Joe Kaiser Overview
- Firm
- Mercato Partners
- Primary Position
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Managing Directo...
- Primary Industry
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Information Technology
- Active Board Seats
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6
- Med. Deal Size
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- Med. Valuation
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Joe Kaiser General Information
Biography
Mr. Joe Kaiser serves as the Chief Executive Officer and Managing Director at Mercato Partners. He serves as Board Member at Summersalt. Mr. Kaiser serves as a Board Member at Paytient, Attain, Kalderos, Cylinder, & Beam Benefits. He served as a Board Member at Venafi.& Ephesoft. As a principal, he supports entrepreneurs by leveraging 15 years of financial, operational, and strategic experience. Immediately before joining Mercato, he served as a director of capital markets at Vivint Solar, where he raised more than $1 billion in project financing and led several successful corporate development initiatives. Vivint Solar achieved a successful IPO in 2014 at a valuation of approximately $1.6 billion. Before joining Vivint Solar, he worked at The Blackstone Group, where he advised investors, activists, and corporate clients; completed mergers and acquisitions, and structured finance transactions, including Blackstone's acquisition of Vivint Solar and its sister company, Vivint, Inc. Before joining Blackstone, he had a variety of operating and entrepreneurial experiences, including launching and building several technology companies as well as turning around a manufacturing business. He began his career as an investment banking analyst at A.G. Edwards & Sons, Inc., where he supported the completion of $16 billion in financing and corporate advisory assignments. Growing up in a small town, he inherited his entrepreneurial spirit from his parents, who owned and operated a local retail business. He received an M.B.A. from the Kellogg School of Management at Northwestern University and a B.S.B.A. in accounting from Saint Louis University.
Contact Information
Address
- 2750 East Cottonwood Parkway
- Suite 500
- Cottonwood Heights, UT 84121
- United States
Joe Kaiser Positions (1)
Firm name | Firm type | Title | Location | Industry | Since |
---|---|---|---|---|---|
Mercato Partners | Investor | Managing Director & Chief Executive Officer | Cottonwood Heights, UT | Growth/Expansion |
Joe Kaiser Board Seats (6)
Company | Industry | Ownership Status | Financing Status | Location | Since |
---|---|---|---|---|---|
Attain (Financial Software) | Financial Software | Privately Held (backing) | Venture Capital-Backed | Chicago, IL | |
Beam Benefits | Other Healthcare Services | Privately Held (backing) | Venture Capital-Backed | Columbus, OH | |
Cylinder | Managed Care | Privately Held (backing) | Venture Capital-Backed | Chicago, IL | |
Kalderos | Business/Productivity Software | Privately Held (backing) | Venture Capital-Backed | Chicago, IL | |
Paytient | Financial Software | Privately Held (backing) | Venture Capital-Backed | Columbia, MO |
Joe Kaiser Lead Partner on Deals (13)
Joe Kaiser has been the lead partner on 13 deals. Their latest deal was with Artisight, a other healthcare technology systems company. The deal was made for on 23-Oct-2024.
Company | Deal Date | Deal Type | Deal Size | Deal Status | Industry | Location |
---|---|---|---|---|---|---|
Artisight | 23-Oct-2024 | Later Stage VC (Series B) | Completed | Other Healthcare Technology Systems | Chicago, IL | |
Beam Benefits | 15-May-2024 | Completed | Other Healthcare Services | Columbus, OH | ||
Torus (Energy Storage) | 26-Mar-2024 | Completed | Energy Storage | Salt Lake City, UT | ||
Cylinder | 18-Aug-2023 | Completed | Managed Care | Chicago, IL | ||
Paytient | 10-Jan-2023 | Completed | Financial Software | Columbia, MO | ||
Attain (Financial Software) | 01-Nov-2022 | Completed | Financial Software | Chicago, IL | ||
Attain (Financial Software) | 12-Aug-2021 | Completed | Financial Software | Chicago, IL | ||
Beam Benefits | 02-Mar-2021 | Completed | Other Healthcare Services | Columbus, OH | ||
Kalderos | 10-Jun-2020 | Early Stage VC (Series B) | Completed | Business/Productivity Software | Chicago, IL | |
Summersalt | 20-Dec-2019 | Early Stage VC (Series B) | Completed | Specialty Retail | Saint Louis, MO |
Joe Kaiser Network (177)
Board Members (61)
Name | Company | Representing | Location | From |
---|---|---|---|---|
Shiram Narayanan | Venafi | Self | Salt Lake City, UT | |
Joe Levy | Venafi | Self | Salt Lake City, UT | |
Kalderos | Self | Chicago, IL | ||
Kalderos | Self | Chicago, IL | ||
ABOUT Healthcare | Self | St. Paul, MN |
Portfolio Executives (109)
Name | Company | Role | Deal date | Location |
---|---|---|---|---|
Chris Heddon | Artisight | Chief Product Officer | 23-Oct-2024 | Chicago, IL |
Vikas Ghayal | Artisight | Chief Strategy Officer | 23-Oct-2024 | Chicago, IL |
Artisight | Co-Founder & Chief Executive Officer | 23-Oct-2024 | Chicago, IL | |
Artisight | Chief Technology Officer | 23-Oct-2024 | Chicago, IL | |
Artisight | Co-Founder & Chief Science Officer | 23-Oct-2024 | Chicago, IL |
Fund Team Members (7)
Name | Investor | Fund | Fund Location |
---|---|---|---|
Ryan Parker | Mercato Partners | Mercato Partners Traverse IIIe | Cottonwood Heights, UT |
Josh Christensen JD | Mercato Partners | Mercato Partners Traverse IIIe | Cottonwood Heights, UT |
Mercato Partners | Cottonwood Heights, UT | ||
Mercato Partners | Cottonwood Heights, UT | ||
Mercato Partners | Cottonwood Heights, UT |
Joe Kaiser Affiliated Funds (4)
Fund | Investor | Fund Type | Status | Vintage | Size | Dry Powder | IRR | IRR Quartile |
---|---|---|---|---|---|---|---|---|
Alpha Fund III | Mercato Partners | Venture - General | Cancelled | 2021 | ||||
Mercato Partners Traverse IIIe | Mercato Partners | Growth/Expansion | Closed | 2023 | ||||
Mercato Partners Growth III | Mercato Partners | Growth/Expansion | Closed | 2016 | ||||
Mercato Partners Traverse IV | Mercato Partners | Growth/Expansion | Closed | 2021 |
Joe Kaiser FAQs
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Who is Joe Kaiser?
Mr. Joe Kaiser serves as the Chief Executive Officer and Managing Director at Mercato Partners.
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How much does Joe Kaiser typically invest?
Joe Kaiser's median deal size is
. -
What is Joe Kaiser’s main position?
Joe Kaiser’s primary position is Managing Director & Chief Executive Officer.
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What are the contact details for Joe Kaiser?
Joe Kaiser’s email address is jk
and his phone number is +1 (801) . -
How many active board seats does Joe Kaiser hold?
Joe Kaiser holds 6 board seats including Attain (Financial Software), Beam Benefits, Cylinder, Kalderos, and Paytient.
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