BERKSHIRE INVESTMENT GROUP INC.
Permanent capital partner for institutional private credit and infrastructure platforms
About BIG
Purpose-Built for Long-Term Partnership
Berkshire Investment Group is a permanent-capital investment holding company acquiring minority, governance-oriented stakes in institutional private credit and infrastructure platforms across developed markets. We align patient capital with durable asset-management franchises, rejecting short-term, exit-driven outcomes.
Capitalized with $500 million USD of permanent equity, BIG operates unlevered with no fund lives, capital recycling requirements, or exit deadlines. This structure enables long-term franchise value underwriting based on recurring cash generation and governance quality.
$500M
Permanent Capital
Deployed from balance sheet
5-7
Core Platforms
Concentrated portfolio approach
Investment Focus
Strategic Investment Mandate
BIG targets a concentrated portfolio of private credit and infrastructure managers with institutional operating standards, conservative risk cultures, and responsible scaling capacity. Our focus centers on platforms serving institutional LP bases in developed markets.
Conservative Risk Culture
Platforms with proven institutional operating standards and disciplined risk management
Scalable Platforms
Capacity to grow assets under management responsibly over time
Developed Markets
Focus on strategies with real-economy cash flows, not mark-to-market volatility
Capital Framework
Disciplined Deployment Strategy
BIG deploys $500 million equity across 5-7 core platforms, prioritizing alignment and governance over speed. Typical equity checks range from $50-100 million per platform, with flexibility for smaller initial investments or larger anchor positions.
We target minority ownership stakes between 10-49% at the platform level, providing meaningful economic participation and governance influence while preserving GP independence and entrepreneurial control.
10-49%
Ownership Range
Minority stakes preserving GP control
$50M+
Check Size
Flexible per platform investment
Investment Structure & Economic Exposure
BIG structures investments to balance capital preservation with long-term upside participation. Our economic exposure is weighted toward recurring, predictable cash generation, reducing reliance on exit timing and ensuring viability across market cycles.
01
Management Company Equity
Ownership providing participation in management fee income and long-term franchise value
02
Structured Capital Instruments
Preferred equity or senior capital for enhanced downside protection and cash yield
03
Carried Interest Participation
Select participation treated as incremental upside, not core underwriting assumption
Strategic Role as Long-Term Capital Partner
BIG functions as an institutional stabilizer, not a strategy dictator. We provide permanent, repeatable capital supporting platform growth, withstanding market dislocations, and remaining committed through cycles without replacing LP bases or extracting short-term economics.
No Exit Pressure
Free from fundraising calendars and capital call mechanics
Long-Dated Support
Compatible with structures traditional LPs cannot underwrite
Platform Growth
Supporting bespoke vehicles and balance-sheet initiatives
Governance
Institutional Governance Without Interference
BIG secures institutional governance rights commensurate with ownership position. These include board representation or observer rights, dilution protections, balance-sheet oversight, and approval rights over major strategic changes.
Governance protects the franchise and aligns long-term incentives without interfering with investment decisions or portfolio construction. GP principals retain meaningful ownership, ensuring both parties protect platform sustainability.
Board Participation
Representation or observer rights aligned with ownership
Strategic Oversight
Approval rights for major structural changes
Balance Sheet Protection
Oversight of leverage and financial policy
Capital Network
Aligned LP Ecosystem & Co-Investment Access
Beyond our permanent balance sheet, BIG operates alongside select long-duration institutional LPs sharing our investment philosophy and governance standards. These include UAE sovereign wealth institutions, leading family offices, and global long-term investors.
For partner GPs, engagement with BIG provides gateway access to stable, repeatable LP capital supporting fund commitments, co-investments, and platform growth across multiple cycles. Capital partners are curated for duration, reliability, and institutional compatibility.
Sovereign Capital
UAE sovereign wealth institutions
Family Offices
Leading regional long-term investors
Why Top-Tier GPs Partner With BIG
Elite GPs don't struggle to raise capital—they struggle with LP fragmentation, misaligned time horizons, and capital that disappears during downturns. BIG addresses these issues by providing stable, non-disruptive capital that grows with the platform.
1
Permanent Aligned Capital
No forced deployment windows, exit pressure, or style drift demands. BIG behaves as cornerstone partner, not transactional counterparty.
2
Solving Real Friction
Reduces LP fragmentation, repetitive re-underwriting, and shallow relationships while improving franchise stability.
3
Governance as Protection
Alignment without interference—no micro-management of portfolio construction or bespoke veto rights impeding execution.
4
Expanding Optionality
Support for fund anchoring, GP commitment financing, co-investments, continuation vehicles, and bespoke long-dated structures.
5
Clean Economics
No fee discounts, preferential carry grabs, or re-trades. Returns driven by duration and franchise quality, not extraction.
6
Built for Cycles
Structured to endure rate shocks, liquidity freezes, and institutional retrenchment. We don't withdraw when markets turn.
The Capital Partner GPs Would Design Themselves
GPs do not resist BIG because we don't compete with them, constrain them, second-guess them, destabilize their LP base, disappear in downturns, or extract value at their expense.
BIG operates as the capital partner most GPs would design themselves—providing permanent capital, institutional governance, access to aligned LPs, and optionality without obligation. Partnership continues because it remains mutually beneficial, not because of structural coercion.
Credible to Best LPs
Trusted by sovereigns, endowments, and pensions while remaining non-threatening to existing relationships
Discretion as Principle
We don't market off GP brands, politicize positions, or disrupt LP dynamics
Optionality Without Lock-In
No obligation to allocate future funds or expand strategies mechanically