Our Inception
Kohlberg is founded by Jerome Kohlberg Jr., the senior founding partner of Kohlberg Kravis
Roberts & Co., and James Kohlberg to concentrate on private equity investments in the middle market.
Kohlberg Expands Capital Base to Institutional Investors
Kohlberg begins to access the institutional markets.
Kohlberg Investors VI Raised and Leadership Transition
Fund VI closes with $1.5 billion of capital. Sam Frieder is named Managing Partner and Gordon Woodward is named CIO. New leadership team refines Kohlberg’s thesis-driven sourcing strategy and creates our White Paper Program.
Kohlberg Investors VII Raised
Fund VII closes with $1.6 billion of capital. The White Paper Program becomes a core tenet of Kohlberg’s investment and sourcing approach, enabling the Firm to better control its sourcing destiny and linking portfolio construction goals with pre-diligence deal flow.
Kohlberg VIII Raised
Fund VIII closes with $2.2 billion of capital. Kohlberg’s White Paper Program further refined and investment focus narrowed.
Kohlberg Credit Strategy Launched
Kohlberg launches its credit strategy as a natural extension of the firm’s private equity platform to lend to middle market healthcare and services companies.
Kohlberg IX Raised
Fund IX closes with $3.4 billion in commitments. Co-investment program is expanded as a key resource of the Firm’s portfolio construction efforts, allowing for the consistent achievement of pacing goals and fund portfolio company diversification.
Launched Debut Kohlberg Credit Vehicle
Kohlberg successfully closes its first credit vehicle, formalizing a dedicated credit strategy to complement its private equity platform.
Kohlberg X Raised
Fund X closes with $4.3 billion in commitments and approximately $1.0 billion in dedicated co-investment vehicles. Co-investment program continues to be a valuable resource for achieving consistent pacing goals and enhancing diversification.
