Kelso & Company

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Kelso & Company - overview

Established

1971

Location

New York, NY, US

Primary Industry

Business Support Services

About

Kelso & Company is a private equity firm focused on the North American middle market, specializing in strategic investments and partnerships to enhance business value across various sectors. Founded in 1971 and headquartered in New York, US, Kelso & Company operates primarily as a private equity firm. The firm has a rich history of investment in the North American market, particularly through its focus on middle-market companies. The current CEO, Phil Berney, leads the firm in its strategic initiatives.


Kelso has undergone various investment strategies to align with market opportunities, yet specific pivots or changes in operations have not been detailed. Kelso & Company operates primarily as a private equity firm focusing on the North American middle market. The firm’s core product offerings revolve around private equity investments, aimed at enhancing the value of businesses through strategic partnerships and active management. Kelso specializes in a range of sectors, utilizing deep industry expertise to identify and support growth in its portfolio companies.


The firm promotes an alignment of interests among management, employees, and shareholders by employing Employee Stock Ownership Plans (ESOPs). Kelso's investments cater to business owners seeking growth capital or strategic partnerships, with clientele spanning established corporations across industries like construction, distribution, and healthcare. The company’s geographic reach encompasses the United States and Canada, targeting a diversified range of investment opportunities within these markets. Kelso & Company has invested approximately USD 15 bn in equity capital since its inception in 1980.


The firm structures its revenue through equity investments and management fees charged to its funds, fostering long-term partnerships with clients. Transactions typically involve providing capital to businesses in exchange for ownership stakes, with agreements tailored to the unique needs of each portfolio company. This collaborative investment strategy positions Kelso as a preferred partner for companies leveraging private equity for expansion.


Primary Industry

Business Support Services

Sub Industries

Government, Private Equity

Website

www.kelso.com

Total Amount Raised

Subscriber access only

Kelso & Company - deals

Deals TypeDeal StatusTarget (s)Deal DateInvestor(s)Seller(s)Deal size (Mn)Enterprise value (Mn)Post-money valuation (Mn)EBITDA multiple (x)Revenue multiple (x)Lead partner (s)
Trade SaleCompletedHelios Comp-

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