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We are an Investment Consortium Specializing in Facilitating Transactions

Bergmont Group is a leading, independent consultancy firm, focused on the initiation, facilitation and completion of transactions.

Bergmont is a group of Investors, marketing strategists, operational and financial experts who share a passion for helping entrepreneurs and management teams to grow geometrically and unlock the full potential of their business.

We invest in a variety of control and structured ownership ranging from consolidation strategies to traditional leveraged buyouts. With our deep expertise, network and resources, we maximize each of our businesses value helping take them to the next level and beyond.

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Bergmont Group seeks to partner with strong management teams and entrepreneurs to provide them with significant liquidity while still retaining ownership in their business.

Additionally, we work with CEO's to design equity ownership packages for key management team members to align incentives and allow them to take part in the value they help create.

Bergmont Group enables management teams to continue to do what they do best: managing and operating their business.

At the same time, our investment professionals have extensive operating, consulting, and financing experience, which allow us to act as a value-added resource as we evaluate new opportunities and handle the issues faced by growing companies.

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We specialize in growing companies through strategic acquisitions. By acquiring complementary businesses, we can create economies of scale, expand our market share, increase our customer base, and diversify our product or service offerings. Our team has a proven track record of successfully scaling businesses and creating value for stakeholders.

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Abstract Iceberg

WHAT WE LOOK FOR

Our investment approach is grounded in a deep understanding of the industries we target. We focus on sectors where we have significant expertise, including healthcare, technology, and B2B services. By leveraging our industry knowledge and network of contacts, we are able to identify attractive investment opportunities and build a portfolio of successful and sustainable businesses that deliver value and contribute to growth in our industries

We are committed to building long-lasting partnerships with our portfolio companies and work closely with management teams to develop and execute strategic plans that drive growth and profitability. Our team has a proven track record of successfully scaling businesses and creating value for all stakeholders.

  • Industry Focus: Healthcare, Energy, A&D, Logistics, Infrastructure, Construction, Manufacturing, IT, B2B and Consumer Services

  • Company Size: Lower-middle market businesses with revenue between £5M - £50M and EBITDA between £1M - £10M

  • Business Characteristics: Strong growth potential, scalable business model, competitive advantage in the market

  • Management Team: Experienced and committed leadership, willingness to collaborate with Bergmont Group, open to strategic guidance and support

  • Deal Structure: Leveraged buyouts, roll-ups, majority or significant minority ownership

  • Geographic Focus: US, UK, Europe

Get in Touch

If you are an entrepreneur or management team looking for a strategic partner to help take your business to the next level, we invite you to learn more about Bergmont Group. Contact us today to discuss how we can help you achieve your goals

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