About Berkley Capital, LLC
Based in Miami, Florida, Berkley Capital is the private equity investment vehicle of W. R. Berkley Corporation, a Fortune 500 property and casualty insurance company that is listed on the New York Stock Exchange and is included in the S&P 500, with more than $6.7 billion in stockholders’ equity and $33.8 billion in total assets1.
Accessing a permanent and patient source of capital, Berkley Capital works closely with management teams to pursue middle market buyout and growth equity opportunities within the aerospace, financial services, business services and specialty manufacturing industries.
1 As of December 31, 2022.
Our Approach
- While our portfolio companies benefit from the strength of W. R. Berkley Corporation, companies in which we invest operate independently of our parent company
- Following an investment, we work with management as partners at the Board-level to define strategic direction and to ensure the portfolio company has the required resources to realize opportunities
- As our portfolio companies evaluate new markets, launch new products or seek executive talent, Berkley Capital leverages its relationships and resources to support the management team in the execution of the portfolio company’s strategy
As a result of our permanent source of capital, we are able to support our portfolio companies in ways traditional private equity funds often cannot:
- Investment Horizon: Our investment holding period is determined by a portfolio company’s achievement of key milestones rather than driven by typical fund constraints (e.g., the need to demonstrate liquidity for fundraising)
- Investment Structure: Our ability to provide various forms of capital (e.g., senior or subordinated debt alongside an equity investment) minimizes management distraction, lowers transaction expenses and enhances the certainty of a transaction closing in a timely manner
- Transaction Types: While our investment criteria outlines our core areas of focus, our permanent capital allows us to be opportunistic and pursue attractive opportunities regardless of industry or stage of development
- We believe that “financial engineering” is insufficient to achieve outstanding risk-adjusted returns
- Instead, we focus on identifying industries, companies and management teams demonstrating the characteristics needed to achieve sustained growth
- As active investors, we work closely with portfolio company management teams on a variety of growth strategies, including add-on acquisitions, new product introductions and strategic partnerships
The Power of Berkley
Berkley Capital is a member company of W. R. Berkley Corporation, a Fortune 500 company that is listed on the New York Stock Exchange and is part of the S&P 500, with more than $6.7 billion in stockholders’ equity and $33.8 billion in total assets as of December 31, 2022. Berkley is one of America’s largest commercial lines property casualty insurance providers, operating worldwide within two segments of the P&C insurance business: Insurance and Reinsurance & Monoline Excess.
Berkley’s competitive advantage lies in its long-term strategy of decentralized operations. This structure provides each Berkley business the agility of a small business—the ability to identify and respond quickly and effectively to changing market conditions and local customer needs. It provides our Berkley businesses with the strength and resources of a Fortune 500 organization as well as the financial accountability and incentives to attract and retain the highest-caliber professionals.
