Kelso & Company

Kelso & Company is a private equity firm based in New York, founded in 1980. With a focus on North American middle-market investments, the firm specializes in growth-stage companies, primarily through buyouts. Kelso targets a diverse range of sectors, including business products, business services, consumer products, consumer services, financial services, energy, healthcare, and technology. The firm emphasizes a partnership approach, seeking to align the interests of management teams and corporations with a commitment to creating value. Kelso's heritage is rooted in the principles established by its founder, Louis Kelso, who pioneered the Employee Stock Ownership Plan, which continues to influence the firm’s investment strategy.

Philip Berney

Co-CEO

David Cohen

Partner, Human Capital

Matt Fleissig

CEO

William Frayer

Partner, Investments

Joseph Kopilak

CFO and Partner

Mike LeTourneau

Managing Director and Partner, Portfolio Operations

Frank Loverro

Co-CEO

Beth Neumann

Partner and Head of Portfolio Operations

Sandy Osborne

Partner, Investments

Lindsay Paterson

Vice President

Sandy Osborne

Managing Director

26 past transactions

Pathstone

Private Equity Round in 2023
Pathstone Federal Street offers asset management, financial planning, property management, estate planning, financial reporting and risk management services, helping clients create, manage and preserve wealth.

Bridgenext

Acquisition in 2022
Bridgenext is a digital consultancy that helps clients innovate with intention and realize their digital aspirations by creating digital products, experiences, and solutions around what real people need.

Inovar Packaging Group

Acquisition in 2022
Inovar Packaging Group is a manufacturer specializing in a diverse range of packaging solutions, including pressure-sensitive labels, shrink sleeves, industrial labels, extended content labels, flexible packaging, and digital labels. The company serves various industries such as food and beverages, personal care, cosmetics, nutraceuticals, industrial products, craft beer, wine, spirits, pet care, and private label markets. Inovar is known for its ability to provide customized packaging through various printing techniques, including flexography, digital printing, and screen printing. The company emphasizes timely delivery of cost-effective products while also offering in-house digital plate services to enhance its printing capabilities.

Resource Pro

Acquisition in 2021
Focused exclusively on the insurance industry, ReSource Pro is a trusted strategic operations partner to insurance organizations seeking growth and optimization. With more than 10,000 employees around the globe, ReSource Pro operates at the critical intersection of people, process, technology, and data to serve more than 1,800 clients across the carrier, broker, and MGA segments – consistently earning a +96% client retention rate for over a decade. It offers expert advisory services, workforce solutions, business process management optimization and transformative data and technology solutions. It was recognized in 2024 by Inc. 5000 as one of the fastest growing companies in the US and has earned this honor 15 times since 2009.

Silver Spur Corp

Acquisition in 2021
Silver Spur Corporation is a manufacturer and supplier of glass and plastic packaging products, based in Cerritos, California, with manufacturing facilities in Taiwan and China. Established in 1978, the company produces a wide range of glass products, including Boston round bottles, food jars, beverage bottles, wine bottles, and droppers, as well as plastic containers made from high-density polyethylene (HDPE) and polyethylene terephthalate (PET). Additionally, Silver Spur offers closures, including child-resistant options, and specialized products for medical and laboratory use, such as injectable vials and pre-filled syringes. The company serves multiple industries, including pharmaceuticals, nutraceuticals, food and beverages, cosmetics, and alcohol, catering to both domestic and international markets with custom packaging solutions.

Ferraro Foods

Acquisition in 2021
Ferraro Foods, Inc. is a distributor specializing in food products for the Italian restaurant and pizzeria market in the United States. Founded in 1975 and headquartered in Piscataway, New Jersey, the company offers a diverse range of products including pastas, premium cheeses, tomatoes, meats, seafood, appetizers, desserts, and specialty items imported from Italy and Europe. Ferraro Foods also provides related services such as custom multi-unit and chemical programs, as well as a coffee program featuring its Marino brand coffee and various espresso options. With distribution centers located in Piscataway and Mebane, North Carolina, the company utilizes a fleet of multi-temperature trucks and a network of refrigerated loading docks to ensure the quality and reliability of its deliveries. Additionally, Ferraro Foods is involved in the consolidation and exportation of food products worldwide.

