Equity Solutions

 

Caltius Equity Partners focuses exclusively on the needs of small and mid-sized companies. We provide equity capital in amounts of $10 million to $30 million to develop and execute sound operational and growth strategies.

 

Investing in the Future

 

We employ a strategic approach to investing. We partner with industry-expert executives including owner/operators, existing management teams, and our committed executive partners to invest our capital. We typically acquire controlling or substantial minority ownership positions in companies that have:

 

  • $10 million to $50 million in enterprise value
  • Defensible market positions
  • Growth potential
  • Profitable operating histories
  • Proprietary concepts or brands
  • Limited technology risk

 

Our investment approach is long term. Our style is professional, confidential and fair. We flexibly structure transactions to meet the needs of sellers, owner/operators and management teams in the following situations:

 

  • Estate Planning
  • Management Buyouts
  • Growth Financings
  • Corporate Divestitures

 

We invest in a broad range of industries, with a particular focus in:

 

  • Business Services
  • Consumer Products & Services
  • Healthcare Services
  • Specialty Chemicals

 

Our Background

 

Caltius Equity Partners has been making control and substantial minority equity investments in small and mid-sized companies since 1999.  We are presently investing $10 million to $30 million per transaction out of our third fund, Caltius Equity Partners III, LP.

 

"The Impact management team and I are very excited to partner with Caltius. We worked with Caltius previously during Caltius' prior investment in Consolidated Fire Protection. The Caltius team was critically important to our success and achievement of our growth initiatives. I look forward to partnering with them again."


Michael Lloyd, CEO

Impact Facility Services