Pearl Meyer & Partners

Invested

August 2010

Realized

May 2015

Realized Investment

Pearl Meyer & Partners (“PM&P”) is a leading independent executive compensation consulting firm. For over 20 years, PM&P has served as a trusted advisor to boards and their senior management in the areas of governance, strategy and compensation program design. Clients from the Fortune 500 to not-for-profits and emerging high-growth companies rely on PM&P to help align rewards with long-term business goals to create value for all stakeholders: shareholders, executives, and employees.

Caltius Structured Capital provided subordinated debt financing to Pearl Meyer & Partners for the management-led buyout of a passive equity investor. The transaction also was financed by a senior debt facility provided by the Bank of Texas, and common equity investments made by Benson Botsford, LLC and approximately 30 executives and managing directors of PM&P.

New York, New York


“Caltius Structured Capital’s creative financing package enabled us to take advantage of an attractive opportunity to increase our ownership stake in our growing business. The Caltius team worked hard to structure a deal that was attractive to all parties involved, and all of the senior partners at PM&P are excited to collectively build the equity value of our firm.”

David Swinford, President and CEO, Pearl Meyer & Partners

www.pearlmeyer.com

Loans made or arranged pursuant to a California Financing Law License, where applicable.