Refresh Mental Health

Seed Round in 2021
Refresh Mental Health is a provider of operational support services aimed at enhancing accessibility to quality mental health care across the United States. Founded in 2017 and headquartered in Jacksonville Beach, Florida, the company partners with various mental health practices that offer specialized programs addressing a wide range of psychiatric and therapeutic needs. By delivering financial backing, business operations, and marketing support, Refresh Mental Health enables clinicians to concentrate on delivering comprehensive and culturally competent care to their patients, thereby positioning mental health services as a vital aspect of preventative healthcare.

Inmark Packaging

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.

Pathstone

Private Equity Round in 2019
Pathstone Federal Street offers asset management, financial planning, property management, estate planning, financial reporting and risk management services, helping clients create, manage and preserve wealth.

J.S. Held

Acquisition in 2019
J.S. Held is a global consulting firm that offers a range of technical, scientific, financial, and strategic services across various sectors, including aerospace, food, healthcare, government, and real estate. The firm specializes in areas such as property damage, safety, engineering, forensic accounting, and water restoration consulting. J.S. Held serves as a trusted advisor to organizations facing high-stakes challenges that require urgent attention and expertise. Its professionals provide clear and thorough analyses to help clients navigate complex and often contentious situations, enabling them to realize value and mitigate risk effectively.

Elara Caring

Acquisition in 2018
Elara Caring is a provider of home healthcare services based in Addison, Texas, operating across the Northeast, Midwest, and Southwest regions of the United States. Established in 2011, the company offers a comprehensive range of services including personal care, skilled home healthcare, hospice care, behavioral health care, and palliative care. Elara Caring aims to support individuals, particularly seniors, in living independently and comfortably in their own homes. In addition to traditional healthcare services, the company operates a Consumer Directed Personal Assistance Program, allowing clients in need of long-term care to direct their own care. Through its various services, Elara Caring focuses on delivering personalized and compassionate care, ensuring that the unique needs of each client are met effectively.

Oasis Outsourcing

Private Equity Round in 2017
Oasis Outsourcing Holdings Inc. operates as a professional employer organization that provides workforce solutions for businesses in the United States. The company offers human resources services, employee benefits, payroll administration, healthcare reform support, and risk management services. Its human resources outsourcing services and programs include infrastructure development, compliance assistance, operations partnership, growth and development, employee discount programs, and staff sourcing. The company’s employee benefit services portfolio includes health and other insurance, financial savings plans, administration and support, and employee and legal advocacy. In addition, it provides payroll administration services, which include payroll accrual, tracking, and processing; payroll deposit options; and Web-based payroll systems. Further, the company provides risk management services, including return-to-work programs, risk management compliance, and workers compensation services. It provides cloud-based workforce management, human resources/risk management, benefits, and payroll technology solutions that combine to provide a customized Human Resources Information System that meets the specific needs of clients. Oasis Outsourcing Holdings Inc. was founded in 1996 and is based in West Palm Beach, Florida. Oasis Outsourcing Holdings Inc. operates as a subsidiary of Paychex, Inc.

Premia Capital

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

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.

SouthernCarlson

Acquisition in 2016
SouthernCarlson operates as a fastening and packaging distributor. It offers fasteners that include nails, staples, screws, anchors, and bolts nuts and washers; tools that include compressors and generators, power tools, screw driving systems, hand tools, electrical products, and powder actuated systems; and other construction products that include framing hardware, surface protection, weather barriers, adhesives and sealants, building products, and ladders platforms and scaffolding.

