PE  Kelly Capital

http://www.kellycapital.com/default.aspx





     Office Locations:

12730 High Bluff Drive, Suite 250
San Diego, CA 92130
Phone: 619-687-5000
Fax: 619-687-5010

 

Stages:

  • Middle Market


 

Industries:

  • Business Services
  • Consumer Products & Services
  • Financial Services
  • Information Technology
  • Life Sciences & Healthcare
  • Real Estate & Construction
  • Retail & Restaurant

  •  

    Description:

    Kelly Capital is a private equity firm seeking investments in asset-based businesses, real estate properties and debt across the United States. Since inception, the firm and its controlled, affiliate companies have completed over $3 billion in transactions as principal investors. Kelly Capital acts as either principal investor or strategic partner within its investments. The firm does not limit its investment criteria based on transaction size, geography, industry, or public/private status and will consider additional, add-on acquisition candidates of all sizes. Within its company acquisitions group, Kelly Capital prefers enterprise values of up to $300 million, control transactions, and bankrupt companies. Within its debt acquisitions group, Kelly Capital makes individual loans from $100K to $100M, as well as portfolio purchases from $10M to $500M.


     

    Funds:


      Fund Name


      Amount


      Date

    Get funds under management for this firm including Fund name, Dollar size of fund raise, and Vintage with a National Database subscription or Southern California Database subscription.



    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 or Southern California Database subscription.
    Brenda Johnson Project Accountant
    Eric Lofgran Vice President
    Greg Bowen Chief Financial Officer
    Joe Thomas Senior Vice President
    Luke Kosters Assistant General Counsel

     

    Portfolio companies include:


      Atlantic Envelope
        web link


      Earl Scheib
        web link


      Fat City


      Hyatt Andaz Hotel
        web link


      National Service Industries


      The Bitter End


     

    Recent News:


      There is no recent news for Kelly Capital.