Rothschild & Co hires former Truist Securities executive Bob Berry

Berry will work out of Rothschild's Boston office, which the firm is just opening.

Rothschild & Co hired Bob Berry as a managing director on its global advisory business in the financial sponsors group. He will work out of Rothschild’s Boston office, which the firm is just opening. Berry previously worked as a managing director at Truist Securities in the financial sponsors group, where he also formerly headed the consumer & retail group.

Press Release

Rothschild & Co today 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, Mr. 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, Mr. 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.

Mr. Berry stated, “Rothschild & Co has expanded immensely in North America over the last several years and I am honored 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.

About Rothschild & Co, Global Advisory

Rothschild & Co is family-controlled and independent and has been at the centre of the world’s financial markets for over 200 years. With a team of c.3 600 talented financial services specialists on the ground in over 40 countries, Rothschild & Co’s integrated global network of trusted professionals provides in-depth market intelligence and effective long-term solutions for our clients in Global Advisory, Wealth & Asset Management, and Merchant Banking.

Global Advisory, a division of the Rothschild & Co group, designs and executes strategic M&A and financing solutions, providing impartial, expert advice to large and mid-sized corporations, private equity, families and entrepreneurs, and governments.

Through its unrivalled network of 1,000 industry and financing specialists in over 40 countries, Rothschild & Co’s Global Advisory business combines the breadth of its advisory offering with a high volume of transactions to achieve a unique understanding and perspective into markets and participants worldwide.