Kohlberg Review: Healthcare Services Specialist, Portfolio Companies & Deal Criteria
Complete guide to Kohlberg: their investment thesis, portfolio companies, typical deal sizes, and how to position your company for investment.
Key Takeaways
- •Focus on Healthcare & Services companies
- •Investment range: $50M-$250M in equity
- •Based in New York; Founded 1987
- •Strong market positions with recurring revenue
- •Long-term partnership approach
Pro Tip
Frequently Asked Questions
What industries does Kohlberg focus on?
Kohlberg primarily invests in Healthcare. The firm seeks companies with strong market positions and clear growth trajectories.
What size companies does Kohlberg acquire?
Kohlberg typically invests $25M-$100M in equity, targeting companies with enterprise values in the lower to middle market range.
What is Kohlberg's typical investment size?
The firm's equity investments generally range from $25M-$100M, positioning them as active investors who can provide meaningful capital for growth.
How long does Kohlberg's due diligence process take?
Due diligence timelines vary by deal complexity, but Kohlberg typically conducts thorough financial, operational, and market due diligence over several weeks to months.
What should I prepare before engaging with Kohlberg?
Prepare three years of audited financials, detailed market analysis, management team bios, growth plans, and a clear vision for how the partnership would create value.
How does Kohlberg work with portfolio companies?
Kohlberg takes a partnership approach, working closely with management teams on strategic initiatives, acquisitions, and operational improvements.
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