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Kohlberg & Company

Medium
Mount Kisco, United States · Founded 1987 · Website
Leveraged BuyoutMiddle-MarketCarveoutsTake-privateRecapitalizationIndustrialsHealthcareEnergy ServicesBusiness ServicesConsumer ServicesUtilitiesNorth America
Last verified
11/1/2026

Firm Overview

28
Portfolio tracked
6
Sectors
1
Regions
11/1/2026
Last verified

Kohlberg & Company is a middle-market private equity firm that focuses on leveraged buyout transactions in North America. The firm specializes in acquisitions of privately held companies, leveraged carveouts, and take-private transactions.

Kohlberg & Company was founded in 1987 by Jerome Kohlberg, Jr., a pioneer of the private equity industry, following his departure from Kohlberg Kravis Roberts & Co. (KKR). Kohlberg left KKR due to a desire to move away from increasingly large, hostile, and highly leveraged takeovers, choosing instead to focus on smaller, middle-market companies. Alongside his son James, he established the firm to generate returns through revenue growth and operational improvements using only moderate leverage.

The firm is headquartered in Mount Kisco, New York, and has historically targeted middle-market transactions. Its investment activity includes a range of deal types such as leveraged carveouts from larger corporations, take-private transactions of public entities, and the acquisition of family-owned or privately held businesses. Jerome Kohlberg retired from the firm in 1994, leaving leadership to the next generation of partners.

In recent years, Kohlberg & Company has remained active in the middle market, completing notable acquisitions across the engineering, life sciences, human resources, and energy services sectors. Recent activity includes the 2024 acquisition of energy service provider CLEAResult and the 2025 acquisition of RESA Power. The firm continues to operate under a philosophy of partnership with management teams to drive long-term value.

Founded1987
HeadquartersMount Kisco, United States
StrategiesLeveraged Buyout, Middle-Market, Carveouts, Take-private, Recapitalization
Sector focusIndustrials, Healthcare, Energy Services, Business Services, Consumer Services, Utilities
Geographic focusNorth America

Leadership

Jerome Kohlberg, Jr.
Founder
An American businessman and investor who co-founded the firm after resigning from Kohlberg Kravis Roberts & Co. over strategic differences.
James A. Kohlberg
Chairman
The son of Jerome Kohlberg and former KKR executive who co-founded the firm and currently serves as Chairman.

Notable Investments

EN EngineeringTrinity Life SciencesEngage PEOCLEAResultRESA PowerMarketCastPCI Pharma

Historical and current deals referenced in public sources.

Deals on record

3 on record in the index
Platform investment

Kohlberg & Company acquired Teleflex Medical OEM

Date not stated
Source: montagu.com

Deals are listed only where a public source names both sides. Submit a correction.

Portfolio on record

Portfolio by sector
  • Business Services13 of 28
  • Unclassified8 of 28
  • Healthcare7 of 28

28 portfolio companies on record in the index, grouped by sector hub.

Current and exited
Current: 28 of 28Exited: 0 of 28
Portfolio size among all firms

28 companies on record, more than 46% of the 405 firms in the index.

0885 companies (log scale)

Portfolio Companies

CompanySectorStatusWebsite
AIAdvanced Industrial DevicesServicesCurrentNot on record
ASAWP SafetyServicesCurrentNot on record
BRBluSky Restoration ContractorsServicesCurrentNot on record
CCadenceHealthcareCurrentNot on record
CCLEAResultServicesCurrentNot on record
EOElevate Outdoor CollectiveNot on recordCurrentNot on record
Engage PEO logoEngage PEOServicesCurrentNot on record
IINGENYXHealthcareCurrentNot on record
LLoenbroServicesCurrentNot on record
MMarketCast GroupServicesCurrentNot on record
MBMeadows Behavioral HealthcareHealthcareCurrentNot on record
MCMyers Critical Power SolutionsServicesCurrentNot on record
NCNelipak® Corporation, Inc.HealthcareCurrentNot on record
NNellsonNot on recordCurrentNot on record
OHOB Hospitalist GroupHealthcareCurrentNot on record
PAParts AuthorityServicesCurrentNot on record
PPPCI Pharma ServicesHealthcareCurrentNot on record
RPRESA PowerServicesCurrentNot on record
RRiveronServicesCurrentNot on record
SLSara Lee® Frozen BakeryNot on recordCurrentNot on record
SSennecaNot on recordCurrentNot on record
SESpinal ElementsNot on recordCurrentNot on record
SOSpire Orthopedic PartnersHealthcareCurrentNot on record
SESubzero EngineeringServicesCurrentNot on record
TLTrinity Life SciencesHealthcareCurrentNot on record
UDUnited DigestiveNot on recordCurrentNot on record
UIUS Infrastructure CompanyNot on recordCurrentNot on record
WCWorldwide Clinical TrialsNot on recordCurrentNot on record

Source: https://www.kohlberg.com/investments/

In the 2027 Digital Value Creation Baseline

1 of Kohlberg & Company's 28 portfolio companies on record were measured in the 2027 Digital Value Creation Baseline (October 2026).

Firms that also back Kohlberg & Company's companies

Questions about Kohlberg & Company

What deals has Kohlberg & Company done recently?
The most recent deal on record here is: Kohlberg acquired Advanced Industrial Devices (2026-10-06). This page lists 3 deals, each with its public source.
Sources for this profile, updated 2026-11-01

Sources

This profile is based on publicly available information and may be incomplete or outdated. PE Firm Index is not affiliated with Kohlberg & Company and does not provide investment advice.

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