Berkshire Partners
Berkshire Partners is a Boston-based, 100% employee-owned private equity firm founded in 1986 that invests in U.S. middle-market companies across healthcare, industrials, technology, consumer, and services sectors via its $7.8 billion Fund XI and affiliated Stockbridge public equity platform.
- Company typePrivate
- Founded1986
- HeadquartersBoston, United States
- Headcount101–250
- GTM typeB2B
- OfferingServices
What Berkshire Partners does
Berkshire Partners is a Boston-based private equity firm founded in 1986 that invests in U.S. middle-market companies across healthcare, industrials, technology and communications, consumer, and services sectors. The firm is 100% employee-owned and operates through its private equity funds (currently investing from Fund XI, which closed with approximately $7.8 billion in commitments in October 2024) and a public equity affiliate, Stockbridge Partners LLC (managing roughly $5 billion), giving it combined assets under management of more than $30 billion. Since inception, Berkshire has executed over 150 private equity investments, typically partnering with management teams on growth equity, buyouts, take-privates, corporate carveouts, and family business transitions.
Berkshire's product surface spans both investment management and operating company products. On the investment side, the firm offers private equity and public equity fund vehicles to institutional LPs. On the portfolio side, the firm owns and supports operating companies that produce distinct products: the Mosai post-acute care technology platform (formed from the merger of Forcura and Medalogix) with seven modules serving 1,000+ providers; the Thrive NextGen IT managed services platform deploying ServiceNow AI agents; aerospace components (Triumph Group, taken private jointly with Warburg Pincus); water treatment solutions (United Flow Technologies); infusion pharmacy franchise services (Vital Care, 160+ locations); retail logistics (RJW Logistics, serving 850+ CPG brands); environmental services (Triumvirate Environmental); grid engineering (Electric Power Engineers); and fiber-to-the-premise internet (combined Point Broadband/Clearwave Fiber). Notable technical components include an RCM-native large language model under development at portfolio company Ensemble Health Partners with Cohere.
The firm's business model generates revenue through traditional private equity economics: management fees charged on committed or invested capital across its fund vehicles, plus carried interest (typically ~20% above a hurdle) from successful portfolio exits. Distribution is relationship-driven, both for fundraising (institutional LPs via a dedicated investor relations team) and for deal sourcing (deep networks with management teams, entrepreneurs, and intermediaries). The firm maintains offices in Boston (headquarters) and New York, with a DIFC Representative Office in Dubai. In January 2026, Berkshire formally established an internal Data Science and AI function under a newly hired Operating Partner to deploy advanced analytics and generative AI capabilities across the firm and its portfolio companies.
Berkshire Partners firmographics
Firmographics- Name
- Berkshire Partners
- Legal name
- Berkshire Partners LLC
- Website
- https://berkshirepartners.com
- Company type
- Private
- Founded year
- 1986
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- Berkshire Partners is a Boston-based, 100% employee-owned private equity firm founded in 1986 that invests in U.S. middle-market companies across healthcare, industrials, technology, consumer, and services sectors via its $7.8 billion Fund XI and affiliated Stockbridge public equity platform.
- Ownership category
- akta.pro rank
Berkshire Partners industry classification
Industry- Product category
- Private Equity Investment Management
- NAICS
- Portfolio Management and Investment Advice (523940), Investment Banking and Securities Intermediation (523150), Miscellaneous Financial Investment Activities (523999)
- SIC
- Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211)
- akta.pro primary industry
- Multi-Sector / Generalist Growth Equity (FSANACAO)
- akta.pro secondary industry
- Alternative Investments for Private Wealth (Hedge Funds, PE/VC Access, Private Credit) (FSAAABAI)
Keywords
Where Berkshire Partners is headquartered
LocationHeadquarters
- HQ city
- Boston
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Berkshire Partners business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Distribution channels1 record
Marketing channels8 records
Berkshire Partners product offering
Product offeringCore offering
Berkshire Partners is a private equity firm that invests in U.S.-based middle-market companies through its flagship private equity funds (currently Fund XI, ~$7.8 billion) across technology & communications, consumer, healthcare, and services & industrials sectors. The firm executes growth equity investments, buyouts, take-private transactions, corporate carveouts, family business transitions, and management recapitalizations, while also managing public equity capital through its Stockbridge subsidiary. It supports portfolio companies with operational expertise, board-level engagement, M&A execution, and an internal Data Science and AI function.
