INVESTMENT CRITERIA ACTIVE PLATFORM
Transcription
INVESTMENT CRITERIA ACTIVE PLATFORM
Equity capital for lower middle-market transactions INVESTMENT CRITERIA Our general investment criteria include: • Caltius investment size of $10 million to $30 million S AT, ALS N IC O H E MI C C LTY P ECIA • EBITDA of $3 million to $10 million CT F • Controlling or substantial minority ownership position IMPA • Enterprise value of $10 million to $50 million IRE ,B US ACTIVE PLATFORM DEVELOPMENT INE SS S E RVI CES We bring years of experience in enhancing infrastructure and successfully constructing and executing customized growth strategies. We guide companies through operational process improvements, strategic personnel upgrades, and a broad spectrum of marketing initiatives such as refining market penetration, developing new markets, and creating innovative SEN new lines of services and products. IO RB We invest in a broad range of industries, with a particular focus in: • Business Services • Healthcare Services • Consumer Products& Services • Specialty Chemicals OUR BACKGROUND For over 15 years, Caltius Equity Partners has invested in small and mid-sized companies throughout the United States. The RID GE, HEA LT H C A R E S ERVICES OUR TEAM Jim Upchurch, President & CEO | [email protected] Garrick Ahn, Managing Director | [email protected] senior members of the team have been working together since inception of the first fund in 1999 and recently raised their third fund, Caltius Equity Partners III, LP. The Caltius team is augmented by its Executive Network, a select group of seasoned operating executives with years of experience in Caltius’ targeted industries who partner with us and our portfolio company executives to achieve successful outcomes. Jeff Holdsberg, Managing Director | [email protected] Michael Morgan, Managing Director | [email protected] Jeff Kendig, Principal | [email protected] Justin Benshoof, Vice President | [email protected] Jack Tsu, Associate | [email protected] Greg Brackett, CFO | [email protected] 11766 Wilshire Blvd., Suite 850 Los Angeles, CA 90025 | Tel: (310) 996-9566 | www.caltiusequity.com REPRESENTATIVE TRANSACTIONS We invest in a broad range of industries, with a particular focus in: BUSINESS SERVICES CONSUMER PRODUCTS & SERVICES Impact Fire Services Provider of repair, service and inspection services for fire life safety systems Starpoint Health Kiss My Face Leading natural personal Platt College Resources, Inc. Accredited, post-secondary school with multiple locations in Southern California Vision Internet Provider of online technology solutions Consolidated Fire Protection Fire protection and life safety services provider Operator of multi-specialty ambulatory surgery centers SPECIALTY CHEMICALS Nicoat Developer and manufacturer of customized specialty overprint coatings care products brand Diversified Human Outsourced human resources and insurance services provider HEALTHCARE SERVICES Electra Bicycle Company Premium branded bicycle designer and marketer DavexLabs Developer and marketer of hair care products sold under the Murad and L'anza brands SeniorBridge Family Companies, Inc. Northwest Coatings Leading provider of in-home healthcare management services Manufacturer of energy curablecoatings and adhesives CRC Health Corp. Owner and operator of residential substance abuse treatment facilities and clinics CALTIUS EQUITY PARTNERS 11766 Wilshire Blvd, Suite 850 Los Angeles, CA 90025 Tel: (310) 996-9566 caltius-capital-management Scientech Provider of technical product and expert services to the power generation industry CampGroup Operator of summer camps for children www.caltiusequity.com