Private EquitySector Focus
Business Services & Technology
Our team seeks to invest across a broad range of services and software businesses, including services companies differentiating through technology enablement. We partner with management teams who are building industry-leading companies with sustainable differentiation and have a track record of innovating.More
In business services, we look for companies in large and growing markets that are often highly fragmented and consolidating for strategic reasons. Examples of sub-sectors where we have expertise and interest are facilities and environmental services, wealth management, insurance services, and education, training and certification.
In technology, we seek to invest in companies that participate in large markets with secular growth tailwinds, have sustainably differentiated competitive positions, exhibit attractive economic models and demonstrate multiple paths to grow profitably. While we are interested in a broad set of software and technology businesses, some examples of sub-sectors of focus include education, government, real estate and facilities management, construction, professional services, and compliance end markets.
Berkshire has been investing in communications, digital infrastructure, and related services for 25 years. Our communications investments have spanned four continents and we have used a range of investment structures including growth equity investments, joint ventures, and majority acquisitions, to help management teams meet their objectives. Areas of expertise include the wireless communications ecosystem, enterprise and consumer network service providers, data center platforms, and technology services. Themes which underpin our investment activity include the continued growth in bandwidth consumption, the evolution of wireless architecture, proliferation of wireless and mobile devices, cloud computing, edge computing, and increasing information technology complexity.
The Berkshire Consumer team invests in brands with differentiated products or services, exceptionally strong consumer appeal, and attractive growth opportunities. We partner with management teams who strive to grow their businesses for the long term. We favor innovators – those who create advantage through marketing, data and analytics, channel strategy, product design and technology as they navigate the evolving consumer landscape. While we are interested in a broad range of segments that exhibit these characteristics, areas we are exploring include retail- and residential-based consumer services, food and beverage, restaurants, consumer technologies and pet products and services.
Berkshire’s healthcare team has deep expertise investing in services businesses across the provider, payer and pharmaceutical end-markets. We help scale great healthcare companies that make a difference by delivering meaningful value to key constituencies in the ecosystem and that ultimately improve the quality of patient care, lower system costs, expand access, and/or leverage advanced data and analytics.More
We are long-term healthcare investors committed to supporting our management team partners. We recognize the need to invest in the infrastructure to support long-term growth objectives, and we leverage our deep network of healthcare executives along with in-house industry/functional experts to support key initiatives. We have decades of experience helping entrepreneurs and management teams accelerate growth, expand into new markets, introduce new products, execute on accretive M&A, and scale profitably.
Berkshire’s industrials team focuses on sustainably differentiated companies with attractive economic models whose management teams have clear strategies for growth. Our team brings decades of collective sector experience to our investment approach, including in distribution, industrial technology, engineered systems and products, industrial services, building products, and aerospace and defense. We seek to invest in companies that benefit from enduring tailwinds – automation, material substitution, regulatory, ESG, and other trends – and that have the potential to outgrow their end markets, including through the innovative use of technology.