
Investments
65Portfolio Exits
40Funds
27Partners & Customers
2Service Providers
3About AEA Investors
AEA Investors is a private investment vehicle for a select group of industrial family offices with substantial assets. AEA's active individual investors include a network of industrial families, business executives, and former government leaders. The firm manages funds that have invested and committed capital including the leveraged buyouts of middle-market companies and small business companies and mezzanine and senior debt investments. AEA Private Equity invests across four sectors: value-added industrial products, specialty chemicals, consumer/retail, and services. It is based in New York, New York.
AEA Investors Headquarter Location
520 Madison Avenue 40th FL
New York, New York, 10022,
United States
212-644-5900
AEA Investors Web Traffic
AEA Investors Rank
Latest AEA Investors News
May 24, 2022
May 23, 2022 05:00 PM Eastern Daylight Time DALLAS--( BUSINESS WIRE )--Inovar Packaging Group (“Inovar” or the “Company”), a full-service provider of pressure sensitive labels, shrink sleeves and flexibles for a wide range of industries, announced today that funds managed by Kelso & Company (“Kelso”) have acquired a majority interest in the Company. Inovar was previously a portfolio company of AEA Investors. The Company’s existing management team, led by Executive Chairman and CEO Jeff Brezek, will continue to lead the company, and remain significant owners of the company alongside Kelso. “Kelso is the perfect partner to support Inovar’s next stage of growth,” said Jeff Brezek, Inovar’s Executive Chairman and CEO. “We are fully aligned on the near and long-term vision for Inovar, which will provide increased value for our customers and more opportunities for our people, while strengthening our position as the partner of choice for other label and packaging companies seeking to join a premier, nationwide platform,” added Brezek. “At Kelso, we look for opportunities to partner with market-leading companies that are managed by best-in-class management teams. Inovar represents the preeminent pressure sensitive label and packaging solution provider in the U.S., and we are excited to partner with Jeff Brezek and the broader Inovar team to help accelerate the Company’s next phase of growth,” said Sandy Osborne, Managing Director at Kelso. “The Inovar team has built a truly differentiated business, and we are eager to support its growth, both organically and through acquisitions, as it continues to augment its product offering, expand its geographic presence, and serve the critical needs of its customers,” added Alec Hufnagel, Managing Director at Kelso. About Inovar Headquartered in Dallas, TX, Inovar is one of North America’s premier label printing and packaging solution companies. With seven nationwide locations working closely together, Inovar offers a broad range of products, services, and technologies with a central focus on providing unparalleled quality, customer service, and flexibility to consistently meet our customer evolving needs. For more information, visit www.inovarpackaging.com . About Kelso Kelso is one of the oldest and most established firms specializing in private equity investing. Since 1980, Kelso has invested approximately $17 billion of equity capital in 136 transactions. Kelso was founded by the inventor of the Employee Stock Ownership Plan (ESOP) and, as a result, the principles of partnership and alignment of interest serve as the foundation of the firm’s investment philosophy. Kelso benefits from a successful investment track record, deep sector expertise, a long-tenured and stable investing team, and a reputation as a preferred partner to management teams and corporate partners. Kelso has significant experience investing in and supporting high-growth packaging platforms. The firm is based in New York, NY. For more information, please visit www.kelso.com . Contacts
AEA Investors Investments
65 Investments
AEA Investors has made 65 investments. Their latest investment was in AmeriVet Veterinary Partners as part of their Recap on March 3, 2022.
AEA Investors Investments Activity
Date | Round | Company | Amount | New? | Co-Investors | Sources |
---|---|---|---|---|---|---|
3/7/2022 | Recap | AmeriVet Veterinary Partners | $1,600M | Yes | 5 | |
9/10/2021 | Private Equity | Chemical Guys | $823.15M | Yes | 1 | |
7/6/2021 | Private Equity | Montway | $1.46M | Yes | 1 | |
6/8/2021 | Unattributed - V | |||||
2/11/2021 | Debt |
Date | 3/7/2022 | 9/10/2021 | 7/6/2021 | 6/8/2021 | 2/11/2021 |
---|---|---|---|---|---|
Round | Recap | Private Equity | Private Equity | Unattributed - V | Debt |
Company | AmeriVet Veterinary Partners | Chemical Guys | Montway | ||
Amount | $1,600M | $823.15M | $1.46M | ||
New? | Yes | Yes | Yes | ||
Co-Investors | |||||
Sources | 5 | 1 | 1 |
AEA Investors Portfolio Exits
40 Portfolio Exits
AEA Investors has 40 portfolio exits. Their latest portfolio exit was Inovar Packaging Group on May 23, 2022.
