Berkshire Partners

• Berkshire Partners Makes Strategic Investment in Harbourfront Wealth Group Valued at C$1.775B

  June 23, 2026

  Buyer

  Berkshire Partners, Audax Private Equity

  Target

  Harbourfront Wealth Group

  Industry

  Financial Services

  Location

  British Columbia, Canada

  Type

  Growth capital

  Harbourfront Wealth Group entered into a definitive agreement to receive a strategic investment from Boston-based private equity firm Berkshire Partners at a C$1.775 billion valuation. Audax Private Equity will retain a significant interest, and the deal is expected to close in the second half of 2026, subject to regulatory approvals and customary closing conditions.

• Thoreau Makes Strategic Growth Investment in Ensemble Health Partners

  June 17, 2026

  Buyer

  Thoreau, Apollo Global Management, Berkshire Partners, Warburg Pincus, Bon Secours Mercy Health

  Target

  Ensemble Health Partners

  Industry

  Healthcare Services

  Location

  Ohio, United States

  Type

  Growth capital

  Thoreau, the healthcare investment platform founded by Matt Holt and backed by Apollo Global Management, has entered into an agreement to make a strategic growth investment in Ensemble Health Partners. Ensemble will use the capital to accelerate its technology and people initiatives, including AI and automation workflows across patient access, coding, and denial prevention. Legacy investors Berkshire Partners, Warburg Pincus, and Bon Secours Mercy Health will continue to co-invest alongside Thoreau.

• Specialized Elevator Adds Vintage Elevator Services in Bay Area Merger

  January 26, 2026

  Buyer

  Specialized Elevator, Berkshire Partners

  Target

  Vintage Elevator Services

  Seller

  Gerry Rodriguez, Greg Cardenas

  Industry

  Industrial Services

  Location

  California, United States

  Type

  Addon

  Specialized Elevator, a Berkshire Partners portfolio company, has merged with Vintage Elevator Services to expand its unionized elevator and escalator services footprint in the San Francisco Bay Area. The deal preserves Vintage's local brand and leadership while integrating it into Specialized's national platform to strengthen service coverage and resources.

• Berkshire Partners Invests in United Flow Technologies

  December 8, 2025

  Buyer

  Berkshire Partners, H.I.G. Capital

  Target

  United Flow Technologies

  Industry

  Environmental Services

  Location

  Texas, United States

  Type

  Growth capital

  Berkshire Partners has made a strategic growth investment in United Flow Technologies (UFT), a Texas-based technical distributor and solutions provider for the municipal and industrial water and wastewater markets. Existing investor H.I.G. Capital will remain a minority shareholder; the capital will be used to deepen UFT's service capabilities, support team growth, and accelerate nationwide expansion of its water infrastructure solutions.

• Berkshire Partners Acquires United Flow Technologies from H.I.G. Capital

  December 8, 2025

  Buyer

  Berkshire Partners

  Target

  United Flow Technologies

  Seller

  H.I.G. Capital

  Industry

  Environmental Services

  Location

  Texas, United States

  Type

  Buyout

  Berkshire Partners (through an affiliate) has acquired United Flow Technologies (UFT) from H.I.G. Capital; terms were not disclosed. H.I.G. will retain a minority stake while UFT — headquartered in Irving, Texas — continues to provide process equipment, pumps, flow control and automation solutions to municipal and industrial water and wastewater customers.

• Ares Management Funds Acquire Minority Stake in EP Wealth Advisors

  September 30, 2025

  Buyer

  Ares Management Private Equity funds, Berkshire Partners

  Target

  EP Wealth Advisors

  Industry

  Financial Services

  Location

  California, United States

  Type

  Growth capital

  Ares Management Private Equity funds have signed a definitive agreement to acquire a significant minority stake in EP Wealth Advisors, joining Berkshire Partners as an existing minority equity partner. The investment is expected to be completed in October 2025 and will provide growth capital and strategic support for EP Wealth’s talent, technology, client-facing offerings, and future M&A partnerships.

