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Private Equity
FINANCE | Investment Firms & Funds
kohlberg.com

Investments

9

Portfolio Exits

31

Funds

17

Partners & Customers

5

Service Providers

3

About Kohlberg & Company

Kohlberg & Company is a private equity financing firm that invests in mature, turnaround companies. It primarily engages in the following transaction types such as buyout (LBO, MBO, MBI), consolidation, and divestiture. Kohlberg & Company invests between $50 and $125 million in companies. The company was founded in 1987 and is based in Mount Kisco, New York.

Headquarters Location

111 Radio Circle

Mount Kisco, New York, 10549,

United States

914-241-7430

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Latest Kohlberg & Company News

Spinal Elements® Celebrates 20 Years of Inspired Innovation

Nov 9, 2023

Spinal Elements® Celebrates 20 Years of Inspired Innovation Search jobs Company’s Advanced, Minimally Invasive Surgical Solutions Transform Treatment and Improve Patient Outcomes CARLSBAD, Calif.--(BUSINESS WIRE)--Spinal Elements, a Carlsbad, CA-based spine technology company specializing in innovative spine surgery solutions, is proud to announce its 20th anniversary. For two decades, Spinal Elements has been at the forefront of developing cutting edge spinal products and technologies that improve the lives of patients and support surgeons and healthcare professionals in their mission to provide world-class spinal care. Founded in November, 2003, Spinal Elements has consistently set the industry standard by combining state-of-the-art technology with an unwavering commitment to improving spinal surgery outcomes. Over the years, the company has established itself as a trusted partner for spine surgeons and healthcare institutions. The company is renowned for its advanced, patient-centric medical devices and biologics that are changing the way surgeons address spine surgery. Spinal Elements’ advanced, minimally invasive, surgical solutions are transforming treatment options and improving patient outcomes, reducing recovery times, and improving the quality of life for countless individuals. CEO Ron Lloyd states, “Since 2003, Spinal Elements has led the field in developing differentiated spine surgery technologies that enable fundamental shifts in how spine surgery is performed, while improving patient outcomes. We look forward to accelerating the expansion of our product portfolio as we continue to make Spinal Elements the innovation leader in the MIS spine access and device market.” Most recent product innovations within the MIS Ultra® platform of products and procedural solutions are Karma®, Lucent XP Arc™ and Ventana®. Spinal Elements will continue to add new technology innovations to the platform throughout 2023 and beyond. As Spinal Elements celebrates this milestone, it expresses gratitude to its customers, partners, surgeons and employees for their trust and support over the last two decades. The company looks forward to continued groundbreaking advancements in spine surgery technology and improved patient outcomes. Learn more about Spinal Elements’ 20 Years of Inspired Innovation at https://spinalelements.com/company/ . About Spinal Elements, Inc. Spinal Elements is a technology-driven company headquartered in Carlsbad, California. A leading designer, developer, manufacturer, and marketer of innovative medical devices used in spinal surgical procedures, Spinal Elements combines leading medical device technologies, biologics, and instrumentation to create positive surgical outcomes that exceed surgeon and patient expectations. Spinal Elements has built a reputation delivering innovative and differentiated technologies that enable fundamental shifts in solutions for spine surgery. The company markets a complete portfolio of advanced spinal implant technologies. For more information, please visit www.spinalelements.com . About Kohlberg & Company, LLC Led by Sam Frieder and Gordon Woodward, Kohlberg is a leading private equity firm based in Mount Kisco, New York. Over its 35 year history, the firm has organized eleven private equity vehicles, through which it has raised over $13 billion of committed equity capital and generated over $10 billion in realized returns with no realized losses since 2007. Kohlberg employs a rigorous white paper research program which results in a higher percentage of proprietary deals and expedient value creation for its portfolio companies. For more information, please visit www.kohlberg.com Contacts

Kohlberg & Company Investments

9 Investments

Kohlberg & Company has made 9 investments. Their latest investment was in United Digestive as part of their Secondary Market on March 3, 2023.

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Kohlberg & Company Investments Activity

investments chart

Date

Round

Company

Amount

New?

Co-Investors

Sources

3/30/2023

Secondary Market

United Digestive

Yes

2

8/10/2022

Private Equity

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$99M

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10

11/30/2021

Recap

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10

7/9/2019

Private Equity

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10

5/17/2013

Recap

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10

Date

3/30/2023

8/10/2022

11/30/2021

7/9/2019

5/17/2013

Round

Secondary Market

Private Equity

Recap

Private Equity

Recap

Company

United Digestive

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Amount

$99M

New?

Yes

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Co-Investors

Sources

2

10

10

10

10

Kohlberg & Company Portfolio Exits

31 Portfolio Exits

Kohlberg & Company has 31 portfolio exits. Their latest portfolio exit was Stanadyne on August 01, 2023.

