Your Business.
Our Partnership.

About The Firm

Where thorough analysis meets entrepreneurial instinct.

Focused Partnership

Berkman Woods is a lower middle market private equity firm and independent sponsor. We partner with business owners navigating growth and ownership transitions — bringing operational expertise, patient capital, and a genuine commitment to preserving the legacies that founders have built. Our deal-by-deal capital raising model means we are never forced to deploy — we invest only when conviction is high and alignment is real.

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$5M–$50M
Target Revenue Range
Focused exclusively on lower middle market companies where our hands-on approach creates the greatest impact.
Business owner discussing partnership with Berkman Woods private equity

For Business Owners

Your business represents your life's work. We partner with owners seeking liquidity, legacy preservation, and a transition they can feel confident about.

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Institutional investors and capital partners at Berkman Woods

For Capital Partners

Institutional investors and family offices gain direct access to curated lower middle market opportunities with full alignment of interests.

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A platform built for the lower middle market

Founder & Family Transitions

Operating Partners

Technology & Innovations

BW Operating Team

Latest Announcement

Berkman Woods Launches Technology & Innovations Group, Names Samone Martinez as Head

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Data analytics dashboard representing Berkman Woods Technology and Innovations group
Select Portfolio Companies

Companies We've Partnered With

ProValidus Health logo
Healthcare Staffing
Stonegate Facility Services logo
Facility Services
News & Insights

Featured Stories

Berkman Woods private equity insights

The Independent Sponsor Advantage in Today's Market

March 2026
Berkman Woods private equity insights

Navigating Business Transitions: A Guide for Owners

February 2026
Berkman Woods private equity insights

Why Management Teams Matter in Private Equity

January 2026
Berkman Woods private equity insights

Lower Middle Market Outlook: Opportunities Ahead

December 2025