Scott Birnbaum Overview

  • Primary Position
  • Operating Partne...

  • Primary Industry
  • Finance

  • Med. Deal Size

Scott Birnbaum General Information

Biography

Mr. Scott Birnbaum serves as Operating Partner at Kohlberg & Company. He was Chairman of Chronos Life Group and a member of the board of directors of Risk Strategies Company, which were portfolio companies of Fund VI and Fund VII, respectively. He served as Board Member at Oxford Insurance Group. He is responsible for investment thesis development, company diligence and portfolio company operations management in the Financial Services sector. Prior to joining the Firm, Mr. Birnbaum enjoyed a 30-year career in a variety of consulting and operating roles at Citibank, KPMG, Mercer Management (now known as Oliver Wyman), and AmeriQuest Capital Group. Mr. Birnbaum received both a B.A. and an M.S. from the University of Rochester.

Contact Information

Primary Position
Operating Partner, Kohlberg & Company
Education
University of Rochester, MS (Master of Science)
University of Rochester, BA (Bachelor of Arts)
Gender
Male
Email
bi
Phone
+1 (914)
Address
  • 111 Radio Circle
  • Mount Kisco, NY 10549
  • United States
+1 (914)

Scott Birnbaum Positions (1)

Firm name Firm type Title Location Industry Since
Kohlberg & Company Investor Operating Partner Mount Kisco, NY PE/Buyout

Scott Birnbaum Lead Partner on Deals (8)

Scott Birnbaum has been the lead partner on 8 deals. Their latest deal was with L.A. Xcess Insurance Brokers, a insurance brokers company. The deal was made on 01-Mar-2018.

Company Deal Date Deal Type Deal Size Deal Status Industry Location
L.A. Xcess Insurance Brokers 01-Mar-2018 Buyout/LBO Completed Insurance Brokers Los Angeles, CA
B&H Risk Services 18-Aug-2017 Completed Insurance Brokers Dallas, TX
Strategic Insurance Underwriters 25-Jul-2017 Completed Other Insurance Sarasota, FL
IMS London American Brokerage and Underwriting Services 07-Jul-2017 Completed Insurance Brokers Houston, TX
U.S. Risk Insurance Group 14-Jul-2016 Completed Other Insurance Dallas, TX
Life Equity 07-Mar-2011 Completed Life and Health Insurance Akron, OH
Life Equity 07-Mar-2011 Buyout/LBO Completed Life and Health Insurance Akron, OH
Chronos Life Group 01-Jan-2010 Buyout/LBO Completed Asset Management Mount Kisco, NY

Scott Birnbaum Network (45)

Board Members (16)

Name Company Representing Location From
Randall Goss James Hampden International James Hampden International London, United Kingdom
Christopher Anderson Oxford Insurance Group (London) Self London, United Kingdom
Chronos Life Group Kohlberg & Company Mount Kisco, NY
Chronos Life Group Kohlberg & Company Mount Kisco, NY
Chronos Life Group Kohlberg & Company Mount Kisco, NY

Portfolio Executives (18)

Name Company Role Deal date Location
Richard Rutkin L.A. Xcess Insurance Brokers President 01-Mar-2018 Los Angeles, CA
William Buckley B&H Risk Services Chief Executive Officer, President & Founder 18-Aug-2017 Dallas, TX
Strategic Insurance Underwriters President 25-Jul-2017 Sarasota, FL
IMS London American Brokerage and Underwriting Services Co-Founder & Executive Vice President 07-Jul-2017 Houston, TX
IMS London American Brokerage and Underwriting Services Co-Founder & President 07-Jul-2017 Houston, TX

Fund Team Members (11)

Name Investor Fund Fund Location
Samuel Frieder Kohlberg & Company Kohlberg Investors VI Mount Kisco, NY
Evan Wildstein Kohlberg & Company Kohlberg Investors VII Mount Kisco, NY
Kohlberg & Company Mount Kisco, NY
Kohlberg & Company Mount Kisco, NY
Kohlberg & Company Mount Kisco, NY

Scott Birnbaum Affiliated Funds (2)

Fund Investor Fund Type Status Vintage Size Dry Powder IRR IRR Quartile
Kohlberg Investors VII Kohlberg & Company Buyout Liquidated 2012
Kohlberg Investors VI Kohlberg & Company Buyout Liquidated 2007

Scott Birnbaum FAQs

  • Who is Scott Birnbaum?

    Mr. Scott Birnbaum serves as Operating Partner at Kohlberg & Company.

  • How much does Scott Birnbaum typically invest?

    Scott Birnbaum's median deal size is .

  • What is Scott Birnbaum’s main position?

    Scott Birnbaum’s primary position is Operating Partner.

  • What are the contact details for Scott Birnbaum?

    Scott Birnbaum’s email address is bi and his phone number is +1 (914) .

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