Over 20 Years. Over $1 billion of Enterprise Value Acquired.
We are Caltius Equity Partners
Learn how we collaborate with business owners and intermediaries
Our first step in assessing a viable prospect is making sure its owners / management and our team click.
It’s tough to choose an equity partner. It’s easier knowing your partner has been a successful team for over 20 years, buying then building companies like yours.
We provide a business owner with immediate wealth diversification, PLUS wealth creation over time from a carried interest in the company as our partner.
We are economically aligned with management, sharing the common goal of increasing shareholder value for our mutual benefit.
Our due diligence is about the future, not the past. What are the market opportunities? How do we help management achieve them? Post-closing, we apply decades of C-suite experience, working closely with management on operational strategy design and execution.
A benefit of being in business as long as us is a deep bench of supporting team members. We provide our portfolio companies with access to essentially every type of resource they may need, from highly specialized business consultants to IT and systems experts, C-suite candidates and more.
Lower middle market companies are in a class of their own. By focusing exclusively on this sector, we successfully merge our experience building businesses with management’s deep operating and sector knowledge.
We invite you to download our print-friendly Firm Overview for a summary of our Investment Criteria, Portfolio, Post-Closing Initiatives, and Contact information. Click here.
The essence of our corporate culture is inclusion and mutual respect, regardless of titles, and a healthy work/life balance. It’s an honor to be considered one of the “Best Places to Work” in money management.
