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Rothschild & Co Hires Berry as Managing Director in North America for Financial Sponsors Group

September 01, 2021, 07:14 AM

Rothschild & Co announced that Bob Berry has joined its Global Advisory business in North America as a Managing Director in the Financial Sponsors Group. Mr. Berry brings more than three decades of investment banking and sponsor coverage experience to Rothschild & Co, where he will help manage and grow the firm’s relationships with private equity clients. He will be based in Boston.

Rothschild & Co also announced today the opening of a new office in Boston. The firm remains committed to growing its footprint in the Americas and the opening of its seventh office in North America is validation of its strategy.

“Bob’s hiring significantly strengthens our private equity franchise and roster of accomplished advisors. His impressive M&A experience and excellent reputation will be a great asset to our clients as we continue to enhance our team in the U.S. and build our presence in Boston. It is a pleasure to welcome Bob to the firm,” said Jimmy Neissa, Head of Rothschild & Co North America.

Announcing the office opening, Mr. Neissa continued, “Boston represents another important market for Rothschild & Co. We see tremendous opportunities to deliver unparalleled global capabilities and perspective to both current and future clients in the U.S., in collaboration with our offices around the world.”

Previously, Berry was a Managing Director in the Financial Sponsors Group with Truist Securities. Prior to this, he headed the Consumer & Retail Groups at both Truist and Raymond James. Mr. Berry also served as co-head of M&A at Raymond James after successfully selling Lane Berry & Co, an M&A boutique that he co-founded and served as President, to Raymond James. He also was a Managing Director in the Financial Sponsors Groups at both Credit Suisse and Donaldson, Lufkin & Jenrette, and he started his career with Kidder, Peabody & Co. Over the course of his career, Berry has worked on more than 200 financings and M&A transactions. He is a graduate of Boston College with a B.S. in accounting and finance.

Berry stated, “Rothschild & Co has expanded immensely in North America over the last several years and I am honoured to have the opportunity to establish and grow the firm’s presence in Boston. Rothschild & Co is well positioned to grow its leading private equity group, and I am excited to continue that momentum and provide clients with exceptional advice in the region.”

This announcement follows Rothschild & Co’s recent hiring of Timothy Lufkin as a Managing Director in New York, adding two experienced senior advisors to further strengthen the firm’s Financial Sponsors Group.







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