Brian Kelly, Cfa Email and Phone Number
Brian Kelly, Cfa work email
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Brian Kelly, Cfa personal email
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Private Equity investor with a track record of successful buyout investments in the Energy Transition portfolio at 424 Capital. Prior to joining 424 Capital, I gained sector expertise within climate tech as a venture-stage investor at Siemens Venture Capital, deploying capital on behalf of the Energy Management and Building Technologies divisions. Deal experience across the clean energy landscape includes:• Carbon Accounting SaaS• Cybersecurity for Solar SCADA Systems• EV Charging Hardware/Software• Sustainability / ESG Reporting Services• Energy Management Services• Energy Efficiency SaaS• Energy Efficiency Engineering Services• Solar O&M Services• Battery Storage O&M Services• Solar Compliance SaaS + Services• Solar Asset Management SaaS + ServicesMy primary responsibilities include: • Originating investments• Investment thesis development• Negotiation of valuation, deal structure, and purchase agreements• Managing deal execution and due diligence• Leading corporate development add-on M&A strategy• Building and reviewing financial models • Writing investment memos• Implementing value creation plans• Preparing companies for exit• Board director rolesActive Portfolio Company Investments:• QE Solar• Radian Generation• Environ Energy• Climate Efficiency PartnersExited Portfolio Company Investments: • ChargePoint (March 2021)• Farm Market iD (February 2021)• Verge Health (October 2020)• Coronis Health (July 2022)
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Principal424 Capital Dec 2022 - PresentWakefield, Ma, UsDeal lead for leveraged buyout investments in companies offering tech-enabled services and SaaS software for the Energy Transition. Sector focus on renewable energy, decarbonization, and sustainability. -
Vice President424 Capital Jun 2019 - Dec 2022Wakefield, Ma, Us -
Board MemberRadian Generation Jan 2021 - PresentCharlotte, Nc, UsRenewable energy software and services for asset management, NERC regulatory compliance, and managed cybersecurity services (MSSP). -
Board MemberClimate Efficiency Partners Apr 2024 - PresentClimate Efficiency Partners develops, installs, and maintains energy efficiency, battery storage, and renewable energy projects. -
Board ObserverQe Solar Mar 2021 - PresentSpringfield, New Jersey, UsQE Solar is a leading provider of operations and maintenance (O&M) services for renewable energy assets including solar, battery storage, and EV charging stations. -
Board ObserverEnviron Energy Jul 2020 - PresentNew York, New York, UsEnviron Energy is a provider of managed energy procurement and sustainability services which result in lower energy costs and carbon emissions for commercial clients. -
Board MemberAllegiance Group Apr 2023 - PresentFargo , Nd, UsData-driven marketing services and SaaS software products for non-profit fundraising. -
Siemens Venture CapitalSiemens Mar 2016 - May 2019Munich, DeVenture Capital investor for Siemens originating and executing investments in startup companies developing clean tech solutions for energy efficiency, renewable energy, and EV charging. Deal experience includes investments in ChargePoint, BuildingIQ, Comfy, and Enlighted. -
Senior AssociateDuff & Phelps May 2012 - Feb 2016New York, Ny, UsInvestment banking and financial advisory services.
Brian Kelly, Cfa Skills
Brian Kelly, Cfa Education Details
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Boston UniversityMaster Of Business Administration (Mba) -
University Of VermontFinance Concentration -
Fairfield College Preparatory SchoolHigh School
Frequently Asked Questions about Brian Kelly, Cfa
What company does Brian Kelly, Cfa work for?
Brian Kelly, Cfa works for 424 Capital
What is Brian Kelly, Cfa's role at the current company?
Brian Kelly, Cfa's current role is Private Equity Investor, Energy Transition & Renewable Energy Services.
What is Brian Kelly, Cfa's email address?
Brian Kelly, Cfa's email address is br****@****hoo.com
What schools did Brian Kelly, Cfa attend?
Brian Kelly, Cfa attended Boston University, University Of Vermont, Fairfield College Preparatory School.
What skills is Brian Kelly, Cfa known for?
Brian Kelly, Cfa has skills like Bloomberg, Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Dcf, Strategy, Due Diligence, Fixed Income, Investments, Private Equity, Equities.
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