sale to Berkshire Partners LLC

Technology & Services
sale to Berkshire Partners LLC


Baird served as the exclusive financial advisor to Access Information Management on this transaction.


Berkshire Partners LLC (“Berkshire”) recently acquired a majority interest in Access Information Management (“Access” or the “Company”), from Summit Partners (“Summit”). Terms of the transaction were not disclosed.

Access, the largest privately-held provider of records and information management (“RIM”) services in North America, offers a complete suite of storage and related document management services, such as inventory management, digital access solutions, secure destruction and compliance services. Access has a presence in 28 United States markets and has a growing international business, serving primarily small and medium-sized enterprises (“SMEs”) within each of these markets. Access is recognized as one of the fastest growing and most dynamic companies in the records management industry. Since its founding in 2004, Access has grown through a combination of organic growth and a series of complementary acquisitions, which have expanded its presence to new markets and to a broader customer base within existing markets. Access now has an extensive footprint across the United States and a rapidly growing presence in Latin America. Access is headquartered in Livermore, California.

Summit is a private equity investment firm focused on providing growth equity for rapidly growing companies in a number of industries, including business services, consumer, education, energy, financial services, healthcare, industrial, life sciences and technology. Since its founding in 1984, Summit has raised over $16 billion in capital and invested in over 395 businesses around the world. The Company has principal offices in Boston, Massachusetts, Menlo Park, California and London, United Kingdom.

Berkshire is a private equity investment firm focused on investments in middle market companies within five broad sectors, including business services, communications, consumer products and retail, industrials and transportation. Since its founding in 1984, Berkshire has invested in over 100 portfolio companies with more than $20 billion of total acquisition value and combined annual revenues in excess of $22 billion. Berkshire is headquartered in Boston, Massachusetts.

For additional information about this transaction, please contact:

Chris Hildreth +1 (312) 609-4937
Les Cheek +1 (617) 426-5789
Jordan Klein +1 (312) 609-4978
Brian McDonagh +1 (704) 553-6611
David Silver +44 (0) 207 667 8216
Michael Sabo +1 (312) 609-4919
Technology & Services
sale to Berkshire Partners LLC
October 2014
Access Information Management
Technology & Services
Target Geography
North America
Acquiror Geography
North America