Stelco首席執行官使用自己的4億美元來瞄準工業資產-彭博社

Alan Kestenbaum攝影師：Cole Burston/Bloomberg這位以交易為導向的加拿大鋼鐵製造商 Stelco Holdings Inc. 的首席執行官已經撥出4億美元的個人資金，用於投資煤炭和其他工業資產。

艾倫·凱斯滕鮑姆多年前曾幫助收購陷入困境的 Stelco，並曾一度參與競購卡羅來納黑豹隊（Carolina Panthers）國家橄欖球聯盟球隊，現在他正重新啓動一個基金，用於投資工業、礦業和大宗商品。這位交易專家的家族歷史可以追溯到幾十年前的大宗商品行業，他表示，投資目標包括在能源轉型期間失寵的運營項目，比如煤炭。

“這是我們在市場上尋找資產、並運營它們的一項技能和專業知識，”凱斯滕鮑姆在接受採訪時表示。

這位鋼鐵行業高管為他的最新舉措重新啓用了 Bedrock Industries 這個名字，這個邁阿密總部的控股公司將進行交易。這個名字曾是他與私募股權公司 Lindsay Goldberg LLC 合作的一部分，從2015年一直持續到2021年，當時凱斯滕鮑姆買斷了他的合作伙伴。

閲讀更多： Stelco 尋求收購以提升加拿大頂級鋼鐵製造商的吸引力

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.