Berkman Woods is a private equity firm focused on acquiring, building, and growing businesses across the lower middle market and small business segments. We work alongside business owners, management teams, and capital partners to generate compelling returns through hands-on involvement and operational depth.
We acquire and grow companies by deploying experienced operating partners, firm-wide resources, and strategic capital. Our hands-on approach creates value through operational improvement — not financial engineering.
We manage capital with rigor and selectivity. Our deal-by-deal model gives investors full transparency into every opportunity and alignment through significant co-investment from our team.
We work with business owners navigating growth and transition — providing the capital, expertise, and long-term commitment that allows them to achieve their goals on their terms.
We partner with institutional allocators who value deal-by-deal transparency, disciplined underwriting, and direct access to lower middle market and small business opportunities. Our investors evaluate each transaction on its own merits, with full visibility into the thesis, structure, and value creation plan.
Family offices are among our most valued capital partners. Their long-term orientation and entrepreneurial perspective align with our approach. We offer flexible co-investment structures and the kind of direct access to opportunities that larger platforms often cannot provide.
We work with founders and families who are navigating ownership transitions, seeking growth capital, or preparing their business for the next chapter. Our approach preserves the legacy, culture, and identity that owners have built — while providing the firm-wide resources to grow.
Strong leadership is the foundation of every successful investment. We empower management teams with equity participation, strategic resources, and the autonomy to lead — partnering with them, not around them.
"We are building a firm where thorough analysis meets entrepreneurial instinct — where the interests of owners, management teams, and capital partners are fully aligned, and where the long-term health of the business always comes first."Ron Martinez Founder & Managing Partner
We adhere to the highest standards of transparency and ethical conduct. Our word is our bond — in every interaction, with every stakeholder.
We are rigorous in our analysis and patient in our approach. We deploy capital only when conviction is high and the partnership is right.
We are committed to the success of the businesses and people we work with. We build teams, align interests, and share in the outcomes.
We make decisions that build enduring value — for investors, for management teams, and for the communities our portfolio companies serve.
We listen first, learn deeply, and respect the knowledge of those closest to the business. We add value where our expertise is most needed.
Built on alignment, operational discipline, and genuine partnership.
Meet Our Team