Product overview
Berkshire Partners is a private equity firm offering investment management services through its private equity and public equity (Stockbridge) divisions. The firm's portfolio includes portfolio company products and platforms such as the Mosai unified post-acute care technology platform with seven core modules (Mosai Referrals, Mosai Review, Mosai Pulse, Mosai Transitions, Mosai Muse, Mosai Orders, Mosai Circle), the Thrive NextGen IT managed services platform with ServiceNow AI agent capabilities, and various operational companies in water treatment, environmental services, infusion therapy, power engineering, logistics, and aerospace sectors. Berkshire Partners also invests in AI capabilities internally and across its portfolio companies, including generative AI, predictive analytics, and process automation initiatives led by its Head of Data Science and AI.
Differentiator
Problem solved
Functional benefit
Brands
- Stockbridge: The public equity business of Berkshire Partners, managing a concentrated portfolio seeking attractive long-term investments.
- Mosai
Products and services
- Berkshire Partners Private Equity Funds Multi-sector private equity fund series investing in U.S.-based middle-market companies through growth equity investments, buyouts, take-private transactions, corporate carveouts, family business transitions, and management recapitalizations across technology & communications, consumer, healthcare, and services & industrials sectors. Available to institutional Limited Partners.
- Stockbridge Public Equity Public equity investment management business of Berkshire Partners, operating as Stockbridge Partners LLC, managing a concentrated portfolio seeking attractive long-term public equity investments for institutional clients.
Quantifiable outcome
- More than 150 private equity investments completed since inception
- +3 more outcomes
Companies that use Berkshire Partners
Customer profileSegments3 records
Ideal customer profiles2 records
Berkshire Partners technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
AI capability8 records
Feature3 records
Berkshire Partners partnerships and signals
Strategic signalScale indicators4 records
Recent moves7 records
Expansion highlights6 records
Berkshire Partners competitors and assessment
Company assessmentMarket position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key highlights6 records
Customer concentration
Berkshire Partners social profiles
Digital presenceBerkshire Partners financial estimates
Financial estimateRevenue estimate
Valuation estimate
Berkshire Partners leadership team
Management profileNumber of profiles
Profiles17 records
Berkshire Partners subsidiaries and ownership
Company hierarchySubsidiaries5 records
Berkshire Partners funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Berkshire Partners M&A and investment
M&A and investmentM&A14 records
Investments41 records
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Berkshire Partners
What does Berkshire Partners do?
Berkshire Partners is a private equity firm that invests in U.S.-based middle-market companies through its flagship private equity funds (currently Fund XI, ~$7.8 billion) across technology & communications, consumer, healthcare, and services & industrials sectors. The firm executes growth equity investments, buyouts, take-private transactions, corporate carveouts, family business transitions, and management recapitalizations, while also managing public equity capital through its Stockbridge subsidiary. It supports portfolio companies with operational expertise, board-level engagement, M&A execution, and an internal Data Science and AI function.
Is Berkshire Partners a public or private company?
Berkshire Partners is a private company. It is classified as management employee owned and is currently operating.
When was Berkshire Partners founded?
Berkshire Partners was founded in 1986. It employs 101 to 250 people.
Where is Berkshire Partners based?
Berkshire Partners is headquartered in Boston, United States, in the North America region.
Does Berkshire Partners have an API?
No public API is recorded for Berkshire Partners.
What industry is Berkshire Partners in?
Berkshire Partners's product category is Private Equity Investment Management. Its primary akta.pro industry code is FSANACAO, Multi-Sector / Generalist Growth Equity, with a secondary code of FSAAABAI, Alternative Investments for Private Wealth (Hedge Funds, PE/VC Access, Private Credit). Its NAICS code is 523940 and its SIC code is 6282.