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Year Founded: 1987

AUM: $8.6B | Dry Powder: $2.4B

111 Radio Circle Mount Kisco, NY 10549 US

Founded in 1987, Kohlberg & Company is a private equity firm based in Mount Kisco, New York. The firm seeks to invest in middle-market companies operating in the industrial manufacturing, consumer products, business services, healthcare services, and financial services sectors

Key Contacts

  • Joseph-Pierre Regent

    Chief Financial Officer

  • Shant Mardirossian

     Partner, Chief Operating Officer

  • Gordon Woodward

    Partner, Chief Investment Officer

Investment Preferences

  • Preferred Industries

    Commercial Products, Commercial Services, Consumer Products and Services (B2C), Financial Services, Healthcare Services

  • Geographical Preference

    North America

  • Preferred Deal Types

    Buyout/LBO, Carveout, PE Growth/Expansion, Privatization, Public to Private, Recapitalization

  • Other Investment Preferences

    Prefers majority stake, Seeks ESG investments, Seeks Impact investments, Will syndicate

Investments By Year

Source: Pitchbook

Funds Closed

Kohlberg Investors VII CV
Vintage: 2021

Size: $1.1B

Dry Powder: $325.7M 

Details: A continuation fund formed in partnership with BlackRock GIC & Lexington Partners

Kohlberg Investors IX
Vintage: 2020

Size: $3.4B

Dry Powder: $1.8B

Details: The fund focuses on industrial, consumer, business & financial services and healthcare sectors

Kohlberg Investors VIII
Vintage: 2016

Size: $2.2B

Dry Powder: $0M

Details: The fund seeks to invest in US-based manufacturing, consumer products, business, healthcare & financial service companies

Investments By Industry

Investments By Region

Source: Pitchbook

Key Investments

In December 2022, Area Wide Protective, via its financial sponsors Kohlberg & Company and Investment Management Corporation of Ontario, acquired two leading traffic control providers, namely, MOTPlans, LLC and CrossRoads, LP. The details of the transactions were not disclosed

In November 2022, ENTRUST Solutions Group, via its financial sponsors Kohlberg & Company and Ares Capital Corporation BDC acquired Magellan Advisors, a broadband infrastructure deployment and operations services provider, for an undisclosed amount. The acquisition will enable ENTRUST Solutions Group to enhance capabilities and focus within the fiber broadband and grid modernization

In August 2022, Kohlberg & Company backed ENTRUST Solutions Group acquired FiberRise, a provider of grid modernization and broadband consulting and engineering services, for an undisclosed amount. The acquisition will allow ENTRUST Solutions Group to expand its footprint in the utility broadband communications sector

In April 2022, EN Engineering, via its financial sponsors Kohlberg & Company and Ares Capital Corporation BDC, acquired TG Advisers for an undisclosed amount. TG Advisers is a supplier of independent turbine and generator consulting services to the power industry

In March 2022, Phoenix Marketing International, a provider of global marketing research and consulting services was acquired by MarketCast, via its financial sponsors Kohlberg & Company, RLJ Credit and General Electric Asset Management, through an approximately $150 million LBO

In January 2022, Invoke Solutions, a developer of real-time online mobile research technologies was acquired by MarketCast, via its financial sponsors RLJ Credit, Kohlberg & Company and General Electric Asset Management through an LBO for an undisclosed amount

In November 2021, IWI Motor Parts, a distributor of original equipment manufacturer automotive parts was acquired by The Parts Authority, via its financial sponsor Kohlberg & Company, through an LBO for an undisclosed amount

In December 2020, Radarview, a provider of concrete scanning and utility locating services was acquired by Ground Penetrating Radar Systems, via its financial sponsors Kohlberg & Company and CIVC Partners, through an LBO for an undisclosed amount

Other Details

Founded in 1987, Kohlberg & Company is a private equity firm with $8.6 billion in assets under management. Since its inception, Kohlberg & Company has made 85 platform investments, 200 add-on acquisitions and has successfully closed 9 private equity funds.

Kohlberg & Company focuses on corporate carve-outs, private sale, public-to-private buyouts & recapitalization transaction types. The firm makes $100 million to $500 million equity investments in companies with enterprise values between $200 million to $2 billion and EBITDA of $25 million to $150 million. The firm’s latest open fund Kohlberg Investors X is a buyout fund managed by Kohlberg & Company. The fund is located in Mount Kisco, New York.

Alcentra Capital BDC, Ares Capital Corporation BDC, Brightwood Capital Advisors, Charlesbank Capital Partners, CIVC Partners, DBi Services, Entrepreneurial Equity Partners, HarbourVest Partners, Manulife Investment Management -Private Equity & Credit, Norwest Mezzanine Partners, PNC Erieview Capital, Roustan Capital, Sterling Partners Private Equity, Three20 Capital Group, Ulysses Management, Versa Capital Management are some of the co-investors who invest alongside Kohlberg & Company.

Source: Pitchbook, Company Website, Press Release