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Selection of assignments

US Mid-Market Buyout Fund II

Asset class

Private Equity and Venture Capital

SIZE

$350 Million

CLOSEd

2009 (Final Close)

summary

Deep value in complexity investment strategy with both, debt and entry multiples up to 40% below private equity industry averages.

US Hardware Retailer

Asset class

Private Equity Co-Investment

SIZE

$16 Million

CLOSEd

Q2 2018

summary

Single asset co-investment in one the US largest hardware retailer specialist with a national reach. Berg Advisory identified European asset manager to co-invest alongside GP fund investment in the company.

US Mid-Market Buyout Fund II

Asset class

Private Equity and Venture Capital

SIZE

$1.1 Billion

CLOSEd

2016 (Final Close)

summary

Deep value in complexity investment strategy with both, debt and entry multiples up to 40% below private equity industry averages.

US Growth Equity ESG Fund II

Asset class

Private Equity and Venture Capital

SIZE

$300 Million

CLOSEd

Q4 2023 (Final Close)

summary

Pioneer in global sustainability and environmental investing, focusing on investments that promote resource efficiency and contribute to building a more sustainable future (clean energy, energy efficiency, waste treatment and water use)

US Mid-Market Buyout Fund III

Asset class

Private Equity and Venture Capital

SIZE

$750 Million

CLOSEd

2013 (Final Close)

summary

Deep value in complexity investment strategy with both, debt and entry multiples up to 40% below private equity industry averages.

European Waste 
Collection Industry

Asset class

Private Equity Co-Investment

SIZE

$12.5 Million

CLOSEd

Q2 2017

summary

Berg Advisory introduced one of Europe’s largest asset manager to an emerging Southern European manager in a $25 million single asset transaction. The target designs, manufactures and markets containers for the waste collection industry. The Company is one of the largest manufacturers of waste containers in Europe.