Kelso & Company

Kelso & Company is a private equity firm based in New York, established in 1980, that specializes in North American middle-market investments. With a focus on growth-stage companies, Kelso has raised eight private equity funds since its inception, including its current $4.9 billion Fund VIII. The firm emphasizes leveraged buyouts and platform acquisitions, targeting investments between $50 million and $500 million in companies with enterprise values ranging from $250 million to $2.5 billion. Kelso's investment strategy is rooted in the principles of the Employee Stock Ownership Plan, which aims to create alignment between management and shareholders. The firm seeks partnerships with strong management teams and prioritizes retaining existing leadership while encouraging significant personal investments from key managers in portfolio companies. Kelso actively invests across various sectors, including business services, consumer products, healthcare, and technology.

Marcia Ambrosi

Associate, Portfolio Operations

Phil Berney

Chairman, Member of the Kelso Management Committee and Investment Partner

Frank Bynum

Senior Advisory Partner

Keith Castaldi

Principal, Investments

David Cohen

Partner, Human Capital

Christopher Collins

Co-CEO, Investment Partner and Kelso Management Committee Member

Forrest Compton

Principal, Investments

Jim Connors

Senior Advisory Partner

Tim Duffy

Vice President

Stephen Dutton

Partner, Investment

Matthew Edgerton

Investment Partner

Cameron Fraser

Vice President

William Frayer

Partner, Investments

Michael Goldberg

Senior Advisory Partner

Michael Gordon

Managing Director

Alec Hufnagel

Investment Partner

Joseph Kopilak

CFO and Partner

Mike LeTourneau

Managing Director and Partner, Portfolio Operations

Esther Lee

Associate

Frank Loverro

Co-CEO, Kelso Management Committee Member and Investment Partner

Henry Mannix III

Investment Partner

Hank Mannix

Investment Partner

Alban Martini

Senior Associate

George Matelich

Senior Advisory Partner

Howard Matlin

Senior Advisory Partner

Hugh McBride

Principal, Investments

Daniel McLaren

Associate

Beth Neumann

Partner and Head of Portfolio Operations

Michael Nichols

Partner, Capital Markets and Managing Director

Daniel Ogunlowo

Senior Associate

Sandy Osborne

Partner, Investments

Lindsay Paterson

Vice President

Serena Simpkins

Associate

Corinne Thomas

Senior Associate

Nick la Torre

Vice President

David Wahrhaftig

Senior Advisory Partner

Thomas Wall IV

Senior Advisory Partner

Benjamin Winston

Senior Associate

19 past transactions

Silver Spur

Acquisition in 2021
Silver Spur Corporation specializes in the manufacture and supply of glass and plastic bottles and containers. Its glass product line includes various types such as Boston round bottles, wide mouth bottles, food jars, beverage bottles, wine bottles, dropper bottles, and vials. The company also produces plastic containers made from high-density polyethylene (HDPE) and polyethylene terephthalate (PET), along with closures that are both child-resistant and standard. Additionally, Silver Spur offers custom bottle solutions and desiccants like silica gel packs. The firm is involved in the production of engineered medical and laboratory products, including injectable vials and pre-filled syringes. Serving a diverse range of industries, Silver Spur caters to the pharmaceutical, nutraceutical, food and beverage, cosmetic, wine, beer, and liquor sectors, both domestically and internationally. Founded in 1978 and headquartered in Cerritos, California, the company operates manufacturing facilities in Taiwan and China.

Ferraro Foods

Acquisition in 2021
Ferraro Foods, Inc. is a distributor of Italian food products, primarily serving the restaurant and pizzeria sector in the United States. Founded in 1975 and based in Piscataway, New Jersey, the company offers a diverse range of items, including pasta, premium cheeses, tomatoes, meats, seafood, and specialty food products imported from Italy and Europe. In addition to traditional food items, Ferraro Foods provides pizza boxes, food containers, and a coffee program featuring its Marino brand coffee packets and espresso pods. The company operates distribution centers in Piscataway and Mebane, North Carolina, utilizing a fleet of multi-temperature trucks and refrigerated loading docks for efficient transportation. Ferraro Foods also engages in export consolidation, ensuring quality food products and reliable service to its clients.

