Aspen Education Group

July 6, 2001

Realized Investment Aspen Education Group is an industry-leading provider of educational services to youth and their families. Aspen’s educational services, which include wilderness/outdoor programs, residential schools and programs, special education day schools, young adult programs, and weight loss programs, are integrated with Aspen’s strong and effective self-growth program. The Sprout Group, Frazier Healthcare and management […]

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CRC Health Corporation

January 6, 2001

Realized Investment CRC Health is America’s leading owner and operator of residential drug and alcohol treatment facilities and methadone clinics. The company had the opportunity to acquire the largest group of residential treatment facilities in Pennsylvania. However, access to capital was complicated by CRC’s lack of a financial equity sponsor, few tangible assets and concern about […]

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CRC Health

January 1, 2001

Realized Investment CRC Health is a leading owner and operator of residential and outpatient drug and alcohol treatment facilities. Founded in 1995, CRC offers numerous programs designed to help patients overcome addiction and related issues. Los Angeles, California www.crchealth.com

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SM&A

January 1, 2001

Realized Investment SM&A is a leading consulting firm that assists clients bidding for government contracts. Founded in 1982, SM&A provides competitive management services and program services to government contractors in aerospace and defense, homeland security, information technology, telecommunications, health care, professional services, and other sectors. Newport Beach, California www.smawins.com

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SM&A

December 6, 2000

Realized Investment SM&A (NASDAQ: WINS) provides high-end management and competitive strategy consulting services as well as integrated proposal management for industries including aerospace, defense and information technology. Five acquisitions were made to complement the company’s core proposal business after its public offering in 1998. Suffering from integration issues relating to the acquisitions, the company’s stock dropped […]

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ETT, Inc.

November 6, 2000

Realized Investment ETT, Inc. is the third largest slot machine route operator in the state of Nevada. Route operators supply and operate slot machines at non-casino locations, such as grocery stores, convenience stores, bars and restaurants. Caltius Mezzanine participated in a financing led by American General Insurance, which ETT used to purchase the slot route operation […]

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Homegrown Natural Foods

October 5, 2000

Realized Investment Homegrown Natural Foods was formed in 1999 as a platform to consolidate and grow branded companies in the natural foods industry. In October 2000, Caltius Mezzanine provided senior subordinated debt financing to help HomeGrown acquire Napa Valley Kitchens and Fantastic Foods. Napa, California www.annies.com

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Plassein Packaging

September 6, 2000

Realized Investment Plassein Packaging Corporation is a roll-up of companies in the flexible plastic packaging industry. Trivest Partners sponsored the transaction and originated the first acquisitions in January 2000. Through Plassein’s multiple subsidiaries, the company services a very diverse mix of customers and end markets. In September 2000, Caltius Mezzanine participated in a subordinated debt […]

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UHY Advisors

July 6, 2000

Realized Investment UHY Advisors (formerly Centerprise Advisors) is a leading provider of accounting and business services to a broad spectrum of middle-market clients. In addition, UHY provides complementary products and services such as business software, technical support and employee benefits. In 2000, with capital from an anticipated IPO, seven firms in the accounting, health care management […]

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La Dove, Inc.

March 24, 2000

Realized Investment La Dove is a leading provider of customized private label personal care products. Founded in 1995, the Company’s hair and skin care products are primarily sold to salons and branded consumer products marketers. Miami, Florida www.ladove.com

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