Berkshire Partners Private Equity Firm Overview

Berkshire Partners is a private equity firm that has been around since 1985, founded by Richard Friedman, Steve Kaplan, and Lew Frankfort.

Berkshire Partners focuses on investing in middle-market companies in the consumer, retail, and business services sectors.

Their investment strategy typically involves partnering with management teams to drive growth and improvement within the companies they invest in.

Berkshire Partners has invested in over 80 companies across various industries, generating significant returns for their investors.

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Berkshire Partners has made a significant number of investments, with a total of 56 investments according to the data. Their latest investment was in MedOne as part of their Private Equity on July 18, 2022.

The firm has also had a substantial number of portfolio exits, with 51 exits in total. One notable exit was Teraco Data Environments, which was acquired by Digital Realty Trust in a corporate majority deal on January 3, 2022, for an undisclosed valuation.

Here's a breakdown of some of Berkshire Partners' notable portfolio exits:

Berkshire Partners has made a significant number of investments, with a total of 56 investments mentioned in one of the article sections.

Their latest investment was in MedOne as part of their Private Equity on July 18, 2022.

Berkshire Partners has a diverse range of sectors in which they invest, including Aerospace, Apparel/Textiles, and Automotive.

Their target transaction types include Buyout (LBO, MBO, MBI), Divestiture, and Going Private.

In terms of specific criteria, Berkshire Partners typically looks for companies with a minimum target revenue of $100 million and a minimum target EBITDA of $25 million.

Their investment size can range from $150 million to $500 million, and their enterprise value can range from $200 million to $2 billion.

Berkshire Partners has also acquired 65 companies, with their latest acquisition being AHEAD on September 26, 2022.

Here is a summary of their investment criteria:

Berkshire Partners has a total of 51 portfolio exits, with their latest exit being Teraco Data Environments in January 2022.

Their most recent exit was a Corporate Majority deal, where Digital Realty Trust acquired Teraco Data Environments for an undisclosed valuation of $XXM.

The company has been actively exiting its portfolio companies, with a notable IPO exit in October 2021 for The Portillo Restaurant Group.

Here are the details of Berkshire Partners' 51 portfolio exits:

Berkshire Partners has a total of 11 funds, each with its own unique characteristics and investment strategies.

The largest fund, Berkshire Fund X, closed on November 3, 2020, with a massive $2,600 million in assets.

Let's take a closer look at the fund histories of Berkshire Partners:

As you can see, the funds have varying levels of investment and status. For example, Berkshire Fund IX was a buyout fund that closed in 2016 with $5,500 million in assets.

The oldest fund listed is Berkshire Fund VI LP, which closed in 2002, but the amount invested is not publicly available due to subscription requirements.

It's worth noting that not all fund information is publicly available, such as the fund type and status of Berkshire Partners VII LP and VI LP.

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Berkshire Partners is a private equity firm with a long history of investing in businesses across various industries.

The firm was founded in 1985 by Warren Buffett, a legendary investor known for his value investing approach.

Berkshire Partners has a strong track record of creating value through its investments, with a focus on helping businesses grow and succeed.

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Berkshire Partners has a limited number of strategic partners and customers, which is a notable aspect of their business model.

One of their notable partners is Aritzia, a Canadian apparel company that they partnered with in 2019.

Berkshire Partners exited Aritzia in 2019, allowing founder Brian Hill to regain control of the company.

Interestingly, Aritzia was one of North America's most innovative and deeply loved apparel companies, according to Marni Payne, Managing Director at Berkshire Partners LLC.

In contrast, their partnership with Microsoft, a US-based technology company, is not as well-documented in the available information.

Here is a list of Berkshire Partners' known partners and customers:

The SIC code is a crucial piece of information for businesses and investors alike. It's a numerical code that helps identify the primary business activity of a company.

Berkshire Partners, for instance, has an SIC code of 67 and 679. These codes indicate the company's main business activity.

Companies use SIC codes to categorize their business operations and make it easier for others to understand what they do.

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Berkshire Partners takes employee development seriously, with a focus on training and education. This approach has helped the company retain top talent and foster a culture of continuous learning.

The company's emphasis on employee development is reflected in its commitment to providing opportunities for advancement and growth. Berkshire Partners has a strong track record of promoting from within, with many employees rising through the ranks to take on leadership roles.

One notable example is the company's leadership development program, which provides training and mentorship to employees with high potential. This program has helped to identify and develop future leaders within the company.

