Berkshire Partners Portfolio Overview and Expertise

Berkshire Partners is a private equity firm with a diverse portfolio of investments. They have invested in over 100 companies across various industries.

Their expertise lies in identifying and supporting companies with strong growth potential. This has led to successful exits and returns for their investors.

Berkshire Partners has a unique approach to investing, focusing on long-term relationships with their portfolio companies. They take a hands-on approach to help their companies grow and succeed.

Their portfolio companies have included well-known brands like Dunkin' Donuts and Petco.

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Berkshire Partners has a significant investment history, with a total of 65 investments made through their Private Equity arm.

Their latest investment was in Thrive, which was announced on January 14, 2025.

Berkshire Partners' investment strategy involves making a wide range of investments, suggesting a diversified approach.

Their 65 investments indicate a willingness to take calculated risks and explore various sectors.

This diverse portfolio likely provides a stable foundation for their investment strategy.

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Berkshire Partners has made 67 acquisitions, with their latest being TowerNorth on October 5, 2023. This is a significant milestone for the company, showcasing their commitment to growth and expansion.

Their portfolio includes a diverse range of companies, such as AHEAD, acquired in 2022 for $XXM, and Harvey Performance Company, acquired in 2021 for $XXM. Berkshire Partners also has a history of successful exits, with 51 portfolio exits under their belt.

Here are some of their notable acquisitions and exits:

These acquisitions and exits demonstrate Berkshire Partners' ability to identify and invest in successful companies, ultimately driving growth and value for their portfolio.

Berkshire Partners has a total of 11 funds, including Berkshire Fund X, which closed on November 3, 2020, with a size of $2,600 million.

The fund type for Berkshire Fund X is not specified, but Berkshire Fund IX, which closed on April 1, 2016, is a Buyouts & Acquisitions fund. Berkshire Fund VIII LP, which closed on July 20, 2011, is also a Buyouts & Acquisitions fund.

Two of Berkshire Partners' funds have reached a significant size: Berkshire Fund IX, which had $5,500 million, and Berkshire Fund VIII LP, which had $4,500 million.

The status of some of Berkshire Partners' funds is not publicly available due to subscription requirements.

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Berkshire Partners has made a significant number of acquisitions over the years, with a total of 67 companies acquired.

The company's latest acquisition was TowerNorth, which was acquired on October 5, 2023. The valuation of TowerNorth was $XXM.

Berkshire Partners has also acquired AHEAD, with a valuation of $XXM, and Harvey Performance Company, with a valuation of $XXM. Both acquisitions were made in 2022 and 2021, respectively.

The company's acquisitions have spanned various sectors, including growth equity and private equity. Berkshire Partners has also made debt investments, such as the acquisition of a company in December 2020.

Here is a breakdown of Berkshire Partners' acquisitions:

Note: The valuations for some of the companies are not publicly disclosed, as indicated by "$XXM".

Berkshire Partners has a total of 51 portfolio exits, with their latest being Mielle Organics on January 11, 2023.

The company's exit strategy is quite diverse, with various types of exits including acquisitions, corporate majority, and initial public offerings (IPOs). In the case of Mielle Organics, it was acquired by Procter & Gamble for an undisclosed valuation of $XXM.

One notable exit is the IPO of The Portillo Restaurant Group on October 21, 2021, which was a public offering. The company's valuation at the time of the IPO was $XXM.

The company has also had several acquisitions, including the acquisition of Teraco Data Environments by Digital Realty on January 3, 2022, for an undisclosed valuation of $XXM.

Here are some of the company's notable exits:

Berkshire Partners' exit strategy is a key factor in their success, allowing them to realize returns on their investments and redeploy capital into new opportunities.

Berkshire Partners has a history of transparent filings with the SEC, with records available dating back to 2010. Berkshire Partners' 2024 Q3 filing was submitted on November 14, 2024.

The frequency of these filings is regular, with a new filing every quarter. Berkshire Partners' 2024 Q2 filing was submitted on August 14, 2024.

Looking at the past few years, Berkshire Partners has consistently filed on the 14th of November for Q3 and the 14th of August for Q2. Berkshire Partners' 2023 Q3 filing was submitted on November 14, 2023.

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Here is a list of past filings by Berkshire Partners:

Berkshire Partners is part of the Fortune 500 Investor list, a distinction that highlights its standing among top investors.

Expert Collections, like the one Berkshire Partners is a part of, showcase companies that are making waves in the most important technology spaces.

Apax Partners, a global private equity advisory firm, serves high-potential companies in the tech, services, healthcare, and internet/consumer industries.

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Berkshire Partners' competitors offer a range of services to businesses in the tech, services, healthcare, and internet/consumer sectors.

Apax Partners, for instance, provides long-term equity financing to build and strengthen businesses, focusing on the tech, services, healthcare, and internet/consumer sectors.

Clayton, Dubilier & Rice (CD&R) primarily serves corporate and family business sellers, as well as corporations, CEOs, and entrepreneurs.

Hellman & Friedman (H&F) focuses on investing in business franchises and serving as a value-added partner to management in select industries.

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Apax Partners was founded in 1981 and is based in London, United Kingdom.

CD&R was founded in 1978 and is based in New York, New York.

H&F was founded in 1984 and is based in San Francisco, California.

These competitors have been around for decades, with CD&R being the oldest, founded in 1978.

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Expert Collections are analyst-curated lists that highlight the companies you need to know in the most important technology spaces.

Companies like Berkshire Partners are featured in these lists, showcasing their expertise and relevance in the industry.

Berkshire Partners can be found in 1 Expert Collection, specifically the Fortune 500 Investor list.

These collections provide valuable insights into the companies that are making a significant impact in their respective fields.