FI/PE  Berwind

https://www.berwind.com/





     Office Locations:

2929 Walnut St, Suite 900
Philadelphia, PA 19104
Phone: 215-563-2800
Fax: 215-575-2314

 

Stages:

  • Late


 

Industries:

  • Consumer Products & Services
  • Electronics & Advanced Materials
  • Energy & Clean Tech
  • Information Technology
  • Life Sciences & Healthcare
  • Manufacturing & Industrial
  • Medical Device
  • Software & Internet
  • Transportation & Distribution

  •  

    Description:

    Berwind is a fifth-generation, family-owned investment management company with a distinguished history and a bias towards action. Representing several billion dollars in enterprise value, Berwind's six operating companies serve a number of industries including pharmaceutical, specialty chemical, medical packaging, automotive, life sciences, energy, general industrial, and natural resources. Berwind has a buy-and-hold investment approach which favors value-added industries and sustainable long-term growth and cash generation. The firm maintains 100% ownership in all of their operating companies and function under a highly decentralized business model. Berwind will consider acquisitions of any size if assimilated into an existing Berwind company. New platform companies could range in size between $200 - $900 million, with the preferred size between $400 million to $700 million. Berwind's diversified portfolio comprising manufacturing and service companies employ approximately 6,000 individuals.



    Investment Firm Key

       VC = Venture Capital
       PE = Private Equity
       A = Angel
       I = Incubator
       MB = Merchant Bank
       VD = Venture Debt
       FI = Family Investment Office
       FOF = Fund of Funds
       ED = Economic Development Office   
       TT = Technology Transfer Office
       CVC = Corporate Venture Capital
       SEC = Secondary Purchaser
       HF = Hedge Fund/Mutual Fund
       
       
       
    COMPANY STAGEREVENUE
    Venture Capital
    Seed Stage
    (includes "pre-seed," or
    concept stage)
    No Revenue
    Early StageMinimal
    Revenue
    Growth Stage
    (also called Mid-stage)
    $2M-$7M
    Expansion Stage
    (also called Late-stage)
    $7M and greater
    Private Equity
    Lower Middle Market$10M-$249M
    Middle Market$250M-$499M
    Upper Middle Market$500M-$1B
    Large Cap>$1B
       
       
     

    Investment Team:


    Name   Title
    Get the complete investment team + individual email addresses for investment team partners. Get personal images, LinkedIn links, investment specialties, office locations and more with a National Database subscription.
    Bruce McKenney Senior Vice President
    Cale Walsh Associate
    Charlie Lewis Senior Vice President
    Mark Sylvester Director
    Pamela Lehrer Senior Vice President

     

    Portfolio companies include:

     

    Recent News: