FI  Ferrell Capital

http://ferrellcapinc.com/





     Office Locations:

10601 Mission Road, Suite 350
Leawood, KS 66206
Phone: 913-601-3200
Fax: 913-601-3255

 

Stages:

  • Middle Market


 

Industries:

  • Business Services
  • Energy & Clean Tech
  • Financial Services
  • Manufacturing & Industrial
  • Real Estate & Construction

  •  

    Description:

    Ferrell Capital is a professional organization formed by the Ferrell Family and dedicated to managing the financial, business and personal affairs of the family members. In 1994, Ferrellgas became one of the first of the new generation of publicly-traded master limited partnerships (MLPs) by taking nearly half of the company public on the NYSE (FGP). In 1998, Jim Ferrell also led the formation of Ferrell Companies Inc. Employee Stock Ownership Plan (ESOP). Today, Ferrellgas is one of the 20 largest companies in the country that is partially owned by a broad employee-ownership plan. Following the Ferrell Companies ESOP transaction, the family office, Ferrell Capital, Inc., was created to manage the financial, business and personal affairs of the Ferrell family - Jim & Zibbie, their two daughters Kate Banks and Sarah Southwell and their families. Over the years, Ferrell Capital has provided asset management and investment services for the Ferrell family with investments in real estate, banking, investment advisory services, private equity and other passive and active assets. One particular investment vehicle that was born out of Ferrell Capital is the MLP Income Portfolio that makes up the business of Samson Capital Management, a SEC-registered investment adviser focused on managing a portfolio of publicly-traded Master Limited Partnerships (MLPs). Ferrell Capital also provides professional and administrative services such as tax advice, estate planning, education, succession planning, budgeting, coordination of professional relationships and coordination of philanthropic affairs for family members.



    Investment Firm Key

       VC = Venture Capital
       PE = Private Equity
       A = Angel
       I = Incubator
       MB = Merchant Bank
       VD = Venture Debt
       FI = Family Investment Office
       FOF = Fund of Funds
       ED = Economic Development Office   
       TT = Technology Transfer Office
       CVC = Corporate Venture Capital
       SEC = Secondary Purchaser
       HF = Hedge Fund/Mutual Fund
       
       
       
    COMPANY STAGEREVENUE
    Venture Capital
    Seed Stage
    (includes "pre-seed," or
    concept stage)
    No Revenue
    Early StageMinimal
    Revenue
    Growth Stage
    (also called Mid-stage)
    $2M-$7M
    Expansion Stage
    (also called Late-stage)
    $7M and greater
    Private Equity
    Lower Middle Market$10M-$249M
    Middle Market$250M-$499M
    Upper Middle Market$500M-$1B
    Large Cap>$1B
       
       
     

    Investment Team:


    Name   Title
    Get the complete investment team + individual email addresses for investment team partners. Get personal images, LinkedIn links, investment specialties, office locations and more with a National Database subscription.
    Jason C. Messerly Chief Financial Officer
    Pamela A. Breuckmann Chief Executive Officer & President
    Remco M. Obertop Chief Investment Officer

     

    Portfolio companies include:


      Samson Capital Management


     

    Recent News: