
Investments
9Portfolio Exits
31Funds
17Partners & Customers
5Service Providers
3About 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.
Latest Kohlberg & Company News
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.

Kohlberg & Company Investments Activity

Date | Round | Company | Amount | New? | Co-Investors | Sources |
---|---|---|---|---|---|---|
3/30/2023 | Secondary Market | United Digestive | Yes | 2 | ||
8/10/2022 | Private Equity | |||||
11/30/2021 | Recap | |||||
7/9/2019 | Private Equity | |||||
5/17/2013 | Recap |
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 | ||||
Amount | |||||
New? | Yes | ||||
Co-Investors | |||||
Sources | 2 |
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 | 1 | |||
6/21/2023 | Acq - Fin - II | 5 | |||
2/2/2023 | Corporate Majority | 1 | |||
Date | 8/1/2023 | 6/21/2023 | 2/2/2023 | ||
---|---|---|---|---|---|
Exit | Asset Sale | Acq - Fin - II | Corporate Majority | ||
Companies | |||||
Valuation | |||||
Acquirer | |||||
Sources | 1 | 5 | 1 |
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 | Acq - Fin - II | 1 | ||||
8/7/2023 | Acq - Fin - II | 2 | ||||
6/9/2023 | Growth Equity | Acq - Fin | 3 | |||
4/20/2023 | Private Equity | |||||
10/19/2021 | Private Equity |
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 | |||||
Valuation | |||||
Total Funding | |||||
Note | Acq - Fin - II | Acq - Fin - II | Acq - Fin | ||
Sources | 1 | 2 | 3 |
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 | ||||
5/1/2013 | Kohlberg Investors VII LP |
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 | ||||
Status | Closed | ||||
Amount | $1,100M | $3,400M | $101M | ||
Sources | 1 | 1 | 1 |
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 | ||||
12/1/2018 | Partner | ||||
9/5/2017 | Partner | ||||
5/4/2016 | Partner |
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 | ||||
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 . | ||||
Sources | 3 |
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 | |
Service Provider | |||
---|---|---|---|
Associated Rounds | Acq - Fin - II | ||
Provider Type | Investment Bank | ||
Service Type | Financial Advisor |
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 |
Name | Mark Nappi | ||||
---|---|---|---|---|---|
Work History | Soros Fund Management, North Haven Capital Partners, J.P. Morgan Chase & Co., and KPMG | ||||
Title | Chief Financial Officer | ||||
Status | Current |
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