Kohlberg & Company
- Company typePrivate
- Founded1987
- HeadquartersMount Kisco, United States
- Headcount101–250
- GTM typeB2B
- OfferingServices
Kohlberg & Company firmographics
Firmographics- Name
- Kohlberg & Company
- Legal name
- Kohlberg & Company, L.L.C.
- Website
- https://kohlberg.com
- Company type
- Private
- Founded year
- 1987
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Ownership category
- akta.pro rank
Kohlberg & Company industry classification
Industry- Product category
- Private Equity / Investment Management
- NAICS
- Portfolio Management and Investment Advice (523940), All Other Financial Investment Activities (52399)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Corporate Finance & Capital Advisory (BPAHADAB)
- akta.pro secondary industry
- Capital Raising Advisory (Debt/Equity/Private Capital) (BPAHADAG)
Keywords
Where Kohlberg & Company is headquartered
LocationHeadquarters
- HQ city
- Mount Kisco
- HQ country
- United States
- HQ region
- North America
Offices3 records
Markets served
Kohlberg & Company business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- Private Equity Fund Management: Kohlberg generates revenue through management fees (typically 1.5-2% of committed capital) and performance fees (carry, typically 20% of profits above a hurdle rate) from its multiple private equity funds. The firm has raised 10 PE funds since inception.
- Credit Investment Management: Kohlberg Credit strategy manages capital providing loans to middle market healthcare and services companies, generating interest income and fees. Over $5bn committed across 170+ credit investments to date.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels4 records
Kohlberg & Company product offering
Product offeringCore offering
Kohlberg & Company is a middle market-focused private equity firm that invests in healthcare and services companies through its Private Equity strategy (targeting $500M-$5B enterprise value, $50-$250M EBITDA) and lends to similar companies through its Kohlberg Credit platform. The firm deploys capital via fund vehicles to acquire majority or controlling stakes, then partners with management teams to drive operational improvements and accretive acquisitions, generating revenue from management fees and carried interest.
Product overview
Kohlberg & Company is a leading U.S. middle-market private equity firm founded in 1987, headquartered in Mount Kisco, New York, managing approximately $17 billion in assets. The firm operates two primary investment strategies: Private Equity focused on healthcare and services companies with enterprise values of $500M-$5B, and Kohlberg Credit providing credit solutions to middle-market companies. The firm utilizes its proprietary White Paper Program for thesis-driven investment sourcing. The portfolio spans healthcare companies (Cadence, PCI Pharma Services, Worldwide Clinical Trials, Trinity Life Sciences, Nelipak, Spinal Elements, OB Hospitalist Group, Meadows Behavioral Healthcare, United Digestive, Engage PEO) and services companies (RESA Power, Myers EPS, AWP Safety, BluSky, CLEAResult, Riveron, Sara Lee Frozen Bakery, Nellson, Decopac, Elevate Outdoor Collective, Parts Authority, Spire Orthopedic Partners, US Infrastructure Company, Senneca, MarketCast Group, Loenbro, Subzero Engineering).
Differentiator
Problem solved
Functional benefit
Brands
- Kohlberg Credit: Kohlberg's dedicated credit investment platform that lends to middle market healthcare and services companies, typically backed by private equity sponsors. Has committed across 170+ investments.
- Kohlberg Strategic Equity
- White Paper Program
Companies that use Kohlberg & Company
Customer profileSegments3 records
Ideal customer profiles3 records
Kohlberg & Company technology and API
TechnologyAPI detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Kohlberg & Company partnerships and signals
Strategic signalPartnerships
Three partnerships are on record, tiered core and minor.
- Cuesta PartnerscoreRiveron (Kohlberg portfolio company) announced strategic investment and growth partnership with Cuesta Partners, a Chicago-based AI & Data technology firm. Partnership combines Riveron's financial expertise with Cuesta's AI, data, and technology capabilities to modernize finance operations and deliver integrated solutions to middle market companies. Cuesta was founded in 2019 with over 130 employees across US, Canada, and Colombia.
- Cuesta PartnerscoreKohlberg-backed Riveron invested in Cuesta Partners to expand AI and data advisory services. Partnership combines Riveron's financial expertise with Cuesta's AI-native capabilities for middle market companies.
- Greenberg TraurigminorGlobal law firm Greenberg Traurig represented Kohlberg in connection with its acquisition of Loenbro, a provider of technical and specialized services to data center and critical infrastructure markets.
Scale indicators8 records
Recent moves8 records
Expansion highlights6 records
Kohlberg & Company competitors and assessment
Company assessmentDirect peers
- Audax Group: Audax is a middle-market private equity firm with a similar thesis-driven, sector-focused investment approach and a large add-on acquisition platform comparable to Kohlberg's 290+ add-ons. Both target U.S. middle-market companies and operate heavy operational value-creation models.
