, high-risk capital investments and short-term working capital management. Key functions include budgeting, raising capital through debt or equity, managing cash flow, and financial reporting.

Mergers & Acquisitions

Mergers and Acquisitions, a general term describing the consolidation of companies or assets through financial transactions, such as mergers, acquisitions, tender offers, or hostile takeovers. It is a strategic process used to grow, diversify, or enter new markets by combining two businesses into one entity or one company buying another.

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