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Ken Bring is the CFO of Berkshire Partners. He holds this position, which is a crucial role in the company's financial management.

Berkshire Partners is a private equity firm that requires a skilled CFO to oversee its financial operations.

Ken Bring's experience and expertise make him a valuable asset to the company.

Berkshire Partners has 242 employees.

A few companies have a relatively small workforce, such as Berkshire Partners.

Associates at Berkshire Partners have an estimated total pay of $147,295 per year. This figure is based on data from Glassdoor.

The pay for associates at Berkshire Partners can vary significantly depending on factors such as location, experience, and skillset.

Berkshire Partners is a private equity firm founded in 1984 in Boston, MA.

The firm has developed industry-specific experience in areas such as healthcare, industrials, communications, business services, retail, and consumer products.

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Berkshire Partners typically makes equity investments between $50 million and $500 million in companies with enterprise values of $100 million to $1.5 billion.

The firm's founders are Russell L. Epker, Richard K. Lubin, Carl Ferenbach, J. Christopher Clifford, and Bradley M. Bloom.

Berkshire Partners has invested in 29 US states and 8 different countries, with a focus on consumer products (8%) and retail (7%).

In the last 3 years, the firm has acquired 1 company and invested in 4 others.

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Berkshire Partners is a private equity firm that was founded in 1985 and is headquartered in Boston, Massachusetts.

Berkshire Partners has a large investment portfolio, with over 50 active investments across various sectors.

Berkshire Partners typically invests in companies with $100 million to $500 million in revenue, and they focus on the middle market.

Annual revenue is a key financial metric that measures the total income of a company or organization over a specific period, in this case, a year. The Berkshire Partners annual revenue was $83.9 million in 2025.

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This figure is often used to gauge a company's financial health and performance. Annual revenue can fluctuate from year to year, but it provides a snapshot of a company's overall income.

To put this figure into perspective, $83.9 million is a significant amount of money that can have a substantial impact on a company's operations and growth.

Berkshire Partners has $16.0 billion in assets under management as of 2023-03-31.

Berkshire Partners has invested in Electric Power Engineers, a leading energy and power systems engineering and consulting firm.

This investment is a significant strategic growth move for Electric Power Engineers, which has deep expertise in renewables generation, energy storage, transmission and distribution, grid modernization, and digital transformation.

The company collaborates with blue-chip global power and energy clients.

Berkshire Partners is a Boston-based private equity firm that has made a significant impact in the industry.

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Berkshire Partners has filed 3 patents.

Their patent filings indicate a focus on innovation and future growth.

Berkshire Partners has not disclosed the specifics of these patents, leaving their potential impact on the market unclear.

Berkshire Partners is known for a rigorous interview process that can last multiple weeks. You can expect 4-6 rounds of interviews, with junior professionals supervising initial interviews and more senior folks handling later rounds.

During the interview process, you'll likely be asked a mix of behavioral, technical, and fit questions. Berkshire Partners places a strong emphasis on evaluating a candidate's communication skills and technical knowledge.

The firm often uses case studies to assess these skills, which may involve financial modeling, investment recommendations, or even cold calling. To prepare, it's a good idea to check out a Growth Equity Interview Guide for more information on case studies and how to tackle them.

Case studies are a common part of the interview process, particularly for investment firms like Berkshire Partners. They often ask candidates to perform financial modeling and investment recommendations as part of the case study.

Berkshire Partners may also include a cold calling case study for junior roles, which can be a challenging but valuable experience. This type of case study requires you to think on your feet and communicate effectively with potential clients.

To prepare for case studies, it's essential to have strong communication skills and technical knowledge. Firms like Berkshire Partners highly value these traits in their candidates.

When interviewing at Berkshire Partners, you can expect a mix of behavioral, technical, and fit questions. The interview process typically involves 4-6 rounds, with junior professionals leading the initial interviews and more senior folks handling the later rounds.

You can anticipate that the entire process will last for multiple weeks, unless it's on-campus or on-cycle recruiting. This means you'll need to be prepared to dedicate a significant amount of time to the interview process.

The interview process is similar in nature, with a general framework that stays the same for most candidates. The questions you'll be asked will be a mix of behavioral, technical, and fit questions, so be sure to prepare accordingly.

Here are some key takeaways to keep in mind as you prepare for your Berkshire Partners interview:

Remember to check out the Growth Equity Interview Guide for more information on how to prepare for your Berkshire Partners interview.