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How our process works

Leveraging our strengths - to compliment yours

At our core, we thrive by partnering with lower middle-market companies and entrepreneurs who are ready to take that next big step.

We focus on what we know best, following a proven, specialized playbook for growth. With nearly 1,000 partnerships under our belt, we've seen firsthand what drives success—and what holds companies back.

We know you set high standards, and so do we. We seek founders with exceptional technical expertise, companies with strong potential and bold goals, and a shared conviction that, together, we can achieve great things.

Investing in what we know

We take a disciplined approach, using thorough research and our in-house scorecard to evaluate industries we see as ripe for growth. Right now, we’re actively investing in sectors like architecture & engineering, specialty contracting, and business services.

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Architecture & Engineering

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Business Services

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Specialty Contractors

The Berkman Investment Profile

PLATFORM INVESTMENTS

$5 - $50m

In Revenue

$1 - $5m

EBITDA

ADD-ON INVESTMENTS

$1m+

In Revenue

No Minimum

EBITDA Requirements

Ready to talk?

We are always eager to meet entrepreneurs

Copyright © 2024 by The Berkman Woods Group LLC. All rights reserved.

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