# Platinum Equity

Platinum Equity is a Private Equity based in Beverly Hills, United States.

## Overview

- **Organization type:** Private Equity
- **Headquarters:** Beverly Hills, United States
- **Region:** North America
- **Address:** 360 N. Crescent Drive, Beverly Hills, CA 90210, United States
- **Founded:** 1995
- **Assets under management:** ~$48B (per the firm, website 2026)
- **Website:** www.platinumequity.com
- **LinkedIn:** https://www.linkedin.com/company/platinum-equity
- **Wikidata:** Q787239

## Regulatory record

- **CRD number:** 161491
- **SEC file number:** 801-73758
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/161491

## About

Platinum Equity is an SEC-registered investment adviser in Beverly Hills, CA, registered since 2012. The firm manages $47.7 billion in assets, with $47.6 billion on a discretionary basis. It has 253 employees and 181 investment advisers.

## Sectors

- Enterprise Software
- Healthcare Services
- Industrial Tech
- Media & Entertainment
- Real Estate
- Private Credit
- Aerospace
- Environmental Services
- Consumer Products

## Offices

- Boston, MA, United States
- Greenwich, CT, United States
- New York, NY, United States
- London, United Kingdom
- Singapore

## People

- Tom Gores — Chairman and CEO
- Jacob Kotzubei — Co-President
- Louis Samson — Co-President
- Mary Ann Sigler — Chief Financial Officer
- Mark Barnhill — Partner
- Stephanie Barter — Partner
- Bryan Kelln — Partner, President of Portfolio Operations
- Johnny Lopez — Partner
- Bob Wymbs — Partner

## Questions

### Who runs investment decisions at Platinum Equity?

Investment decisions are governed by an Investment Committee that includes Chairman and CEO Tom Gores, Co-Presidents Jacob Kotzubei and Louis Samson, and Partners Bryan Kelln, Johnny Lopez, Phil Norment, and Robert Wentworth. Kotzubei leads the Los Angeles and Asia teams while Samson leads the New York, Greenwich, and London teams, creating two distinct deal pipelines.

### What is Platinum Equity's M&A&O strategy, and how does it differ from other private equity firms?

M&A&O is a trademarked methodology that merges traditional mergers and acquisitions with a proprietary in-house operations capability. Unlike firms that bring in external consultants post-close, Platinum embeds its own operations professionals—led by Partner Stephanie Barter—into due diligence from the start and continues that involvement throughout the hold period, directly managing transitions and performance improvement.

### Does Platinum Equity invest in credit, or is it purely private equity?

Platinum manages both private equity and credit strategies. The credit platform invests in the private and public debt of underperforming, undermanaged, or undervalued companies, primarily in North America, giving the firm a tool to participate in situations where an equity buyout is not the right structure.

### What transaction types does Platinum Equity focus on?

The firm specializes in complex, resource-intensive transactions that many buyers avoid: corporate carve-outs from Fortune 500 companies, public-to-private takeovers, restructurings, turnarounds, and divestitures. This complexity filter is central to its sourcing—the operations team is designed to solve the integration problems these deals create.

### How does Platinum Equity structure its investment teams geographically?

Platinum splits investment leadership between two Co-Presidents: Jacob Kotzubei runs the Los Angeles headquarters team and the Asia investment team, while Louis Samson runs the New York/Greenwich and London teams. This dual-hub structure pairs a West Coast–Asia axis with an East Coast–Europe axis, each operating with its own deal origination and execution resources.

### Who are the key operations leaders, and why does that matter?

Stephanie Barter oversees the M&A Operations group that performs pre-acquisition due diligence, while Bryan Kelln leads Portfolio Operations, managing companies post-close. Together they run a more centralized operations function than most private equity firms, which reduces reliance on third-party advisors and creates a repeatable value-creation playbook.

## Related profiles

- [Platina](https://altss.com/profile/platina)
- [Platinum Financial Services](https://altss.com/profile/platinum-financial-services)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/platinum-equity

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