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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.

Architecture & Engineering

Business Services

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
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