Kohlberg & Company is a private equity firm based in Mount Kisco, New York, that specializes in financial services, particularly in the realm of private equity investing. Established in 1987, the firm focuses on middle-market investment opportunities across a broad range of industries with a disciplined approach to value creation. Though not a financial planner in the traditional consumer-facing sense, Kohlberg & Company serves institutional and high-net-worth clients by partnering with management teams to build long-term business value. They are known for leveraging their operationally intensive investment philosophy to drive performance improvements in portfolio companies.

Within financial services, Kohlberg provides capital strategies, mergers and acquisitions expertise, and restructuring capabilities tailored to clients and portfolio companies. A hallmark of the firm is its commitment to responsible governance and collaborative partnerships, grounded in a culture of transparency and long-term thinking. The firm also fosters a strong alignment of interests by investing significant capital alongside its partners. Kohlberg’s deep network, industry knowledge, and operational insight position it as a notable player in the financial services sector, particularly in private equity and corporate finance investments.

Website: http://www.kohlberg.com/

Key Services:

– Private equity investment and management
– Capital structuring and financing solutions
– Strategic mergers and acquisitions advisory
– Operational consulting for portfolio growth
– Mid-market business transformation and value creation
– Restructuring and turnaround support
– Long-term partnership and governance strategies