![Brian Kelly](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Brian Kelly
Founder at
Waverly Partners, Inc.
Profile
Brian Kelly is the founder and president of Waverly Partners, Inc. founded in 1995.
He is currently the CEO of Patient Portal Connect, Inc., a director at PRN Software LLC, an advisor at Bradford Equities Management LLC, and a senior advisor at PSG Equity LLC since 2020.
Mr. Kelly was an independent director at Tufco Technologies, Inc. from 2006 to 2014, a portfolio manager at Maverick Capital Ltd., the CFO of Technographics, Inc. from 1984 to 1988, and the president of Fitchburg Coated Products.
He holds an MBA from McGill University and an undergraduate degree from Providence College.
Brian Kelly active positions
| Companies | Position | Start |
|---|---|---|
Waverly Partners, Inc.
 Waverly Partners, Inc. Financial ConglomeratesFinance Engages in acquiring, improving and operating specialty manufacturing businesses | Founder | 27/07/2010 |
PSG Equity LLC
 PSG Equity LLC Investment ManagersFinance PSG Equity invests in growth-stage software companies located across the world. The firm targets companies operating in the fields of software and technology sectors. They provide financing for add-on acquisition and growth stage capital requirements. | Consultant / Advisor | 29/02/2020 |
PRN Software LLC
 PRN Software LLC Packaged SoftwareTechnology Services Develops healthcare software | Director/Board Member | - |
Bradford Equities Management LLC
 Bradford Equities Management LLC Investment ManagersFinance BEM seeks invests in middle-market companies located in the United States with revenues of at least USD 5 million for add-on acquisitions and USD 15 - 75 million for platform acquisitions. The firm focuses on companies operating in the fields of technology, manufacturing and distribution sectors. It provides financing for MBOs and buyout transactions. It also acquires a seat on the board of directors. | Consultant / Advisor | - |
Patient Portal Connect, Inc.
 Patient Portal Connect, Inc. Packaged SoftwareTechnology Services Provides software and technology services to the healthcare industry | Chief Executive Officer | - |
Former positions of Brian Kelly
| Companies | Position | End |
|---|---|---|
| TUFCO TECHNOLOGIES, INC. | Director/Board Member | 23/02/2014 |
Maverick Capital Ltd.
 Maverick Capital Ltd. Investment ManagersFinance Maverick’s investment process is driven by intensive, fundamental bottom-up research. They deploy capital to individual investment opportunities that they believe offer the highest returns relative to risk, regardless of index weightings, market capitalization, or style orientations. Their research is augmented by a top-down view of individual industries and the efforts of their quantitative research team. The firm’s investment team is organized into four industry sector teams: consumer, healthcare, cyclicals, and technology. The industry sector teams are supported by two disciplined research teams (private investments and quantitative).; | Analyst-Equity | 31/12/2005 |
Technographics, Inc.
 Technographics, Inc. Commercial Printing/FormsCommercial Services Paper laminates and transfer paper printing | Corporate Officer/Principal | 30/12/1988 |
Fitchburg Coated Products
 Fitchburg Coated Products Containers/PackagingProcess Industries Manufactures pressure sensitive materials | President | - |
Training of Brian Kelly
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
80
1st degree connections
11
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 11 |
|---|---|
Tufco Technologies, Inc.
 Tufco Technologies, Inc. TextilesProcess Industries Manufactures wet and dry wipes | Process Industries |
Maverick Capital Ltd.
Maverick Capital Ltd. Investment ManagersFinance Maverick’s investment process is driven by intensive, fundamental bottom-up research. They deploy capital to individual investment opportunities that they believe offer the highest returns relative to risk, regardless of index weightings, market capitalization, or style orientations. Their research is augmented by a top-down view of individual industries and the efforts of their quantitative research team. The firm’s investment team is organized into four industry sector teams: consumer, healthcare, cyclicals, and technology. The industry sector teams are supported by two disciplined research teams (private investments and quantitative).; | Finance |
Waverly Partners, Inc.
Waverly Partners, Inc. Financial ConglomeratesFinance Engages in acquiring, improving and operating specialty manufacturing businesses | Finance |
Technographics, Inc.
Technographics, Inc. Commercial Printing/FormsCommercial Services Paper laminates and transfer paper printing | Commercial Services |
Bradford Equities Management LLC
Bradford Equities Management LLC Investment ManagersFinance BEM seeks invests in middle-market companies located in the United States with revenues of at least USD 5 million for add-on acquisitions and USD 15 - 75 million for platform acquisitions. The firm focuses on companies operating in the fields of technology, manufacturing and distribution sectors. It provides financing for MBOs and buyout transactions. It also acquires a seat on the board of directors. | Finance |
Fitchburg Coated Products
Fitchburg Coated Products Containers/PackagingProcess Industries Manufactures pressure sensitive materials | Process Industries |
McGill University
 McGill University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Providence College
 Providence College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Patient Portal Connect, Inc.
Patient Portal Connect, Inc. Packaged SoftwareTechnology Services Provides software and technology services to the healthcare industry | Technology Services |
PSG Equity LLC
PSG Equity LLC Investment ManagersFinance PSG Equity invests in growth-stage software companies located across the world. The firm targets companies operating in the fields of software and technology sectors. They provide financing for add-on acquisition and growth stage capital requirements. | Finance |
PRN Software LLC
PRN Software LLC Packaged SoftwareTechnology Services Develops healthcare software | Technology Services |
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