Caltius Capital Management

About The Fund

Established in 1999, Caltius Capital Management focuses on providing junior capital solutions to middle-market companies in North America, addressing a range of industries, including Healthcare Services and Products, Food and Beverage, Consumer Services and Products, Business Services, Light Manufacturing, Software, IT, Education, BioTech, Businesses Solutions, Hardware, IoT, HealthTech, Material Science, Real Estate, and Healthcare. Caltius operates through two distinct platforms: Caltius Equity and Caltius Mezzanine. These platforms support different investment strategies tailored to the needs of growing businesses. Caltius Equity specializes in control and substantial minority equity investments. This includes investing in management-led buyouts, late-stage growth financings, leveraged recapitalizations, corporate divestitures, and acquisitions, with investment amounts ranging from $10 to $30 million. Caltius Mezzanine offers junior debt solutions, with investments ranging from $10 to $100 million. It focuses on providing capital to support transactions such as acquisitions, buyouts, shareholder dividends, refinancings, and organic growth. Over the years, Caltius Mezzanine has invested over $700 million in more than 40 companies. Caltius takes pride in its commitment to building strong relationships with business owners, executives, and their advisors, valuing trust and collaboration. Their approach is highlighted by creativity, flexibility, and custom-fit financial solutions. They emphasize a corporate culture of mutual respect, inclusion, humor, and a balanced work-life, which has earned them recognition as one of the 'Best Places to Work'. The firm maintains a long-term focus with its limited partners, committing to transparent communication and mutual goals. Caltius's vision, since its inception, has been to nurture an entrepreneurial team that works closely with portfolio company owners and professional communities, continuously living out this ideal from their Los Angeles headquarters.