Date | Exit | Companies | Valuation Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model. | Acquirer | Sources |
---|---|---|---|---|---|
5/23/2022 | Acq - Fin - II | 1 | |||
3/2/2022 | Acquired | 3 | |||
2/17/2022 | Acquired | 1 | |||
Date | 5/23/2022 | 3/2/2022 | 2/17/2022 | ||
---|---|---|---|---|---|
Exit | Acq - Fin - II | Acquired | Acquired | ||
Companies | |||||
Valuation | |||||
Acquirer | |||||
Sources | 1 | 3 | 1 |
AEA Investors Acquisitions
61 Acquisitions
AEA Investors acquired 61 companies. Their latest acquisition was Monroe Engineering on December 21, 2021.
Date | Investment Stage | Companies | Valuation Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model. | Total Funding | Note | Sources |
---|---|---|---|---|---|---|
12/21/2021 | Acq - Fin | 3 | ||||
12/14/2021 | Acq - Fin - II | 2 | ||||
11/18/2021 | Acq - Fin - II | 3 | ||||
10/5/2021 | Private Equity | |||||
7/17/2021 |
Date | 12/21/2021 | 12/14/2021 | 11/18/2021 | 10/5/2021 | 7/17/2021 |
---|---|---|---|---|---|
Investment Stage | Private Equity | ||||
Companies | |||||
Valuation | |||||
Total Funding | |||||
Note | Acq - Fin | Acq - Fin - II | Acq - Fin - II | ||
Sources | 3 | 2 | 3 |
AEA Investors Fund History
27 Fund Histories
AEA Investors has 27 funds, including ICM Holdco I.
Closing Date | Fund | Fund Type | Status | Amount | Sources |
---|---|---|---|---|---|
11/23/2020 | ICM Holdco I | $93.38M | 1 | ||
7/16/2020 | AEA Investors Executive Fund VII | $39.06M | 2 | ||
12/12/2019 | AEA Investors Fund VII | Buyouts & Acquisitions | Open | $4,800M | 2 |
12/12/2019 | AEA Investors SBF IV | ||||
2/15/2019 | AEA Investors Mezzanine Fund IV |
Closing Date | 11/23/2020 | 7/16/2020 | 12/12/2019 | 12/12/2019 | 2/15/2019 |
---|---|---|---|---|---|
Fund | ICM Holdco I | AEA Investors Executive Fund VII | AEA Investors Fund VII | AEA Investors SBF IV | AEA Investors Mezzanine Fund IV |
Fund Type | Buyouts & Acquisitions | ||||
Status | Open | ||||
Amount | $93.38M | $39.06M | $4,800M | ||
Sources | 1 | 2 | 2 |
AEA Investors Partners & Customers
2 Partners and customers
AEA Investors has 2 strategic partners and customers. AEA Investors recently partnered with Brand Networks on August 8, 2013.
Date | Type | Business Partner | Country | News Snippet | Sources |
---|---|---|---|---|---|
8/13/2013 | Partner | United States | `` Brand Networks recently announced a partnership with AEA Investors which is opening up new opportunities for us across the board , '' said Paul Falzone , Chief Growth Officer , Brand Networks . | 1 | |
10/1/2012 | Partner |
Date | 8/13/2013 | 10/1/2012 |
---|---|---|
Type | Partner | Partner |
Business Partner | ||
Country | United States | |
News Snippet | `` Brand Networks recently announced a partnership with AEA Investors which is opening up new opportunities for us across the board , '' said Paul Falzone , Chief Growth Officer , Brand Networks . | |
Sources | 1 |
AEA Investors Service Providers
5 Service Providers
AEA Investors has 5 service provider relationships
Service Provider | Associated Rounds | Provider Type | Service Type |
---|---|---|---|
Acq - Fin | Investment Bank | Financial Advisor | |
Service Provider | |||
---|---|---|---|
Associated Rounds | Acq - Fin | ||
Provider Type | Investment Bank | ||
Service Type | Financial Advisor |
Partnership data by VentureSource
AEA Investors Team
14 Team Members
AEA Investors has 14 team members, including current Chief Executive Officer, President, Brian Hoesterey.
Name | Work History | Title | Status |
---|---|---|---|
Brian Hoesterey | Chief Executive Officer, President | Current | |
William A Owens | Nortel Networks, and Teledesic | Chief Executive Officer | Current |
Steven DeCillis | Chief Financial Officer | Current | |
Rob Hagen | Chief Financial Officer | Current | |
Tom Groves | Chief Operating Officer | Current |
Name | Brian Hoesterey | William A Owens | Steven DeCillis | Rob Hagen | Tom Groves |
---|---|---|---|---|---|
Work History | Nortel Networks, and Teledesic | ||||
Title | Chief Executive Officer, President | Chief Executive Officer | Chief Financial Officer | Chief Financial Officer | Chief Operating Officer |
Status | Current | Current | Current | Current | Current |
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