Kelly Partners Investment Office invests in private and public companies across Australia and New Zealand with equity values between $25m to $1b.
KPIO’s investment criteria include:
+ Founder-led private companies
+ Established, growing and non-cyclical businesses
+ Outstanding management teams with strong culture and values
+ Owners looking for succession or companies requiring growth capital
+ Opportunities where our investment team can add value with proactive investment management
+ Companies with a clear path to an exit transaction in the medium term
KPIO’s target investment size is in the range of $2 million to $10 million per investment, with a minority shareholding of 5% to 20% in each underlying investment.