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Berkshire

Private equityoperating company · company profile

Boston · Growth–Late Stage · 28 people tracked

Also known as Berkshire Partners Llc

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Investment thesis

Berkshire Partners is a private equity firm focused on partnering with management teams of high-potential, resilient middle-market businesses positioned for long-term growth. It seeks companies with innovative leadership, attractive demand tailwinds, differentiated and defensible products, consolidation opportunities, multiple avenues for organic and acquisition-driven value creation, strong operational infrastructure, and technology-enabled growth. The firm provides capital and resources, acting as a thought partner to build management systems, expand into new markets, execute M&A, optimize capital structures, and recruit talent. It emphasizes collaborative, integrity-driven relationships and an analytical, truth-seeking approach, benefiting from its association with Stockbridge for public-market insight.

Source: firm website, verified Sep 6, 2026.

Stage
Growth–Late Stage
Check
$150M – $500M
HQ
Boston, MA, US
Leads rounds
Leads
Instruments
Equity
AUM
$29B
Tracked investments
17

Team · 28 people

from public directories
Benjamin D. Levy· Executive Officer
Blake L. Gottesman· Executive Officer
Bradley M. Bloom· Director
Candice M. Corvetti· Executive Officer
David Bordeau· Executive Officer
Edward J. Whelan· Executive Officer
Greg J. Pappas· Director
Henri E. Rainaud IV· Executive Officer
Jonathan D. Nuger· Executive Officer
Kenneth S. Bring· Director
Marni F. Payne· Director
Matthew B. Gooch· Executive Officer
Richard K. Lubin· Director
Robert J. Small· Director
Ross M. Jones· Director
Samantha A. Adams· Executive Officer
Samuel W. Spirn· Executive Officer

What they invest in

from 9 of 17 portfolio companies

Enterprise Software ×3Healthtech ×3SaaS ×3Advanced Manufacturing ×2AI & Machine Learning ×2Cloud Computing ×2Data & Infrastructure ×2Defense Tech ×2

HQs:United States×8Brazil×1

Investments · 17 tracked

founders shown can be your intro path
Thrivenextgenthrivenextgen.comin𝕏✓ verified

Thrive is a company whose leadership actively collaborates with the American Heart Association to advance cardiovascular health research, prevention, and education.

CybersecurityEnterprise SoftwareHealthtechImpact & Social GoodSaaSConcord, US

Bill McLaughlin(CEO)inMatt Kosovsky(Chief Financial Officer)inJoe Mercurio(Chief Revenue Officer)inScott Steele(Chief Operating Officer)inMichael Gray(Chief Technology Officer)inKristina O'Connell(Chief Marketing Officer)in

Co-investorsCourt Square Capital Partners

Triumphtriumphgroup.com✓ verified

Triumph Group provides engineered systems and proprietary components for aerospace and defense companies, serving both OEM and aftermarket applications.

Advanced ManufacturingDefense TechHardwareRadnor, US

Jorge L. Valladares III(Chief Executive Officer)

Co-investorsWarburg Pincus

Accelaaccela.comSep 2023

Accela provides cloud-based software and IT management solutions for government agencies and communities to deliver digital services, streamline operations, and improve resident engagement.

AI & Machine LearningCloud ComputingGovTechSaaSSan Ramon, US

Colin Samuels(Executive Officer)Jeffrey Tung(Executive Officer)Maury Blackman(Executive Officer, Director)John Alves(Executive Officer)

BoardDerek Chau(Director)Tyler Wick(Director)

Co-investorsFrancisco PartnersBuilding VenturesGolub GrowthKarlani Capital

Consolidated Precision Productscppcorp.comin

CPP produces high-integrity structural investment castings, including titanium, steel, aluminum, and nickel-based superalloy components such as engine housings, mounts, frames, and casings.

Advanced ManufacturingDefense TechNew MaterialsCleveland, US

Co-investorsArlington Capital PartnersBlue PointIndustrial Growth PartnersWarburg Pincus

Electric Power Engineers
Gardenuitygardenuity.cominOct 2023 · $5.5M

Gardenuity sells container gardens, desktop terrariums, and plant subscriptions matched to a customer's location and weather, along with soil and nutrient blends.

