KLR Group, headquartered in Houston, is a full-service boutique investment bank focused on the Energy industry.

Who is KLR Group?

  • our mission
    We are committed to providing our clients access to a broad range of financial services, advice and solutions typically available only to the largest public companies. These Solutions Include:
    • Public and Private, Corporate and Asset-Level Financings Across the Capital Spectrum
      • IPO and Secondary Equity Offerings
      • Secured and Unsecured Debt Offerings
      • Hybrid Fnancings
      • Refinancings
    • Advisory Services
      • Corporate M&A
      • Asset Acquisitions and Divestitures
      • Management Buyouts
      • Fairness Opinions
      • Strategic Alternatives
      • Supply Chain and Resources Management
      • Derivatives
    • Equity Research, Sales and Trading
    • Asset Management
    • Merchant Banking
  • our values
    We strive to provide clear feedback and thoughtful, innovative advice tailored to best meet each client’s specific strategy and needs. We perform on each client’s behalf every day with a focus on what we value:
    • Client Loyalty

      As a firm, we place our client’s interests above all else. We believe the key to success is understanding, anticipating and meeting our client's expectations and needs – in every market.

    • Culture

      We work hard to foster a culture of individual responsibility, diversity, creativity, honesty and success. We push and support one another’s professional and personal development in good times and bad. We believe in finding balance between LISTENING and being BOLD – our employees are not afraid to be candid, suggest new ideas or (respectfully) disagree.

    • Team Focus

      It’s obvious to us that all brands – but especially those in the services industry – are built by their people. We seek to attract and reward entrepreneurial, high-achieving people who share our passion for Energy. We believe in specialization and pride ourselves on providing data-driven advice based on a deep understanding of our clients’ business.

  • our story
    KLR Group’s co-founders, led by Edward Kovalik, Stephen Lee and Reid Rubinstein, started the firm in 2012 with a simple goal: small, mid-sized and private companies within the Energy industry should have the same access to banking services as the largest public ones. Seeing a void in the market, they left an established banking platform with hundreds of employees to found KLR Group with a nimble team of twelve. Since 2012, the firm has grown its client base, employee count and number of investing partners (all high net worth individuals in Energy themselves). The majority owners of KLR Group have always been, and remain, its founders and employees.