Independent Advisors & Partnerships

Berkeley has entered into strategic partnerships with established professional services firms, best-in-class developers, operators, and brokers within our core asset classes. These alliance partners ensure high-quality deal flow and access to off market opportunities. Each of our alliance partners brings decades of experience in their respective fields.

Partnerships & Advisors

Matt Barkett, Chief Client Officer
Dix & Eaton

The D&E investor relations team is committed to driving client success by helping companies build best-in-class investor relations programs and providing support in high-impact situations. D&E’s capabilities include financial reporting and messaging, annual report design and content strategy, major transactions, executive transitions, investor conferences and roadshows, and board communications.

Danielle Garson, Principal
McCarthy, Lebit, Crystal & Liffman

Since its founding in 1959, McCarthy Lebit has evolved from a boutique tax and business law firm to a full-service firm offering an array of customized legal services to their clients. Led by experienced and award-winning attorneys, the firm provides personalized and responsive solutions to individuals, startups, and businesses to any size – public or private – all under one roof.

Patrick Finley
OMNI Smart Living

Developer of premium senior living communities with first-class amenities. We have over 30 years of experience in real estate development and investment as well as 20+ years of delivering high quality senior living operations. What sets us apart from our competitors is the diversification of our knowledge base and expertise that includes private equity, site development, construction, demographic analyses, working with municipalities, and operations that are sensitive to the needs of our residents.

Adnan Zai
Anfield, Ltd.

Anfield, Ltd. is a strategic consulting firm that specializes in global finance, private equity, and international trade. We work with clients to identify opportunities, assess risks, and develop strategies for cross border success. Having a deep understanding of complex forces at work in today’s global economy, it enables us to provide the boutique approach needed.

Christopher Kline
Metris Consulting Services

Metis Consulting Strategies helps companies, teams and leaders grow. We offer a full platform of services and team members to support the growth of mid market companies. As a part of that growth platform we are also able provide transition services, including sell side advisory services. In addition, we support buy side opportunities. Our team is also available for public speaking engagements on a variety of topics.

Dr. Murali Lakireddy
Advisor, Medical Real Estate

Murali Lakireddy serves as an active board member for Berkeley and brings decades of experience owning and operating dental centers across the US, giving him unique insight into Medical Real Estate Investment opportunities for Berkeley. Murali is the CEO of Lakireddy Dental, a group of 25 dental practices in Ohio and Pennsylvania. Lakireddy Dental started as a single dental office in 2008 and has grown to 25 offices under his leadership. Under Murali’s leadership and guidance, the Lakireddy portfolio of dental centers have been amongst the strongest performing in the Midwest.

Berkeley Capital