Joe Kaiser Overview

  • Primary Position
  • Managing Directo...

  • Primary Industry
  • Information Technology

  • Active Board Seats
  • 6

  • Med. Deal Size

  • Med. Valuation

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

Primary Position
Managing Director & Chief Executive Officer, Mercato Partners
Education
Northwestern University (Kellogg), MBA (Master of Business Administration)
Saint Louis University, BA/BS (Bachelor of Arts and Sciences)
Gender
Male
Email
jk
Phone
+1 (801)
Address
  • 2750 East Cottonwood Parkway
  • Suite 500
  • Cottonwood Heights, UT 84121
  • United States
+1 (801)

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

  • Who is Joe Kaiser?

    Mr. Joe Kaiser serves as the Chief Executive Officer and Managing Director at Mercato Partners.

  • 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.

  • 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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