Investcorp Invests in Berger Financial Group
July 29, 2026
Investcorp, a global alternative investment firm, has invested in Berger Financial Group, Inc., a full-service wealth management platform serving individual investors and retirement savers across the United States. The investment is intended to accelerate Berger’s growth, expand capabilities, and scale the planning-first, fee-based wealth management model in a fragmented North American RIA market.
- Buyers
- Investcorp
- Targets
- Berger Financial Group, Inc.
- Industry
- Wealth Management
- Location
- Minnesota, United States
- Transaction Type
- Growth capital
Explore More
Build a buyer list for your deal
Find active buyers from recent acquisition patterns and move straight into outreach.