ConsumerDirect to ConsumerE-commerceDallas, US

Donna Letier(Director, Executive Officer)inAndrew Scott Letier(Director, Executive Officer)Julie Eggers(Director, Executive Officer)

BoardAlan Shor(Director)Michael Mann(Director)Sharron Hunt(Director)

Co-investorsNorth Texas Angel NetworkAnchor CapitalRevTech Ventures

Mosaimosai.comin

Mosai provides a care coordination platform for U.S. home healthcare providers that integrates clinical workflows, patient data, and referral management.

AI & Machine LearningData & InfrastructureDigital HealthEnterprise SoftwareHealthtechSaaSNashville, US

Elliott Wood(CEO)inDr. Andrei Javier(Vice President of Strategy and Transformation)

Mosaic
Nubanknubank.com.brin𝕏

Nubank is a digital bank offering checking accounts, credit cards, loans, and savings tools without annual fees or abusive charges.

FintechSão Paulo, BR

David Vélez(Founder & CEO)inCristina Junqueira(Co-founder)in

Co-investorsBase PartnersFounders FundHundreds CapitalKaszek VenturesMSA NovoQED Investors+7 more

RJW Logistics Group
Thrive

IT managed services provider (MSP) and managed security services provider (MSSP) offering outsourced IT and cybersecurity, cloud, and networking services across financial services, healthcare, and professional services markets.

Triumph Group

Independent provider of mission-critical components and engineered systems for the global aerospace and defense industry, founded in 1993, serving original equipment and aftermarket applications.

Triumviratetriumvirate.comin𝕏

Triumvirate Environmental provides waste reduction, compliance, and environmental health & safety solutions to companies in life sciences, advanced manufacturing, healthcare, and education sectors across North America.

Circular EconomyCleantechClimate TechEnterprise SoftwareHealthtech

Triumvirate Environmental

Provides environmental solutions including on-site support, hazardous and regulated waste handling and disposal, and strategic advisory services to life sciences, healthcare, education, and industrial markets.

United Flow Technologies
Vapor IOvapor.ioin𝕏

Vapor IO deploys software-driven autonomous networks and micromodular data centers at network edges, leasing infrastructure and edge-to-edge connectivity capabilities to telecommunications providers, cloud operators, and content delivery networks.

Cloud ComputingData & InfrastructureIoTAustin, US

Cole Crawford(Founder & CEO)inAndrew CenciniinSteve White(CRO)in

Co-investorsGoldman SachsSINEWAVE VENTURES

Vital Care

Portfolio news

latest coverage across their companies

Fund performance · per public LP disclosures · 6

as of Sep 2025
FundVintageCommittedNet IRRTVPIDPI
Berkshire Fund XILPs: Teachers' Retirement System of Oklahoma20250.92x0.92x
Berkshire Fund IX LPLPs: Michigan Municipal Employees' Retirement System, Florida State Board of Administration, The Regents of the University of California +3 more201713.4%1.71x0.67x
Berkshire Fund VIII LPLPs: Florida State Board of Administration, The Regents of the University of California, Michigan Municipal Employees' Retirement System +6 more201116.1%2.16x2.02x
Berkshire Fund VIILPs: Pennsylvania Public School Employees' Retirement System, The Regents of the University of California, Michigan Municipal Employees' Retirement System +4 more200617.3%2.10x2.10x
Berkshire Fund VILPs: Pennsylvania Public School Employees' Retirement System, Michigan Municipal Employees' Retirement System, Carnegie Corporation of New York +2 more200224.8%3.20x3.11x
Berkshire Fund X, L.P.LPs: California Public Employees' Retirement System, Michigan Municipal Employees' Retirement System, Robert Wood Johnson Foundation6.6%1.10x0.42x

Source: public limited-partner disclosures (CalPERS, CalSTRS). Net IRR / TVPI / DPI as reported by the limited partner; a fund's early-year IRR is an interim estimate (J-curve).

Frequently asked questions

How many investments has Berkshire made?
Berkshire has 12 tracked investments.
What stage does Berkshire invest at?
Berkshire invests at the Growth, Late Stage stages.
What is Berkshire's typical check size?
Berkshire typically writes checks of $150M – $500M.
What sectors does Berkshire focus on?
Berkshire focuses on Sector Agnostic.
Where is Berkshire located?
Berkshire is headquartered in Boston, US.
Does Berkshire lead rounds?
Yes, Berkshire leads investment rounds.

Images

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