Date

Exit

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Acquirer

Sources

8/1/2023

Asset Sale

$99M

1

6/21/2023

Acq - Fin - II

$99M

5

2/2/2023

Corporate Majority

$99M

1

10/29/2021

Acquired

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$99M

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10

6/10/2021

Acq - Fin

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$99M

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10

Date

8/1/2023

6/21/2023

2/2/2023

10/29/2021

6/10/2021

Exit

Asset Sale

Acq - Fin - II

Corporate Majority

Acquired

Acq - Fin

Companies

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Valuation

$99M

$99M

$99M

$99M

$99M

Acquirer

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Sources

1

5

1

10

10

Kohlberg & Company Acquisitions

63 Acquisitions

Kohlberg & Company acquired 63 companies. Their latest acquisition was Engage PEO on August 09, 2023.

Date

Investment Stage

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Total Funding

Note

Sources

8/9/2023

$99M

Acq - Fin - II

1

8/7/2023

$99M

Acq - Fin - II

2

6/9/2023

Growth Equity

$99M

Acq - Fin

3

4/20/2023

Private Equity

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$99M

$99M

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10

10/19/2021

Private Equity

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$99M

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10

Date

8/9/2023

8/7/2023

6/9/2023

4/20/2023

10/19/2021

Investment Stage

Growth Equity

Private Equity

Private Equity

Companies

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Valuation

$99M

$99M

$99M

$99M

$99M

Total Funding

$99M

Note

Acq - Fin - II

Acq - Fin - II

Acq - Fin

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Sources

1

2

3

10

10

Kohlberg & Company Fund History

17 Fund Histories

Kohlberg & Company has 17 funds, including Existing Fund VII.

Closing Date

Fund

Fund Type

Status

Amount

Sources

7/20/2021

Existing Fund VII

$1,100M

1

2/2/2021

Kohlberg Partners IX

$3,400M

1

12/23/2016

Kohlberg Star Trinity

Co-Investment Fund

Closed

$101M

1

12/19/2016

Kohlberg Partners VIII

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$99M

10

5/1/2013

Kohlberg Investors VII LP

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$99M

10

Closing Date

7/20/2021

2/2/2021

12/23/2016

12/19/2016

5/1/2013

Fund

Existing Fund VII

Kohlberg Partners IX

Kohlberg Star Trinity

Kohlberg Partners VIII

Kohlberg Investors VII LP

Fund Type

Co-Investment Fund

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Status

Closed

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Amount

$1,100M

$3,400M

$101M

$99M

$99M

Sources

1

1

1

10

10

Kohlberg & Company Partners & Customers

5 Partners and customers

Kohlberg & Company has 5 strategic partners and customers. Kohlberg & Company recently partnered with OB Hospitalist Group on September 9, 2021.

Date

Type

Business Partner

Country

News Snippet

Sources

9/27/2021

Partner

United States

Ob Hospitalist Group Announces Partnership with Kohlberg & Company

Evan Wildstein , Partner of Kohlberg & Company , LLC , said , `` We are excited to partner with Lenny and the OBHG team to support the Company 's best‐in‐class clinical care .

3

9/27/2021

Partner

United States

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10

12/1/2018

Partner

United States

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10

9/5/2017

Partner

United States

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10

5/4/2016

Partner

United States

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10

Date

9/27/2021

9/27/2021

12/1/2018

9/5/2017

5/4/2016

Type

Partner

Partner

Partner

Partner

Partner

Business Partner

Country

United States

United States

United States

United States

United States

News Snippet

Ob Hospitalist Group Announces Partnership with Kohlberg & Company

Evan Wildstein , Partner of Kohlberg & Company , LLC , said , `` We are excited to partner with Lenny and the OBHG team to support the Company 's best‐in‐class clinical care .

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Sources

3

10

10

10

10

Kohlberg & Company Service Providers

6 Service Providers

Kohlberg & Company has 6 service provider relationships

Service Provider

Associated Rounds

Provider Type

Service Type

Acq - Fin - II

Investment Bank

Financial Advisor

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Service Provider

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Associated Rounds

Acq - Fin - II

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Provider Type

Investment Bank

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Service Type

Financial Advisor

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Partnership data by VentureSource

Kohlberg & Company Team

7 Team Members

Kohlberg & Company has 7 team members, including current Chief Financial Officer, Mark Nappi.

Name

Work History

Title

Status

Mark Nappi

Soros Fund Management, North Haven Capital Partners, J.P. Morgan Chase & Co., and KPMG

Chief Financial Officer

Current

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Name

Mark Nappi

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Work History

Soros Fund Management, North Haven Capital Partners, J.P. Morgan Chase & Co., and KPMG

Title

Chief Financial Officer

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Status

Current

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