Alignment in Every Transition.

At Berkman Woods, our approach is centered on alignment. We partner with business owners to create seamless transitions, empower management teams to thrive, and generate long-term value for all stakeholders. Every investment is built around clarity, trust, and a shared vision for growth.

Our Investment Criteria

$5m-50m

Revenue Range

$1m-10m

EBITDA Target

Founder/Family Transitions

Seeking legacy preservation

Operationally-

Challenged Businesses

Requiring hand-on support

Companies with untapped

Growth Potential

Can benefit from strategic guidance

Technology

Implementation

Opportunities

Management Teams

Eager to partner in value creation

Industries

Industrial Services, Specialty Contracting, Architecture & Engineering, business Services

More Than Capital — A True Partner in Transition

Our approach is designed for business owners who care deeply about their legacy, for management teams eager to lead, and for investors who value disciplined, long-term opportunities. We don’t just invest in companies — we partner with people to build enduring businesses.