Refresh Mental Health

Seed Round in 2021
Refresh Mental Health makes mental health services an accessible and routine form of preventative healthcare for all. Refresh Mental Health promotes clinical excellence and client access to high-quality mental healthcare by partnering with leading practices with specialized programs throughout the United States. It was founded in 2017 and headquartered in Jacksonville Beach, Florida.

Inmark

Venture Round in 2020
Inmark, LLC specializes in packaging products and services, offering a diverse range of solutions that include temperature-controlled packaging, dangerous goods packaging, and rigid containers. The company's temperature-controlled offerings consist of parcel and pallet shippers, while its dangerous goods packaging includes various combinations such as 4G and 4GV packaging, spill containment products, and related labels. Inmark also provides a wide selection of rigid container products, including plastic jars, glass containers, drums, and dispensing systems, as well as specimen transport solutions. Additionally, the company offers custom molding services along with training and consultation. With a global presence, Inmark distributes its products across North America, Asia, the United Kingdom, and South America. Founded in 1975 and headquartered in Austell, Georgia, Inmark has established itself as a trusted leader in the packaging industry for over 40 years.

J.S. Held

Acquisition in 2019
J.S. Held LLC, established in 1974 in New York, is a consulting services firm that provides expertise across various sectors, including aerospace, food, healthcare, government, and real estate. The firm specializes in technical, scientific, financial, and advisory services, which include property damage assessment, safety consulting, engineering, forensic accounting, and water restoration. With a commitment to helping clients navigate complex and challenging situations, J.S. Held has expanded its operations over the years and now has multiple office locations across the United States.

Elara Caring

Acquisition in 2018
Jordan Health Services is a healthcare services company offering a full continuum of home-based care including home care and hospice to Medicaid and Medicare populations. The company has been in operation for over 35 years and has grown from a family-run, Medicaid-focused operation to become one of the leading professionally-managed home healthcare providers in the country.

Premia Holdings

Private Equity Round in 2017
Premia Holdings invests its expertise and a modest amount of capital to secure minority stakes in high-growth technology businesses in the US and Europe. Premia Holdings also provides a range of advisory services to organizations grappling with the threats and opportunities posed by digital disruption.

Physicians Endoscopy

Venture Round in 2016
Physicians Endoscopy (PE), formed in July 1998, specializes in the development and management of freestanding, single-specialty endoscopic ASCs in partnership with practicing physicians and hospitals. In April 2017, Frontier Healthcare became part of the PE family. As of April 2017, PE is in partnership with 58 GI ASCs, over 550 gastroenterologists who perform over 490,000 annual procedures! Physicians Endoscopy partners with GI physicians to positively impact single-specialty ambulatory surgery centers’ bottom line. We leverage our rich industry expertise and experience building and acquiring ambulatory surgery centers across the U.S. to foster positive provider and patient experiences. Whether you are looking to open a new ambulatory surgery center, considering embarking upon an acquisition or entering a hospital joint venture partnership, Physicians Endoscopy can support you every step of the way.

Physicians Endoscopy

Acquisition in 2016
Physicians Endoscopy (PE), formed in July 1998, specializes in the development and management of freestanding, single-specialty endoscopic ASCs in partnership with practicing physicians and hospitals. In April 2017, Frontier Healthcare became part of the PE family. As of April 2017, PE is in partnership with 58 GI ASCs, over 550 gastroenterologists who perform over 490,000 annual procedures! Physicians Endoscopy partners with GI physicians to positively impact single-specialty ambulatory surgery centers’ bottom line. We leverage our rich industry expertise and experience building and acquiring ambulatory surgery centers across the U.S. to foster positive provider and patient experiences. Whether you are looking to open a new ambulatory surgery center, considering embarking upon an acquisition or entering a hospital joint venture partnership, Physicians Endoscopy can support you every step of the way.

Sirius Computer Solutions

Acquisition in 2015
Sirius is a national integrator of technology-based business solutions that span the enterprise, including the data center and lines of business. Built on products and services from the world’s top technology companies, Sirius solutions are installed, configured and supported by our dedicated teams of highly certified experts. With the right people and the right partners, Sirius is able to focus on solutions to help IT professionals cut costs, increase reliability, ease the burden of management, maximize flexibility, mitigate risk and improve service.

