Stelco首席执行官使用自己的4亿美元来瞄准工业资产-彭博社
Joe Deaux
Alan Kestenbaum摄影师:Cole Burston/Bloomberg这位以交易为导向的加拿大钢铁制造商 Stelco Holdings Inc. 的首席执行官已经拨出4亿美元的个人资金,用于投资煤炭和其他工业资产。
艾伦·凯斯滕鲍姆多年前曾帮助收购陷入困境的 Stelco,并曾一度参与竞购卡罗来纳黑豹队(Carolina Panthers)国家橄榄球联盟球队,现在他正重新启动一个基金,用于投资工业、矿业和大宗商品。这位交易专家的家族历史可以追溯到几十年前的大宗商品行业,他表示,投资目标包括在能源转型期间失宠的运营项目,比如煤炭。
“这是我们在市场上寻找资产、并运营它们的一项技能和专业知识,”凯斯滕鲍姆在接受采访时表示。
这位钢铁行业高管为他的最新举措重新启用了 Bedrock Industries 这个名字,这个迈阿密总部的控股公司将进行交易。这个名字曾是他与私募股权公司 Lindsay Goldberg LLC 合作的一部分,从2015年一直持续到2021年,当时凯斯滕鲍姆买断了他的合作伙伴。
阅读更多: Stelco 寻求收购以提升加拿大顶级钢铁制造商的吸引力
Kestenbaum, 62, is using his own cash for Bedrock Industries Group LLC “to pursue other Stelco-type deals.” He said the firm will be looking for assets in China, Latin America, the Middle East and India, where growth rates — depending on the product — are more than double North America.
“We’ll go into coal and other underserved markets,” he said, adding that targets include a wide net of “geographically unconstrained” products including aluminum, copper, alloys as well as thermal coal and its metallurgical counterpart used in steelmaking.
Coal miners began raking in profits in 2022 after Russia’s invasion of Ukraine thrust the world into an energy crisis, reminding investors that demand for the dirtiest fossil fuel remains resilient despite a push for cleaner fuels to fight climate change.
Bedrock Industries’ managing director will be Gaurav Mehta, a former banker with UBS Group AG and Deutsche Bank AG, and Kestenbaum said he’ll also provide support with investments and guidance.