Investment Criteria

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.