Risk Strategies Company

Acquisition in 2015
Risk Strategies Company (RSC) is a privately-held, national firm with offices across the country. As a leading US insurance broker, we offer sophisticated risk management advice and insurance placement for property & casualty and employee benefits risks. We serve companies of all sizes, non-profits, public entities, and individuals, and have access to all major insurance markets.

Venari Resources

Private Equity Round in 2014
Venari Resources is a privately held offshore exploration & production company focused on the prolific oil-prone subsalt region in the Gulf of Mexico’s deep waters. This basin offers unprecedented opportunities as the industry renews activity in this attractive venue where natural resources are abundant & value creation rewarding. Many E&P companies working in the Gulf recognize Venari as the quintessential non-operating partner because we provide: A Talented Team Venari’s core team of credible experienced leadership, explorationists, engineers & commercial specialists has worked together extensively for more than 10 years. Their talents are complementary, & we respect each other as individuals, both personally & professionally.

Venari Resources

Private Equity Round in 2014
Venari Resources is a privately held offshore exploration & production company focused on the prolific oil-prone subsalt region in the Gulf of Mexico’s deep waters. This basin offers unprecedented opportunities as the industry renews activity in this attractive venue where natural resources are abundant & value creation rewarding. Many E&P companies working in the Gulf recognize Venari as the quintessential non-operating partner because we provide: A Talented Team Venari’s core team of credible experienced leadership, explorationists, engineers & commercial specialists has worked together extensively for more than 10 years. Their talents are complementary, & we respect each other as individuals, both personally & professionally.

4Refuel

Acquisition in 2013
4Refuel Canada LP specializes in mobile refueling services across Canada and the United States, catering to various industries including transportation, construction, power generation, rail, marine, mining, and oil and gas. Founded in 1984 and based in Oakville, Canada, the company pioneered the Mobile On-site Refueling (MOR) sector and has developed a significant market presence, serving over 6,000 clients and completing more than 3.5 million fueling transactions annually. Its offerings include mobile on-site refueling, bulk diesel fuel delivery, mobile diesel exhaust fluid refueling, and generator refueling services. Additionally, 4Refuel provides an online fuel management portal to track and report fuel consumption. With operations extending across over 900 cities, the company is recognized as a reliable and sophisticated fuel provider, capable of servicing a diverse range of clients from small businesses to large enterprises. 4Refuel operates as a subsidiary of Finning International Inc.

IAA, Inc. (NYSE:IAA)

Acquisition in 2005
Insurance Auto Auctions, Inc. is one of the leading North American salvage auto auctions with the largest facility footprint, strong buyer base and high auction returns. Their exclusive focus on the automotive total-loss industry and over 150 corporate owned facilities across the United States and Canada provide Sellers and Buyers with the best solution to process and acquire total-loss, recovered-theft, fleet lease, dealer trade-in and collision damaged rental vehicles. Their hybrid auction model, including live, Internet and proxy bidding – combined with their mature buyer base and diverse inventory – produce exceptional returns from each sale. With over 25 years in the industry, they hold the most comprehensive warehouse of automotive total-loss auction data.

BWAY

Acquisition in 2002
BWAY is one of the largest manufacturers of rigid metal and plastic containers in North America. Their diverse products and broad geographic reach have made them a market leader in the general line packaging industry. They make the innovative products that customers require to succeed today and beyond.

VetExchange

Series B in 2000
VetExchange, the first veterinary information management system, is designed to streamline operations in veterinary clinics and throughout the industry as a whole. Their fully integrated system offers one-stop access to valuable resources such as practice management tools and electronic patient records, allowing subscribing veterinarians to confer on cases and diagnostic images and share information instantly via the Internet. VetExchange unites all participants in the veterinary industry - from the people who make gauze and bandages, to the publishers who bring you breaking news and continuing education tests, to the clients who trust you with their beloved pets. This improved relationship management ultimately creates a higher level of veterinary care

The Consumer Financial

Venture Round in 2000
The Consumer Financial Network, headquartered in Duluth, GA, is a sophisticated e-commerce platform for financial services and related benefits over the Internet and an around-the-clock teleweb customer service center. CFN is provided at no cost to large companies and associations for distribution as a human resource benefit to their employees or members.
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