- Madison Dearborn Partners: Madison Dearborn is a Chicago-based middle-market private equity firm investing across business services, healthcare, and consumer/services verticals at comparable enterprise values to Kohlberg. Both run multi-fund programs with dedicated operating teams and platform-plus-bolt-on strategies.
- GTCR: GTCR is a Chicago-based middle-market PE firm with a similar sector-specialist model and Leaders Strategy approach. Both firms emphasize partnership with management teams and target healthcare and business services companies at comparable EV sizes.
- Welsh, Carson, Anderson & Stowe: WCAS is a healthcare- and technology-focused middle-market PE firm with deep sector specialization analogous to Kohlberg's Healthcare core practice. Both firms target middle-market companies with similar EV ranges and partner with management for transformational growth.
- New Mountain Capital: New Mountain is a middle-market PE firm with a strong healthcare and business services focus that closely overlaps with Kohlberg's two core verticals. Both employ thesis-driven sourcing and target companies with defensible market positions and recurring revenue.
- Linden Capital Partners: Linden is a healthcare-dedicated middle-market PE firm, comparable to the healthcare portion of Kohlberg's portfolio. Both invest in provider services, pharma services, and healthcare products companies at similar EBITDA ranges.
Broad incumbents
- TPG: TPG is a large, diversified alternative asset manager. Kohlberg co-led the PCI Pharma Services investment with TPG Capital and previously acquired CLEAResult from TPG Growth, evidencing deal-level overlap. TPG operates at significantly larger scale but participates in similar middle-market healthcare and services deals.
- Bain Capital: Bain Capital is a global alternative asset manager that co-led the PCI Pharma Services investment with Kohlberg. Bain operates across PE, credit, and other strategies at much larger scale, but participates in similar middle-market healthcare/services transactions.
- Ares Management: Ares is a leading alternative asset manager with a substantial credit/private debt platform comparable to Kohlberg Credit's middle-market direct lending focus. Both lend to PE-backed middle-market companies with similar hold-size and senior-secured credit profiles.
Regional players
- Montagu Private Equity: Montagu is a UK-based middle-market PE firm with a similar size and middle-market orientation to Kohlberg. The two firms jointly agreed to acquire Teleflex's OEM business for $1.5B, evidencing direct deal-level collaboration and comparable strategy.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks5 records
Key highlights6 records
Customer concentration
Kohlberg & Company social profiles
Digital presenceKohlberg & Company financial estimates
Financial estimateRevenue estimate
Valuation estimate
Kohlberg & Company leadership team
Management profileNumber of profiles
Profiles10 records
Kohlberg & Company subsidiaries and ownership
Company hierarchySubsidiaries27 records
Kohlberg & Company funding detail
Funding detailFunding overview
Funding rounds3 records
Investors1 record
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Kohlberg & Company M&A and investment
M&A and investmentM&A47 records
Investments13 records
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Kohlberg & Company
What does Kohlberg & Company do?
Kohlberg & Company is a middle market-focused private equity firm that invests in healthcare and services companies through its Private Equity strategy (targeting $500M-$5B enterprise value, $50-$250M EBITDA) and lends to similar companies through its Kohlberg Credit platform. The firm deploys capital via fund vehicles to acquire majority or controlling stakes, then partners with management teams to drive operational improvements and accretive acquisitions, generating revenue from management fees and carried interest.
Is Kohlberg & Company a public or private company?
Kohlberg & Company is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Kohlberg & Company founded?
Kohlberg & Company was founded in 1987. It employs 101 to 250 people.
Where is Kohlberg & Company based?
Kohlberg & Company is headquartered in Mount Kisco, United States, in the North America region.
How does Kohlberg & Company make money?
Two revenue lines are on record. Private Equity Fund Management is the primary driver. The others are credit Investment Management.
Who are Kohlberg & Company's main competitors?
Direct peers on record are Audax Group, Madison Dearborn Partners, GTCR, Welsh, Carson, Anderson & Stowe, New Mountain Capital and Linden Capital Partners. Broad incumbents are TPG, Bain Capital and Ares Management. Montagu Private Equity is listed as a regional player.
Does Kohlberg & Company have an API?
No public API is recorded for Kohlberg & Company.
What industry is Kohlberg & Company in?
Kohlberg & Company's product category is Private Equity / Investment Management. Its primary akta.pro industry code is BPAHADAB, Corporate Finance & Capital Advisory, with a secondary code of BPAHADAG, Capital Raising Advisory (Debt/Equity/Private Capital). Its NAICS code is 523940 and its SIC code is 6282.