Sirius Computer Solutions

Acquisition in 2015
Sirius Computer Solutions is a national integrator of technology-based business solutions, specializing in data center infrastructure and various related services. The company offers a range of solutions built on products from leading technology providers, ensuring that installations and configurations are managed by highly certified experts. Sirius focuses on helping clients navigate market changes through its expertise in business continuity, converged infrastructure, asset management, application integrations, digital transformation, and cloud and managed services. By addressing the needs of IT professionals, Sirius aims to reduce costs, enhance reliability, streamline management, increase flexibility, mitigate risk, and improve overall service delivery.

Risk Strategies Company

Acquisition in 2015
Risk Strategies Company is a privately held firm specializing in risk management and insurance brokerage services. The company provides comprehensive advice and solutions for property and casualty insurance, employee benefits, and healthcare risks. Serving a diverse clientele that includes businesses of all sizes, non-profits, public entities, and individuals, Risk Strategies Company leverages its access to major insurance markets to deliver tailored risk management strategies. By simplifying the complexities of asset protection and liability minimization, the firm enables its clients to effectively manage their risks and secure the necessary coverage.

Venari Resources

Private Equity Round in 2014
Venari Resources, LLC operates as a deep water oil exploration and production company in the Gulf of Mexico. The company was founded in 2012 and is based in Houston, Texas with additional office at Dallas.

Venari Resources

Private Equity Round in 2014
Venari Resources, LLC operates as a deep water oil exploration and production company in the Gulf of Mexico. The company was founded in 2012 and is based in Houston, Texas with additional office at Dallas.

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.

Nivel Parts & Manufacturing

Acquisition in 2011
Nivel Parts & Manufacturing is a global aftermarket manufacturer, distributor, and seller of specialized parts and accessories for heavy-duty vehicles and niche utility terrain vehicles. The company focuses on providing branded aftermarket components, including hard-to-find and discontinued parts, as well as engines for various types of equipment. By serving a diverse clientele that includes dealers, distributors, and consumers both domestically and internationally, Nivel ensures that essential parts and products are readily available to meet the needs of the heavy-duty and specialty vehicle markets.

Carpool Insurance

Acquisition in 2005
Carpool Insurance is a leading insurance agency located in Milpitas, CA and also serving Pleasanton, CA, and nearby regions. Our key services include reliable auto insurance, safeguarding renters insurance, and efficient registration services tailored to meet your needs. At Carpool Insurance, we carry our heritage of trust and transparency into every client interaction, as we strive to deliver hassle-free insurance solutions. We assist and protect our diverse clientele with an unwavering commitment. For a safe and assured tomorrow, choose us for all your insurance needs. Request a quote today!

BWAY

Acquisition in 2002
BWAY Corporation, a unit of Mauser Packaging Solutions, is a leading manufacturer of rigid metal and plastic containers in North America. With a diverse range of products and an extensive geographic presence, BWAY has established itself as a market leader in the general line packaging industry. The company focuses on producing innovative packaging solutions that meet the evolving needs of its customers, ensuring their success in a competitive market.

VetExchange

Series B in 2000
VetExchange is a pioneering veterinary information management system that aims to enhance operational efficiency within veterinary clinics and the broader industry. Its fully integrated online platform provides veterinarians with essential tools for practice management, including the ability to track patient records, manage appointments, and generate reminders. This system facilitates instant sharing of diagnostic images and case information among veterinary professionals, fostering collaboration and improved communication. By connecting various stakeholders in the veterinary field—from manufacturers of medical supplies to educational publishers—VetExchange promotes better relationship management, ultimately leading to elevated standards 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.

Galloway & Company

Galloway & Company, Inc., is a full-service planning, architecture, and engineering firm that has been providing quality, reliable services and establishing long-lasting, loyal client relationships since 1982. Based in the Denver Tech Center with five regional offices, Galloway provides a full range of services for projects ranging from half-acre pad sites to master-planned communities for local developers as well as national programs.
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