Kelso & Company

Kelso & Company is a North American middle-market private equity firm with a history dating back to 1971. Recognized for its experience and cohesion, the firm has raised eight private equity funds since 1980, making over 110 investments. Currently, Kelso is investing its $4.9 billion Fund VIII. Founded by Louis Kelso, the innovator of the Employee Stock Ownership Plan (ESOP), the firm incorporates the principles of the ESOP into its strategy, focusing on aligning the interests of management and shareholders. This alignment is central to Kelso's approach as it seeks to partner with exceptional management teams and corporations that are in need of a value-added partner.

Barbara Alechman

Vice President and Controller

Lynn Alexander

Managing Director and Partner, Investor Relations and Marketing

Phil Berney

Co-Chief Executive Officer, Member of the Kelso Management Committee and Investment Partner

Frank Bynum

Co-Chief Executive Officer, Member of the Kelso Management Committee and Investment Partner

Michael Casciotti

Senior Associate, Investments

Keith Castaldi

Vice President

Christopher L. Collins

Managing Director and Investment Partner

Forrest Compton

Associate

Allie Condon

Vice President, Investor Relations and Marketing

Jim Connors

Partner, Managing Director, General Counsel and Chief Compliance Officer

James J. Connors

MD, Partner, General Counsel and CCO

Tim Duffy

Vice President

Stephen C. Dutton

Investment Partner

Matthew S. Edgerton

Investment Partner

Cameron Fraser

Senior Associate

Bill Frayer

Vice President

Michael Goldberg

Senior Advisory Partner

Henry Greer

Associate

Alec Hufnagel

Investment Partner

Sam Jones

Associate

Joe Kopilak

Partner and CFO

Mike LeTourneau

Managing Director and Partner of Portfolio Operations

Frank Loverro

Chief Executive Officer, Member of Kelso Management Committee & Investment Partner

Hank Mannix

Investment Partner

Alban Martini

Associate

George Matelich

Senior Advisory Partner

Howard Matlin

Partner, Managing Director and Chief Financial Officer

Hugh McBride

Principal

Michael Nichols

Vice President, Capital Markets

Frank Nickell

Chairman, Member of the Kelso Management Committee and Investment Partner

Daniel Ogunlowo

Associate

Sandy Osborne

Investment Partner

Lindsay Paterson

Vice President

Will Sherrill

Associate

Dominic Thelliyankal

Director of Financial Reporting

Corinne Thomas

Associate

Nick la Torre

Senior Associate

David Wahrhaftig

Senior Advisory Partner

Thomas R. Wall

Senior Advisory Partner

Benjamin Winston

Associate

William Woo

Partner, General Counsel and CCO

33 past transactions

Elara Caring

Merger/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.

Silver Spur

Acquisition in 2021
Silver Spur Corporation manufactures glass bottles and containers, HDPE (High Density Polyethylene) Packers, PET (polyethylene terephthalate) containers, and closures in our state-of-the-art facilities in Taiwan and China.

Sirius Computer Solutions

Merger/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.

Inmark, LLC

Venture Round in 2020
For over 40 years, Inmark has been a trusted source for rigid container, temperature-controlled, specimen transport and dangerous goods packaging. Headquartered in Atlanta, with locations in Europe, Asia and North America, Inmark has become a respected leader in developing packaging solutions for businesses globally.

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.

Ferraro Foods

Acquisition in 2021
Ferraro Foods, Inc. distributes food and other products to the Italian restaurant and pizzeria segment in the United States. It supplies pastas, premium cheeses, tomatoes, flours, beverages, meats, seafood, appetizers, desserts, pizza boxes, food containers, and specialty food products imported from Italy and Europe. The company also provides custom multi-unit and chemical programs; and a coffee program to supply its own Marino brand coffee packets, Columbian blends, and imported regular and decaffeinated espresso pods. In addition, it involves in the consolidation and exportation of products worldwide. Ferraro Foods, Inc. was founded in 1975 and is based in Piscataway, New Jersey. It has distribution centers in Piscataway, New Jersey and Mebane, North Carolina.

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.

