Berkshire Partners

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.

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

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

• Private equity investment
• Middle-market buyouts
• Growth equity capital
• Portfolio company management
• Institutional fund management

Headquarters

HQ city

Boston

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Distribution channels1 record

Marketing channels8 records

Core 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

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability8 records

Feature3 records

Scale indicators4 records

Recent moves7 records

Expansion highlights6 records

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/berkshire-partners
• Facebookfacebook.com/Berkshire-Partners-140857527175

Revenue estimate

Valuation estimate

Number of profiles

Profiles17 records

Subsidiaries5 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A14 records

Investments41 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Berkshire Partners