• Berkshire Partners Leads Investment to Combine Forcura and Medalogix

  March 1, 2025

  Buyer

  Berkshire Partners, The Vistria Group

  Target

  Forcura, Medalogix

  Industry

  Healthcare Services

  Location

  United States

  Type

  Buyout

  Forcura and Medalogix have combined to create a unified post-acute care technology platform, with Berkshire Partners as majority owner and The Vistria Group as the largest minority shareholder. The deal brings together Forcura's workflow and care coordination capabilities with Medalogix's clinical decision support and analytics to improve home-based care delivery and outcomes.

• Berkshire Partners Makes Growth Investment in Triumvirate Environmental Valuing It at $1.8 Billion

  February 4, 2025

  Buyer

  Berkshire Partners

  Target

  Triumvirate Environmental

  Industry

  Environmental Services

  Location

  Massachusetts, United States

  Type

  Growth capital

  Berkshire Partners has made a significant growth investment in Triumvirate Environmental, valuing the environmental services company at $1.8 billion. The deal will support Triumvirate’s geographic expansion, new service lines, enhanced technology capabilities, and establishment of a broad-based employee ownership program; founder and CEO John McQuillan and the management team remain in place.

• Warburg Pincus and Berkshire Partners Acquire TRIUMPH for $3 Billion

  February 3, 2025

  Buyer

  Warburg Pincus, Berkshire Partners

  Target

  Triumph Group, Inc.

  Industry

  Aerospace & Defense

  Location

  Pennsylvania, United States

  Type

  Buyout

  Affiliates of private equity firms Warburg Pincus and Berkshire Partners agreed to acquire Triumph Group, Inc. in an all-cash transaction valuing the company at approximately $3.0 billion ($26.00 per share). The deal was announced in February 2025, will take TRIUMPH private upon closing (expected in H2 2025) and closed in July 2025, with Jorge L. Valladares III named CEO as the company transitions to private ownership to accelerate growth and expand capabilities in aerospace and defense.

• Berkshire Partners and Court Square Invest in Thrive

  January 14, 2025

  Buyer

  Berkshire Partners, Court Square Capital Partners

  Target

  Thrive

  Seller

  MC Partners

  Industry

  IT Services

  Location

  Massachusetts, United States

  Type

  Recapitalization

  Thrive, a Foxborough-based managed IT and security services provider, received a strategic investment from Berkshire Partners alongside existing investor Court Square Capital Partners; founding investor MC Partners sold its remaining stake. The transaction will support Thrive's continued organic and inorganic growth as it scales its MSP/MSSP platform; financial terms were not disclosed.

• Berkshire Partners Makes Strategic Growth Investment in Electric Power Engineers

  January 7, 2025

  Buyer

  Berkshire Partners

  Target

  Electric Power Engineers

  Seller

  Lime Rock New Energy

  Industry

  Energy

  Location

  Texas, United States

  Type

  Growth capital

  Electric Power Engineers (EPE), an Austin-based power systems engineering and consulting firm, received a strategic growth investment from Boston-based private equity firm Berkshire Partners. Lime Rock New Energy, the prior investor from 2021, has fully realized its investment; EPE management will remain significant investors and continue to lead the company. Advisory firms on the transaction were AEC Advisors for EPE and Houlihan Lokey for Berkshire.

• Berkshire Partners Makes Strategic Investment in RJW Logistics Group

  December 3, 2024

  Buyer

  Berkshire Partners

  Target

  RJW Logistics Group

  Seller

  Mason Wells

  Industry

  Transportation

  Location

  Illinois, United States

  Type

  Buyout

  Boston-based private equity firm Berkshire Partners has made a strategic (majority) investment in RJW Logistics Group, a Woodridge, Illinois–based provider of retail logistics and consolidation services for consumer packaged goods (CPG) brands. RJW CEO Kevin Williamson and other management will remain significant investors, and prior investor Mason Wells will remain a minority holder; the deal is intended to support RJW's growth, innovation and geographic expansion.

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