BERKS Group

Overview

BERKS Group is a Kansas City-based investment firm specializing in better-for-you food companies and other sectors. The firm seeks to invest in and support growth businesses with patient capital, targeting companies with $2-20 million in EBITDA. Their strategic advantages include patient capital allowing assets to dictate investment horizons, financial capability to support necessary capital investments for growth, nearly 70 years of operational experience, and resources to provide support in technology, HR, marketing, finance, and accounting. BERKS Group is guided by strong Midwestern values, focusing on doing the right thing for customers, employees, and the communities served. The firm's investment focus spans several sectors, including manufacturing, education technology, food, agribusiness, and technology infrastructure. They are particularly interested in high-value manufacturing companies that prioritize innovation and efficiency, education technology businesses revolutionizing learning experiences through digital platforms, and food and agribusiness companies that align with their better-for-you investment philosophy. BERKS Group employs a patient capital approach, allowing assets to dictate investment horizons, and is financially equipped to support capital investments necessary for growth. They also offer resources in technology, HR, marketing, finance, and accounting to support their portfolio companies. With nearly 70 years of operational experience, BERKS Group has developed a strong track record in supporting and growing businesses across various sectors. Their approach is rooted in strong Midwestern values, emphasizing integrity and community focus. The firm has a history of partnering with quality brands led by talented management teams who have a vision for growth, providing them with the necessary resources and support to achieve their objectives. This commitment to fostering growth and success has established BERKS Group as a reputable and reliable partner in the investment community.

Investment Focus

• Companies with $2-20 million in EBITDA
• Strong management teams with a vision for growth
• Alignment with BERKS Group's strategic focus areas

Portfolio Companies