BerchWood Partners is a boutique global placement agency specializing in raising capital for private equity and alternative investment funds.
BerchWood Partners' professionals possess a wide range of experience in capital raising, investment banking, law, private equity, real estate, and consulting.
The firm's leadership team includes:
David W.
Berchenbriter, Partner: Founding partner of BerchWood Partners, David leads the firm's strategic direction and client relationships.
He was recently featured as a panelist at Dorsey & Whitney's Fourth Annual Private Funds Symposium in September 2019, discussing fundraising and the state of the market.
William J.
Zwart, ESQ., Partner: Brings legal expertise to the firm's placement activities, combining legal acumen with fundraising strategy to navigate complex regulatory environments and structure investor relationships.
Jack Senneff, Senior Associate: Works closely with the partners on capital raising assignments and investor relationship management.
The firm has also expanded its team with strategic hires, including Alexander Apponyi in London and Bruce Pflaum, strengthening both its UK and US capabilities.
Alexander Apponyi brings almost 30 years of experience advising on and placing private equity, private debt, infrastructure, and real asset funds.
BerchWood Partners distinguishes itself through three core principles that define its placement strategy:
Long-term Relationships with Fund Managers: Private equity is a long-term investment, and BerchWood partners with clients to advise them on successful fundraising beyond a single vintage.
The firm is willing to stretch its thinking to help partners reach higher levels of success, viewing each engagement as the beginning of an ongoing relationship rather than a one-time transaction.
Limited Number of Mandates: Successful fundraising requires diligence and hard work.
By limiting the number of assignments the firm takes on, BerchWood works as a team to focus on the individual needs of each client.
This selective approach enables the firm to create a powerful and unique strategy for each fund, maximizing impact on investors and ensuring each mandate receives the attention it deserves.
Strong Relationships with Investors: BerchWood raises a variety of funds pursuing diverse strategies, enabling the firm to actively track investor demand across sectors ranging from growth and buyout to natural resources, infrastructure, real estate, special situations, secondaries, credit, and venture capital.
This broad market knowledge allows the team to understand evolving investor preferences and match them with appropriate fund opportunities.
BerchWood Partners is a boutique global placement agency specializing in raising capital for private equity and alternative investment funds.
Founded in 2000, the firm has established itself as one of the leading placement agents in the industry, focusing on building long-term partnerships with fund managers across diverse strategies and geographies.
With offices in New York and London, BerchWood operates globally, sourcing capital from institutional investors across North America, Europe, the Middle East, and Asia.
The firm's investment professionals collectively possess over 200 years of fundraising experience, enabling them to cultivate longstanding relationships with sought-after investors worldwide.
BerchWood Partners is passionate about private equity and its impact on the world at large.
The firm takes a selective approach to mandates, limiting the number of assignments undertaken each year to ensure focused attention on each client's specific needs.
This boutique approach allows the team to develop powerful, unique strategies for each fund to maximize impact on investors.
BerchWood Partners LLC offers securities through Invicta Capital, LLC, a member of the Financial Industry Regulatory Authority (FINRA).
BerchWood Partners LLP is registered with the Financial Conduct Authority (FCA) in the United Kingdom, ensuring comprehensive regulatory compliance across both major markets.
BerchWood Partners provides comprehensive capital raising services for alternative investment funds across multiple strategies and asset classes.
The firm has demonstrated expertise in placing funds across the following sectors:
- Buyout and Growth Equity: Traditional private equity strategies focused on control investments and minority growth stakes
The firm serves institutional investors including pension funds, endowments, foundations, insurance companies, and family offices across global markets.
BerchWood's team develops targeted marketing approaches for each client, leveraging deep relationships with sophisticated institutional investors seeking high-quality alternative asset investment products.
BerchWood Partners operates through two strategic office locations that enable comprehensive coverage of global capital markets:
New York Office: The firm's headquarters in New York serves as the primary base for North American operations, accessing the deep pool of institutional investors across the United States and Canada.
London Office: BerchWood Partners LLP maintains a significant presence in London, registered with the Financial Conduct Authority (FCA) in the United Kingdom.
This office enables the firm to serve European clients and access institutional capital across Europe, the Middle East, and Africa.
This dual-office structure allows BerchWood to maintain strong relationships with investors across all major global markets, including North America, Europe, the Middle East, and Asia.
The firm's global reach is a key competitive advantage, enabling it to source capital from diverse geographies to match fund manager needs with investor demand across time zones and regulatory jurisdictions.
Since its founding in 2000, BerchWood Partners has successfully raised capital for a diverse portfolio of alternative investment funds across multiple strategies and geographies.
The firm has built a reputation for finding sophisticated institutional investors for high-quality alternative asset investment products.
BerchWood's client roster includes prominent fund managers across various sectors, including:
- Healthcare: DW Healthcare Partners (multiple funds), Medica III, Quadria Capital
The firm's selective approach and focus on long-term relationships has enabled it to work with fund managers across multiple vintage years, demonstrating the value of its partnership model and sustained track record of fundraising success.
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