Approach

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Kohlberg employs a consistent and disciplined investment process designed to uncover opportunities and unlock value. We are focused on partnering with North American middle market companies where our financial and operational expertise can drive value creation through business enhancement and transformation.

Investment Criteria

$200 million - $1.5 billion

Enterprise Value

$25 - $150 million

EBITDA

$100 - $500 million

Equity Investment

Sector Focus

  • Industrial Manufacturing
  • Consumer Products
  • Business Services
  • Healthcare Services
  • Financial Services

Transaction Types

  • Corporate Carve-Outs
  • Private Sale
  • Public-to-Private Buyouts
  • Recapitalizations

Differentiated sourcing

We identify investment opportunities through a unique approach to deal sourcing centered around our White Paper Program of industry sub-sector research, proprietary investment thesis development and targeted execution.

Through our White Paper program, our Investment Partners, working closely with a dedicated Operating Partner with expert sector knowledge, identify attractive sub-sectors within our five core industry verticals. We then perform exhaustive research on the particular sub-sector to develop a proprietary investment thesis and a list of investment targets. We believe the White Paper program enables us to control our deal flow by focusing sourcing efforts to better align with our sector views and portfolio construction objectives, while leveraging our up-front industry work to prevail in competitive situations.

Approach to value creation

Kohlberg’s value creation plan post-investment is built on 3 core fundamentals:

Value creation under Kohlberg ownership involves partnering with management to execute transformational strategies that enhance business efficiency, breadth, growth and scale. The specifics of these strategies are identified and quantified in due diligence and incorporated into a strategic plan which is implemented following the closing of the transaction. A core tenet of our success in augmenting growth and profit in businesses is the consistency with which we execute optimization strategies across our target industry sectors.