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

Fleissig, Matthew Jacob

CEO

Frayer, William C.

Partner, Investments

Joe 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

19 past transactions

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.

Ferraro Foods

Acquisition in 2021
Ferraro Foods is a food & beverages company offering Italian food, pepper, and saffron.

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 combines technical, scientific, financial, and strategic expertise to advise clients seeking to realize value and mitigate risk. Our professionals serve as trusted advisors to organizations facing high stakes matters demanding urgent attention, staunch integrity, proven experience, clear-cut analysis, and an understanding of both tangible and intangible assets. The firm provides a comprehensive suite of services, products, and data that enable clients to navigate complex, contentious, and often catastrophic situations.

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.

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.

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.

Sirius Computer Solutions

Acquisition in 2015
Sirius Computer Solutions is a national integrator of technology-based business solutions that span data center and other 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 is a privately held firm that offers sophisticated risk management advice and insurance placement for property & casualty and employee benefits risks. They 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 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.

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 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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