Kohlberg

Kohlberg & Company is a U.S.-based middle-market private equity firm established in 1987 by Jerome and James Kohlberg. Headquartered in Mount Kisco, New York, the firm has nearly four decades of experience in investing to accelerate growth and create value through transformational strategies. Kohlberg specializes in various transaction types, including leveraged buyouts, carve-outs, take-privates, and recapitalizations, primarily focusing on companies within the healthcare and service sectors. The firm targets businesses with strong market positions, recurring revenue streams, and resilient end markets, offering attractive platforms for long-term growth.

The firm's investment approach is distinguished by its proprietary White Paper Program, a thesis-driven strategy that involves in-depth thematic research to identify attractive sub-sectors and priority investment targets. This proactive methodology, combined with deep sector experience and strong relationships, enables Kohlberg to partner with exceptional management teams. The firm's value creation strategies are centered on accelerating revenue and EBITDA growth, expanding scale through organic investments and acquisitions, and implementing operational excellence initiatives.

As of December 31, 2024, Kohlberg manages approximately $17 billion in client assets. The firm has a significant investment track record, having completed over 95 platform investments and more than 338 total investments and acquisitions to date. Notable recent investments include JA Tech, 3MD Power Services, Société Générale d'Électrotechnique, Teleflex Medical OEM, RESA Power, CLEAResult, Engage PEO, Worldwide Clinical Trials, Riveron, United Digestive, and Trinity Life Sciences.

Kohlberg's team comprises nearly 100 professionals, including long-tenured investment partners with an average tenure exceeding 20 years. The investment team is further supported by a dedicated operating team of experienced professionals, including operating partners, executives, and advisors. This comprehensive team brings expertise in various functional areas such as finance, talent development, capital markets, operations, investor relations, and legal, ensuring a holistic approach to supporting portfolio companies and driving value creation.