Investment Approach

Investment Criteria : Financial Services

Kohlberg’s Financial Services investment strategy emphasizes “services” rather than traditional balance sheet-driven businesses.  We focus on recurring revenue, balance sheet-light businesses, where we believe strong and consistent risk-adjusted returns are achievable. Our financial services investment focus includes specialty finance, insurance, brokerage, and other outsourced providers of services to parties involved in financial transactions. Specific areas of interest include: specialty finance (auto and mortgage); insurance distribution (insurance brokerage, non-standard auto, employee benefits and health care, warranty and niche MGA/MGU business models); and service providers (asset servicers, health advocacy, compliance and information services, transaction processing and payments, and other ancillary services). 

Current Investments

U.S. Retirement & Benefits Partners
U.S. Risk Insurance Group, Inc.

Select Representative Investments

Operating Partners

© 2019 Kohlberg & Company, L.L.C.

Photography courtesy of C. Bernstein & MGF