01 / TRADE ADVISORY
International trade.
Advisory support for cross-border trade and commercial cooperation, connecting business objectives with opportunities across markets.
BERKELEY ADVISORY & CAPITAL PARTNERS
Perspective for capital.Focus for transactions.
Boutique investment advisory, capital raising and M&A for businesses, family offices and private investors.
A broader perspective
PERSPECTIVE IN MOTION
01 / THE FIRM
The right perspective
can change what comes next.
Berkeley brings together investment advisory and transaction expertise. Our focus spans capital raising, mergers and acquisitions, and opportunities in real estate, private equity and specialist sectors — considered in the context of each investment decision.
A partner-led approach02 / EXPERTISE
Capital. Transactions.
Direction.
Three connected areas of expertise.
Explore the perspective behind each.
Investment advisory
A clear investment strategy gives context to individual decisions. Berkeley’s advisory focus brings together investment objectives, sector considerations and transaction opportunities, with tailored perspectives for family offices and private investors.
- Investment objectives and priorities.
- Strategies spanning real estate, private equity and specialist opportunities.
- The strategic rationale behind investments and transactions.
Capital raising
Capital requirements differ across businesses, assets and stages of development. Our focus covers debt and equity, connecting the funding question with the objectives and characteristics of each investment project.
- Debt and equity financing for businesses and projects.
- Capital requirements and investment structure.
- Funding priorities considered alongside commercial objectives.
Mergers & acquisitions
An acquisition or disposal begins with a clear understanding of the investment objective. Our M&A focus brings together the strategic rationale, the underlying business and the structure of the proposed transaction.
- Acquisitions and disposals within the investor’s objectives.
- Investment opportunities and their commercial rationale.
- Transaction structures, ownership and financing needs.
03 / SECTOR FOCUS
Distinct markets.
Different perspectives.
Investment opportunities and specialist commercial activity. Select a sector to explore our focus.
01 / HOTELS & HOSPITALITY
Where the asset
and the business meet.
Hotel investment brings the property, the operating business and the guest proposition into the same decision.
Explore our focus
Hotel assets and hospitality businesses as investment opportunities. Acquisition and development strategies within the wider investment case. The relationship between the asset, its operator and its commercial positioning.
02 / INFRASTRUCTURE
Long-term context.
Present-day decisions.
Infrastructure investment requires a view of both the project and its long-term context.
Explore our focus
Infrastructure projects and businesses within an investment strategy. Capital requirements across development and ownership. Commercial relationships and partnerships relevant to the investment case.
03 / DEFENCE-RELATED TRADE
A focused view
of a specialist market.
Commercial context, the parties involved and opportunity-specific requirements shape each potential transaction.
Explore our focus
The commercial context and scope of a potential opportunity. The roles and requirements of prospective counterparties. The relationship between business objectives and transaction structure.
04 / SECURITY PRINTING
Precision products.
Distinct considerations.
Specialist products, technology and institutional demand come together in the security-printing sector.
Explore our focus
Specialist businesses and their commercial positioning. The relationship between product requirements, technology and customer demand. Investment opportunities and capital needs within the sector.
INTERNATIONAL REPRESENTATION
Connections across
markets.
Our international representation spans Europe, the Middle East and Asia, supporting cross-border business relationships and opportunities.
- Saudi Arabia
- Qatar
- United Arab Emirates
- Bangladesh
- Thailand
- Philippines
- Lithuania
- United Kingdom
- Poland
- Ukraine
- Spain
INTERNATIONAL TRADE & BUSINESS COOPERATION
Commercial perspective.
International scope.
Alongside investment advisory and M&A, our activities cover international trade, commodities, real estate and financing.
02 / COMMODITIES
Energy & materials.
Our commodity-related activities cover:
- Liquefied natural gas (LNG)
- Oil products
- Cement
- Metals
03 / REAL ESTATE
Property & investment.
Real estate opportunities and transactions, complementing the firm’s investment advisory and hospitality focus.
04 / FINANCING
Capital for business.
Financing advisory and capital raising in the context of business opportunities, investments and transactions.
05 / INSURANCE
Insurance cooperation.
Business cooperation in the insurance sector as part of our broader commercial relationships.
06 / SECURITY PRINTING
Specialist cooperation.
Commercial cooperation and representation in security printing, connecting specialist capabilities with project requirements.
A CONSIDERED APPROACH
From context
to a clearer direction.
01 /
Understand.
Begin with the business, the investment context and the decision that needs to be made.
02 /
Consider.
Connect strategic priorities with the capital and transaction routes under discussion.
03 /
Connect.
Bring the relevant perspectives together around the objectives of the opportunity.
04 / OUR PEOPLE
Partnership is
our starting point.
A partner-led structure that brings managing partners and associate partners together around the firm’s advisory work.
5Managing partners
16Associate partners
MANAGING PARTNER · M&A & REAL ESTATE
Ruben Gozalo
Real estate transactions, corporate finance and hotel development.
Professional background
Ruben’s experience includes acquisitions, financial structuring, asset valuations and hotel operator agreements.
MANAGING PARTNER · FINANCE & INVESTMENT
Igor Kniazev
Finance, investment and real estate development, with previous executive leadership experience at Kyiv-based developer NEST.
Professional background & selected experience
Igor previously served as Deputy Chairman for Finance and Investment at NEST (The Real Estate of Capital), before his appointment as Chairman of the Management Board in 2008. Public announcements in 2011 and company documents in 2016 identify him as General Director.
During his leadership tenure, NEST opened the Vremena Goda residential complex in 2009 and the Izumrudny complex in 2011. NEST reported 603 apartments, 86,870 m² of total floor area and UAH 520 million in investment for Izumrudny.
These projects relate to Igor’s previous career at NEST. The figures describe the development, not personal investment or Berkeley mandates.
Sources: 2008 appointment announcement; Vremena Goda opening; NEST project announcement; company documents.
MANAGING PARTNER · M&A
Andzej Volochovic
Andzej focuses on mergers and acquisitions.
Explore M&A expertiseRUBEN GOZALO / SELECTED CAREER EXPERIENCE
Experience across
transactions and investment.
Selected roles reported in Ruben’s professional profile, including experience before Berkeley. Figures describe the relevant transaction, financing, fund or development.
Corporate acquisition
Cegelec
€1.6bnContributed to Qatari Diar’s acquisition of the engineering group.
Hospitality investment
Fairmont Raffles
US$847mWorked on the acquisition of a 40% interest.
Hotel acquisition · 2006
Hilton Metropole
£417mAt CBRE, advised a private buyer acquiring the London and Birmingham Metropole hotels.
Real estate financing · 2008
Chelsea Barracks
US$2.5bnHelped structure an Ijara facility; also worked on post-acquisition strategy and restructuring during 2007–2010.
Development governance
Al Houara, Tangier
240 hectaresServed on the board of this resort and residential development. Gross development value exceeded US$500m.
Investment governance
Asia real estate fund
US$1.5bnHeld an investment committee seat in a private fund with Qatari Diar and QIA participation.
Source: Ruben Gozalo’s LinkedIn profile (opens in a new tab). These are individual career credentials, not a list of Berkeley mandates.
05 / START A CONVERSATION
What comes
next for you?
A transaction. A capital requirement. A potential business relationship. Begin with the opportunity in front of you.
Email our team