Our Firm

Kohlberg is a leading middle market private equity firm based in Mount Kisco, New York

Founded in 1987 by industry pioneer Jerome Kohlberg Jr. and James Kohlberg, the Firm invests with integrity to build value in middle market companies within Healthcare and Services. We do this by identifying businesses through our White Paper Program that we believe are poised for transformation and by partnering with their management teams to support accelerated growth, operational excellence and accretive acquisitions.

Kohlberg At-a-Glance

95+

Professionals

10

Private Equity Funds

Since Inception

$17B

in Assets Under Management

95+

Platform Investments

290+

Add-on Acquisitions

$47B 

Total Transaction Value

A Heritage of Value Creation

1987 2000 2007 2012 2017 2021 2024

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 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.

 

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.