Investment Focus & Thesis

Berkshire Partners focuses on growing companies across multiple sectors. Their investment thesis centers on partnering with strong management teams: Investment Range Equity investments typically $50M-$250M in companies with enterprise values of $50M-$500M. Stage Focus Growth equity and buyout investments in established companies. Healthcare — Healthcare services, medical devices, and life sciences Business services — IT services, professional services, and outsourced services Consumer — Retail, consumer products, and restaurants Industrial — Manufacturing, distribution, and industrial services Technology — Enterprise software and technology services

Notable Portfolio Companies

Berkshire Partners has built a diverse portfolio of middle market companies: Company Sector Notes aeris Industrial IoT Connected devices platform Bright Horizons Education Childcare and education services Chrysalis Consumer Pet products company Conformed Technology Compliance software Dixie Consumer Consumer products Insight Global Business Services Staffing and services Berkshire has completed over 100 investments since inception and has a strong track record of successful exits.

What Berkshire Looks For

Based on their Partners evaluates opportunities based on: investment patterns, Berkshire Revenue size — Companies with $30 million to $300 million in revenue Growth profile — Demonstrated revenue growth and market expansion Management team — Strong management teams with meaningful equity ownership Market opportunity — Large and growing addressable markets Competitive position — Defensible competitive advantages }> Pro Tip Berkshire is known for their collaborative approach and willingness to partner with management. They bring operational expertise and can help with acquisitions. Be prepared to discuss your growth vision.

How to Connect With Berkshire

Approaching Berkshire Partners requires demonstrating your growth potential: 1 Demonstrate Revenue Growth Show strong revenue growth trajectory with path to significant scale. 2 Show Market Opportunity Demonstrate a large and growing addressable market with clear customer demand. 3 Build Management Team Demonstrate a strong management team or plan to build one. 4 Develop Growth Plan Create a clear plan for how you'll scale the business with Berkshire's support.

The Value of Financial Preparedness

PE firms like Berkshire expect sophisticated financial infrastructure: Financial Metrics • Revenue growth trajectory • EBITDA profile • Gross margin analysis • Working capital efficiency Growth Metrics • Customer acquisition cost • Customer lifetime value • Market share data • Expansion revenue }> How Eagle Rock Helps We help companies prepare for PE investment by building sophisticated financial infrastructure, detailed growth models, and strategic planning. Our fractional CFO services ensure your company meets the criteria that firms like Berkshire require.

Frequently Asked Questions