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Buyer Dossier

Kelso & Company

Prepared for AquaScience
AquaScience • Lawrence "Larry" Casey

Buyer Profile

Firm Type
Middle-Market Investment Firm
Founded
1989
Headquarters
New York, NY
AUM
Not disclosed
Investment Focus
Diversified Industrial & Service Businesses
Transaction Type
Majority Control / Management Co-Invest
Target EBITDA Range
$10M–$75M (typical middle-market)
Website

Key Contacts

NameTitleCoverageEmail
Frank LoverroPartnerIndustrial & Services M&A
James ConnorsPartnerDeal Origination
Managing Director (Business Dev)MD, OriginationNew Platform Sourcing

Strategic Fit

Kelso & Company's investment thesis centers on businesses with defensible market positions, recurring revenue, and fragmented competitive landscapes that support platform building — all of which describe water treatment services. AquaScience's Wyoming operations serve energy, mining, municipal, and agricultural customers with essential, regulation-driven demand that is durable through economic cycles.

Kelso's model of majority control with meaningful management equity co-investment aligns well with a founder-led water treatment business. Owners retain meaningful upside through retained equity while achieving liquidity. Kelso would bring operational discipline and capital for add-on acquisitions, using AquaScience as a platform to consolidate additional water treatment operators across the Mountain West.

The water treatment sector's regulatory barriers to entry, local market knowledge requirements, and essential-service characteristics match Kelso's historical investment profile in industrial services. Wyoming's energy, mining, and agricultural sectors provide durable, cycle-resistant treatment demand.

Approach Strategy

Call Opener: "Kelso has a strong track record building industrial services platforms — we're working with an owner-operated water treatment company in Wyoming with recurring revenue across energy, municipal, and ag customers. Given your model for majority control with management rollover, I think it's worth a conversation."

1
Platform-building thesis is ready-made. The water treatment services market in the Mountain West is highly fragmented — AquaScience's existing customer relationships and local operating infrastructure make it an ideal foundation for a consolidation strategy.
2
Recurring, regulation-driven revenue. Wyoming's energy, mining, and municipal customers require ongoing water treatment under state and EPA mandates. This creates revenue visibility that fits Kelso's preference for durable cash flow businesses.
3
Management team is aligned and rollover-ready. The founder is open to a majority transaction with retained equity participation, matching Kelso's structure. This preserves institutional knowledge and customer relationships through transition.

Pipeline History

DateActivityContactOutcomeStatus
Initial Research & Profile BuildInternalDossier compiledComplete
First OutreachLarry CaseyPendingNext Step