Newport Group

Merger/Acquisition in 2018
The Newport Group, Inc. is a consulting, asset management, and administration firm that specializes in the designing, financing, and administration of qualified and non-qualified executive benefit plans. Its serves corporations, financial institutions, public utilities, and private companies. The company was founded in 1984 and is based in Heathrow, Florida with additional offices in Chicago, Jacksonville, Los Angeles, Miami, Philadelphia, and San Francisco. As of October 15, 2015, The Newport Group, Inc. operates as a subsidiary of Newport Group Holdings, Inc.

4Refuel

Acquisition in 2013
4Refuel pioneered the Mobile On-site Refueling (MOR) industry in Canada and has built an unmatched market presence servicing over 900 cities across Canada, delivering over 3.5 million unique fueling transactions annually. They are the largest, most trusted and sophisticated on-site fuel provider in North America, serving over 6,000 clients annually. 4Refuel provides service to a range of large and small clients, ranging in size from one piece of equipment to thousands. 4Refuel is the only on-site fuel provider whose core business is direct-to-equipment on-site refueling. They have the largest presence, giving us the ability to reliably serve customers across the country; from coast to coast, and in both large and small communities.

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.

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.

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.

W&T Offshore, Inc., Interest in the Yellow Rose Field in the Permian Basin

Merger/Acquisition in 2015
W&T Offshore, Inc., Interest in the Yellow Rose Field in the Permian Basin comprises oil exploration field. The asset is located in the United States.

Risk Strategies Company

Merger/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.

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.

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.

J.S. Held

Acquisition in 2019
J.S. Held LLC was established in New York in 1974 and has been active in construction consulting since that time. Over the years, we have expanded our staff and office locations, and now have offices in New York, Massachusetts, Connecticut, California, Washington DC, Ohio, Texas, Georgia, Pennsylvania, Florida, New Jersey, Illinois, Colorado, North Carolina, Washington, Indiana and Tennessee.

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.

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.

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.

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

US LBM

Merger/Acquisition in 2015
US LBM is a building materials company that provides lumber and building materials.

Inmark, LLC

Merger/Acquisition in 2020
For over 40 years, Inmark has been a trusted source for rigid container, temperature-controlled, specimen transport and dangerous goods packaging. Headquartered in Atlanta, with locations in Europe, Asia and North America, Inmark has become a respected leader in developing packaging solutions for businesses globally.

Risk Strategies Company

Private Placement in 2020
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.

Inmark, LLC

Private Placement in 2020
For over 40 years, Inmark has been a trusted source for rigid container, temperature-controlled, specimen transport and dangerous goods packaging. Headquartered in Atlanta, with locations in Europe, Asia and North America, Inmark has become a respected leader in developing packaging solutions for businesses globally.

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.

Refresh Mental Health

Merger/Acquisition in 2020
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.

Oasis Outsourcing

Merger/Acquisition in 2017
Oasis Outsourcing was founded in 1996 as a subsidiary of The Wackenhut Corporation. Today, Oasis Outsourcing is the largest private PEO in the United States and is a leading provider of comprehensive and cost-effective HR services to SMBs. The Company provides HR services, such as HR administration and development, employee benefit plan management, full-service payroll administration, risk management, and staffing and recruitment to over 4,700 SMBs and more than 160,000 WSEs in all 50 states and Puerto Rico. Through its nationwide platform, Oasis provides its solutions to clients across a broad spectrum of industries, including business services, hospitality and retail, manufacturing, technology, and wholesale trade, among others.

Pathstone Federal Street

Private Equity Round in 2023
Founded in 2010, Pathstone Federal Street is a family office based in New Jersey. The firm provides wealth management and investment advisory services to their clients across the United States.

Oasis Outsourcing

Private Equity Round in 2017
Oasis Outsourcing was founded in 1996 as a subsidiary of The Wackenhut Corporation. Today, Oasis Outsourcing is the largest private PEO in the United States and is a leading provider of comprehensive and cost-effective HR services to SMBs. The Company provides HR services, such as HR administration and development, employee benefit plan management, full-service payroll administration, risk management, and staffing and recruitment to over 4,700 SMBs and more than 160,000 WSEs in all 50 states and Puerto Rico. Through its nationwide platform, Oasis provides its solutions to clients across a broad spectrum of industries, including business services, hospitality and retail, manufacturing, technology, and wholesale trade, among others.